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Your Advocates Ltd., LLP

Updated 2 days ago

Managed by Your Advocates Ltd., Llp • Latest filing Q3 2026

Portfolio value
$352.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$306.4M
Q1 2026$327.9M
Q2 2026$349.9M
Q3 2026$352.4M

Top holdings

211 positions as of Q3 2026

View filing
?
1.N/A

Dimensional US Core

Value
$85.8M
Shares
1.04M
% Port
24.36%
H

Dimensional ETF Int'l Core Equity 2

Value
$47.1M
Shares
1.25M
% Port
13.38%
S

Dimensional ETF Emerg. Markets Core Equity

Value
$33.4M
Shares
841.2K
% Port
9.48%
R

Dimensional US Small Cap ETF

Value
$27.1M
Shares
350.4K
% Port
7.70%
S

Schwab Intermediate Term US Treas

Value
$26.4M
Shares
1.11M
% Port
7.48%
S

SPDR Intermediate Term Corporate

Value
$24.3M
Shares
753.3K
% Port
6.90%
S

Schwab Fundamental US Large Company ETF

Value
$23.4M
Shares
742.0K
% Port
6.63%
V

Vanguard Short-Term Bond ETF

Value
$18.1M
Shares
237.1K
% Port
5.14%
G

SPDR Gold Trust

Value
$17.5M
Shares
45.8K
% Port
4.95%
S

Schwab Fundamental Intl Lg Co ETF

Value
$12.7M
Shares
236.9K
% Port
3.61%
S

Schwab Fundamental Emerg Mkts Lg Co ETF

Value
$8.9M
Shares
212.3K
% Port
2.52%
S

Schwab Fundamental US Small Company ETF

Value
$7.2M
Shares
206.9K
% Port
2.06%
X

Exxon Mobil Corporation

Value
$2.9M
Shares
17.6K
% Port
0.81%
C

Conocophillips

Value
$2.3M
Shares
18.2K
% Port
0.65%
A

Apple Inc

Value
$1.7M
Shares
5.2K
% Port
0.49%
V

Vanguard Total Stock Mkt

Value
$1.4M
Shares
3.9K
% Port
0.41%
?
17.N/A

American Beacon AHL Trend ETF

Value
$1M
Shares
32.6K
% Port
0.29%
S

S P D R S&P 500 Etf Tr

Value
$987K
Shares
1.3K
% Port
0.28%
?
19.N/A

Ea Bridgeway Ultra Small

Value
$932K
Shares
58.0K
% Port
0.26%
?
20.N/A

Innovator US Equity

Value
$597K
Shares
16.6K
% Port
0.17%

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