Your Advocates Ltd., Llp Portfolio Stock Holdings
Your Advocates Ltd., Llp disclosed 232 stock positions valued at approximately $327.9 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 March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 232
- Portfolio Value
- $327.9M
Holdings by Sector
Your Advocates Ltd., Llp Portfolio Holdings in Q1 2026
204 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Dimensional US Core | DCOR | Other | 23.37% | 1,063,042 | +64,632 | +6.47% | $76,624,079 |
| Dimensional ETF Int'l Core Equity 2 | DFIC | Other | 13.55% | 1,250,586 | +33,410 | +2.74% | $44,433,326 |
| Dimensional ETF Emerg. Markets Core Equity | DFEM | Other | 9.24% | 877,152 | +9,623 | +1.11% | $30,305,597 |
| Schwab Intermediate Term US Treas | SCHR | Other | 7.62% | 1,002,894 | +131,664 | +15.11% | $24,982,093 |
| Dimensional US Small Cap ETF | DFAS | Other | 7.52% | 346,808 | +17,018 | +5.16% | $24,668,445 |
| SPDR Intermediate Term Corporate | SPIB | Other | 6.98% | 682,626 | +56,649 | +9.05% | $22,895,264 |
| Schwab Fundamental US Large Company ETF | FNDX | Other | 6.52% | 768,156 | +22,211 | +2.98% | $21,393,147 |
| SPDR Gold Trust | GLD | Other | 5.76% | 43,919 | -859 | -1.92% | $18,897,907 |
| Vanguard Short-Term Bond ETF | BSV | Other | 5.07% | 211,843 | +11,079 | +5.52% | $16,610,586 |
| Schwab Fundamental Intl Lg Co ETF | FNDF | Other | 3.68% | 246,557 | +5,947 | +2.47% | $12,064,051 |
| Schwab Fundamental Emerg Mkts Lg Co ETF | FNDE | Other | 2.59% | 222,078 | +3,449 | +1.58% | $8,496,715 |
| Schwab Fundamental US Small Company ETF | FNDA | Other | 2.08% | 210,457 | +6,981 | +3.43% | $6,825,125 |
| Exxon Mobil Corporation | XOM | Energy | 0.95% | 18,378 | +47 | +0.26% | $3,118,048 |
| Conocophillips | COP | Energy | 0.80% | 19,923 | +2,488 | +14.27% | $2,629,841 |
| S P D R S&P 500 Etf Tr | SPY | Other | 0.47% | 2,370 | +182 | +8.32% | $1,541,274 |
| Apple Inc | AAPL | Technology | 0.43% | 5,568 | -24 | -0.43% | $1,413,163 |
| Vanguard Total Stock Mkt | VTI | Other | 0.38% | 3,838 | +2,763 | +257.02% | $1,231,334 |
| Innovator US Equity | UAPR | Other | 0.17% | 16,622 | - | - | $554,676 |
| Schwab US Broad Market | SCHB | Other | 0.15% | 19,547 | +48 | +0.25% | $490,626 |
| VANGUARD STAR FD TL INTL STK F ETF | VXUS | Other | 0.14% | 6,060 | +6,060 | +100.00% | $467,314 |
| Schwab US Large Cap ETF | SCHX | Other | 0.12% | 15,354 | +3 | +0.02% | $393,678 |
| Franklin Liberty International Aggregate Bond ETF | FLIA | Other | 0.10% | 16,787 | -818 | -4.65% | $340,105 |
| Aecom | ACM | Industrials | 0.10% | 3,752 | -360 | -8.75% | $318,245 |
| WisdomTree Emerging Markets High Dividend ETF | DEM | Other | 0.07% | 4,507 | -389 | -7.95% | $223,953 |
| Pimco Active Bond ETF | BOND | Other | 0.06% | 2,235 | -9,405 | -80.80% | $206,276 |
| Ishares Core Msci Eafe | IEFA | Other | 0.06% | 2,005 | - | - | $181,513 |
| Microsoft Corp | MSFT | Technology | 0.05% | 486 | -28 | -5.45% | $179,984 |
