The Analysis of Your Advocates Ltd., LLP's Holdings
Currently, Your Advocates Ltd., LLP holds 239 types of securities in its portfolio with a total value $306.4M. In the most recent quarter, they have increased their positions in SCHR (+54.0K shares, valued at $1.4M), BSV (+10.2K shares, valued at $804.3K), DFAS (+3.5K shares, valued at $243.4K); decreased their positions in GLD (-2.8K shares, valued at $1.1M), DCOR (-9.4K shares, valued at $690.3K), FNDX (-13.9K shares, valued at $378.5K); initiated new positions in DFSI (+1.5K shares, valued at $62.6K), WFC (+550 shares, valued at $51.3K), PEP (+346 shares, valued at $49.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DCOR Dimensional US Core998.4K shares-0.93%2025-12-312026-02-02
DFIC Dimensional ETF Int'l Core Equity 21.2M shares-0.14%2025-12-312026-02-02 DFEM Dimensional ETF Emerg. Markets Core Equity867.5K shares-0.89%2025-12-312026-02-02 DFAS Dimensional US Small Cap ETF329.8K shares1.07%2025-12-312026-02-02 SCHR Schwab Intermediate Term US Treas871.2K shares6.60%2025-12-312026-02-02 SPIB SPDR Intermediate Term Corporate626.0K shares0.93%2025-12-312026-02-02 FNDX Schwab Fundamental US Large Company ETF745.9K shares-1.83%2025-12-312026-02-02 GLD SPDR Gold Trust44.8K shares-5.79%2025-12-312026-02-02 BSV Vanguard Short-Term Bond ETF200.8K shares5.36%2025-12-312026-02-02 FNDF Schwab Fundamental Intl Lg Co ETF240.6K shares-1.29%2025-12-312026-02-02 FNDE Schwab Fundamental Emerg Mkts Lg Co ETF218.6K shares-0.80%2025-12-312026-02-02 FNDA Schwab Fundamental US Small Company ETF203.5K shares-0.07%2025-12-312026-02-02 XOM Exxon Mobil Corporation18.3K shares0.48%2025-12-312026-02-02 COP Conocophillips17.4K shares0.00%2025-12-312026-02-02 AAPL Apple Inc5.6K shares-3.45%2025-12-312026-02-02 SPY S P D R S&P 500 Etf Tr2.2K shares-10.80%2025-12-312026-02-02 BOND Pimco Active Bond ETF11.6K shares-6.89%2025-12-312026-02-02 AHLT American Beacon AHL Trend ETF21.6K shares-23.51%2025-12-312026-02-02 UAPR Innovator US Equity16.6K shares0.00%2025-12-312026-02-02 SCHB Schwab US Broad Market19.5K shares7.88%2025-12-312026-02-02 SCHX Schwab US Large Cap ETF15.4K shares-9.32%2025-12-312026-02-02 ACM Aecom4.1K shares0.00%2025-12-312026-02-02 VTI Vanguard Total Stock Mkt1.1K shares0.75%2025-12-312026-02-02 FLIA Franklin Liberty International Aggregate Bond ETF17.6K shares-6.80%2025-12-312026-02-02 HAL Halliburton Co Hldg Co10.4K shares0.00%2025-12-312026-02-02 MSFT Microsoft Corp514 shares7.76%2025-12-312026-02-02 DEM WisdomTree Emerging Markets High Dividend ETF4.9K shares-3.53%2025-12-312026-02-02 OXY Occidental Pete Corp5.0K shares0.00%2025-12-312026-02-02 TSLA Tesla Motors Inc440 shares0.00%2025-12-312026-02-02 IEFA Ishares Core Msci Eafe2.0K shares0.00%2025-12-312026-02-02 VT Vanguard Total World Stock969 shares6.02%2025-12-312026-02-02 ITOT iShares Core S&P Total US Stock Mkt ETF873 shares20.08%2025-12-312026-02-02 SLB Schlumberger Ltd3.3K shares-13.32%2025-12-312026-02-02 MPC MARATHON PETE CORP663 shares0.00%2025-12-312026-02-02 