Your Advocates Ltd., LLP Top Holdings and 13F Report (2025) About Your Advocates Ltd., LLPInvestment ActivityYour Advocates Ltd., LLP has $278.19 million in total holdings as of June 30, 2025.Your Advocates Ltd., LLP owns shares of 204 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.95% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Your Advocates Ltd., LLP has purchased 208 new stocks and bought additional shares in 40 stocks.Your Advocates Ltd., LLP sold shares of 27 stocks and completely divested from 16 stocks this quarter.Largest Holdings Dimensional US Core $67,211,753Dimensional International Core Equity 2 ETF $38,467,555Dimensional Emerging Markets Core Equity 2 ETF $26,160,311Pimco Active Bond ETF $20,762,899Dimensional U.S. Small Cap ETF $20,414,519 Largest New Holdings this Quarter 922042858 - Vanguard FTSE Emerging Markets ETF $28,687 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $24,093 Holding808524870 - Schwab U.S. TIPS ETF $13,242 Holding26923N827 - T-Rex 2x Inverse Tesla Daily Target EFT $1,807 Holding92840M102 - Vistra $581 Holding Largest Purchases this Quarter Dimensional US Core 26,163 shares (about $1.75M)Dimensional U.S. Small Cap ETF 19,820 shares (about $1.26M)ConocoPhillips 6,234 shares (about $559.44K)Pimco Active Bond ETF 4,984 shares (about $459.43K)Schwab Fundamental U.S. Large Company ETF 9,970 shares (about $244.66K) Largest Sales this Quarter SPDR Gold Shares 4,630 shares (about $1.41M)Dimensional International Core Equity 2 ETF 37,344 shares (about $1.16M)Dimensional Emerging Markets Core Equity 2 ETF 18,337 shares (about $544.24K)Schwab Fundamental Emerging Markets Equity ETF 13,045 shares (about $430.62K)Schwab Fundamental International Equity ETF 8,147 shares (about $326.04K) 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$67,211,753$1,748,997 ▲2.7%1,005,41124.2%COMDFICDimensional International Core Equity 2 ETF$38,467,555$1,161,025 ▼-2.9%1,237,29713.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$26,160,311$544,242 ▼-2.0%881,4129.4%ETFPimco Active Bond ETF$20,762,899$459,425 ▲2.3%225,2437.5%COMDFASDimensional U.S. Small Cap ETF$20,414,519$1,262,731 ▲6.6%320,4297.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$19,790,677$194,959 ▲1.0%790,6787.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$18,635,562$244,664 ▲1.3%759,3956.7%ETFGLDSPDR Gold Shares$14,951,912$1,411,363 ▼-8.6%49,0505.4%FinanceBSVVanguard Short-Term Bond ETF$14,485,551$238,698 ▲1.7%184,0605.2%ETFFNDFSchwab Fundamental International Equity ETF$9,896,425$326,043 ▼-3.2%247,2873.6%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$7,311,939$430,615 ▼-5.6%221,5072.6%ETFFNDASchwab Fundamental U.S. Small Company ETF$5,813,653$230,604 ▲4.1%202,9202.1%ETFXOMExxon Mobil$1,958,260$8,732 ▲0.4%18,1660.7%EnergyCOPConocoPhillips$1,564,620$559,440 ▲55.7%17,4350.6%EnergySPYSPDR S&P 500 ETF Trust$1,297,506$36,454 ▲2.9%2,1000.5%FinanceAAPLApple$1,187,087$3,077 ▲0.3%5,7860.4%Computer and TechnologyUAPRInnovator U.S. Equity Ultra Buffer ETF - April$637,8630.0%20,3790.2%ETFACMAECOM$464,0800.0%4,1120.2%ConstructionAGGiShares Core U.S. Aggregate Bond ETF$453,820$34,718 ▲8.3%4,5750.2%FinanceSCHBSchwab US Broad Market ETF$429,552$1,191 ▲0.3%18,0260.2%ETFSCHXSchwab US Large-Cap ETF$405,171$317,821 ▼-44.0%16,5780.1%ETFFLIAFranklin International Aggregate Bond ETF$394,101$48,618 ▼-11.0%19,1870.1%ETFVTIVanguard Total Stock Market ETF$324,293$58,355 ▲21.9%1,0670.1%ETFAmerican Beacon AHL Trend ETF$259,474$44,000 ▲20.4%11,6880.1%COMMSFTMicrosoft$233,807$2,985 ▲1.3%4700.1%Computer and TechnologyDEMWisdomTree Emerging Markets High Dividend Fund$230,345$8,152 ▼-3.4%5,0860.1%FinanceHALHalliburton$212,3390.0%10,4190.1%EnergyOXYOccidental Petroleum$209,210$1,260 ▲0.6%4,9800.1%EnergyTSLATesla$139,770$12,706 ▲10.0%4400.1%Auto/Tires/TrucksMCOMoody's$126,9020.0%2530.0%FinanceSLBSchlumberger$126,885$5,577 ▼-4.2%3,7540.0%EnergyMPCMarathon