| Vanguard S&P 500 ETF SHS | VOO | Other | 0.05% | 282 | -22 | -7.24% | $168,702 |
| Schlumberger Ltd | SLB | Energy | 0.05% | 3,254 | - | - | $167,223 |
| Tesla Motors Inc | TSLA | Consumer Cyclical | 0.05% | 440 | - | - | $163,570 |
| MARATHON PETE CORP | MPC | Energy | 0.05% | 663 | - | - | $161,891 |
| iShares ESG MSCI USA Leaders ETF | SUSL | Other | 0.05% | 1,417 | +885 | +166.35% | $161,008 |
| Vanguard Total World Stock | VT | Other | 0.05% | 1,143 | +174 | +17.96% | $158,146 |
| Ishares S&P 500 Value | IVE | Other | 0.04% | 687 | +687 | +100.00% | $145,060 |
| Ishares S&P 500 Growth | IVW | Other | 0.04% | 1,111 | +1,111 | +100.00% | $125,665 |
| Technipfmc Plc | G87110105 | Other | 0.04% | 1,721 | - | - | $118,973 |
| Fedex Corporation | FDX | Industrials | 0.04% | 331 | - | - | $117,896 |
| Ea Bridgeway Omni Sml | BSVO | Other | 0.03% | 4,163 | - | - | $105,615 |
| iShares Core S&P Total US Stock Mkt ETF | ITOT | Other | 0.03% | 727 | -146 | -16.72% | $103,547 |
| SPDR Short Term Treasury ETF | SPTS | Other | 0.03% | 3,375 | +2,865 | +561.76% | $98,483 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.03% | 470 | +7 | +1.51% | $97,887 |
| Spdr Dow Jones Indl Avg | DIA | Other | 0.03% | 192 | +50 | +35.21% | $88,965 |
| IShares Russell 2000 | IWM | Other | 0.03% | 336 | +82 | +32.28% | $83,328 |
| Allstate Corporation | ALL | Financial Services | 0.03% | 400 | - | - | $82,936 |
| Coca Cola Company | KO | Consumer Defensive | 0.02% | 1,073 | - | - | $81,602 |
| SPDR Series Trust Portfolio Intermediate Term ETF | SPTI | Other | 0.02% | 2,754 | +224 | +8.85% | $78,930 |
| Ge Vernova Inc | GEV | Utilities | 0.02% | 87 | - | - | $75,942 |
| AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA | AVUV | Other | 0.02% | 678 | +678 | +100.00% | $74,899 |
| Moodys Corp | MCO | Financial Services | 0.02% | 171 | - | - | $74,599 |
| Avantis International | AVDE | Other | 0.02% | 818 | - | - | $69,399 |
| Toast Inc Class A | TOST | Technology | 0.02% | 2,608 | +100 | +3.99% | $69,138 |
| Corteva Inc | CTVA | Basic Materials | 0.02% | 810 | - | - | $67,805 |
| Ishares Tr Barclays Fund | AGG | Other | 0.02% | 618 | -132 | -17.60% | $61,349 |
| Wisdomtree U.S. Value | WTV | Other | 0.02% | 588 | +588 | +100.00% | $55,701 |
| Ishares Core Msci | IEMG | Other | 0.02% | 795 | - | - | $55,451 |
| iShares ESG Aware MSCI EAFE ETF | ESGD | Other | 0.02% | 573 | -115 | -16.72% | $54,799 |
| Pepsico Incorporated | PEP | Consumer Defensive | 0.02% | 349 | +3 | +0.87% | $54,222 |
| Home Depot Inc | HD | Consumer Cyclical | 0.01% | 146 | - | - | $48,018 |
| Garmin Ltd | GRMN | Other | 0.01% | 200 | - | - | $46,402 |
| Auto Data Processing | ADP | Technology | 0.01% | 227 | - | - | $46,122 |
| iShare ESG Aware MSCI | ESML | Other | 0.01% | 940 | +468 | +99.15% | $44,218 |
| Wells Fargo & Co New | WFC | Financial Services | 0.01% | 550 | - | - | $43,786 |
| Shopify Inc | SHOP | Technology | 0.01% | 360 | -25 | -6.49% | $42,703 |
