Your Advocates Ltd., LLP Top Holdings and 13F Report (2026) About Your Advocates Ltd., LLPInvestment ActivityYour Advocates Ltd., LLP has $349.85 million in total holdings as of June 30, 2026.Your Advocates Ltd., LLP owns shares of 210 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.34% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Your Advocates Ltd., LLP has purchased 233 new stocks and bought additional shares in 47 stocks.Your Advocates Ltd., LLP sold shares of 36 stocks and completely divested from 41 stocks this quarter.Largest Holdings Dimensional US Core $85,996,196Dimensional International Core Equity 2 ETF $45,972,012Dimensional Emerging Markets Core Equity 2 ETF $34,034,599Dimensional U.S. Small Cap ETF $28,634,765Schwab Intermediate-Term U.S. Treasury ETF $26,125,112 Largest New Holdings this Quarter 773122106 - Rocket Lab $98,702 Holding743410102 - Prologis $94,478 Holding73935A104 - Powershs Qqq TRUST Ser $75,855 Holding35250V104 - Franklin BSP Capital Corp $70,020 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $27,848 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 56,518 shares (about $1.39M)SPDR Portfolio Intermediate Term Corporate Bond ETF 32,769 shares (about $1.10M)Vanguard Short-Term Bond ETF 11,919 shares (about $928.61K)American Beacon AHL Trend ETF 6,079 shares (about $175.68K)Wells Fargo & Company 1,458 shares (about $120.46K) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 39,686 shares (about $1.61M)Dimensional US Core 14,052 shares (about $1.15M)Dimensional International Core Equity 2 ETF 16,769 shares (about $624.81K)Schwab Fundamental International Equity ETF 10,394 shares (about $548.39K)Schwab Fundamental U.S. Large Company ETF 13,334 shares (about $414.69K) 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$85,996,196$1,151,983 â–¼-1.3%1,048,99024.6%COMDFICDimensional International Core Equity 2 ETF$45,972,012$624,813 â–¼-1.3%1,233,81713.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$34,034,599$1,612,838 â–¼-4.5%837,4669.7%ETFDFASDimensional U.S. Small Cap ETF$28,634,765$78,635 â–²0.3%347,7638.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$26,125,112$1,393,735 â–²5.6%1,059,4127.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$23,937,131$1,096,451 â–²4.8%715,3956.8%ETFFNDXSchwab Fundamental U.S. Large Company ETF$23,474,977$414,688 â–¼-1.7%754,8226.7%ETFBSVVanguard Short-Term Bond ETF$17,433,304$928,610 â–²5.6%223,7625.0%ETFGLDSPDR Gold Shares$16,253,294$74,413 â–²0.5%44,1214.6%ETFFNDFSchwab Fundamental International Equity ETF$12,459,957$548,387 â–¼-4.2%236,1633.6%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$8,519,170$292,878 â–¼-3.3%214,6972.4%ETFFNDASchwab Fundamental U.S. Small Company ETF$7,903,159$106,834 â–¼-1.3%207,6502.3%ETFXOMExxonMobil$2,528,435$15,859 â–²0.6%18,4940.7%EnergyCOPConocoPhillips$1,896,443$174,757 â–¼-8.4%18,2420.5%EnergyAAPLApple$1,610,382$868 â–¼-0.1%5,5650.5%TechnologySPYSPDR S&P 500 ETF Trust$1,605,612$164,295 â–¼-9.3%2,1500.5%ETFVTIVanguard Total Stock Market ETF$1,423,375$3,330 â–²0.2%3,8470.4%ETFAmerican Beacon AHL Trend ETF$972,979$175,684 â–²22.0%33,6670.3%COMUAPRInnovator U.S. Equity Ultra Buffer ETF - April$583,5980.0%16,6220.2%ETFSCHBSchwab US Broad Market ETF$535,232$30,842 â–¼-5.4%18,4820.2%ETFVXUSVanguard Total International Stock ETF$520,454$2,394 â–²0.5%6,0880.1%ETFSCHXSchwab US Large-Cap ETF$459,396$7,534 â–²1.7%15,6100.1%ETFFLIAFranklin International Aggregate Bond ETF$337,921$6,045 â–¼-1.8%16,4920.1%ETFACMAECOM$261,8900.0%3,7520.1%IndustrialsDEMWisdomTree Emerging Markets High Dividend Fund$234,094$8,337 â–¼-3.4%4,3520.1%ETFVTVanguard Total World Stock ETF$221,585$42,214 â–²23.5%1,4120.1%ETFIEFAiShares Core MSCI EAFE ETF$205,136$11,493 â–²5.9%2,1240.1%ETFSUSLiShares ESG MSCI USA Leaders ETF$188,617$531 â–²0.3%1,4210.1%ETFMSFTMicrosoft$183,269$1,866 â–²1.0%4910.1%TechnologyVOOVanguard S&P 500 ETF$181,022$12,342 â–¼-6.4%2640.1%ETFWFCWells Fargo & Company$165,904$120,462 â–²265.1%2,0080.0%FinanceTSLATesla$161,931$23,133 â–¼-12.5%3850.0%Consumer DiscretionarySLBSLB$151,2780.0%3,2540.0%EnergyGeneral Electric Company$130,8060.0%3500.0%COMBSVOEA Bridgeway Omni Small-Cap Value ETF$121,5180.0%4,1630.