Your Advocates Ltd., Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Your Advocates Ltd., Llp disclosed 184 stock positions valued at approximately $349.85M as of quarter-end June 30, 2026. The largest holdings include Dimensional US Core, Dimensional ETF Int'l Core Equity 2, and Dimensional ETF Emerg. Markets Core Equity.
- Report Period
- June 30, 2026
- No. of Stocks
- 184
- Portfolio Value
- $349.85M
Holdings by Sector
Your Advocates Ltd., Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Dimensional US Core | DCOR | Other | 24.58% | 1,048,990 | -14,052 | -1.32% | $85,996,196 |
| Dimensional ETF Int'l Core Equity 2 | DFIC | Other | 13.14% | 1,233,817 | -16,769 | -1.34% | $45,972,012 |
| Dimensional ETF Emerg. Markets Core Equity | DFEM | Other | 9.73% | 837,466 | -39,686 | -4.52% | $34,034,599 |
| Dimensional US Small Cap ETF | DFAS | Other | 8.18% | 347,763 | +955 | +0.28% | $28,634,765 |
| Schwab Intermediate Term US Treas | SCHR | Other | 7.47% | 1,059,412 | +56,518 | +5.64% | $26,125,112 |
| SPDR Intermediate Term Corporate | SPIB | Other | 6.84% | 715,395 | +32,769 | +4.80% | $23,937,131 |
| Schwab Fundamental US Large Company ETF | FNDX | Other | 6.71% | 754,822 | -13,334 | -1.74% | $23,474,977 |
| Vanguard Short-Term Bond ETF | BSV | Other | 4.98% | 223,762 | +11,919 | +5.63% | $17,433,304 |
| SPDR Gold Trust | GLD | Other | 4.65% | 44,121 | +202 | +0.46% | $16,253,294 |
| Schwab Fundamental Intl Lg Co ETF | FNDF | Other | 3.56% | 236,163 | -10,394 | -4.22% | $12,459,957 |
| Schwab Fundamental Emerg Mkts Lg Co ETF | FNDE | Other | 2.44% | 214,697 | -7,381 | -3.32% | $8,519,170 |
| Schwab Fundamental US Small Company ETF | FNDA | Other | 2.26% | 207,650 | -2,807 | -1.33% | $7,903,159 |
| Exxon Mobil Corporation | XOM | Energy | 0.72% | 18,494 | +116 | +0.63% | $2,528,435 |
| Conocophillips | COP | Energy | 0.54% | 18,242 | -1,681 | -8.44% | $1,896,443 |
| Apple Inc | AAPL | Technology | 0.46% | 5,565 | -3 | -0.05% | $1,610,382 |
| S P D R S&P 500 Etf Tr | SPY | Other | 0.46% | 2,150 | -220 | -9.28% | $1,605,612 |
| Vanguard Total Stock Mkt | VTI | Other | 0.41% | 3,847 | +9 | +0.23% | $1,423,375 |
| Innovator US Equity | UAPR | Other | 0.17% | 16,622 | - | - | $583,598 |
| Schwab US Broad Market | SCHB | Other | 0.15% | 18,482 | -1,065 | -5.45% | $535,232 |
| VANGUARD STAR FD TL INTL STK F ETF | VXUS | Other | 0.15% | 6,088 | +28 | +0.46% | $520,454 |
| Schwab US Large Cap ETF | SCHX | Other | 0.13% | 15,610 | +256 | +1.67% | $459,396 |
| Franklin Liberty International Aggregate Bond ETF | FLIA | Other | 0.10% | 16,492 | -295 | -1.76% | $337,921 |
| Aecom | ACM | Industrials | 0.07% | 3,752 | - | - | $261,890 |
| WisdomTree Emerging Markets High Dividend ETF | DEM | Other | 0.07% | 4,352 | -155 | -3.44% | $234,094 |
| Vanguard Total World Stock | VT | Other | 0.06% | 1,412 | +269 | +23.53% | $221,585 |
| Ishares Core Msci Eafe | IEFA | Other | 0.06% | 2,124 | +119 | +5.94% | $205,136 |
| iShares ESG MSCI USA Leaders ETF | SUSL | Other | 0.05% | 1,421 | +4 | +0.28% | $188,617 |
| Microsoft Corp | MSFT | Technology | 0.05% | 491 | +5 | +1.03% | $183,269 |
| Vanguard S&P 500 ETF SHS | VOO | Other | 0.05% | 264 | -18 | -6.38% | $181,022 |
| Wells Fargo & Co New | WFC | Financial Services | 0.05% | 2,008 | +1,458 | +265.09% | $165,904 |
Showing 30 of 184 holdings in the latest reporting period.