Your Advocates Ltd., Llp Portfolio Stock Holdings
Your Advocates Ltd., Llp disclosed 209 stock positions valued at approximately $349.9 million in its latest SEC 13F filing. The largest holdings include Dimensional US Core, Dimensional ETF Int'l Core Equity 2, and Dimensional ETF Emerg. Markets Core Equity. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 209
- Portfolio Value
- $349.9M
Holdings by Sector
Your Advocates Ltd., Llp Portfolio Holdings in Q2 2026
184 holdings in the latest reporting period.
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| 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 |
| Tesla Motors Inc | TSLA | Consumer Cyclical | 0.05% | 385 | -55 | -12.50% | $161,931 |
| Schlumberger Ltd | SLB | Energy | 0.04% | 3,254 | - | - | $151,278 |
| Ea Bridgeway Omni Sml | BSVO | Other | 0.03% | 4,163 | - | - | $121,518 |
| iShares Core S&P Total US Stock Mkt ETF | ITOT | Other | 0.03% | 727 | - | - | $119,424 |
| MARATHON PETE CORP | MPC | Energy | 0.03% | 447 | -216 | -32.58% | $114,284 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.03% | 477 | +7 | +1.49% | $113,688 |
| SPDR Short Term Treasury ETF | SPTS | Other | 0.03% | 3,895 | +520 | +15.41% | $112,994 |
| Pimco Active Bond ETF | BOND | Other | 0.03% | 1,220 | -1,015 | -45.41% | $112,513 |
| Fedex Corporation | FDX | Industrials | 0.03% | 331 | - | - | $103,646 |
| Ge Vernova Inc | GEV | Utilities | 0.03% | 87 | - | - | $102,213 |
| Spdr Dow Jones Indl Avg | DIA | Other | 0.03% | 193 | +1 | +0.52% | $100,640 |
| IShares Russell 2000 | IWM | Other | 0.03% | 333 | -3 | -0.89% | $100,050 |
| Rocket Laboratory Usa In | RKLB | Industrials | 0.03% | 971 | +59 | +6.47% | $98,702 |
| Allstate Corporation | ALL | Financial Services | 0.03% | 400 | - | - | $95,176 |
| Coca Cola Company | KO | Consumer Defensive | 0.03% | 1,078 | +5 | +0.47% | $87,613 |
| Toast Inc Class A | TOST | Technology | 0.02% | 3,008 | +400 | +15.34% | $83,683 |
| SPDR Series Trust Portfolio Intermediate Term ETF | SPTI | Other | 0.02% | 2,754 | - | - | $78,186 |
| Moodys Corp | MCO | Financial Services | 0.02% | 171 | - | - | $77,449 |
| Yum Brands Inc | YUM | Consumer Cyclical | 0.02% | 438 | +323 | +280.87% | $70,035 |
| Corteva Inc | CTVA | Basic Materials | 0.02% | 810 | - | - | $68,599 |
| Ishares Core Msci | IEMG | Other | 0.02% | 795 | - | - | $65,858 |
| Unitedhealth Group Inc | UNH | Healthcare | 0.02% | 150 | - | - | $62,345 |
| Nvidia Corp | NVDA | Technology | 0.02% | 303 | +80 | +35.87% | $60,627 |
| iShares ESG Aware MSCI EAFE ETF | ESGD | Other | 0.02% | 577 | +4 | +0.70% | $59,292 |
| Avantis International | AVDE | Other | 0.02% | 648 | -170 | -20.78% | $57,802 |
| Occidental Pete Corp | OXY | Energy | 0.02% | 1,122 | +986 | +725.00% | $54,506 |
| iShare ESG Aware MSCI | ESML | Other | 0.02% | 941 | +1 | +0.11% | $52,606 |
| Home Depot Inc | HD | Consumer Cyclical | 0.01% | 146 | - | - | $51,491 |
| Auto Data Processing | ADP | Technology | 0.01% | 227 | - | - | $50,837 |
| Keysight Tech Inc | KEYS | Technology | 0.01% | 140 | - | - | $49,010 |
| Pepsico Incorporated | PEP | Consumer Defensive | 0.01% | 353 | +4 | +1.15% | $47,788 |