Petroleum$116,941$67,773 ▼-36.7%7040.0%EnergyVTVanguard Total World Stock ETF$116,340$75,203 ▲182.8%9050.0%ETFSUSLiShares ESG MSCI USA Leaders ETF$113,629$108 ▲0.1%1,0490.0%ManufacturingAMZNAmazon.com$101,797$5,046 ▲5.2%4640.0%Retail/WholesaleADPAutomatic Data Processing$100,2300.0%3250.0%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$98,174$6,482 ▼-6.2%7270.0%ETFGeneral Electric Company$90,087$6,177 ▼-6.4%3500.0%COMTOSTToast$88,5800.0%2,0000.0%Computer and TechnologyIVViShares Core S&P 500 ETF$85,684$29,182 ▲51.6%1380.0%ETFHewlett-Packard Company$84,9500.0%3,4730.0%COMBSVOEA Bridgeway Omni Small-Cap Value ETF$84,8420.0%4,1630.0%ETFVEAVanguard FTSE Developed Markets ETF$82,322$44,126 ▲115.5%1,4440.0%ETFALLAllstate$80,5240.0%4000.0%FinanceVOOVanguard S&P 500 ETF$78,5610.0%1380.0%ETFChimera Investment Corp$76,2300.0%5,4960.0%COMSap SE Ordf$76,088$73,653 ▼-49.2%2500.0%COMFDXFedEx$75,2400.0%3310.0%TransportationSPTISPDR Portfolio Intermediate Term Treasury ETF$72,7880.0%2,5300.0%ETFAVDEAvantis International Equity ETF$60,540$15,542 ▼-20.4%8180.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$60,381$357 ▲0.6%6770.0%ManufacturingCTVACorteva$60,3690.0%8100.0%Consumer StaplesDu Pont E I De Nemour&Co$55,6260.0%8110.0%COMHDHome Depot$53,5290.0%1460.0%Retail/WholesaleRBLXRoblox$52,6000.0%5000.0%Consumer DiscretionaryIshares Gold Etf$51,759$18,084 ▼-25.9%8300.0%COMUNHUnitedHealth Group$46,7960.0%1500.0%MedicalSHOPShopify$46,1400.0%4000.0%Computer and TechnologyGe Vernova Inc$46,036$3,175 ▼-6.5%870.0%COMDIASPDR Dow Jones Industrial Average ETF Trust$44,347$20,198 ▲83.6%1010.0%FinanceTTDTrade Desk$43,1940.0%6000.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$42,953$7,979 ▲22.8%5060.0%ETFGRMNGarmin$41,7440.0%2000.0%Computer and TechnologyCOSTCostco Wholesale$39,598$18,809 ▼-32.2%400.0%Retail/WholesaleNVDANVIDIA$37,444$7,742 ▲26.1%2370.0%Computer and TechnologyFTSE RAFI US 1500 Small Cap$37,172$2,725 ▼-6.8%9140.0%COMESMLiShares ESG Aware MSCI USA Small-Cap ETF$36,771$41 ▲0.1%8900.0%ETFSCHESchwab Emerging Markets Equity ETF$35,8380.0%1,1890.0%ETFCheniere Energy Inc$35,3100.0%1450.0%COMAAgilent Technologies$34,9310.0%2960.0%MedicalGOVTiShares U.S. Treasury Bond ETF$33,230$13,168 ▲65.6%1,4460.0%ETFFTSE RAFI Internat'l Dev Mkts$33,1310.0%5770.0%COMRail Vision Ltd$33,0000.0%100,0000.0%COMRKLBRocket Lab$32,193$358 ▲1.1%9000.0%AerospaceAVGOBroadcom$30,3220.0%1100.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$28,687$28,687 ▲New Holding5800.0%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$27,9280.0%2220.0%ETFURIUnited Rentals$27,8760.0%370.0%ConstructionVTVVanguard Value ETF$27,3950.0%1550.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$26,0710.0%6100.0%ETFKOCocaCola$24,9040.0%3520.0%Consumer StaplesIWMiShares Russell 2000 ETF$24,600$6,474 ▲35.7%1140.0%FinanceDell Inc$24,5200.0%2000.0%COMVIOOVanguard S&P Small-Cap 600 ETF$24,093$24,093 ▲New Holding2380.0%ETFKEYSKeysight Technologies$22,9400.0%1400.0%Computer and TechnologyMGYMagnolia Oil & Gas$22,636$157 ▲0.7%1,0070.0%EnergySBUXStarbucks$21,991$61,758 ▼-73.7%2400.0%Retail/WholesaleDow Chemical Company$19,8600.0%7500.0%COMUNPUnion Pacific$19,5570.0%850.0%TransportationMGKVanguard Mega Cap Growth ETF$16,4780.0%450.0%ETFDXJSWisdomTree Japan Hedged SmallCap Equity Fund$16,2330.0%4440.0%ManufacturingNFLXNetflix$16,0700.0%120.0%Consumer DiscretionaryCRWDCrowdStrike$15,2790.0%300.0%Computer and TechnologyVHTVanguard Health Care ETF$14,958$2,493 ▲20.0%600.0%ETFAPHAmphenol$14,8130.0%1500.0%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$14,5290.0%3060.0%ETFCATCaterpillar$13,5870.0%350.0%IndustrialsSCHPSchwab U.S. TIPS ETF$13,242$13,242 ▲New Holding4960.0%ETFDFEVDimensional Emerging Markets Value ETF$12,8060.0%4270.0%ETFFISFidelity National Information Services$12,2930.0%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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