GE General Electric Company350 shares0.00%2025-12-312026-02-02 AMZN Amazon Com Inc463 shares-1.07%2025-12-312026-02-02 BSVO Ea Bridgeway Omni Sml4.2K shares0.00%2025-12-312026-02-02 FDX Fedex Corporation331 shares0.00%2025-12-312026-02-02 IVV iShares Core S&P 500 ETF144 shares-74.83%2025-12-312026-02-02 TOST Toast Inc Class A2.5K shares4.50%2025-12-312026-02-02 MCO Moodys Corp171 shares-32.41%2025-12-312026-02-02 ALL Allstate Corporation400 shares0.00%2025-12-312026-02-02 HPQ Hewlett-Packard Company3.5K shares0.00%2025-12-312026-02-02 FTI Technipfmc Plc1.7K shares8095.24%2025-12-312026-02-02 VEA Vanguard MSCI EAFE ETF1.2K shares-10.41%2025-12-312026-02-02 KO Coca Cola Company1.1K shares204.83%2025-12-312026-02-02 AGG Ishares Tr Barclays Fund750 shares468.18%2025-12-312026-02-02 SPTI SPDR Series Trust Portfolio Intermediate Term ETF2.5K shares0.00%2025-12-312026-02-02 CIM Chimera Investment Corp5.5K shares0.00%2025-12-312026-02-02 DIA Spdr Dow Jones Indl Avg142 shares27.93%2025-12-312026-02-02 IAU Ishares Gold Etf830 shares0.00%2025-12-312026-02-02 AVDE Avantis International818 shares0.00%2025-12-312026-02-02 ESGD iShares ESG Aware MSCI EAFE ETF688 shares1.62%2025-12-312026-02-02 SUSL iShares ESG MSCI USA Leaders ETF532 shares-49.29%2025-12-312026-02-02 RKLB Rocket Laboratory Usa In912 shares0.22%2025-12-312026-02-02 DFSI Dimensnl Interntl Sus1.5K sharesnew addition2025-12-312026-02-02 IWM IShares Russell 2000254 shares24.51%2025-12-312026-02-02 SHOP Shopify Inc385 shares-3.75%2025-12-312026-02-02 Sap SE Ordf Sap SE Ordf250 shares0.00%2025-12-312026-02-02 ADP Auto Data Processing227 shares-30.15%2025-12-312026-02-02 GEV Ge Vernova Inc87 shares0.00%2025-12-312026-02-02 PXF FTSE RAFI Internat'l Dev Mkts860 shares0.00%2025-12-312026-02-02 CTVA Corteva Inc810 shares0.00%2025-12-312026-02-02 IEMG Ishares Core Msci795 shares43.76%2025-12-312026-02-02 PRFZ FTSE RAFI US 1500 Small Cap1.1K shares0.00%2025-12-312026-02-02 WFC Wells Fargo & Co New550 sharesnew addition2025-12-312026-02-02 HD Home Depot Inc146 shares0.00%2025-12-312026-02-02 PEP Pepsico Incorporated346 sharesnew addition2025-12-312026-02-02 UNH Unitedhealth Group Inc150 shares0.00%2025-12-312026-02-02 VHT Vanguard Health Care152 shares0.66%2025-12-312026-02-02 NVDA Nvidia Corp234 shares-4.10%2025-12-312026-02-02 XLE Sector Spdr Engy Select936 shares83.17%2025-12-312026-02-02 SCHE Schwab Emerging Markets Equity ETF1.3K shares5.97%2025-12-312026-02-02 GRMN Garmin Ltd200 shares0.00%2025-12-312026-02-02 A Agilent Technologies Inc296 shares0.00%2025-12-312026-02-02 Broadcom Inc Broadcom Inc110 shares0.00%2025-12-312026-02-02 VO Vanguard Mid Cap ETF124 shares0.00%2025-12-312026-02-02 VWO Vanguard Msci Emerging669 shares15.34%2025-12-312026-02-02 COST Costco Whsl Corp New40 shares0.00%2025-12-312026-02-02 GOVT iShares Trust US Treasury Bond ETF1.4K shares0.00%2025-12-312026-02-02 DD1 Du Pont E I De Nemour&Co811 shares0.00%2025-12-312026-02-02 URI United Rentals Inc37 shares0.00%2025-12-312026-02-02 