Holders — by stockHoldings — by fund
Your Advocates Ltd., LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001774437
$349.9M
disclosed book value
209
positions
24.6%
largest position share
Positions, as of 2026-06-30
top 100 of 209 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DCORDimensional US Core | 1.0M | $86.0M | 24.6% |
| 2 | DFICDimensional ETF Int'l Core Equity 2 | 1.2M | $46.0M | 13.1% |
| 3 | DFEMDimensional ETF Emerg. Markets Core Equity | 837,466 | $34.0M | 9.7% |
| 4 | DFASDimensional US Small Cap ETF | 347,763 | $28.6M | 8.2% |
| 5 | SCHRSchwab Intermediate Term US Treas | 1.1M | $26.1M | 7.5% |
| 6 | SPIBSPDR Intermediate Term Corporate | 715,395 | $23.9M | 6.8% |
| 7 | FNDXSchwab Fundamental US Large Company ETF | 754,822 | $23.5M | 6.7% |
| 8 | BSVVanguard Short-Term Bond ETF | 223,762 | $17.4M | 5% |
| 9 | GLDSPDR Gold Trust | 44,121 | $16.3M | 4.6% |
| 10 | FNDFSchwab Fundamental Intl Lg Co ETF | 236,163 | $12.5M | 3.6% |
| 11 | FNDESchwab Fundamental Emerg Mkts Lg Co ETF | 214,697 | $8.5M | 2.4% |
| 12 | FNDASchwab Fundamental US Small Company ETF | 207,650 | $7.9M | 2.3% |
| 13 | EXMOCExxon Mobil Corporation | 18,494 | $2.5M | 0.7% |
| 14 | COPConocophillips | 18,242 | $1.9M | 0.5% |
| 15 | AAPLApple Inc | 5,565 | $1.6M | 0.5% |
| 16 | SPYS P D R S&P 500 Etf Tr | 2,150 | $1.6M | 0.5% |
| 17 | VTIVanguard Total Stock Mkt | 3,847 | $1.4M | 0.4% |
| 18 | AHLTAmerican Beacon AHL Trend ETF | 33,667 | $972,979 | 0.3% |
| 19 | UAPRInnovator US Equity | 16,622 | $583,598 | 0.2% |
| 20 | SCHBSchwab US Broad Market | 18,482 | $535,232 | 0.2% |
| 21 | VXUSVANGUARD STAR FD TL INTL STK F ETF | 6,088 | $520,454 | 0.1% |
| 22 | SCHXSchwab US Large Cap ETF | 15,610 | $459,396 | 0.1% |
| 23 | FLIAFranklin Liberty International Aggregate Bond ETF | 16,492 | $337,921 | 0.1% |
| 24 | ACMAecom | 3,752 | $261,890 | 0.1% |
| 25 | DEMWisdomTree Emerging Markets High Dividend ETF | 4,352 | $234,094 | 0.1% |
| 26 | VTVanguard Total World Stock | 1,412 | $221,585 | 0.1% |
| 27 | IEFAIshares Core Msci Eafe | 2,124 | $205,136 | 0.1% |
| 28 | SUSLiShares ESG MSCI USA Leaders ETF | 1,421 | $188,617 | 0.1% |
| 29 | MSFTMicrosoft Corp | 491 | $183,269 | 0.1% |
| 30 | VOOVanguard S&P 500 ETF SHS | 264 | $181,022 | 0.1% |
| 31 | WFCWells Fargo & Co New | 2,008 | $165,904 | 0% |
| 32 | TSLATesla Motors Inc | 385 | $161,931 | 0% |
| 33 | SLBSchlumberger Ltd | 3,254 | $151,278 | 0% |
| 34 | General Electric Company | 350 | $130,806 | 0% |
| 35 | BSVOEa Bridgeway Omni Sml | 4,163 | $121,518 | 0% |
| 36 | ITOTiShares Core S&P Total US Stock Mkt ETF | 727 | $119,424 | 0% |
| 37 | MPCMARATHON PETE CORP | 447 | $114,284 | 0% |
| 38 | AMZNAmazon Com Inc | 477 | $113,688 | 0% |
| 39 | SPTSSPDR Short Term Treasury ETF | 3,895 | $112,994 | 0% |
| 40 | BONDPimco Active Bond ETF | 1,220 | $112,513 | 0% |
| 41 | FDXFedex Corporation | 331 | $103,646 | 0% |
| 42 | GEVGe Vernova Inc | 87 | $102,213 | 0% |
| 43 | DIASpdr Dow Jones Indl Avg | 193 | $100,640 | 0% |
| 44 | IWMIShares Russell 2000 | 333 | $100,050 | 0% |
