Your Advocates Ltd., LLP Portfolio Holdings - 13F Filings | 13F Fund Database
Your Advocates Ltd., LLP 13F Holdings
CIK 0001774437
As of Sep 30, 2025, Your Advocates Ltd., LLP reported
222 positions worth $298.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 1 ETF | DCOR | — | 1,007,785 | $72.5M | 24.29% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 1,218,908 | $40.0M | 13.39% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 875,285 | $28.1M | 9.41% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 326,296 | $22.3M | 7.49% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 620,183 | $21.0M | 7.04% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 817,265 | $20.5M | 6.88% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 759,857 | $20.0M | 6.70% |
| SPDR GOLD TRUST | GQ9 | — | 47,530 |
|
6.9M5.66% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 190,558 |
5.0M | 5.04% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 243,765 |
0.5M | 3.51% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 220,397 | $8.0M | 2.67% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 203,614 | $6.3M | 2.13% |
| EXXON MOBIL CORP | XOM | Energy | 18,243 | $2.1M | 0.69% |
| CONOCOPHILLIPS | COP | Energy | 17,435 |
.6M | 0.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,453 |
.6M | 0.55% |
| APPLE INC | AAPL | Technology | 5,792 |
.5M | 0.49% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 12,502 |
.2M | 0.39% |
| AMERICAN BEACON SELECT FUNDS | — | — | 28,185 | $686.0K | 0.23% |
| AECOM | ACM | Industrials | 4,112 | $536.5K | 0.18% |
| INNOVATOR US EQUITY ULTRA BUFFER ETF - APRIL | UAPR | — | 16,622 | $534.2K | 0.18% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 18,075 | $464.7K | 0.16% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 16,928 | $445.9K | 0.15% |
| FRANKLIN TEMPLETON ETF TR | FLIA | — | 18,890 | $387.4K | 0.13% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,067 | $350.2K | 0.12% |
| HALLIBURTON CO | HAL | Energy | 10,419 | $256.3K | 0.09% |