account_balance
Investment manager · 13F filer · SEC CIK 2056336
Yoffe Investment Management, LLC
Reported value$84.9Mas of Sep 30, 2026
Positions114 3 new, 2 sold out
Top 10 weight27.8%VB alone is 5%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBVanguard Morningstar Small-Cap ETF
4.8%
VTIVanguard Morningstar Total Stock Market ETF
3.6%
IBMInternational Business Machines Corp
3.0%
MSFTMicrosoft Corp
2.5%
CATCaterpillar Inc
2.5%
INTCIntel Corp
2.5%
AAPLApple Inc.
2.4%
WMTWalmart Inc.
2.3%
JPMJPMorgan Chase & Co
2.2%
VOVanguard Morningstar Mid-Cap ETF
2.0%
VXFVanguard Extended Marketindex Fund ETF Shares
1.8%
CSXCSX Corp
1.7%
VBVanguard Morningstar Small-Cap ETF
4.8%
VTIVanguard Morningstar Total Stock Market ETF
3.6%
IBMInternational Business Machines Corp
3.0%
MSFTMicrosoft Corp
2.5%
CATCaterpillar Inc
2.5%
INTCIntel Corp
2.5%
AAPLApple Inc.
2.4%
WMTWalmart Inc.
2.3%
JPMJPMorgan Chase & Co
2.2%
VO2.0%
VXF1.8%
CSX1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VB Vanguard Morningstar Small-Cap ETF 4.8% Held
VTI Vanguard Morningstar Total Stock Market ETF 3.6% Held
IBM International Business Machines Corp 3.0% HeldMSFT Microsoft Corp 2.5% HeldCAT Caterpillar Inc 2.5% HeldINTC Intel Corp 2.5% HeldAAPL Apple Inc. 2.4% HeldWMT Walmart Inc. 2.3% HeldJPM JPMorgan Chase & Co 2.2% HeldVO Vanguard Morningstar Mid-Cap ETF 2.0% Held
VXF Vanguard Extended Marketindex Fund ETF Shares 1.8% Held
CSX CSX Corp 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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