Your Advocates Ltd., LLP Top Holdings and 13F Report (2026) About Your Advocates Ltd., LLPInvestment ActivityYour Advocates Ltd., LLP has $327.90 million in total holdings as of March 31, 2026.Your Advocates Ltd., LLP owns shares of 233 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Your Advocates Ltd., LLP has purchased 239 new stocks and bought additional shares in 41 stocks.Your Advocates Ltd., LLP sold shares of 31 stocks and completely divested from 33 stocks this quarter.Largest Holdings Dimensional US Core $76,624,079Dimensional International Core Equity 2 ETF $44,433,326Dimensional Emerging Markets Core Equity 2 ETF $30,305,597Schwab Intermediate-Term U.S. Treasury ETF $24,982,093Dimensional U.S. Small Cap ETF $24,668,445 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $467,314 Holding61023L207 - Monopar Therapeutics Equ $183,218 Holding464287408 - iShares S&P 500 Value ETF $145,060 Holding464287309 - iShares S&P 500 Growth ETF $125,665 Holding025072877 - Avantis U.S. Small Cap Value ETF $74,899 Holding Largest Purchases this Quarter Dimensional US Core 64,632 shares (about $4.66M)Schwab Intermediate-Term U.S. Treasury ETF 131,664 shares (about $3.28M)SPDR Portfolio Intermediate Term Corporate Bond ETF 56,649 shares (about $1.90M)Dimensional U.S. Small Cap ETF 17,018 shares (about $1.21M)Dimensional International Core Equity 2 ETF 33,410 shares (about $1.19M) Largest Sales this Quarter Pimco Active Bond ETF 9,405 shares (about $868.02K)Rail Vision Ltd 96,667 shares (about $800.40K)SPDR Gold Shares 859 shares (about $369.62K)Occidental Petroleum 4,850 shares (about $315.25K)Vanguard FTSE Developed Markets ETF 774 shares (about $49.60K) 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$76,624,079$4,658,675 ▲6.5%1,063,04223.4%COMDFICDimensional International Core Equity 2 ETF$44,433,326$1,187,057 ▲2.7%1,250,58613.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$30,305,597$332,475 ▲1.1%877,1529.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$24,982,093$3,279,751 ▲15.1%1,002,8947.6%ETFDFASDimensional U.S. Small Cap ETF$24,668,445$1,210,490 ▲5.2%346,8087.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$22,895,264$1,900,006 ▲9.0%682,6267.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$21,393,147$618,576 ▲3.0%768,1566.5%ETFGLDSPDR Gold Shares$18,897,907$369,619 ▼-1.9%43,9195.8%FinanceBSVVanguard Short-Term Bond ETF$16,610,586$868,703 ▲5.5%211,8435.1%ETFFNDFSchwab Fundamental International Equity ETF$12,064,051$290,987 ▲2.5%246,5573.7%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$8,496,715$131,959 ▲1.6%222,0782.6%ETFFNDASchwab Fundamental U.S. Small Company ETF$6,825,125$226,394 ▲3.4%210,4572.1%ETFXOMExxonMobil$3,118,048$7,974 ▲0.3%18,3781.0%EnergyCOPConocoPhillips$2,629,841$328,417 ▲14.3%19,9230.8%EnergySPYSPDR S&P 500 ETF Trust$1,541,274$118,359 ▲8.3%2,3700.5%FinanceAAPLApple$1,413,163$6,091 ▼-0.4%5,5680.