VTV Vanguard Value155 shares0.00%2025-12-312026-02-02 SPEM SPDR Portfolio Emerging Markets ETF611 shares0.00%2025-12-312026-02-02 KEYS Keysight Tech Inc140 shares0.00%2025-12-312026-02-02 CQP Cheniere Energy Inc145 shares0.00%2025-12-312026-02-02 VB Vanguard Small Cap Etf109 shares0.00%2025-12-312026-02-02 XOP Spdr S&P Oil & Gas Expl & Prod222 shares0.00%2025-12-312026-02-02 IJR Ishares Core S&P Small227 shares-6.97%2025-12-312026-02-02 MCD Mc Donalds Corp88 sharesnew addition2025-12-312026-02-02 VIOO Vanguard S&P Small Cap238 shares0.00%2025-12-312026-02-02 DELL1 Dell Inc200 shares0.00%2025-12-312026-02-02 PRF FTSE RAFI 1000 US Lg Cap533 shares0.00%2025-12-312026-02-02 ESML iShare ESG Aware MSCI472 shares-50.83%2025-12-312026-02-02 OPPJ Wisdomtree Japan Hedged444 shares0.00%2025-12-312026-02-02 APH Amphenol Corp Cl A150 shares0.00%2025-12-312026-02-02 SBUX Starbucks Corp240 shares0.00%2025-12-312026-02-02 CAT Caterpillar Inc35 shares0.00%2025-12-312026-02-02 UNP Union Pacific Corp85 shares0.00%2025-12-312026-02-02 SCHP Schwab US TIPS ETF735 shares48.19%2025-12-312026-02-02 SCHF Schwab International Equity ETF786 sharesnew addition2025-12-312026-02-02 WMT Wal-Mart Stores Inc168 shares-37.31%2025-12-312026-02-02 MGK Vanguard Mega Cap Growth45 shares0.00%2025-12-312026-02-02 EAGG iShares ESG U.S. Aggregate Bond ETF378 shares23.53%2025-12-312026-02-02 TEM Tempus AI Inc300 sharesnew addition2025-12-312026-02-02 DD Dow Chemical Company750 shares0.00%2025-12-312026-02-02 CAG Conagra Brands Inc1.0K sharesnew addition2025-12-312026-02-02 YUM Yum Brands Inc114 sharesnew addition2025-12-312026-02-02 PXH FTSE RAFI Emerg Mkts655 shares0.00%2025-12-312026-02-02 XLP Sector Spdr Tr Con Stpls200 shares100.00%2025-12-312026-02-02 SPTS SPDR Short Term Treasury ETF510 shares55.02%2025-12-312026-02-02 DFEV DFA Emerging Mkts Value ETF427 shares0.00%2025-12-312026-02-02 SUSB iShares ESG 1-5 Year USD Corporate Bond ETF541 shares14.86%2025-12-312026-02-02 CRWD Crowdstrike Hldgs Inc28 shares-6.67%2025-12-312026-02-02 KRE Spdr S&P Regional200 sharesnew addition2025-12-312026-02-02 VCIT Vanguard Intermediate141 sharesnew addition2025-12-312026-02-02 IEV iShares S&P Euro163 shares0.00%2025-12-312026-02-02 XLF Sector Spdr Fincl Select203 shares0.50%2025-12-312026-02-02 MGY Magnolia Oil & Gas Corp500 sharesnew addition2025-12-312026-02-02 EOG EOG Resources Inc Com103 shares0.98%2025-12-312026-02-02 NFLX Netflix Inc110 shares816.67%2025-12-312026-02-02 VOE Vanguard Mid Cap Value58 shares0.00%2025-12-312026-02-02 AME Ametek Inc50 shares0.00%2025-12-312026-02-02 TRV Travelers Companies35 shares0.00%2025-12-312026-02-02 FIS Fidelity Natl Info151 shares0.00%2025-12-312026-02-02 TSCO Tractor Supply Comp200 shares0.00%2025-12-312026-02-02 MS Morgan Stanley56 shares0.00%2025-12-312026-02-02 RSG Republic Services45 shares0.00%2025-12-312026-02-02 USB U S Bancorp Del New165 shares0.00%2025-12-312026-02-02 ARKK Ark Innovation ETF100 sharesnew addition2025-12-312026-02-02 GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund49 shares0.00%2025-12-312026-02-02 ASO Academy Sports & Outdoor145 shares6.62%2025-12-312026-02-02 VIK Viking Holdings Ltd100 shares0.00%2025-12-312026-02-02 SYK Stryker Corp20 shares0.00%2025-12-312026-02-02 XYL Xylem Inc50 shares0.00%2025-12-312026-02-02 AMD Advanced Micro Devices30 shares0.00%2025-12-312026-02-02 VIG Vanguard Div Apprciation29 sharesnew addition2025-12-312026-02-02 GOOGL Google Inc Class A20 shares0.00%2025-12-312026-02-02 ITW Illinois Tool Works Inc25 shares0.00%2025-12-312026-02-02 ATR Aptargroup Inc50 shares0.00%2025-12-312026-02-02 CPNG Coupang Inc250 shares0.00%2025-12-312026-02-02 AMGN Amgen Incorporated18 shares0.00%2025-12-312026-02-02 C Citigroup Inc50 shares0.00%2025-12-312026-02-02 SPOT Spotify Technology10 shares-16.67%2025-12-312026-02-02 TMO Thermo Fisher Scientific10 shares0.00%2025-12-312026-02-02 DHR Danaher Corp Del25 shares0.00%2025-12-312026-02-02 SNPS Synopsys Inc12 shares0.00%2025-12-312026-02-02 TTWO Take Two Interactv22 shares0.00%2025-12-312026-02-02 VRSK Verisk Analytics Inc Cla25 shares0.00%2025-12-312026-02-02 YUMC Yum China Holdings Inc114 sharesnew addition2025-12-312026-02-02 EQT Equitable Resources Inc100 shares0.00%2025-12-312026-02-02 LULU Lululemon Athletica22 shares0.00%2025-12-312026-02-02 ASTS Ast Spacemobile Inc61 shares19.61%2025-12-312026-02-02 CGNX Cognex Corp121 shares0.00%2025-12-312026-02-02 DXC D X C Technology Com287 shares0.00%2025-12-312026-02-02 PBW Invesco ETF D TR WILDERHIL CLAN ETF131 shares0.00%2025-12-312026-02-02 NOW Service Now Inc25 shares400.00%2025-12-312026-02-02 TTD The Trade Desk Inc100 shares-83.33%2025-12-312026-02-02 AXP American Express Company10 shares0.00%2025-12-312026-02-02 EWZ Ishares Msci Brazil Indx113 shares1030.00%2025-12-312026-02-02 GEHC GE HealthCare Technologies Inc Common Stock41 shares0.00%2025-12-312026-02-02 FI Fiserv Inc50 shares0.00%2025-12-312026-02-02 CP Canadian Pac Railway45 shares0.00%2025-12-312026-02-02 ANET Arista Networks Inc25 shares0.00%2025-12-312026-02-02 AUPH Aurinia Pharmaceutic200 shares0.00%2025-12-312026-02-02 LQD Ishares Iboxx Investop28 sharesnew addition2025-12-312026-02-02 DXCM Dexcom Inc44 shares0.00%2025-12-312026-02-02 VLTO Veralto Corp28 shares0.00%2025-12-312026-02-02 TRMB Trimble Navigation Ltd34 shares0.00%2025-12-312026-02-02 INTC Intel Corp69 shares0.00%2025-12-312026-02-02 PLUG Plug Power Inc New1.2K shares0.00%2025-12-312026-02-02 NCLH Norwegian Cruise Lin100 sharesnew addition2025-12-312026-02-02 IFNNY Infineon Tech Ag50 shares0.00%2025-12-312026-02-02 URA GLOBAL X FDS GLOBAL X URANIUM ETF50 shares0.00%2025-12-312026-02-02 TKR Timken Co25 shares0.00%2025-12-312026-02-02 DIS Disney Walt Co18 shares0.00%2025-12-312026-02-02 CNC Centene Corp47 shares0.00%2025-12-312026-02-02 INDI Indie Semiconductor Inc540 shares0.00%2025-12-312026-02-02 POOL Pool Corp8 shares0.00%2025-12-312026-02-02 SO The Southern Company20 shares0.00%2025-12-312026-02-02 ASC Ardmore Shipping Co166 shares0.00%2025-12-312026-02-02 