SEC Form 13F

Yoffe Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$87,354,634
Positions113

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SMALL-CAP INDEXFUND ETF SHARESVBUIE$4,346,22114,338
IBM CORPIBMCOM$3,298,88111,731
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESVTIUIE$2,989,3568,078
CATERPILLAR INCCATCOM$2,808,3422,637
INTEL CORPINTCCOM$2,426,42017,378
WALMART INCWMTCOM$2,116,52018,687
JPMORGAN CHASE & COJPMCOM$1,824,5085,574
APPLE INCAAPLCOM$1,797,5776,212
VANGUARD MID-CAP INDEX FUND ETF SHARESVOUIE$1,722,38921,378
VANGUARD EXTENDED MARKETINDEX FUND ETF SHARESVXFUIE$1,633,0816,633

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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