The Analysis of Your Advocates Ltd., LLP's Holdings
Currently, Your Advocates Ltd., LLP holds 221 types of securities in its portfolio with a total value $298.4M. In the most recent quarter, they have increased their positions in SPIB (+620.2K shares, valued at $21.0M), SCHR (+26.6K shares, valued at $668.1K), BSV (+6.5K shares, valued at $512.8K); decreased their positions in BOND (-212.7K shares, valued at $19.9M), DFIC (-18.4K shares, valued at $603.0K), GLD (-1.5K shares, valued at $540.3K); initiated new positions in SPIB (+620.2K shares, valued at $21.0M), IEFA (+2.0K shares, valued at $175.1K), IEMG (+553 shares, valued at $36.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DCOR Dimensional US Core1.0M shares0.24%2025-09-302025-11-03
DFIC Dimensional ETF Int'l Core Equity 21.2M shares-1.49%2025-09-302025-11-03 DFEM Dimensional ETF Emerg. Markets Core Equity875.3K shares-0.70%2025-09-302025-11-03 DFAS Dimensional US Small Cap ETF326.3K shares1.83%2025-09-302025-11-03 SPIB SPDR Intermediate Term Corporate620.2K sharesnew addition2025-09-302025-11-03 SCHR Schwab Intermediate Term US Treas817.3K shares3.36%2025-09-302025-11-03 FNDX Schwab Fundamental US Large Company ETF759.9K shares0.06%2025-09-302025-11-03 GLD SPDR Gold Trust47.5K shares-3.10%2025-09-302025-11-03 BSV Vanguard Short-Term Bond ETF190.6K shares3.53%2025-09-302025-11-03 FNDF Schwab Fundamental Intl Lg Co ETF243.8K shares-1.42%2025-09-302025-11-03 FNDE Schwab Fundamental Emerg Mkts Lg Co ETF220.4K shares-0.50%2025-09-302025-11-03 FNDA Schwab Fundamental US Small Company ETF203.6K shares0.34%2025-09-302025-11-03 XOM Exxon Mobil Corporation18.2K shares0.42%2025-09-302025-11-03 COP Conocophillips17.4K shares0.00%2025-09-302025-11-03 SPY S P D R S&P 500 Etf Tr2.5K shares16.81%2025-09-302025-11-03 AAPL Apple Inc5.8K shares0.10%2025-09-302025-11-03 BOND Pimco Active Bond ETF12.5K shares-94.45%2025-09-302025-11-03 AHLT American Beacon AHL Trend ETF28.2K shares141.14%2025-09-302025-11-03 ACM Aecom4.1K shares0.00%2025-09-302025-11-03 UAPR Innovator US Equity16.6K shares-18.44%2025-09-302025-11-03 SCHB Schwab US Broad Market18.1K shares0.27%2025-09-302025-11-03 SCHX Schwab US Large Cap ETF16.9K shares2.11%2025-09-302025-11-03 FLIA Franklin Liberty International Aggregate Bond ETF18.9K shares-1.55%2025-09-302025-11-03 VTI Vanguard Total Stock Mkt1.1K shares0.00%2025-09-302025-11-03 HAL Halliburton Co Hldg Co10.4K shares0.00%2025-09-302025-11-03 MSFT Microsoft Corp477 shares1.49%2025-09-302025-11-03 OXY Occidental Pete Corp5.0K shares0.12%2025-09-302025-11-03 DEM WisdomTree Emerging Markets High Dividend ETF5.1K shares-0.22%2025-09-302025-11-03 VOO Vanguard S&P 500 ETF SHS357 shares158.70%2025-09-302025-11-03 TSLA Tesla Motors Inc440 shares0.00%2025-09-302025-11-03 IEFA Ishares Core Msci Eafe2.0K sharesnew addition2025-09-302025-11-03 SLB Schlumberger Ltd3.8K shares0.00%2025-09-302025-11-03 