DNLI Denali Therapeutics I N100 shares0.00%2025-12-312026-02-02 LUNR Intuitive Machs Inc96 shares0.00%2025-12-312026-02-02 FBIN Fortune Brands Innovatio29 shares0.00%2025-12-312026-02-02 NRG Nrg Energy Inc9 sharesnew addition2025-12-312026-02-02 STZ Constellation Brand Cl A10 shares0.00%2025-12-312026-02-02 RGR Sturm Ruger & Co Inc42 sharesnew addition2025-12-312026-02-02 WFRD Weatherford Intl17 shares0.00%2025-12-312026-02-02 Linde Plc Linde Plc3 shares0.00%2025-12-312026-02-02 PINS Pinterest Inc50 shares-75.00%2025-12-312026-02-02 SIXG Defiance Next Gen20 shares25.00%2025-12-312026-02-02 IWP iShares Russell Mid Cap9 shares0.00%2025-12-312026-02-02 BL Blackline Inc22 shares-12.00%2025-12-312026-02-02 GXO Gxo Logistics Inc23 shares0.00%2025-12-312026-02-02 VTIP Vanguard Shrt Inf Prot23 sharesnew addition2025-12-312026-02-02 LMT Lockheed Martin Corp2 shares100.00%2025-12-312026-02-02 IBN Icici Bank Ltd30 shares0.00%2025-12-312026-02-02 RLAY Relay Therapeutics Inc100 shares0.00%2025-12-312026-02-02 BP Bp Plc Adr21 shares0.00%2025-12-312026-02-02 DGRO Ishares Core Dividend10 sharesnew addition2025-12-312026-02-02 COIN Coinbase Global Inc3 sharesnew addition2025-12-312026-02-02 TSLZ T-Rex 2x Inverse Tesla Daily Target EFT54 shares-95.07%2025-12-312026-02-02 SCHD Schwab US Dividend20 sharesnew addition2025-12-312026-02-02 BRCC Brc Inc453 shares771.15%2025-12-312026-02-02 MMYT MakeMyTrip Limited6 shares0.00%2025-12-312026-02-02 FBTC Fidelity Wise Origin6 shares-82.86%2025-12-312026-02-02 AIRG Airgain Incorporarated100 shares0.00%2025-12-312026-02-02 KMX Carmax Inc10 shares0.00%2025-12-312026-02-02 RIVN Rivian Automotive Inc17 shares0.00%2025-12-312026-02-02 MBC Masterbrand Inc29 shares0.00%2025-12-312026-02-02 NAUT Nautilus Biotechnology150 shares0.00%2025-12-312026-02-02 MTUS Metallus Inc12 shares0.00%2025-12-312026-02-02 ZION Zions Bancorp3 shares200.00%2025-12-312026-02-02 CTSO Cytosorbents Corpora250 shares0.00%2025-12-312026-02-02 AEVA Aeva Technologies Inc10 shares0.00%2025-12-312026-02-02 DSI Ishares Esg Msci Kld 4001 sharesnew addition2025-12-312026-02-02 FUBO Fubotv Inc50 shares0.00%2025-12-312026-02-02 ESGV Vanguard Esg US Stock1 sharesnew addition2025-12-312026-02-02 SERV Serve Robotics Inc10 shares0.00%2025-12-312026-02-02 AZRE Azure Pwr Global Ltd100 shares0.00%2025-12-312026-02-02 SGML Sigma Lithium Corp7 shares0.00%2025-12-312026-02-02 DPRO Draganfly Inc12 shares0.00%2025-12-312026-02-02 KD Kyndryl Hldgs Inc3 shares0.00%2025-12-312026-02-02 VTRS Viatris Inc6 shares0.00%2025-12-312026-02-02 SDRL Seadrill Ltd2 shares0.00%2025-12-312026-02-02 VTEB VANGUARD TAX EXEMPT BD ETF1 sharesnew addition2025-12-312026-02-02 ZBAI ATIF Holdings Ltd5 shares0.00%2025-12-312026-02-02 ICLN Ishares Global Clean1 sharesnew addition2025-12-312026-02-02 SPCE Virgin Galactic Hldgs In5 shares0.00%2025-12-312026-02-02 NLY Annaly Capital MgmtN/A sharesnew addition2025-12-312026-02-02 NVVE Nuvve Hldg Corp1 shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available