# EDGAR Filing Document

**Accession Number:** 0002056336
**File Stem:** 0002056336-25-000003
**Filing Date:** 2025-7
**Character Count:** 15264
**Document Hash:** f19216d78ae6379de4520b624df93cb7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056336-25-000003.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0002056336-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Yoffe Investment Management, LLC
- **CENTRAL INDEX KEY:** 0002056336

**ORGANIZATION NAME:**
- **EIN:** 471972118
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24983
- **FILM NUMBER:** 251158921

**BUSINESS ADDRESS:**
- **STREET 1:** 2 LEMOYNE DR
- **STREET 2:** STE 100
- **CITY:** LEMOYNE
- **STATE:** PA
- **ZIP:** 17043-1222
- **BUSINESS PHONE:** 717-343-1120

**MAIL ADDRESS:**
- **STREET 1:** 2 LEMOYNE DR
- **STREET 2:** STE 100
- **CITY:** LEMOYNE
- **STATE:** PA
- **ZIP:** 17043-1222

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Yoffe Investment Management LLC<br>**Address:** 2 LEMOYNE DR<br>STE 100<br>LEMOYNE, PA 17043-1222

**Form 13F File Number:** 028-24983

**CRD Number (if applicable):** 000173454

**SEC File Number (if applicable):** 801-80569

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey N Yoffe<br>**Title:** Sole Member<br>**Phone:** 717-343-1120

**Signature, Place, and Date of Signing:**

/s/ Jeffrey N Yoffe  Lemoyne, PA  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $73079784