MPC MARATHON PETE CORP663 shares-5.82%2025-09-302025-11-03 VT Vanguard Total World Stock914 shares0.99%2025-09-302025-11-03 SUSL iShares ESG MSCI USA Leaders ETF1.0K shares0.00%2025-09-302025-11-03 IVV iShares Core S&P 500 ETF572 shares314.49%2025-09-302025-11-03 MCO Moodys Corp253 shares0.00%2025-09-302025-11-03 ITOT iShares Core S&P Total US Stock Mkt ETF727 shares0.00%2025-09-302025-11-03 GE General Electric Company350 shares0.00%2025-09-302025-11-03 AMZN Amazon Com Inc468 shares0.86%2025-09-302025-11-03 ADP Auto Data Processing325 shares0.00%2025-09-302025-11-03 HPQ Hewlett-Packard Company3.5K shares0.00%2025-09-302025-11-03 BSVO Ea Bridgeway Omni Sml4.2K shares0.00%2025-09-302025-11-03 TOST Toast Inc Class A2.4K shares20.00%2025-09-302025-11-03 ALL Allstate Corporation400 shares0.00%2025-09-302025-11-03 VEA Vanguard MSCI EAFE ETF1.4K shares-6.16%2025-09-302025-11-03 FDX Fedex Corporation331 shares0.00%2025-09-302025-11-03 SPTI SPDR Series Trust Portfolio Intermediate Term ETF2.5K shares0.00%2025-09-302025-11-03 CIM Chimera Investment Corp5.5K shares0.00%2025-09-302025-11-03 RBLX Roblox Corp Com CL A500 shares0.00%2025-09-302025-11-03 Sap SE Ordf Sap SE Ordf250 shares0.00%2025-09-302025-11-03 AVDE Avantis International818 shares0.00%2025-09-302025-11-03 DD1 Du Pont E I De Nemour&Co811 shares0.00%2025-09-302025-11-03 ESGD iShares ESG Aware MSCI EAFE ETF677 shares0.00%2025-09-302025-11-03 IAU Ishares Gold Etf830 shares0.00%2025-09-302025-11-03 SHOP Shopify Inc400 shares0.00%2025-09-302025-11-03 HD Home Depot Inc146 shares0.00%2025-09-302025-11-03 CTVA Corteva Inc810 shares0.00%2025-09-302025-11-03 GEV Ge Vernova Inc87 shares0.00%2025-09-302025-11-03 PXF FTSE RAFI Internat'l Dev Mkts860 shares49.05%2025-09-302025-11-03 PRFZ FTSE RAFI US 1500 Small Cap1.1K shares25.27%2025-09-302025-11-03 UNH Unitedhealth Group Inc150 shares0.00%2025-09-302025-11-03 DIA Spdr Dow Jones Indl Avg111 shares9.90%2025-09-302025-11-03 IWM IShares Russell 2000204 shares78.95%2025-09-302025-11-03 GRMN Garmin Ltd200 shares0.00%2025-09-302025-11-03 XLE Sector Spdr Engy Select511 shares0.99%2025-09-302025-11-03 NVDA Nvidia Corp244 shares2.95%2025-09-302025-11-03 RKLB Rocket Laboratory Usa In910 shares1.11%2025-09-302025-11-03 ESML iShare ESG Aware MSCI960 shares7.87%2025-09-302025-11-03 RVSN Rail Vision Ltd100.0K shares0.00%2025-09-302025-11-03 SCHE Schwab Emerging Markets Equity ETF1.2K shares0.00%2025-09-302025-11-03 VHT Vanguard Health Care151 shares151.67%2025-09-302025-11-03 A Agilent Technologies Inc296 shares0.00%2025-09-302025-11-03 COST Costco Whsl Corp New40 shares0.00%2025-09-302025-11-03 IEMG Ishares Core Msci553 sharesnew addition2025-09-302025-11-03 VO Vanguard Mid Cap ETF124 sharesnew addition2025-09-302025-11-03 AVGO Broadcom Inc110 shares0.00%2025-09-302025-11-03 URI United Rentals Inc37 shares0.00%2025-09-302025-11-03 CQP Cheniere Energy Inc145 