Yoffe Investment Management, LLC
Q3 2026 13F filing
Updated 3 days ago114 disclosed positions worth $84.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $4.1M | 14.3K | 4.81% | — |
| 2 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $3M | 8.1K | 3.56% | — |
| 3 | I IBM CORP | $2.6M | 11.7K | 3.04% | — |
| 4 | M MICROSOFT CORP | $2.2M | 4.2K | 2.54% | — |
| 5 | C CATERPILLAR INC | $2.1M | 2.6K | 2.52% | — |
| 6 | I INTEL CORP | $2.1M | 17.4K | 2.46% | — |
| 7 | A APPLE INC | $2.1M | 6.2K | 2.44% | — |
| 8 | W WALMART INC | $1.9M | 18.7K | 2.29% | — |
| 9 | J JPMORGAN CHASE & CO | $1.8M | 5.6K | 2.17% | — |
| 10 | V VANGUARD MORNINGSTAR MID-CAP ETF | $1.7M | 21.4K | 1.97% | — |
| 11 | V VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $1.5M | 6.6K | 1.81% | — |
| 12 | C CSX CORP | $1.5M | 31.8K | 1.74% | — |
| 13 | B BANK NEW YORK MELLON COR | $1.5M | 10.2K | 1.74% | — |
| 14 | P PROCTER & GAMBLE CO | $1.5M | 10.0K | 1.72% | — |
| 15 | T TRAVELERS COS INC | $1.4M | 4.0K | 1.67% | — |
| 16 | C CISCO SYS INC | $1.3M | 12.0K | 1.52% | — |
| 17 | B ISHARES LATIN AMERICA 40ETF | $1.3M | 37.2K | 1.51% | — |
| 18 | G GOLDMAN SACHS GROUP INC | $1.3M | 1.4K | 1.48% | — |
| 19 | G GE AEROSPACE | $1.2M | 3.7K | 1.36% | — |
| 20 | V VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $1.1M | 17.1K | 1.27% | — |
| 21 | M MERCK & CO. INC. | $1.1M | 7.3K | 1.26% | — |
| 22 | J JPMORGAN BETABUILDERS CANADA ETF | $1.1M | 10.5K | 1.25% | — |
| 23 | ? N/A FRANKLIN FTSE ASIA EX JAPAN ETF | $1M | 27.4K | 1.18% | — |
| 24 | J JOHNSON & JOHNSON | $992K | 3.7K | 1.17% | — |
| 25 | V VISA INC CLASS A | $969K | 2.7K | 1.14% | — |
| 26 | S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $968K | 19.5K | 1.14% | — |
| 27 | V VANGUARD S&P 500 ETF | $954K | 1.4K | 1.12% | — |
| 28 | P PHILIP MORRIS INTL INC | $935K | 4.9K | 1.10% | — |
| 29 | G GE VERNOVA INC | $875K | 921 | 1.03% | — |
| 30 | S SCHWAB U.S. SMALL-CAP ETF | $866K | 26.5K | 1.02% | — |
| 31 | A AMERICAN EXPRESS CO | $852K | 2.8K | 1.00% | — |
| 32 | A VANGUARD FTSE PACIFIC INDEX FUND ETF SHARES | $812K | 7.0K | 0.96% | — |
| 33 | V VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $809K | 5.2K | 0.95% | — |
| 34 | H HONEYWELL INTL INC | $809K | 3.8K | 0.95% | — |
| 35 | J JPMORGAN BETABUILDERS EUROPE ETF | $806K | 10.6K | 0.95% | — |
| 36 | V VANGUARD FTSE EUROPE ETF | $805K | 9.3K | 0.95% | — |
| 37 | S STATE STREET SPDR S&P CHINA ETF | $793K | 9.1K | 0.93% | — |
| 38 | E ISHARES CORE MSCI PACIFIC ETF | $791K | 9.3K | 0.93% | — |
| 39 | U UNITEDHEALTH GROUP INC | $756K | 2.1K | 0.89% | — |
| 40 | E ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $754K | 8.3K | 0.89% | — |
| 41 | K THE COCA-COLA CO | $725K | 8.4K | 0.85% | — |
| 42 | E ISHARES MSCI EMERGING MARKETS ASIA ETF | $694K | 6.0K | 0.82% | — |
| 43 | V VERIZON COMMUNICATIONS I | $680K | 14.8K | 0.80% | — |
| 44 | S SIMON PPTY GROUP INC NEWREIT | $679K | 3.4K | 0.80% | — |
| 45 | G GSK PLC ADR F | $658K | 13.7K | 0.78% | — |
| 46 | X EXXONMOBIL HLDGS CORP | $654K | 4.0K | 0.77% | — |
| 47 | U UNION PAC CORP | $653K | 2.4K | 0.77% | — |
| 48 | ? N/A VANECK AFRICA INDEX ETF | $644K | 23.4K | 0.76% | — |
| 49 | G FRANKLIN FTSE CANADA ETF | $643K | 12.3K | 0.76% | — |
| 50 | E ISHARES CORE MSCI EMERGING MARKETS ETF | $633K | 7.8K | 0.75% | — |