Yanni & Associates Investment Advisors, LLC: 13F holdings
CIK 21096442026Q2
| Positions | 34 |
|---|---|
| Reported value | $108.4m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 24,708 | $18.5m | 17.0% |
| IVV ISHARES TR | 17,828 | $13.4m | 12.3% |
| SCHX SCHWAB STRATEGIC TR | 433,561 | $12.8m | 11.8% |
| VTI ISHARES TR | 23,424 | $8.6m | 7.9% |
| IWF ISHARES TR | 46,063 | $6.3m | 5.8% |
| IJH ISHARES TR | 75,726 | $5.8m | 5.4% |
| IVE ISHARES TR | 25,191 | $5.7m | 5.3% |
| SCHF SCHWAB STRATEGIC TR | 205,158 | $5.7m | 5.2% |
| FNDX SCHWAB STRATEGIC TR | 169,794 | $5.3m | 4.9% |
| QQQ INVESCO QQQ TR | 7,073 | $5.2m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109644")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.