Your Advocates Ltd., Llp Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Your Advocates Ltd., Llp disclosed 193 stock positions valued at approximately $352.43M as of quarter-end September 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
- September 30, 2026
- No. of Stocks
- 193
- Portfolio Value
- $352.43M
Holdings by Sector
Your Advocates Ltd., Llp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Dimensional US Core | DCOR | Other | 24.36% | 1,038,504 | -10,486 | -1.00% | $85,842,764 |
| Dimensional ETF Int'l Core Equity 2 | DFIC | Other | 13.38% | 1,253,646 | +19,829 | +1.61% | $47,149,642 |
| Dimensional ETF Emerg. Markets Core Equity | DFEM | Other | 9.48% | 841,235 | +3,769 | +0.45% | $33,413,839 |
| Dimensional US Small Cap ETF | DFAS | Other | 7.70% | 350,407 | +2,644 | +0.76% | $27,128,533 |
| Schwab Intermediate Term US Treas | SCHR | Other | 7.48% | 1,112,558 | +53,146 | +5.02% | $26,367,618 |
| SPDR Intermediate Term Corporate | SPIB | Other | 6.90% | 753,285 | +37,890 | +5.30% | $24,316,039 |
| Schwab Fundamental US Large Company ETF | FNDX | Other | 6.63% | 742,028 | -12,794 | -1.69% | $23,351,623 |
| Vanguard Short-Term Bond ETF | BSV | Other | 5.14% | 237,069 | +13,307 | +5.95% | $18,112,071 |
| SPDR Gold Trust | GLD | Other | 4.95% | 45,844 | +1,723 | +3.91% | $17,459,229 |
| Schwab Fundamental Intl Lg Co ETF | FNDF | Other | 3.61% | 236,905 | +742 | +0.31% | $12,733,641 |
| Schwab Fundamental Emerg Mkts Lg Co ETF | FNDE | Other | 2.52% | 212,277 | -2,420 | -1.13% | $8,888,030 |
| Schwab Fundamental US Small Company ETF | FNDA | Other | 2.06% | 206,936 | -714 | -0.34% | $7,242,750 |
| Exxon Mobil Corporation | XOM | Energy | 0.81% | 17,631 | -863 | -4.67% | $2,869,422 |
| Conocophillips | COP | Energy | 0.65% | 18,242 | - | - | $2,282,992 |
| Apple Inc | AAPL | Technology | 0.49% | 5,185 | -380 | -6.83% | $1,726,791 |
| Vanguard Total Stock Mkt | VTI | Other | 0.41% | 3,854 | +7 | +0.18% | $1,442,343 |
| American Beacon AHL Trend ETF | AHLT | Other | 0.29% | 32,573 | -1,094 | -3.25% | $1,012,372 |
| S P D R S&P 500 Etf Tr | SPY | Other | 0.28% | 1,295 | -855 | -39.77% | $987,482 |
| Innovator US Equity | UAPR | Other | 0.17% | 16,622 | - | - | $596,730 |
| Schwab US Broad Market | SCHB | Other | 0.15% | 18,529 | +47 | +0.25% | $543,075 |
| VANGUARD STAR FD TL INTL STK F ETF | VXUS | Other | 0.15% | 6,099 | +11 | +0.18% | $518,152 |
| Schwab US Large Cap ETF | SCHX | Other | 0.13% | 15,394 | -216 | -1.38% | $461,807 |
| Franklin Liberty International Aggregate Bond ETF | FLIA | Other | 0.09% | 16,492 | - | - | $330,170 |
| Microsoft Corp | MSFT | Technology | 0.07% | 496 | +5 | +1.02% | $254,601 |
| Vanguard Total World Stock | VT | Other | 0.07% | 1,571 | +159 | +11.26% | $247,995 |
| WisdomTree Emerging Markets High Dividend ETF | DEM | Other | 0.07% | 4,331 | -21 | -0.48% | $239,548 |
| Aecom | ACM | Industrials | 0.06% | 3,752 | - | - | $221,180 |
| iShares ESG MSCI USA Leaders ETF | SUSL | Other | 0.06% | 1,501 | +80 | +5.63% | $204,600 |
| MARATHON PETE CORP | MPC | Energy | 0.05% | 447 | - | - | $176,753 |
| Schlumberger Ltd | SLB | Energy | 0.04% | 3,254 | - | - | $158,535 |
Showing 30 of 193 holdings in the latest reporting period.