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Disclosed positions
Yoffe Investment Management, LLC: source evidence dated 2026-07-11T03:59:59.999Z.
- Issuer
- VANGUARD SMALL-CAP INDEXFUND ETF SHARES
- Ticker
- VB
- Class
- UIE
- Reported value
- $4,346,221
- Reported amount
- 14,338
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002056336-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD SMALL-CAP INDEXFUND ETF SHARES | VB | UIE | $4,346,221 | 14,338 | SH | None |
| IBM CORP | IBM | COM | $3,298,881 | 11,731 | SH | None |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | VTI | UIE | $2,989,356 | 8,078 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,808,342 | 2,637 | SH | None |
| INTEL CORP | INTC | COM | $2,426,420 | 17,378 | SH | None |
| WALMART INC | WMT | COM | $2,116,520 | 18,687 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,824,508 | 5,574 | SH | None |
| APPLE INC | AAPL | COM | $1,797,577 | 6,212 | SH | None |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | UIE | $1,722,389 | 21,378 | SH | None |
| VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | VXF | UIE | $1,633,081 | 6,633 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,566,631 | 4,200 | SH | None |
| CSX CORP | CSX | COM | $1,510,028 | 31,770 | SH | None |
| BANK NEW YORK MELLON COR | BNY | COM | $1,475,022 | 10,200 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,472,563 | 10,042 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,411,822 | 1,396 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,404,654 | 11,959 | SH | None |
| GE AEROSPACE | GE | COM | $1,377,195 | 3,685 | SH | None |
| TRAVELERS COS INC | TRV | COM | $1,316,112 | 3,987 | SH | None |
| ISHARES LATIN AMERICA 40ETF | ILF | UIE | $1,257,021 | 37,245 | SH | None |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | VWOB | UIE | $1,146,051 | 17,044 | SH | None |
| GE VERNOVA INC | GEV | COM | $1,082,046 | 921 | SH | None |
| JPMORGAN BETABUILDERS CANADA ETF | BBCA | UIE | $1,047,709 | 10,540 | SH | None |
| FRANKLIN FTSE ASIA EX JAPAN ETF | FLAX | UIE | $1,022,646 | 27,437 | SH | None |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | UIE | $958,772 | 26,537 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $951,871 | 3,748 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $947,150 | 2,800 | SH | None |
| MERCK & CO. INC. | MRK | COM | $943,288 | 7,341 | SH | None |
| VANGUARD S&P 500 ETF | VOO | UIE | $938,456 | 1,366 | SH | None |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | UIE | $936,008 | 19,452 | SH | None |
| VISA INC CLASS A | V | COM | $925,210 | 2,697 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $886,459 | 4,900 | SH | None |
| HONEYWELL INTL INC | HON | COM | $858,209 | 3,833 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $855,491 | 2,058 | SH | None |
| HONEYWELL AEROSPACE INC | HONA | COM | $847,400 | 3,833 | SH | None |
| JPMORGAN BETABUILDERS EUROPE ETF | BBEU | UIE | $827,651 | 10,642 | SH | None |
| VANGUARD FTSE EUROPE ETF | VGK | UIE | $820,785 | 9,270 | SH | None |
| VANGUARD FTSE PACIFIC INDEX FUND ETF SHARES | VPL | UIE | $810,709 | 7,008 | SH | None |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | VSS | UIE | $804,159 | 5,212 | SH | None |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | EMB | UIE | $798,996 | 8,285 | SH | None |
| STATE STREET SPDR S&P CHINA ETF | GXC | UIE | $790,961 | 9,142 | SH | None |
| HOME DEPOT INC | HD | COM | $784,569 | 2,225 | SH | None |
| ISHARES CORE MSCI PACIFIC ETF | IPAC | UIE | $761,546 | 9,295 | SH | None |
| SIMON PPTY GROUP INC NEWREIT | SPG | RET | $756,608 | 3,383 | SH | None |
| GSK PLC ADR F | GSK | ADR | $715,900 | 13,657 | SH | None |
| ISHARES MSCI EMERGING MARKETS ASIA ETF | EEMA | UIE | $700,707 | 5,991 | SH | None |
| THE COCA-COLA CO | KO | COM | $684,751 | 8,426 | SH | None |
| MCDONALDS CORP | MCD | COM | $671,789 | 2,485 | SH | None |
| UNION PAC CORP | UNP | COM | $652,800 | 2,400 | SH | None |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | UIE | $646,121 | 7,800 | SH | None |
| FRANKLIN FTSE CANADA ETF | FLCA | UIE | $634,644 | 12,330 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.