Yoffe Investment Management, LLC
112 holdingsFiling period: 2026-03-31Current AUM: $85.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 14.3K | $3.8M | $4.2M | 4.95% | -- | 2026-03-31 |
| 2 | IBM | IBM CORP | 11.7K | $2.8M | $2.6M | 3.07% | -- | 2026-03-31 |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 8.1K | $2.6M | $3.0M | 3.48% | -- | 2026-03-31 |
| 4 | WMT | WALMART INC | 18.7K | $2.3M | $2.1M | 2.43% | -- | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC | 2.6K | $1.9M | $2.1M | 2.51% | -- | 2026-03-31 |
| 6 | HON | HONEYWELL INTL INC | 7.7K | $1.7M | $932K | 1.09% | -- | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 5.6K | $1.6M | $2.0M | 2.29% | +4 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 6.2K | $1.6M | $1.9M | 2.24% | -- | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 4.2K | $1.6M | $2.0M | 2.28% | -- | 2026-03-31 |
| 10 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 5.3K | $1.5M | $1.7M | 2.02% | -- | 2026-03-31 |
| 11 | PG | PROCTER & GAMBLE CO | 10.0K | $1.4M | $1.5M | 1.70% | -- | 2026-03-31 |
| 12 | VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | 6.6K | $1.4M | $1.6M | 1.83% | -- | 2026-03-31 |
| 13 | ILF | ISHARES LATIN AMERICA 40ETF | 37.2K | $1.3M | $1.3M | 1.54% | +25 | 2026-03-31 |
| 14 | CSX | CSX CORP | 31.8K | $1.3M | $1.6M | 1.87% | -- | 2026-03-31 |
| 15 | BK | BANK NEW YORK MELLON COR | 10.2K | $1.2M | $1.2M | 1.41% | -- | 2026-03-31 |
| 16 | GS | GOLDMAN SACHS GROUP INC | 1.4K | $1.2M | $1.4M | 1.66% | -- | 2026-03-31 |
| 17 | TRV | TRAVELERS COS INC | 4.0K | $1.2M | $1.5M | 1.74% | -- | 2026-03-31 |
| 18 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | 17.0K | $1.1M | $1.1M | 1.31% | +15 | 2026-03-31 |
| 19 | GE | GE AEROSPACE | 3.7K | $1.0M | $1.3M | 1.55% | -- | 2026-03-31 |
| 20 | BBCA | JPMORGAN BETABUILDERS CANADA ETF | 10.5K | $991K | $1.1M | 1.26% | -136 | 2026-03-31 |
| 21 | CSCO | CISCO SYS INC | 12.0K | $927K | $1.4M | 1.62% | -- | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 3.7K | $916K | $961K | 1.12% | -- | 2026-03-31 |
| 23 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 19.4K | $908K | $939K | 1.10% | -- | 2026-03-31 |
| 24 | MRK | MERCK & CO. INC. | 7.3K | $883K | $956K | 1.12% | -- | 2026-03-31 |
| 25 | GXC | STATE STREET SPDR S&P CHINA ETF | 9.1K | $850K | $835K | 0.98% | -- | 2026-03-31 |
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