Your Advocates Ltd., LLP Top Holdings and 13F Report (2025) About Your Advocates Ltd., LLPInvestment ActivityYour Advocates Ltd., LLP has $251.63 million in total holdings as of December 31, 2024.Your Advocates Ltd., LLP owns shares of 209 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 12.11% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Your Advocates Ltd., LLP has purchased 231 new stocks and bought additional shares in 42 stocks.Your Advocates Ltd., LLP sold shares of 25 stocks and completely divested from 36 stocks this quarter.Largest Holdings Dimensional US Core $61,665,516Dimensional International Core Equity 2 ETF $32,340,473Dimensional Emerging Markets Core Equity 2 ETF $22,747,269Pimco Active Bond ETF $19,340,594Schwab Intermediate-Term U.S. Treasury ETF $18,742,464 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $253,584 HoldingAvantis International Equity ETF $63,088 HoldingVanguard S&P 500 ETF $28,557 HoldingEOG Resources $12,258 HoldingWalmart $9,939 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 485,238 shares (about $11.49M)Schwab Intermediate-Term U.S. Treasury ETF 400,663 shares (about $9.73M)Schwab Fundamental U.S. Small Company Index ETF 95,373 shares (about $2.83M)Dimensional International Core Equity 2 ETF 60,630 shares (about $1.57M)Pimco Active Bond ETF 13,470 shares (about $1.22M) Largest Sales this Quarter Tesla 2,295 shares (about $926.72K)Franklin International Aggregate Bond ETF 4,989 shares (about $101.18K)SPDR Gold Shares 408 shares (about $98.79K)Ishares Gold Etf 1,865 shares (about $92.34K)UnitedHealth Group 148 shares (about $74.87K) 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$61,665,516$3,657 ▼0.0%961,12124.5%COMDFICDimensional International Core Equity 2 ETF$32,340,473$1,567,286 ▲5.1%1,251,08212.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$22,747,269$404,321 ▲1.8%868,5489.0%ETFPimco Active Bond ETF$19,340,594$1,217,959 ▲6.7%213,8977.7%COMSCHRSchwab Intermediate-Term U.S. Treasury ETF$18,742,464$9,732,109 ▲108.0%771,6127.4%ETFDFASDimensional U.S. Small Cap ETF$18,298,898$613,640 ▲3.5%281,1757.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$17,253,220$11,490,433 ▲199.4%728,5996.9%ETFBSVVanguard Short-Term Bond ETF$13,777,952$358,765 ▲2.7%178,3095.5%ETFGLDSPDR Gold Shares$13,533,130$98,789 ▼-0.7%55,8925.4%FinanceFNDFSchwab Fundamental International Large Company Index ETF$8,213,852$455,342 ▲5.9%247,3313.3%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$6,713,544$44,911 ▲0.7%231,1032.7%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$5,595,157$2,832,580 ▲102.5%188,3892.2%ETFXOMExxon Mobil$1,937,098$16,243 ▼-0.8%18,0080.8%Oils/EnergyAAPLApple$1,444,093$2,254 ▲0.2%5,7670.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,179,467$61,553 ▲5.5%2,0120.5%FinanceCOPConocoPhillips$824,007$106,013 ▲14.8%8,3090.3%Oils/EnergySCHXSchwab US Large-Cap ETF$570,567$359,818 ▲170.7%24,6150.2%ETFUAPRInnovator U.S. Equity Ultra Buffer ETF - April$547,1940.0%17,7430.2%ETFFLIAFranklin International Aggregate Bond ETF$460,904$101,177 ▼-18.0%22,7270.2%ETFACMAECOM$439,244$29,910 ▼-6.4%4,1120.2%ConstructionSCHBSchwab US Broad Market ETF$406,881$280,100 ▲220.9%17,9240.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$386,631$34,206 ▲9.7%3,9900.2%FinanceHALHalliburton$283,2930.0%10,4190.1%Oils/EnergyVTIVanguard Total Stock Market ETF$253,584$253,584 ▲New Holding8750.1%ETFOXYOccidental Petroleum$245,074$240,133 ▲4,860.0%4,9600.1%Oils/EnergyAmerican Beacon AHL Trend ETF$224,832$168,076 ▲296.1%9,5470.1%COMDEMWisdomTree Emerging Markets High Dividend Fund$215,042$11,904 ▼-5.2%5,3110.1%FinanceMSFTMicrosoft$191,364$422 ▲0.2%4540.1%Computer and TechnologySLBSchlumberger$190,0510.0%4,9570.1%Oils/EnergyMPCMarathon Petroleum$155,1240.0%1,1120.1%Oils/EnergyMCOMoody's$119,763$22,248 ▼-15.7%2530.0%FinanceSap SE Ordf$118,9800.0%4920.0%COMHewlett-Packard