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 495017 | 3252 | SH |  | SOLE |  | 3252 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 474148 | 4496 | SH |  | SOLE |  | 4496 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 287287 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 894467 | 2804 | SH |  | SOLE |  | 2804 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 392433 | 1406 | SH |  | SOLE |  | 1406 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1274532 | 6212 | SH |  | SOLE |  | 6212 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 270402 | 9344 | SH |  | SOLE |  | 9344 | 0 | 0 |
| BANK NEW YORK MELLON COR | COM | 064058100 |  | 929322 | 10200 | SH |  | SOLE |  | 10200 | 0 | 0 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 263714 | 5573 | SH |  | SOLE |  | 5573 | 0 | 0 |
| BERKSHIRE HATHAWAY      CLASS                  B | COM | 084670702 |  | 602841 | 1241 | SH |  | SOLE |  | 1241 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 529273 | 2526 | SH |  | SOLE |  | 2526 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1023783 | 2637 | SH |  | SOLE |  | 2637 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 425612 | 2972 | SH |  | SOLE |  | 2972 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 829476 | 11956 | SH |  | SOLE |  | 11956 | 0 | 0 |
| CITIGROUP INC | COM | 172967424 |  | 283790 | 3334 | SH |  | SOLE |  | 3334 | 0 | 0 |
| CONSTELLATION ENERGY COR | COM | 21037T109 |  | 214958 | 666 | SH |  | SOLE |  | 666 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 1036655 | 31770 | SH |  | SOLE |  | 31770 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 539086 | 4347 | SH |  | SOLE |  | 4347 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 215581 | 8141 | SH |  | SOLE |  | 8141 | 0 | 0 |
| ELME COMMUNITIES REIT   REIT | RET | 939653101 |  | 345290 | 21716 | SH |  | SOLE |  | 21716 | 0 | 0 |
| ESSEX PPTY TR INC       REIT | RET | 297178105 |  | 355525 | 1255 | SH |  | SOLE |  | 1255 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 432834 | 4015 | SH |  | SOLE |  | 4015 | 0 | 0 |
| FIRST CTZNS BANCSHARES ICLASS                  A | COM | 31946M103 |  | 250428 | 128 | SH |  | SOLE |  | 128 | 0 | 0 |
| FORD MTR CO DEL | COM | 345370860 |  | 111039 | 10234 | SH |  | SOLE |  | 10234 | 0 | 0 |
| FRANKLIN FTSE ASIA EX   JAPAN ETF | UIE | 35473P660 |  | 713368 | 27437 | SH |  | SOLE |  | 27437 | 0 | 0 |
| FRANKLIN FTSE CANADA    ETF | UIE | 35473P827 |  | 514793 | 12330 | SH |  | SOLE |  | 12330 | 0 | 0 |
| FRANKLIN FTSE INDIA ETF | UIE | 35473P769 |  | 349070 | 8764 | SH |  | SOLE |  | 8764 | 0 | 0 |
| FRANKLIN FTSE JAPAN ETF | UIE | 35473P744 |  | 366832 | 11410 | SH |  | SOLE |  | 11410 | 0 | 0 |
| FRANKLIN FTSE LATIN     AMERICA ETF | UIE | 35473P561 |  | 362514 | 16698 | SH |  | SOLE |  | 16698 | 0 | 0 |
| GE AEROSPACE | COM | 369604301 |  | 948482 | 3685 | SH |  | SOLE |  | 3685 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 487347 | 921 | SH |  | SOLE |  | 921 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 987984 | 1396 | SH |  | SOLE |  | 1396 | 0 | 0 |
| GSK PLC ADR            FSPONSORED ADR           1 ADR REPS    2  ORD SHS | ADR | 37733W204 |  | 524429 | 13657 | SH |  | SOLE |  | 13657 | 0 | 0 |
| HALEON PLC             FSPONSORED ADR           1 ADR REPS    2  ORD SHS | ADR | 405552100 |  | 177047 | 17073 | SH |  | SOLE |  | 17073 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 815518 | 2224 | SH |  | SOLE |  | 2224 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1785594 | 7667 | SH |  | SOLE |  | 7667 | 0 | 0 |
| IBM CORP | COM | 459200101 |  | 3458071 | 11731 | SH |  | SOLE |  | 11731 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 389256 | 17378 | SH |  | SOLE |  | 17378 | 0 | 0 |
| INTERNTNL PAPER CO | COM | 460146103 |  | 328747 | 7020 | SH |  | SOLE |  | 7020 | 0 | 0 |
