Yoffe Investment Management, LLC - Portfolio overview

Yoffe Investment Management, LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VB - VANGUARD SMALL-CAP INDEXFUND ETF SHARES, 4.74%
2. IBM - IBM CORP, 3.59%
3. VTI - VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES, 3.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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