shares0.00%2025-09-302025-11-03 GOVT iShares Trust US Treasury Bond ETF1.4K shares0.00%2025-09-302025-11-03 VWO Vanguard Msci Emerging580 shares0.00%2025-09-302025-11-03 TTD The Trade Desk Inc600 shares0.00%2025-09-302025-11-03 XOP Spdr S&P Oil & Gas Expl & Prod222 shares0.00%2025-09-302025-11-03 IJR Ishares Core S&P Small244 shares197.56%2025-09-302025-11-03 VTV Vanguard Value155 shares0.00%2025-09-302025-11-03 SPEM SPDR Portfolio Emerging Markets ETF611 shares0.16%2025-09-302025-11-03 DELL1 Dell Inc200 shares0.00%2025-09-302025-11-03 VB Vanguard Small Cap Etf109 shares2080.00%2025-09-302025-11-03 WMT Wal-Mart Stores Inc268 sharesnew addition2025-09-302025-11-03 VIOO Vanguard S&P Small Cap238 shares0.00%2025-09-302025-11-03 KEYS Keysight Tech Inc140 shares0.00%2025-09-302025-11-03 PRF FTSE RAFI 1000 US Lg Cap533 shares267.59%2025-09-302025-11-03 KO Coca Cola Company352 shares0.00%2025-09-302025-11-03 SBUX Starbucks Corp240 shares0.00%2025-09-302025-11-03 UNP Union Pacific Corp85 shares0.00%2025-09-302025-11-03 APH Amphenol Corp Cl A150 shares0.00%2025-09-302025-11-03 OPPJ Wisdomtree Japan Hedged444 shares0.00%2025-09-302025-11-03 MGK Vanguard Mega Cap Growth45 shares0.00%2025-09-302025-11-03 DD Dow Chemical Company750 shares0.00%2025-09-302025-11-03 CAT Caterpillar Inc35 shares0.00%2025-09-302025-11-03 PXH FTSE RAFI Emerg Mkts655 sharesnew addition2025-09-302025-11-03 CRWD Crowdstrike Hldgs Inc30 shares0.00%2025-09-302025-11-03 EAGG iShares ESG U.S. Aggregate Bond ETF306 shares0.00%2025-09-302025-11-03 NFLX Netflix Inc12 shares0.00%2025-09-302025-11-03 DFEV DFA Emerging Mkts Value ETF427 shares0.00%2025-09-302025-11-03 SCHP Schwab US TIPS ETF496 shares0.00%2025-09-302025-11-03 AGG Ishares Tr Barclays Fund132 shares-97.11%2025-09-302025-11-03 D Dominion Energy Inc200 sharesnew addition2025-09-302025-11-03 CLS SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF273 sharesnew addition2025-09-302025-11-03 SUSB iShares ESG 1-5 Year USD Corporate Bond ETF471 shares0.00%2025-09-302025-11-03 EOG EOG Resources Inc Com102 shares0.99%2025-09-302025-11-03 TSCO Tractor Supply Comp200 shares0.00%2025-09-302025-11-03 XLF Sector Spdr Fincl Select202 shares0.50%2025-09-302025-11-03 IEV iShares S&P Euro163 shares0.00%2025-09-302025-11-03 BMNR Bitmine Immersion Technologies200 sharesnew addition2025-09-302025-11-03 RSG Republic Services45 shares0.00%2025-09-302025-11-03 VOE Vanguard Mid Cap Value58 shares0.00%2025-09-302025-11-03 FIS Fidelity Natl Info151 shares0.00%2025-09-302025-11-03 PRO Pros Holdings Inc434 shares0.00%2025-09-302025-11-03 TRV Travelers Companies35 shares0.00%2025-09-302025-11-03 SPTS SPDR Short Term Treasury ETF329 shares28.02%2025-09-302025-11-03 AME Ametek Inc50 shares0.00%2025-09-302025-11-03 MS Morgan Stanley56 shares0.00%2025-09-302025-11-03 SPOT Spotify Technology12 shares0.00%2025-09-302025-11-03 CPNG Coupang Inc250 