| INVESCO INDIA ETF | UIE | 46137R109 |  | 442038 | 16402 | SH |  | SOLE |  | 16402 | 0 | 0 |
| ISHARES CHINA LARGE CAP ETF | UIE | 464287184 |  | 484727 | 13186 | SH |  | SOLE |  | 13186 | 0 | 0 |
| ISHARES CORE MSCI       EMERGING ETF | UIE | 46434G103 |  | 468212 | 7800 | SH |  | SOLE |  | 7800 | 0 | 0 |
| ISHARES CORE MSCI       PACIFIC ETF | UIE | 46434V696 |  | 633460 | 9221 | SH |  | SOLE |  | 9221 | 0 | 0 |
| ISHARES CORE MSCI EUROPEETF | UIE | 46434V738 |  | 274598 | 4148 | SH |  | SOLE |  | 4148 | 0 | 0 |
| ISHARES EUROPE ETF | UIE | 464287861 |  | 273683 | 4327 | SH |  | SOLE |  | 4327 | 0 | 0 |
| ISHARES JP MRGN EM HIGH YLD BD ETF | UIE | 464286285 |  | 409672 | 10513 | SH |  | SOLE |  | 10513 | 0 | 0 |
| ISHARES JPMORGAN USD MTSBOND ETF | UIE | 464288281 |  | 762477 | 8232 | SH |  | SOLE |  | 8232 | 0 | 0 |
| ISHARES LATIN AMERICA 40ETF | UIE | 464287390 |  | 972352 | 37099 | SH |  | SOLE |  | 37099 | 0 | 0 |
| ISHARES MBS ETF | UIE | 464288588 |  | 230782 | 2458 | SH |  | SOLE |  | 2458 | 0 | 0 |
| ISHARES MSCI ALL COUNT  ASA EX JP ETF | UIE | 464288182 |  | 296771 | 3592 | SH |  | SOLE |  | 3592 | 0 | 0 |
| ISHARES MSCI CANADA ETF | UIE | 464286509 |  | 224948 | 4869 | SH |  | SOLE |  | 4869 | 0 | 0 |
| ISHARES MSCI CHINA ETF | UIE | 46429B671 |  | 283710 | 5149 | SH |  | SOLE |  | 5149 | 0 | 0 |
| ISHARES MSCI EAFE ETF | UIE | 464287465 |  | 274249 | 3068 | SH |  | SOLE |  | 3068 | 0 | 0 |
| ISHARES MSCI EAFE GROWTHETF | UIE | 464288885 |  | 264096 | 2358 | SH |  | SOLE |  | 2358 | 0 | 0 |
| ISHARES MSCI EMERGING   MARKETS ASIA E | UIE | 464286426 |  | 494557 | 5991 | SH |  | SOLE |  | 5991 | 0 | 0 |
| ISHARES MSCI INDIA INDEXETF | UIE | 46429B598 |  | 370606 | 6656 | SH |  | SOLE |  | 6656 | 0 | 0 |
| ISHARES MSCI JAPAN ETF | UIE | 46434G822 |  | 306103 | 4083 | SH |  | SOLE |  | 4083 | 0 | 0 |
| ISHARES MSCI JAPAN SMALLCAP ETF | UIE | 464286582 |  | 477931 | 5630 | SH |  | SOLE |  | 5630 | 0 | 0 |
| ISHARES MSCI PACIFIC EX JAPAN ETF | UIE | 464286665 |  | 403007 | 8163 | SH |  | SOLE |  | 8163 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 572502 | 3748 | SH |  | SOLE |  | 3748 | 0 | 0 |
| JPMORGAN BETABUILDERS   CANADA ETF | UIE | 46641Q225 |  | 860764 | 10666 | SH |  | SOLE |  | 10666 | 0 | 0 |
| JPMORGAN BETABUILDERS   EUROPE ETF | UIE | 46641Q191 |  | 717929 | 10642 | SH |  | SOLE |  | 10642 | 0 | 0 |
| JPMORGAN BETABUILDERS   JAPAN ETF | UIE | 46641Q217 |  | 335033 | 5423 | SH |  | SOLE |  | 5423 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1610384 | 5555 | SH |  | SOLE |  | 5555 | 0 | 0 |
| KIMCO RLTY CORP         REIT | RET | 49446R109 |  | 228771 | 10883 | SH |  | SOLE |  | 10883 | 0 | 0 |
| MARRIOTT INTL INC NEW   CLASS                  A | COM | 571903202 |  | 202175 | 740 | SH |  | SOLE |  | 740 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 327960 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 726117 | 2485 | SH |  | SOLE |  | 2485 | 0 | 0 |
| MERCK  CO. INC. | COM | 58933Y105 |  | 580718 | 7336 | SH |  | SOLE |  | 7336 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2089051 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| MONDELEZ INTL INC       CLASS                  A | COM | 609207105 |  | 230982 | 3425 | SH |  | SOLE |  | 3425 | 0 | 0 |
| NIKE INC                CLASS                  B | COM | 654106103 |  | 309845 | 4362 | SH |  | SOLE |  | 4362 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 892437 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| PPL CORP | COM | 69351T106 |  | 342289 | 10100 | SH |  | SOLE |  | 10100 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1599896 | 10042 | SH |  | SOLE |  | 10042 | 0 | 0 |
| PROLOGIS INC            REIT | RET | 74340W103 |  | 293810 | 2795 | SH |  | SOLE |  | 2795 | 0 | 0 |