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$119,4240.0%7270.0%ETFMPCMarathon Petroleum$114,284$55,224 â–¼-32.6%4470.0%EnergyAMZNAmazon.com$113,688$1,668 â–²1.5%4770.0%Consumer DiscretionarySPTSSPDR Portfolio Short Term Treasury ETF$112,994$15,085 â–²15.4%3,8950.0%ETFPimco Active Bond ETF$112,513$93,607 â–¼-45.4%1,2200.0%COMFDXFedEx$103,6460.0%3310.0%IndustrialsGe Vernova Inc$102,2130.0%870.0%COMDIASPDR Dow Jones Industrial Average ETF Trust$100,640$521 â–²0.5%1930.0%ETFIWMiShares Russell 2000 ETF$100,050$901 â–¼-0.9%3330.0%ETFRKLBRocket Lab$98,702$98,702 â–²New Holding9710.0%IndustrialsALLAllstate$95,1760.0%4000.0%FinancePrologis$94,478$94,478 â–²New Holding6970.0%COMKOCocaCola$87,613$406 â–²0.5%1,0780.0%Consumer StaplesDell Inc$86,2920.0%2000.0%COMTOSTToast$83,683$11,128 â–²15.3%3,0080.0%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$78,1860.0%2,7540.0%ETFMCOMoody's$77,4490.0%1710.0%FinanceHewlett-Packard Company$76,1980.0%3,4730.0%COMPowershs Qqq TRUST Ser$75,855$75,855 â–²New Holding1030.0%COMYUMYum! Brands$70,035$51,647 â–²280.9%4380.0%Consumer DiscretionaryFranklin BSP Capital Corp$70,020$70,020 â–²New Holding5,1980.0%COMCTVACorteva$68,5990.0%8100.0%MaterialsIEMGiShares Core MSCI Emerging Markets ETF$65,8580.0%7950.0%ETFUNHUnitedHealth Group$62,3450.0%1500.0%HealthcareNVDANVIDIA$60,627$16,007 â–²35.9%3030.0%TechnologyESGDiShares ESG Aware MSCI EAFE ETF$59,292$411 â–²0.7%5770.0%ETFAVDEAvantis International Equity ETF$57,802$15,164 â–¼-20.8%6480.0%ETFOXYOccidental Petroleum$54,506$47,899 â–²725.0%1,1220.0%EnergyFTSE RAFI US 1500 Small Cap$53,3160.0%9560.0%COMESMLiShares ESG Aware MSCI USA Small-Cap ETF$52,606$56 â–²0.1%9410.0%ETFHDHome Depot$51,4910.0%1460.0%Consumer DiscretionaryADPAutomatic Data Processing$50,8370.0%2270.0%IndustrialsKEYSKeysight Technologies$49,0100.0%1400.0%TechnologyPEPPepsiCo$47,788$542 â–²1.1%3530.0%Consumer StaplesGRMNGarmin$47,5080.0%2000.0%Consumer DiscretionaryFTSE RAFI Internat'l Dev Mkts$43,644$21,406 â–¼-32.9%5770.0%COMURIUnited Rentals$41,9170.0%370.0%IndustrialsAVGOBroadcom$41,5530.0%1100.0%TechnologyShopify Inc$41,1050.0%3600.0%COMVOVanguard Mid-Cap ETF$39,963$29,972 â–²300.0%4960.0%ETFIshares Gold Etf$39,718$21,973 â–¼-35.6%5260.0%COMAAgilent Technologies$39,3180.0%2960.0%HealthcareIWPiShares Russell Mid-Cap Growth ETF$39,0910.0%2670.0%ETFCOSTCostco Wholesale$37,4190.0%400.0%Consumer StaplesCATCaterpillar$37,2720.0%350.0%IndustrialsDFSIDimensional International Sustainability Core 1 ETF$37,2080.0%8250.0%ETFDu Pont E I De Nemour&Co$36,487$73,517 â–¼-66.8%2690.0%COMCheniere Energy Inc$34,6560.0%1450.0%COMXOPSPDR S&P Oil & Gas Exploration & Production ETF$34,2460.0%2220.0%ETFVTVVanguard Value ETF$33,7790.0%1550.0%ETFIJRiShares Core S&P Small-Cap ETF$33,6660.0%2270.0%ETFWal-Mart Stores Inc$33,072$14,044 â–²73.8%2920.0%COMVBVanguard Small-Cap ETF$33,0400.0%1090.0%ETFAVUVAvantis U.S. Small Cap Value ETF$31,564$53,023 â–¼-62.7%2530.0%ETFVEAVanguard FTSE Developed Markets ETF$31,3500.0%4400.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$29,825$1,812 â–¼-5.7%5760.0%ETFNFLXNetflix$29,274$21,420 â–²272.7%4100.0%Communication ServicesSCHFSchwab International Equity ETF$28,365$6,593 â–²30.3%1,0240.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$27,848$27,848 â–²New Holding2370.0%ETFAPHAmphenol$26,4480.0%1500.0%TechnologyDimensional World Equity$26,162$7,203 â–²38.0%3160.0%COMDXJSWisdomTree Japan Hedged SmallCap Equity Fund$25,6050.0%4440.0%ETFFedex Fght Hldg Co Inc$24,915$24,915 â–²New Holding1650.0%COMSBUXStarbucks$24,5260.0%2400.0%Consumer DiscretionaryMCDMcDonald's$24,076$271 â–²1.1%890.0%Consumer DiscretionaryShowing largest 100 holdings. 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