Your Advocates Ltd., LLP Top Holdings and 13F Report (2024) About Your Advocates Ltd., LLPInvestment ActivityYour Advocates Ltd., LLP has $254.51 million in total holdings as of September 30, 2024.Your Advocates Ltd., LLP owns shares of 232 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Your Advocates Ltd., LLP has purchased 240 new stocks and bought additional shares in 22 stocks.Your Advocates Ltd., LLP sold shares of 40 stocks and completely divested from 20 stocks this quarter.Largest Holdings Dimensional US Core $60,881,036Dimensional International Core Equity 2 ETF $33,499,314Dimensional Emerging Markets Core Equity 2 ETF $24,015,034Pimco Active Bond ETF $18,962,406Schwab Intermediate-Term U.S. Treasury ETF $18,770,020 Largest New Holdings this Quarter Vanguard Total World Stock ETF $33,579 HoldingSPDR Dow Jones Industrial Average ETF Trust $19,040 HoldingNasdaq $10,952 HoldingPROS $8,038 HoldingMagnolia Oil & Gas $7,326 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 33,087 shares (about $931.07K)Dimensional Emerging Markets Core Equity 2 ETF 27,855 shares (about $784.12K)Dimensional U.S. Small Cap ETF 7,676 shares (about $497.87K)Dimensional US Core 7,174 shares (about $454.40K)Schwab Fundamental International Large Company Index ETF 6,392 shares (about $238.87K) Largest Sales this Quarter SPDR Gold Shares 1,664 shares (about $404.45K)Schwab Fundamental U.S. Large Company Index ETF 5,266 shares (about $377.89K)Schwab Intermediate-Term U.S. Treasury ETF 4,069 shares (about $205.89K)Academy Sports and Outdoors 1,571 shares (about $91.66K)NVIDIA 740 shares (about $89.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofYour Advocates Ltd., LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDimensional US Core$60,881,036$454,401 ▲0.8%961,17823.9%COMDFICDimensional International Core Equity 2 ETF$33,499,314$931,068 ▲2.9%1,190,45213.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$24,015,034$784,118 ▲3.4%853,1109.4%ETFPimco Active Bond ETF$18,962,406$189 ▼0.0%200,4277.5%COMSCHRSchwab Intermediate-Term U.S. Treasury ETF$18,770,020$205,891 ▼-1.1%370,9497.4%ETFDFASDimensional U.S. Small Cap ETF$17,625,455$497,866 ▲2.9%271,7466.9%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$17,463,617$377,889 ▼-2.1%243,3616.9%ETFGLDSPDR Gold Shares$13,684,278$404,452 ▼-2.9%56,3005.4%FinanceBSVVanguard Short-Term Bond ETF$13,665,793$122,914 ▲0.9%173,6665.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$8,730,392$238,869 ▲2.8%233,6203.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$7,407,802$13,650 ▼-0.2%229,5572.9%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$5,540,946$8,935 ▲0.2%93,0162.2%ETFXOMExxon Mobil$2,128,598$49,819 ▼-2.3%18,1590.8%Oils/EnergyAAPLApple$1,341,523$82,476 ▼-5.8%5,7580.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,094,397$31,564 ▼-2.8%1,9070.4%FinanceCOPConocoPhillips$762,231$10,528 ▼-1.4%7,2400.3%Oils/EnergySCHXSchwab US Large-Cap ETF$616,925$611 ▲0.1%9,0920.2%ETFTSLATesla$603,057$12,297 ▼-2.0%2,3050.2%Auto/Tires/TrucksFLIAFranklin International Aggregate Bond ETF$576,493$72,218 ▼-11.1%27,7160.2%ETFUAPRInnovator U.S. Equity Ultra Buffer ETF - April$535,8390.0%17,7430.2%ETFACMAECOM$453,5620.0%4,3920.2%ConstructionSCHBSchwab US Broad Market ETF$371,520$2,328 ▲0.6%5,5850.