| RTX CORP | COM | 75513E101 |  | 339658 | 2326 | SH |  | SOLE |  | 2326 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 255374 | 937 | SH |  | SOLE |  | 937 | 0 | 0 |
| SCHWAB EMERGING MARKETS EQUITY ETF | UIE | 808524706 |  | 398684 | 13228 | SH |  | SOLE |  | 13228 | 0 | 0 |
| SCHWAB INTERNATNAL SMALLCAP EQY ETF | UIE | 808524888 |  | 823568 | 19337 | SH |  | SOLE |  | 19337 | 0 | 0 |
| SCHWAB US LARGE CAP     GROWTH ETF | UIE | 808524300 |  | 403799 | 13824 | SH |  | SOLE |  | 13824 | 0 | 0 |
| SCHWAB US SMALL CAP ETF | UIE | 808524607 |  | 671380 | 26537 | SH |  | SOLE |  | 26537 | 0 | 0 |
| SIMON PPTY GROUP INC NEWREIT | RET | 828806109 |  | 543851 | 3383 | SH |  | SOLE |  | 3383 | 0 | 0 |
| SPDR BLMBRG BRCLY HGH YDBND ETF | UIE | 78468R622 |  | 477096 | 4905 | SH |  | SOLE |  | 4905 | 0 | 0 |
| SPDR PORTFOLIO DEVELOPEDWORLD EX-US | UIE | 78463X889 |  | 276992 | 6841 | SH |  | SOLE |  | 6841 | 0 | 0 |
| SPDR PORTFOLIO HIGH     YIELD BOND ETF | UIE | 78468R606 |  | 529622 | 22253 | SH |  | SOLE |  | 22253 | 0 | 0 |
| SPDR S CHINA ETF | UIE | 78463X400 |  | 798958 | 9126 | SH |  | SOLE |  | 9126 | 0 | 0 |
| SPDR S EMERGING ASIA  PACIFIC ETF | UIE | 78463X301 |  | 467894 | 3702 | SH |  | SOLE |  | 3702 | 0 | 0 |
| THE COCA-COLA CO | COM | 191216100 |  | 595821 | 8422 | SH |  | SOLE |  | 8422 | 0 | 0 |
| TRAVELERS COS INC | COM | 89417E109 |  | 1066620 | 3987 | SH |  | SOLE |  | 3987 | 0 | 0 |
| UMH PPTYS INC           REIT | RET | 903002103 |  | 194957 | 11612 | SH |  | SOLE |  | 11612 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 552192 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 641650 | 2057 | SH |  | SOLE |  | 2057 | 0 | 0 |
| VANECK AFRICA INDEX ETF | UIE | 92189F866 |  | 471946 | 23410 | SH |  | SOLE |  | 23410 | 0 | 0 |
| VANECK EMERGING MRK HGH YLD BND ETF | UIE | 92189F353 |  | 335543 | 16930 | SH |  | SOLE |  | 16930 | 0 | 0 |
| VANGUARD EMERGING MKTS  GOV BOND ETF | UIE | 921946885 |  | 1108130 | 16957 | SH |  | SOLE |  | 16957 | 0 | 0 |
| VANGUARD EXTENDED MARKETETF | UIE | 922908652 |  | 1277561 | 6629 | SH |  | SOLE |  | 6629 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | UIE | 921943858 |  | 404144 | 7089 | SH |  | SOLE |  | 7089 | 0 | 0 |
| VANGUARD FTSE EMERGING  MARKETS ETF | UIE | 922042858 |  | 273464 | 5529 | SH |  | SOLE |  | 5529 | 0 | 0 |
| VANGUARD FTSE EUROPE    ETF | UIE | 922042874 |  | 718076 | 9265 | SH |  | SOLE |  | 9265 | 0 | 0 |
| VANGUARD FTSE PACIFIC   ETF | UIE | 922042866 |  | 575884 | 7008 | SH |  | SOLE |  | 7008 | 0 | 0 |
| VANGUARD GLBAL EX US    REAL ESTATE ETF | UIE | 922042676 |  | 614270 | 13310 | SH |  | SOLE |  | 13310 | 0 | 0 |
| VANGUARD MID CAP ETF | UIE | 922908629 |  | 1495864 | 5345 | SH |  | SOLE |  | 5345 | 0 | 0 |
| VANGUARD MORTGAGE BACKEDSEC ETF | UIE | 92206C771 |  | 234064 | 5051 | SH |  | SOLE |  | 5051 | 0 | 0 |
| VANGUARD S 500 ETF | UIE | 922908363 |  | 776155 | 1366 | SH |  | SOLE |  | 1366 | 0 | 0 |
| VANGUARD SMALL CAP ETF | UIE | 922908751 |  | 3426568 | 14459 | SH |  | SOLE |  | 14459 | 0 | 0 |
| VANGUARD TOTAL          INTERNATIONAL BOND ET | UIE | 92203J407 |  | 214279 | 4328 | SH |  | SOLE |  | 4328 | 0 | 0 |
| VANGUARD TOTAL STOCK    MARKET ETF | UIE | 922908769 |  | 2707550 | 8908 | SH |  | SOLE |  | 8908 | 0 | 0 |
| VERIZON COMMUNICATIONS I | COM | 92343V104 |  | 640187 | 14795 | SH |  | SOLE |  | 14795 | 0 | 0 |
| VGRD FTSE ALL WRLD EX USSML CAP ETF | UIE | 922042718 |  | 700441 | 5212 | SH |  | SOLE |  | 5212 | 0 | 0 |
| VISA INC                CLASS                  A | COM | 92826C839 |  | 957409 | 2697 | SH |  | SOLE |  | 2697 | 0 | 0 |
| VORNADO RLTY TR         REIT | RET | 929042109 |  | 202319 | 5291 | SH |  | SOLE |  | 5291 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE | COM | 931427108 |  | 125483 | 10931 | SH |  | SOLE |  | 10931 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1827144 | 18686 | SH |  | SOLE |  | 18686 | 0 | 0 |

---