| Garmin Ltd | GRMN | Other | 0.01% | 200 | - | - | $47,508 |
| United Rentals Inc | URI | Industrials | 0.01% | 37 | - | - | $41,917 |
| Broadcom Inc | AVGO | Technology | 0.01% | 110 | - | - | $41,553 |
| Shopify Inc | SHOP | Technology | 0.01% | 360 | - | - | $41,105 |
| Vanguard Mid Cap ETF | VO | Other | 0.01% | 496 | +372 | +300.00% | $39,963 |
| Agilent Technologies Inc | A | Healthcare | 0.01% | 296 | - | - | $39,318 |
| iShares Russell Mid Cap | IWP | Other | 0.01% | 267 | - | - | $39,091 |
| Costco Whsl Corp New | COST | Consumer Defensive | 0.01% | 40 | - | - | $37,419 |
| Caterpillar Inc | CAT | Industrials | 0.01% | 35 | - | - | $37,272 |
| Dimensnl Interntl Sus | DFSI | Other | 0.01% | 825 | - | - | $37,208 |
| Cheniere Energy Inc | CQP | Energy | 0.01% | 145 | - | - | $34,656 |
| Spdr S&P Oil & Gas Expl & Prod | XOP | Other | 0.01% | 222 | - | - | $34,246 |
| Vanguard Value | VTV | Other | 0.01% | 155 | - | - | $33,779 |
| Ishares Core S&P Small | IJR | Other | 0.01% | 227 | - | - | $33,666 |
| Wal-Mart Stores Inc | WMT | Consumer Defensive | 0.01% | 292 | +124 | +73.81% | $33,072 |
| Vanguard Small Cap Etf | VB | Other | 0.01% | 109 | - | - | $33,040 |
| AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA | AVUV | Other | 0.01% | 253 | -425 | -62.68% | $31,564 |
| Vanguard MSCI EAFE ETF | VEA | Other | 0.01% | 440 | - | - | $31,350 |
| SPDR Portfolio Emerging Markets ETF | SPEM | Other | 0.01% | 576 | -35 | -5.73% | $29,825 |
| Netflix Inc | NFLX | Communication Services | 0.01% | 410 | +300 | +272.73% | $29,274 |
| Schwab International Equity ETF | SCHF | Other | 0.01% | 1,024 | +238 | +30.28% | $28,365 |
| Ishares S&P Mid Cap | IJK | Other | 0.01% | 237 | +237 | +100.00% | $27,848 |
| Amphenol Corp Cl A | APH | Technology | 0.01% | 150 | - | - | $26,448 |
| Dimensional World Equity | DFAW | Other | 0.01% | 316 | +87 | +37.99% | $26,162 |
| Wisdomtree Japan Hedged | DXJS | Other | 0.01% | 444 | - | - | $25,605 |
| Starbucks Corp | SBUX | Consumer Cyclical | 0.01% | 240 | - | - | $24,526 |
| Mc Donalds Corp | MCD | Consumer Cyclical | 0.01% | 89 | +1 | +1.14% | $24,076 |
| Union Pacific Corp | UNP | Industrials | 0.01% | 85 | - | - | $23,120 |
| iShares Trust US Treasury Bond ETF | GOVT | Other | 0.01% | 873 | - | - | $19,887 |
| Vanguard Mega Cap Growth | MGK | Other | 0.01% | 225 | +180 | +400.00% | $19,780 |
| DFA Emerging Mkts Value ETF | DFEV | Other | 0.01% | 427 | - | - | $18,220 |
| iShares ESG U.S. Aggregate Bond ETF | EAGG | Other | 0.01% | 378 | - | - | $17,904 |
| Sector Spdr Engy Select | XLE | Other | 0.00% | 300 | -636 | -67.95% | $15,933 |
| Yum China Holdings Inc | YUMC | Consumer Cyclical | 0.00% | 388 | +273 | +237.39% | $15,874 |
| Crowdstrike Hldgs Inc | CRWD | Technology | 0.00% | 19 | -6 | -24.00% | $14,500 |
| Uber Technologies Inc Com | UBER | Technology | 0.00% | 200 | +150 | +300.00% | $14,432 |
| Schwab Emerging Markets Equity ETF | SCHE | Other | 0.00% | 377 | -883 | -70.08% | $13,684 |
| SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF | CLS | Technology | 0.00% | 273 | - | - | $13,257 |
| Ametek Inc | AME | Industrials | 0.00% | 50 | - | - | $12,097 |