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Yoffe Investment Management, LLC

What Yoffe Investment Management, LLC reported holding on Form 13F for the quarter ended Sep 30, 2026.

CIK 2056336 · Filed Nov 2, 2026

Positions
114
Reported value
$84.9M
Opened
4
Closed
3
Other managers included
0

Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR

Quarters on file

  1. Sep 30, 2025$76.9M
    114 positions
  2. Dec 31, 2025$78.3M
    113 positions
  3. Mar 31, 2026$78.1M
    111 positions
  4. Jun 30, 2026$87.4M
    113 positions
  5. Sep 30, 2026$84.9M
    114 positions
SecuritySharesChangeValueOf portfolio
VANGUARD MORNINGSTAR SMALL-CAP ETFUIE
14.3K±0%$4.1M4.8%
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFUIE
8.1K±0%$3M3.6%
IBMInternational Business Machines Corp
11.7K±0%$2.6M3%
MSFTMicrosoft Corp
4.2K±0%$2.2M2.5%
CATCaterpillar Inc
2.6K±0%$2.1M2.5%
INTCIntel Corp
17.4K±0%$2.1M2.5%
AAPLApple Inc.
6.2K±0%$2.1M2.4%
WMTWalmart Inc.
18.7K±0%$1.9M2.3%
JPMJPMorgan Chase & Co
5.6K+0.1%$1.8M2.2%
VANGUARD MORNINGSTAR MID-CAP ETFUIE
21.4K±0%$1.7M2%
VANGUARD EXTENDED MARKETINDEX FUND ETF SHARESUIE
6.6K±0%$1.5M1.8%
CSXCSX Corp
31.8K±0%$1.5M1.7%
BNYBank of New York Mellon Corp
10.2K±0%$1.5M1.7%
PGProcter & Gamble Co
10K±0%$1.5M1.7%
TRVTravelers Companies, Inc.
4K±0%$1.4M1.7%
CSCOCisco Systems, Inc.
12K±0%$1.3M1.5%
ISHARES LATIN AMERICA 40ETFUIE
37.2K±0%$1.3M1.5%
GSGoldman Sachs Group Inc
1.4K±0%$1.3M1.5%
GEGeneral Electric Co
3.7K±0%$1.2M1.4%
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARESUIE
17.1K+0.1%$1.1M1.3%
MRKMerck & Co., Inc.
7.3K±0%$1.1M1.3%
JPMORGAN BETABUILDERS CANADA ETFUIE
10.5K±0%$1.1M1.2%
FRANKLIN FTSE ASIA EX JAPAN ETFUIE
27.4K±0%$1M1.2%
JNJJohnson & Johnson
3.7K±0%$992.2K1.2%
VVisa Inc.
2.7K±0%$969K1.1%
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFUIE
19.5K±0%$967.5K1.1%
VANGUARD S&P 500 ETFUIE
1.4K−0.4%$954.1K1.1%
PMPhilip Morris International Inc.
4.9K±0%$935K1.1%
GEVGE Vernova Inc.
921±0%$875.4K1%
SCHWAB U.S. SMALL-CAP ETFUIE
26.5K±0%$865.9K1%
AXPAmerican Express Co
2.8K±0%$851.5K1%
VANGUARD FTSE PACIFIC INDEX FUND ETF SHARESUIE
7K±0%$811.6K1%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARESUIE
5.2K±0%$809.2K1%
HONHoneywell International Inc
3.8K±0%$808.5K1%
JPMORGAN BETABUILDERS EUROPE ETFUIE
10.6K±0%$805.5K0.9%
VANGUARD FTSE EUROPE ETFUIE
9.3K±0%$804.7K0.9%
STATE STREET SPDR S&P CHINA ETFUIE
9.1K±0%$793.2K0.9%
ISHARES CORE MSCI PACIFIC ETFUIE
9.3K±0%$791.1K0.9%
UNHUnitedHealth Group Inc
2.1K+0.0%$755.7K0.9%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFUIE
8.3K+0.2%$753.8K0.9%
KOCoca Cola Co
8.4K±0%$725.3K0.9%
ISHARES MSCI EMERGING MARKETS ASIA ETFUIE
6K±0%$694.3K0.8%
VZVerizon Communications Inc
14.8K+0.0%$679.6K0.8%
SPGSimon Property Group Inc.
3.4K±0%$679.2K0.8%
GSKGSK PLC
13.7K±0%$657.9K0.8%
XOMExxonMobil Holdings Corp
4KNew$654.1K0.8%
UNPUnion Pacific Corp
2.4K±0%$653.1K0.8%
VANECK AFRICA INDEX ETFUIE
23.4K±0%$644.5K0.8%
FRANKLIN FTSE CANADA ETFUIE
12.3K±0%$642.9K0.8%
ISHARES CORE MSCI EMERGING MARKETS ETFUIE
7.8K±0%$633K0.7%
HDHome Depot, Inc.
2.2K±0%$632.9K0.7%