| Schwab Emerging Markets Equity ETF | SCHE | Other | 0.01% | 1,260 | - | - | $41,517 |
| Cheniere Energy Inc | CQP | Energy | 0.01% | 145 | - | - | $41,145 |
| Unitedhealth Group Inc | UNH | Healthcare | 0.01% | 150 | - | - | $40,589 |
| Spdr S&P Oil & Gas Expl & Prod | XOP | Other | 0.01% | 222 | - | - | $40,366 |
| Costco Whsl Corp New | COST | Consumer Defensive | 0.01% | 40 | - | - | $39,857 |
| Keysight Tech Inc | KEYS | Technology | 0.01% | 140 | - | - | $39,532 |
| iShares Core S&P 500 ETF | IVV | Other | 0.01% | 65 | +53 | +441.67% | $38,944 |
| Nvidia Corp | NVDA | Technology | 0.01% | 223 | -11 | -4.70% | $38,891 |
| Vanguard Mid Cap ETF | VO | Other | 0.01% | 124 | - | - | $35,610 |
| Dimensnl Interntl Sus | DFSI | Other | 0.01% | 825 | -635 | -43.49% | $34,980 |
| iShares Russell Mid Cap | IWP | Other | 0.01% | 267 | +258 | +2866.67% | $34,208 |
| Broadcom Inc | AVGO | Technology | 0.01% | 110 | - | - | $34,046 |
| Agilent Technologies Inc | A | Healthcare | 0.01% | 296 | - | - | $33,738 |
| Invesco S & P Smlcp | XSMO | Other | 0.01% | 420 | +420 | +100.00% | $31,928 |
| Fidelity Enhanced | FENI | Other | 0.01% | 833 | +833 | +100.00% | $30,988 |
| Vanguard Value | VTV | Other | 0.01% | 155 | - | - | $30,411 |
| Invesco Total Return | GTO | Other | 0.01% | 614 | +614 | +100.00% | $28,754 |
| SPDR Portfolio Emerging Markets ETF | SPEM | Other | 0.01% | 611 | - | - | $28,662 |
| Jpmorgn Hedgd Eqty Lad | HELO | Other | 0.01% | 447 | +447 | +100.00% | $28,568 |
| Vanguard Small Cap Etf | VB | Other | 0.01% | 109 | - | - | $28,549 |
| Ishares Core S&P Small | IJR | Other | 0.01% | 227 | - | - | $28,218 |
| Vanguard MSCI EAFE ETF | VEA | Other | 0.01% | 440 | -774 | -63.76% | $28,195 |
| Mc Donalds Corp | MCD | Consumer Cyclical | 0.01% | 88 | - | - | $27,504 |
| United Rentals Inc | URI | Industrials | 0.01% | 37 | - | - | $26,957 |
| Qualcomm Inc | QCOM | Technology | 0.01% | 200 | +200 | +100.00% | $25,756 |
| Caterpillar Inc | CAT | Industrials | 0.01% | 35 | - | - | $24,796 |
| Wisdomtree Japan Hedged | DXJS | Other | 0.01% | 444 | - | - | $24,136 |
| Fidelity Total Bond Etf | FBND | Other | 0.01% | 502 | +502 | +100.00% | $22,901 |
| Starbucks Corp | SBUX | Consumer Cyclical | 0.01% | 240 | - | - | $21,502 |
| Wal-Mart Stores Inc | WMT | Consumer Defensive | 0.01% | 168 | - | - | $20,879 |
| Union Pacific Corp | UNP | Industrials | 0.01% | 85 | - | - | $20,623 |
| iShares Trust US Treasury Bond ETF | GOVT | Other | 0.01% | 873 | -573 | -39.63% | $20,000 |
| Schwab International Equity ETF | SCHF | Other | 0.01% | 786 | - | - | $19,454 |
| Amphenol Corp Cl A | APH | Technology | 0.01% | 150 | - | - | $18,953 |
| iShares ESG U.S. Aggregate Bond ETF | EAGG | Other | 0.01% | 378 | - | - | $17,956 |
| Yum Brands Inc | YUM | Consumer Cyclical | 0.01% | 115 | +1 | +0.88% | $17,809 |
| Dimensional World Equity | DFAW | Other | 0.01% | 229 | +229 | +100.00% | $16,896 |