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$368,319$20,760 ▼-5.3%3,6370.1%FinanceHALHalliburton$302,6720.0%10,4190.1%Oils/EnergyDEMWisdomTree Emerging Markets High Dividend Fund$246,676$16,944 ▼-6.4%5,6050.1%FinanceSLBSchlumberger$207,9460.0%4,9570.1%Oils/EnergyMSFTMicrosoft$194,927$861 ▲0.4%4530.1%Computer and TechnologyMPCMarathon Petroleum$181,1560.0%1,1120.1%Oils/EnergyUNHUnitedHealth Group$174,2350.0%2980.1%MedicalIshares Gold Etf$148,355$14,413 ▼-8.9%2,9850.1%COMMCOMoody's$142,3770.0%3000.1%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$138,9940.0%4,7830.1%ETFHewlett-Packard Company$124,577$1,973 ▼-1.6%3,4730.0%COMTMFGMotley Fool Global Opportunities ETF$117,1420.0%3,6930.0%ETFSap SE Ordf$111,9740.0%4920.0%COMBBSAJPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF$108,092$3,554 ▲3.4%2,2200.0%ETFSUSLiShares ESG MSCI USA Leaders ETF$106,2400.0%1,0460.0%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$97,356$13,818 ▼-12.4%7750.0%ETFFTSE RAFI US 1500 Small Cap$92,075$4,861 ▼-5.0%2,2160.0%COMFDXFedEx$90,5880.0%3310.0%TransportationADPAutomatic Data Processing$89,9370.0%3250.0%Business ServicesSBUXStarbucks$89,1060.0%9140.0%Retail/WholesaleChimera Investment Corp$87,0020.0%5,4960.0%COMAMZNAmazon.com$79,936$1,677 ▼-2.1%4290.0%Retail/WholesaleCATCaterpillar$78,2240.0%2000.0%Industrial ProductsALLAllstate$75,8600.0%4000.0%FinanceDu Pont E I De Nemour&Co$72,2680.0%8110.0%COMGeneral Electric Company$66,0030.0%3500.0%COMTTDTrade Desk$65,7900.0%6000.0%Computer and TechnologyFTSE RAFI 1000 US Lg Cap$64,8860.0%1,5970.0%COMHDHome Depot$59,159$7,699 ▼-11.5%1460.0%Retail/WholesaleAmerican Beacon AHL Trend ETF$56,731$5,626 ▲11.0%2,4100.0%COMTOSTToast$56,6200.0%2,0000.0%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$56,367$2,945 ▲5.5%6700.0%ManufacturingCOSTCostco Wholesale$52,3050.0%590.0%Retail/WholesaleCTVACorteva$47,6200.0%8100.0%Consumer StaplesIVViShares Core S&P 500 ETF$46,722$23,649 ▼-33.6%810.0%ETFSOSouthern$45,115$9,023 ▼-16.7%5000.0%UtilitiesDow Chemical Company$44,9060.0%8220.0%COMAAgilent Technologies$43,9500.0%2960.0%Computer and TechnologyKOCoca-Cola$42,9720.0%5980.0%Consumer StaplesVBVanguard Small-Cap ETF$42,2230.0%1780.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$37,1610.0%8890.0%ETFFTSE RAFI Internat'l Dev Mkts$35,7610.0%6860.0%COMVEAVanguard FTSE Developed Markets ETF$35,383$5,704 ▼-13.9%6700.0%ETFGRMNGarmin$35,2060.0%2000.0%Computer and TechnologyCCLCarnival Co. &$35,112$7,484 ▼-17.6%1,9000.0%Consumer DiscretionarySCHESchwab Emerging Markets Equity ETF$34,7250.0%1,1900.0%ETFVTVanguard Total World Stock ETF$33,579$33,579 ▲New Holding2810.0%ETFSHOPShopify$32,056$8,014 ▼-20.0%4000.0%Computer and TechnologyHUMHumana$31,674$14,253 ▲81.8%1000.0%MedicalSCHWCharles Schwab$31,3530.0%4340.0%FinanceXLEEnergy Select Sector SPDR Fund$31,271$3,777 ▲13.7%3560.0%ETFURIUnited Rentals$29,9600.0%370.0%ConstructionXOPSPDR S&P Oil & Gas Exploration & Production ETF$29,1970.0%2220.0%ETFCIFRCipher Mining$29,0250.0%7,5000.0%Business ServicesMROMarathon Oil$28,6540.0%1,0760.0%Oils/EnergyVTVVanguard Value ETF$27,0580.0%1550.0%ETFCheniere Energy Inc$26,0770.0%1450.0%COMSPEMSPDR Portfolio Emerging Markets ETF$25,2220.0%6110.0%ETFGILDGilead Sciences$25,1520.0%3000.0%MedicalHUTHut 8$24,5200.0%2,0000.0%FinanceMARAMARA$24,3300.0%1,5000.0%Business ServicesDell Inc$23,7080.0%2000.0%COMKEYSKeysight Technologies$22,2500.0%1400.0%Computer and TechnologyGe Vernova Inc$22,1830.0%870.0%COMRBLXRoblox$22,1300.0%5000.0%Consumer DiscretionaryNVDANVIDIA$21,859$89,865 ▼-80.4%1800.0%Computer and TechnologyUNPUnion Pacific$20,9510.0%850.0%TransportationGOVTiShares U.S. Treasury Bond ETF$20,4720.0%8730.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$19,040$19,040 ▲New Holding450.0%FinanceAVGOBroadcom$18,975$17,078 ▲900.0%1100.0%Computer and TechnologySLFSun Life Financial$15,9560.0%2750.0%FinanceDXJSWisdomTree Japan Hedged SmallCap Equity Fund$15,0690.0%4440.0%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$14,8490.0%3060.0%ETFMGKVanguard Mega Cap Growth ETF$14,488$57,952 ▼-80.0%450.0%ETFVLOValero Energy$13,5030.0%1000.0%Oils/EnergyGoogle Inc Class A$13,386$6,693 ▲100.0%800.0%COMIJRiShares Core S&P Small-Cap ETF$12,983$1,521 ▼-10.5%1110.0%ETFFISFidelity National Information Services$12,6460.0%1510.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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