Company$113,3240.0%3,4730.0%COMSUSLiShares ESG MSCI USA Leaders ETF$107,956$206 ▲0.2%1,0480.0%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$99,6810.0%7750.0%ETFAMZNAmazon.com$96,093$1,975 ▲2.1%4380.0%Retail/WholesaleADPAutomatic Data Processing$95,1370.0%3250.0%Business ServicesFDXFedEx$93,1200.0%3310.0%TransportationSBUXStarbucks$83,4030.0%9140.0%Retail/WholesaleALLAllstate$77,1160.0%4000.0%FinanceChimera Investment Corp$76,9440.0%5,4960.0%COMUNHUnitedHealth Group$75,879$74,867 ▼-49.7%1500.0%MedicalTOSTToast$72,9000.0%2,0000.0%Computer and TechnologyHDHome Depot$72,352$15,560 ▲27.4%1860.0%Retail/WholesaleSPTISPDR Portfolio Intermediate Term Treasury ETF$70,536$62,813 ▼-47.1%2,5300.0%ETFTTDTrade Desk$70,5180.0%6000.0%Computer and TechnologyAVDEAvantis International Equity ETF$63,088$63,088 ▲New Holding1,0280.0%ETFGeneral Electric Company$62,379$4,003 ▲6.9%3740.0%COMDu Pont E I De Nemour&Co$61,8390.0%8110.0%COMIshares Gold Etf$55,451$92,336 ▼-62.5%1,1200.0%COMCOSTCostco Wholesale$54,0600.0%590.0%Retail/WholesaleIVViShares Core S&P 500 ETF$53,570$5,887 ▲12.3%910.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$51,211$228 ▲0.4%6730.0%ManufacturingCTVACorteva$46,1380.0%8100.0%Consumer StaplesSHOPShopify$42,5320.0%4000.0%Computer and TechnologyGRMNGarmin$41,2520.0%2000.0%Computer and TechnologyFTSE RAFI US 1500 Small Cap$40,819$51,388 ▼-55.7%9810.0%COMAAgilent Technologies$39,7650.0%2960.0%MedicalVTVanguard Total World Stock ETF$38,390$5,400 ▲16.4%3270.0%ETFKOCoca-Cola$37,481$249 ▲0.7%6020.0%Consumer StaplesESMLiShares ESG Aware MSCI USA Small-Cap ETF$37,3920.0%8890.0%ETFFTSE RAFI 1000 US Lg Cap$36,790$27,633 ▼-42.9%9120.0%COMVEAVanguard FTSE Developed Markets ETF$32,0390.0%6700.0%ETFSCHESchwab Emerging Markets Equity ETF$31,664$27 ▼-0.1%1,1890.0%ETFSCHWCharles Schwab$31,3530.0%4340.0%FinanceCheniere Energy Inc$31,1560.0%1450.0%COMXLEEnergy Select Sector SPDR Fund$30,761$257 ▲0.8%3590.0%ETFGe Vernova Inc$30,590$1,974 ▲6.9%930.0%COMDow Chemical Company$30,098$2,889 ▼-8.8%7500.0%COMXOPSPDR S&P Oil & Gas Exploration & Production ETF$29,3860.0%2220.0%ETFRBLXRoblox$28,9300.0%5000.0%Consumer DiscretionaryVOOVanguard S&P 500 ETF$28,557$28,557 ▲New Holding530.0%ETFFTSE RAFI Internat'l Dev Mkts$27,633$5,220 ▼-15.9%5770.0%COMSOSouthern$26,777$14,418 ▼-35.0%3250.0%UtilitiesVTVVanguard Value ETF$26,2420.0%1550.0%ETFURIUnited Rentals$26,0640.0%370.0%ConstructionAVGOBroadcom$25,5020.0%1100.0%Computer and TechnologyNVDANVIDIA$24,1720.0%1800.0%Computer and TechnologyTempus AI Inc$23,632$20,256 ▲600.0%7000.0%COMSPEMSPDR Portfolio Emerging Markets ETF$23,406$38 ▼-0.2%6100.0%ETFASOAcademy Sports and Outdoors$23,314$15,543 ▲200.0%4050.0%Consumer DiscretionaryDell Inc$23,0480.0%2000.0%COMRKLBRocket Lab USA$22,923$1,274 ▲5.9%9000.0%AerospaceGoogle Inc Class A$22,884$7,628 ▲50.0%1200.0%COMKEYSKeysight Technologies$22,4880.0%1400.0%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$20,0620.0%8730.0%ETFUNPUnion Pacific$19,3830.0%850.0%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$19,2210.0%450.0%FinanceIWMiShares Russell 2000 ETF$17,456$7,292 ▲71.7%790.0%FinanceMGYMagnolia Oil & Gas$16,366$9,352 ▲133.3%7000.0%Oils/EnergySLFSun Life Financial$16,3190.0%2750.0%FinanceMGKVanguard Mega Cap Growth ETF$15,4530.0%450.0%ETFDXJSWisdomTree Japan Hedged SmallCap Equity Fund$15,3540.0%4440.0%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$14,1920.0%3060.0%ETFIJRiShares Core S&P Small-Cap ETF$12,7890.0%1110.0%ETFCATCaterpillar$12,697$59,857 ▼-82.5%350.0%Industrial ProductsEOGEOG Resources$12,258$12,258 ▲New Holding1000.0%Oils/EnergyFISFidelity National Information Services$12,1960.0%1510.0%Business ServicesNDAQNasdaq$11,6320.0%1500.0%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$11,6220.0%4710.0%ManufacturingShowing 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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