BERKSHIRE HATHAWAY CLASS CLASS BCOM
1.2K±0%$618K0.7%
ISHARES MSCI JAPAN SMALL-CAP ETFUIE
5.6K±0%$616.5K0.7%
CVXChevron Corp
2.9K±0%$597.6K0.7%
HONAHoneywell Aerospace Inc.
3.8K±0%$594K0.7%
AMGNAmgen Inc
1.4K±0%$592.4K0.7%
STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETFUIE
3.7K±0%$579.3K0.7%
MCDMcDonald's Corp
2.5K±0%$573.9K0.7%
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARESUIE
13.4K±0%$568.6K0.7%
MMM3M Co
3.3K±0%$533.8K0.6%
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFUIE
23.2K+0.8%$523.9K0.6%
AFLAflac Inc
4.5K±0%$502.6K0.6%
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARESUIE
7.1K±0%$500.6K0.6%
SCHWAB U.S. LARGE-CAP GROWTH ETFUIE
13.8K±0%$496.7K0.6%
SCHWAB EMERGING MARKETS EQUITY ETFUIE
13.2K±0%$482.2K0.6%
FRANKLIN FTSE JAPAN ETFUIE
11.4K±0%$472.4K0.6%
BABoeing Co
2.5K±0%$470K0.6%
FRANKLIN FTSE LATIN AMERICA ETFUIE
16.7K±0%$457K0.5%
DISWalt Disney Co
4.3K±0%$456K0.5%
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFUIE
4.9K±0%$454.9K0.5%
ISHARES CHINA LARGE-CAP ETFUIE
13.2K±0%$450.5K0.5%
ISHARES MSCI PACIFIC EX JAPAN ETFUIE
8.2K±0%$449.2K0.5%
RTXRTX Corp
2.3K±0%$432.1K0.5%
CCitigroup Inc
3.3K±0%$431.7K0.5%
JPMORGAN BETABUILDERS JAPAN ETFUIE
5.4K±0%$425.7K0.5%
ISHARES MSCI ALL COUNTRYASIA EX JAPAN ETFUIE
3.6K±0%$418.2K0.5%
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETFUIE
10.5K±0%$407.3K0.5%
ISHARES MSCI JAPAN ETFUIE
4.1K±0%$397.9K0.5%
PLDPrologis, Inc.
2.8K±0%$362.9K0.4%
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFUIE
6.8K±0%$343.5K0.4%
ESSEssex Property Trust, Inc.
1.3K±0%$338K0.4%
PPLPPL Corp
10.1K±0%$332.2K0.4%
MOAltria Group, Inc.
4.9K±0%$330K0.4%
VANECK EMERGING MARKETS HIGH YIELD BOND ETFUIE
16.9K±0%$328.6K0.4%
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARESUIE
5.5K±0%$327.9K0.4%
ISHARES MSCI EAFE ETFUIE
3.1K±0%$318.7K0.4%
ISHARES MSCI INDIA ETFUIE
6.7K±0%$310.7K0.4%
ISHARES EUROPE ETFUIE
4.3K±0%$307.8K0.4%
INVESCO INDIA ETFUIE
16.4K±0%$305.9K0.4%
ISHARES CORE MSCI EUROPEETFUIE
4.1K±0%$305.7K0.4%
BACBank of America Corp
5.6K±0%$303.3K0.4%
FRANKLIN FTSE INDIA ETFUIE
8.8K±0%$293.5K0.3%
ISHARES MSCI CANADA ETFUIE
4.9K±0%$284.3K0.3%
ISHARES MSCI EAFE GROWTHETFUIE
2.4K±0%$282.6K0.3%
BPBP PLC
6.4K±0%$279.9K0.3%
ISHARES MSCI CHINA ETFUIE
5.1K±0%$268.7K0.3%
ABBVAbbVie Inc.
1K±0%$266.3K0.3%
FCNCAFirst Citizens Bancshares Inc
128±0%$263.7K0.3%
MARMarriott International Inc
740±0%$263.2K0.3%
MRSHMarsh & McLennan Companies, Inc.
1.5K±0%$256.1K0.3%
KIMKimco Realty Corp
11K+0.1%$243.4K0.3%
IPInternational Paper Co
7K±0%$232.9K0.3%
TAT&T Inc.
9.4KNew$228.4K0.3%
WELLWelltower Inc.
989±0%$227.7K0.3%
DOWDOW Inc.
8.2K+0.1%$225K0.3%
VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARESUIE
5.1K±0%$224.3K0.3%
ISHARES MBS ETFUIE
2.5K±0%$220.3K0.3%
CRMSalesforce, Inc.
937New$215K0.3%
HPEHewlett Packard Enterprise Co
3.2KNew$204.9K0.2%
VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARESUIE
4.3K±0%$202.9K0.2%
UMHUMH Properties, Inc.
11.6K±0%$178.8K0.2%
HLNHaleon plc
17.1K±0%$153.7K0.2%
FFord Motor Co
10.2K±0%$123.4K0.1%
ELMEElme Communities
21.7K±0%$37.8K0.1%