Your Advocates Ltd., LLP
CIK: 0001774437Latest portfolio: $306.4M · Q4 2025
Holdings
239
Total Value
$306.4M
New Positions
231
Closed Positions
0
Top Holdings
View All 239 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DCORDimensional US Core | 998,410 | $73.5M | 23.99% | NEW | |
| 2 | DFICDimensional ETF Int'l Core Equity 2 | 1,217,176 | $41.9M | 13.69% | NEW | |
| 3 | DFEMDimensional ETF Emerg. Markets Core Equity | 867,529 | $28.7M | 9.37% | NEW | |
| 4 | DFASDimensional US Small Cap ETF | 329,790 | $23.0M | 7.50% | NEW | |
| 5 | SCHRSchwab Intermediate Term US Treas | 871,230 | $21.9M | 7.13% | NEW | |
| 6 | SPIBSPDR Intermediate Term Corporate | 625,977 | $21.2M | 6.91% | NEW | |
| 7 | FNDXSchwab Fundamental US Large Company ETF | 745,945 | $20.3M | 6.62% | NEW | |
| 8 | GQ9SPDR Gold Trust | 44,778 | $17.7M | 5.79% | NEW | |
| 9 | BSVVanguard Short-Term Bond ETF | 200,764 | $15.8M | 5.16% | NEW | |
| 10 | FNDFSchwab Fundamental Intl Lg Co ETF | 240,610 | $10.9M | 3.55% | NEW | |
| 11 | FNDESchwab Fundamental Emerg Mkts Lg Co ETF | 218,629 | $7.9M | 2.57% | NEW | |
| 12 | FNDASchwab Fundamental US Small Company ETF | 203,476 | $6.4M | 2.09% | NEW | |
| 13 | XOMExxon Mobil Corporation | 18,331 | $2.2M | 0.72% | NEW | |
| 14 | COPConocophillips | 17,435 | $1.6M | 0.53% | NEW | |
| 15 | AAPLApple Inc | 5,592 | $1.5M | 0.50% | NEW | |
| 16 | SPYS P D R S&P 500 Etf Tr | 2,188 | $1.5M | 0.49% | NEW | |
| 17 | BONDPimco Active Bond ETF | 11,640 | $1.1M | 0.35% | NEW | |
| 18 | AHLTAmerican Beacon AHL Trend ETF | 21,560 | $567K | 0.19% | NEW | |
| 19 | UAPRInnovator US Equity | 16,622 | $544K | 0.18% | NEW | |
| 20 | SCHBSchwab US Broad Market | 19,499 | $511K | 0.17% | NEW | |
| 21 | SCHXSchwab US Large Cap ETF | 15,351 | $413K | 0.13% | NEW | |
| 22 | ACMAecom | 4,112 | $391K | 0.13% | NEW | |
| 23 | VTIVanguard Total Stock Mkt | 1,075 | $360K | 0.12% | NEW | |
| 24 | FLIAFranklin Liberty International Aggregate Bond ETF | 17,605 | $355K | 0.12% | NEW | |
| 25 | HALHalliburton Co Hldg Co | 10,419 | $294K | 0.10% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.351241943286972e+186T)
Technology0.0% ($1.520248897761604e+39T)
Unknown0.0% ($1.7745179968367522e+34T)
Industrials0.0% ($3.9110795635832296e+26T)
Energy0.0% ($2.2051632294205126e+21T)
Consumer Cyclical0.0% ($1971065026201710848.0T)
Healthcare0.0% ($491776555.3T)
Consumer Defensive0.0% ($754.9T)
Communication Services0.0% ($10.7B)
Basic Materials0.0% ($541.0M)
Utilities0.0% ($561K)
Real Estate0.0% ($68K)
Filing History
Fund Information
Your Advocates Ltd., LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $306.4M across 239 holdings. The largest position is Dimensional US Core (DCOR), representing 24.0% of the portfolio. Compared to the previous quarter, the fund opened 240 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.