shares0.00%2025-09-302025-11-03 USB U S Bancorp Del New165 shares0.00%2025-09-302025-11-03 MQ Marqeta Inc1.5K shares0.00%2025-09-302025-11-03 XLP Sector Spdr Tr Con Stpls100 sharesnew addition2025-09-302025-11-03 GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund49 shares0.00%2025-09-302025-11-03 SYK Stryker Corp20 shares0.00%2025-09-302025-11-03 XYL Xylem Inc50 shares0.00%2025-09-302025-11-03 ASO Academy Sports & Outdoor136 shares0.00%2025-09-302025-11-03 ATR Aptargroup Inc50 shares0.00%2025-09-302025-11-03 ITW Illinois Tool Works Inc25 shares0.00%2025-09-302025-11-03 FI Fiserv Inc50 shares0.00%2025-09-302025-11-03 PINS Pinterest Inc200 shares0.00%2025-09-302025-11-03 VRSK Verisk Analytics Inc Cla25 shares0.00%2025-09-302025-11-03 VIK Viking Holdings Ltd100 shares0.00%2025-09-302025-11-03 SNPS Synopsys Inc12 shares0.00%2025-09-302025-11-03 TTWO Take Two Interactv22 shares10.00%2025-09-302025-11-03 CGNX Cognex Corp121 shares0.00%2025-09-302025-11-03 EQT Equitable Resources Inc100 shares0.00%2025-09-302025-11-03 AMGN Amgen Incorporated18 shares0.00%2025-09-302025-11-03 C Citigroup Inc50 sharesnew addition2025-09-302025-11-03 DHR Danaher Corp Del25 shares0.00%2025-09-302025-11-03 GOOGL Google Inc Class A20 shares0.00%2025-09-302025-11-03 AMD Advanced Micro Devices30 sharesnew addition2025-09-302025-11-03 TMO Thermo Fisher Scientific10 shares0.00%2025-09-302025-11-03 NOW Service Now Inc5 shares0.00%2025-09-302025-11-03 LULU Lululemon Athletica22 shares0.00%2025-09-302025-11-03 DXC D X C Technology Com287 shares0.00%2025-09-302025-11-03 PBW Invesco ETF D TR WILDERHIL CLAN ETF131 shares0.00%2025-09-302025-11-03 ANET Arista Networks Inc25 shares-37.50%2025-09-302025-11-03 FBTC Fidelity Wise Origin35 sharesnew addition2025-09-302025-11-03 AXP American Express Company10 shares-50.00%2025-09-302025-11-03 CP Canadian Pac Railway45 shares0.00%2025-09-302025-11-03 GEHC GE HealthCare Technologies Inc Common Stock41 shares0.00%2025-09-302025-11-03 VLTO Veralto Corp28 shares0.00%2025-09-302025-11-03 DXCM Dexcom Inc44 shares0.00%2025-09-302025-11-03 TRMB Trimble Navigation Ltd34 shares0.00%2025-09-302025-11-03 PLUG Plug Power Inc New1.2K shares0.00%2025-09-302025-11-03 ASTS Ast Spacemobile Inc51 shares18.60%2025-09-302025-11-03 POOL Pool Corp8 shares0.00%2025-09-302025-11-03 URA GLOBAL X FDS GLOBAL X URANIUM ETF50 shares0.00%2025-09-302025-11-03 INTC Intel Corp69 shares263.16%2025-09-302025-11-03 AUPH Aurinia Pharmaceutic200 shares0.00%2025-09-302025-11-03 INDI Indie Semiconductor Inc540 shares0.00%2025-09-302025-11-03 VFF Village Farms Intl700 shares0.00%2025-09-302025-11-03 DIS Disney Walt Co18 shares0.00%2025-09-302025-11-03 ASC Ardmore Shipping Co166 sharesnew addition2025-09-302025-11-03 IFNNY Infineon Tech Ag50 shares0.00%2025-09-302025-11-03 SO The Southern Company20 shares0.00%2025-09-302025-11-03 TKR Timken Co25 sharesnew addition2025-09-302025-11-03 CNC