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Yoffe Investment Management, LLC

Q1 2026 Holdings

Filed 2026-04-21 | 111 holdings | $78.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Small-Cap Indexfund ETF Shares(VB)UIE922908751$3.8M14,3384.8%
IBM Corp(IBM)COM459200101$2.8M11,7313.6%
Vanguard Total Stock Market Index Fund ETF Shares(VTI)UIE922908769$2.6M8,0783.3%
Walmart Inc(WMT)COM931142103$2.3M18,6873.0%
Caterpillar Inc(CAT)COM149123101$1.9M2,6372.4%
Honeywell Intl Inc(HON)COM438516106$1.7M7,6672.2%
JPMorgan Chase & Co(JPM)COM46625H100$1.6M5,5692.1%
Apple Inc(AAPL)COM037833100$1.6M6,2122.0%
Microsoft Corp(MSFT)COM594918104$1.6M4,2002.0%
Vanguard Mid-Cap Index Fund ETF Shares(VO)UIE922908629$1.5M5,3452.0%
Procter & Gamble Co(PG)COM742718109$1.5M10,0421.9%
Vanguard Extended Marketindex Fund ETF Shares(VXF)UIE922908652$1.4M6,6331.7%
Ishares Latin America 40Etf(ILF)UIE464287390$1.3M37,1931.7%
CSX Corp(CSX)COM126408103$1.3M31,7701.7%
Bank New York Mellon COR(BK)COM064058100$1.2M10,2001.6%
Goldman Sachs Group Inc(GS)COM38141G104$1.2M1,3961.5%
Travelers COS Inc(TRV)COM89417E109$1.2M3,9871.5%
Vanguard Emerging Markets Government Bond Index Fund ETF Shares(VWOB)UIE921946885$1.1M17,0221.4%
GE Aerospace(GE)COM369604301$1.0M3,6851.3%
JPMorgan Betabuilders Canada ETF(BBCA)UIE46641Q225$991.4K10,5401.3%
Cisco SYS Inc(CSCO)COM17275R102$927.9K11,9591.2%
Johnson & Johnson(JNJ)COM478160104$916.2K3,7481.2%
Schwab International Small-Cap Equity ETF(SCHC)UIE808524888$908.8K19,4441.2%
Merck & Co. Inc.(MRK)COM58933Y105$883.0K7,3411.1%
State Street Spdr S&P China ETF(GXC)UIE78463X400$850.7K9,1361.1%
American Express Co(AXP)COM025816109$847.0K2,8001.1%
Franklin Ftse Asia EX Japan ETF(FLAX)UIE35473P660$838.5K27,4371.1%
Vanguard S&P 500 ETF(VOO)UIE922908363$816.5K1,3661.0%
Visa Inc Class Class A(V)COM92826C839$815.1K2,6971.0%
Philip Morris Intl Inc(PM)COM718172109$810.2K4,9001.0%
GE Vernova Inc(GEV)COM36828A101$803.9K9211.0%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)UIE464288281$776.9K8,2711.0%
Mcdonalds Corp(MCD)COM580135101$772.4K2,4851.0%
Schwab U.S. Small-Cap ETF(SCHA)UIE808524607$771.7K26,5371.0%
JPMorgan Betabuilders Europe ETF(BBEU)UIE46641Q191$770.6K10,6421.0%
Intel Corp(INTC)COM458140100$766.9K17,3781.0%
Vanguard Ftse Europe ETF(VGK)UIE922042874$764.1K9,2701.0%
Vanguard Ftse All-World Ex-US Small-Cap Index Fund ETF Shares(VSS)UIE922042718$759.9K5,2121.0%
GSK PLC ADR Fsponsored ADR 1 ADR Reps 2 ORD SHS(GSK)ADR37733W204$753.7K13,6571.0%
Verizon Communications I(VZ)COM92343V104$743.4K14,8081.0%
Home Depot Inc(HD)COM437076102$731.6K2,2250.9%
Ishares Core Msci Pacific ETF(IPAC)UIE46434V696$709.7K9,2760.9%
Vanguard Ftse Pacific Index Fund ETF Shares(VPL)UIE922042866$684.9K7,0080.9%
Exxon Mobil Corp(XOM)COM30231G102$681.9K4,0190.9%
The Coca-Cola Co(KO)COM191216100$640.8K8,4260.8%
Simon Ppty Group Inc Newreit(SPG)RET828806109$631.0K3,3830.8%
Chevron Corp New(CVX)COM166764100$605.5K2,9270.8%
Franklin Ftse Canada ETF(FLCA)UIE35473P827$603.4K12,3300.8%
Vaneck Africa Index ETF(AFK)UIE92189F866$602.8K23,4100.8%
Berkshire Hathaway Class B(BRK/B)COM084670702$594.7K1,2410.8%
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