| 45 | Rocket Laboratory Usa In | 971 | $98,702 | 0% |
| 46 | ALLAllstate Corporation | 400 | $95,176 | 0% |
| 47 | Prologis | 697 | $94,478 | 0% |
| 48 | KOCoca Cola Company | 1,078 | $87,613 | 0% |
| 49 | Dell Inc | 200 | $86,292 | 0% |
| 50 | TOSTToast Inc Class A | 3,008 | $83,683 | 0% |
| 51 | SPTISPDR Series Trust Portfolio Intermediate Term ETF | 2,754 | $78,186 | 0% |
| 52 | MCOMoodys Corp | 171 | $77,449 | 0% |
| 53 | Hewlett-Packard Company | 3,473 | $76,198 | 0% |
| 54 | Powershs Qqq TRUST Ser | 103 | $75,855 | 0% |
| 55 | YUMYum Brands Inc | 438 | $70,035 | 0% |
| 56 | FRBPFranklin BSP Capital Corp | 5,198 | $70,020 | 0% |
| 57 | CTVACorteva Inc | 810 | $68,599 | 0% |
| 58 | IEMGIshares Core Msci | 795 | $65,858 | 0% |
| 59 | UNHUnitedhealth Group Inc | 150 | $62,345 | 0% |
| 60 | NVDANvidia Corp | 303 | $60,627 | 0% |
| 61 | ESGDiShares ESG Aware MSCI EAFE ETF | 577 | $59,292 | 0% |
| 62 | AVDEAvantis International | 648 | $57,802 | 0% |
| 63 | OXYOccidental Pete Corp | 1,122 | $54,506 | 0% |
| 64 | FTSE RAFI US 1500 Small Cap | 956 | $53,316 | 0% |
| 65 | ESMLiShare ESG Aware MSCI | 941 | $52,606 | 0% |
| 66 | HDHome Depot Inc | 146 | $51,491 | 0% |
| 67 | ADPAuto Data Processing | 227 | $50,837 | 0% |
| 68 | KEYSKeysight Tech Inc | 140 | $49,010 | 0% |
| 69 | PEPPepsico Incorporated | 353 | $47,788 | 0% |
| 70 | Garmin Ltd | 200 | $47,508 | 0% |
| 71 | PXFFTSE RAFI Internat'l Dev Mkts | 577 | $43,644 | 0% |
| 72 | URIUnited Rentals Inc | 37 | $41,917 | 0% |
| 73 | AVGOBroadcom Inc | 110 | $41,553 | 0% |
| 74 | SHOPShopify Inc | 360 | $41,105 | 0% |
| 75 | VOVanguard Mid Cap ETF | 496 | $39,963 | 0% |
| 76 | IAUUSDIshares Gold Etf | 526 | $39,718 | 0% |
| 77 | AAgilent Technologies Inc | 296 | $39,318 | 0% |
| 78 | IWPiShares Russell Mid Cap | 267 | $39,091 | 0% |
| 79 | COSTCostco Whsl Corp New | 40 | $37,419 | 0% |
| 80 | CATCaterpillar Inc | 35 | $37,272 | 0% |
| 81 | DFSIDimensnl Interntl Sus | 825 | $37,208 | 0% |
| 82 | Du Pont E I De Nemour&Co | 269 | $36,487 | 0% |
| 83 | CQPCheniere Energy Inc | 145 | $34,656 | 0% |
| 84 | XOPSpdr S&P Oil & Gas Expl & Prod | 222 | $34,246 | 0% |
| 85 | VTVVanguard Value | 155 | $33,779 | 0% |
| 86 | IJRIshares Core S&P Small | 227 | $33,666 | 0% |
| 87 | WMTWal-Mart Stores Inc | 292 | $33,072 | 0% |
| 88 | VBVanguard Small Cap Etf | 109 | $33,040 | 0% |
| 89 | AVUVAMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA | 253 | $31,564 | 0% |
| 90 | VEAVanguard MSCI EAFE ETF | 440 | $31,350 | 0% |
| 91 | SPEMSPDR Portfolio Emerging Markets ETF | 576 | $29,825 | 0% |
| 92 | NFLXNetflix Inc | 410 | $29,274 | 0% |
| 93 | SCHFSchwab International Equity ETF | 1,024 | $28,365 | 0% |
| 94 | IJKIshares S&P Mid Cap | 237 | $27,848 | 0% |
| 95 | APHAmphenol Corp Cl A | 150 | $26,448 | 0% |
| 96 | DFAWDimensional World Equity | 316 | $26,162 | 0% |
| 97 | OPPJWisdomtree Japan Hedged | 444 | $25,605 | 0% |
| 98 | FDXFFedex Fght Hldg Co Inc | 165 | $24,915 | 0% |
| 99 | SBUXStarbucks Corp | 240 | $24,526 | 0% |
| 100 | MCDMc Donalds Corp | 89 | $24,076 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.