Centene Corp47 shares0.00%2025-09-302025-11-03 WU Western Union Company200 sharesnew addition2025-09-302025-11-03 FBIN Fortune Brands Innovatio29 shares0.00%2025-09-302025-11-03 DNLI Denali Therapeutics I N100 shares0.00%2025-09-302025-11-03 LIN Linde Plc3 shares0.00%2025-09-302025-11-03 STZ Constellation Brand Cl A10 shares0.00%2025-09-302025-11-03 BL Blackline Inc25 shares0.00%2025-09-302025-11-03 IWP iShares Russell Mid Cap9 shares0.00%2025-09-302025-11-03 GXO Gxo Logistics Inc23 shares0.00%2025-09-302025-11-03 SMCI Super Micro Computer Inc25 sharesnew addition2025-09-302025-11-03 WFRD Weatherford Intl17 shares0.00%2025-09-302025-11-03 AQST Aquestive Therapeutics I200 sharesnew addition2025-09-302025-11-03 LUNR Intuitive Machs Inc96 shares15.66%2025-09-302025-11-03 SIXG Defiance Next Gen16 shares60.00%2025-09-302025-11-03 IBN Icici Bank Ltd30 shares3.45%2025-09-302025-11-03 FTI Technipfmc Plc21 sharesnew addition2025-09-302025-11-03 TSLZ T-Rex 2x Inverse Tesla Daily Target EFT1.1K shares0.00%2025-09-302025-11-03 BP Bp Plc Adr21 sharesnew addition2025-09-302025-11-03 MMYT MakeMyTrip Limited6 shares100.00%2025-09-302025-11-03 RLAY Relay Therapeutics Inc100 shares0.00%2025-09-302025-11-03 LMT Lockheed Martin Corp1 sharesnew addition2025-09-302025-11-03 KMX Carmax Inc10 sharesnew addition2025-09-302025-11-03 AIRG Airgain Incorporarated100 shares0.00%2025-09-302025-11-03 MBC Masterbrand Inc29 shares0.00%2025-09-302025-11-03 ZKIN Zk Intl Group Co Ltd143 shares0.00%2025-09-302025-11-03 EWZ Ishares Msci Brazil Indx10 shares0.00%2025-09-302025-11-03 ARKG Ark Genomic Revolution10 shares0.00%2025-09-302025-11-03 CHPT Chargepoint Hldgs Inc25 shares-95.00%2025-09-302025-11-03 RIVN Rivian Automotive Inc17 shares0.00%2025-09-302025-11-03 CTSO Cytosorbents Corpora250 shares0.00%2025-09-302025-11-03 FUBO Fubotv Inc50 shares0.00%2025-09-302025-11-03 MTUS Metallus Inc12 sharesnew addition2025-09-302025-11-03 AEVA Aeva Technologies Inc10 shares0.00%2025-09-302025-11-03 NAUT Nautilus Biotechnology150 shares0.00%2025-09-302025-11-03 SERV Serve Robotics Inc10 shares0.00%2025-09-302025-11-03 AZRE Azure Pwr Global Ltd100 shares0.00%2025-09-302025-11-03 DPRO Draganfly Inc12 shares0.00%2025-09-302025-11-03 KD Kyndryl Hldgs Inc3 shares0.00%2025-09-302025-11-03 BRCC Brc Inc52 sharesnew addition2025-09-302025-11-03 SDRL Seadrill Ltd2 shares0.00%2025-09-302025-11-03 ZION Zions Bancorp1 sharesnew addition2025-09-302025-11-03 VTRS Viatris Inc6 shares0.00%2025-09-302025-11-03 ZBAI ATIF Holdings Ltd5 sharesnew addition2025-09-302025-11-03 SGML Sigma Lithium Corp7 shares0.00%2025-09-302025-11-03 RDHL Redhill Biopharma Lt E19 sharesnew addition2025-09-302025-11-03 SPCE Virgin Galactic Hldgs In5 shares0.00%2025-09-302025-11-03 NLY Annaly Capital MgmtN/A sharesnew addition2025-09-302025-11-03 NVVE Nuvve Hldg Corp1 shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available