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,231,334$886,445 ▲257.0%3,8380.4%ETFAmerican Beacon AHL Trend ETF$779,640$170,352 ▲28.0%27,5880.2%COMUAPRInnovator U.S. Equity Ultra Buffer ETF - April$554,6760.0%16,6220.2%ETFSCHBSchwab US Broad Market ETF$490,626$1,205 ▲0.2%19,5470.1%ETFVXUSVanguard Total International Stock ETF$467,314$467,314 ▲New Holding6,0600.1%ETFSCHXSchwab US Large-Cap ETF$393,678$77 ▲0.0%15,3540.1%ETFFLIAFranklin International Aggregate Bond ETF$340,105$16,573 ▼-4.6%16,7870.1%ETFACMAECOM$318,245$30,535 ▼-8.8%3,7520.1%ConstructionDEMWisdomTree Emerging Markets High Dividend Fund$223,953$19,329 ▼-7.9%4,5070.1%FinancePimco Active Bond ETF$206,276$868,020 ▼-80.8%2,2350.1%COMMonopar Therapeutics Equ$183,218$183,218 ▲New Holding3,3440.1%COMIEFAiShares Core MSCI EAFE ETF$181,5130.0%2,0050.1%ETFMSFTMicrosoft$179,984$10,369 ▼-5.4%4860.1%Computer and TechnologyVOOVanguard S&P 500 ETF$168,702$13,161 ▼-7.2%2820.1%ETFSLBSLB$167,2230.0%3,2540.1%EnergyTSLATesla$163,5700.0%4400.0%Auto/Tires/TrucksMPCMarathon Petroleum$161,8910.0%6630.0%EnergySUSLiShares ESG MSCI USA Leaders ETF$161,008$100,559 ▲166.4%1,4170.0%ManufacturingVTVanguard Total World Stock ETF$158,146$24,075 ▲18.0%1,1430.0%ETFIVEiShares S&P 500 Value ETF$145,060$145,060 ▲New Holding6870.0%ETFIVWiShares S&P 500 Growth ETF$125,665$125,665 ▲New Holding1,1110.0%ETFFTITechnipFMC$118,9730.0%1,7210.0%EnergyFDXFedEx$117,8960.0%3310.0%TransportationBSVOEA Bridgeway Omni Small-Cap Value ETF$105,6150.0%4,1630.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$103,547$20,795 ▼-16.7%7270.0%ETFGeneral Electric Company$99,3200.0%3500.0%COMSPTSSPDR Portfolio Short Term Treasury ETF$98,483$83,601 ▲561.8%3,3750.0%ETFAMZNAmazon.com$97,887$1,458 ▲1.5%4700.0%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$88,965$23,168 ▲35.2%1920.0%FinanceIWMiShares Russell 2000 ETF$83,328$20,336 ▲32.3%3360.0%FinanceALLAllstate$82,9360.0%4000.0%FinanceKOCocaCola$81,6020.0%1,0730.0%Consumer StaplesSPTISPDR Portfolio Intermediate Term Treasury ETF$78,930$6,420 ▲8.9%2,7540.0%ETFGe Vernova Inc$75,9420.0%870.0%COMAVUVAvantis U.S. Small Cap Value ETF$74,899$74,899 ▲New Holding6780.0%ETFMCOMoody's$74,5990.0%1710.0%FinanceIshares Gold Etf$72,027$1,146 ▼-1.6%8170.0%COMAVDEAvantis International Equity ETF$69,3990.0%8180.0%ETFTOSTToast$69,138$2,651 ▲4.0%2,6080.0%Computer and TechnologyCTVACorteva$67,8050.0%8100.0%Consumer StaplesHewlett-Packard Company$66,7160.0%3,4730.0%COMAGGiShares Core U.S. Aggregate Bond ETF$61,349$13,104 ▼-17.6%6180.0%FinanceFTSE RAFI Internat'l Dev Mkts$60,1140.0%8600.0%COMSPXUProShares UltraPro Short S&P 500$56,740$56,740 ▲New Holding1,0000.0%ETFWTVWisdomTree U.S. Value Fund$55,701$55,701 ▲New Holding5880.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$55,4510.0%7950.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$54,799$10,998 ▼-16.7%5730.0%ManufacturingPEPPepsiCo$54,222$466 ▲0.9%3490.0%Consumer StaplesHDHome Depot$48,0180.0%1460.0%Retail/WholesaleGRMNGarmin$46,4020.0%2000.0%Computer and TechnologyADPAutomatic Data Processing$46,1220.0%2270.0%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$44,218$22,015 ▲99.2%9400.0%ETFFTSE RAFI US 1500 Small Cap$43,852$8,669 ▼-16.5%9560.0%COMWFCWells Fargo & Company$43,7860.0%5500.0%FinanceShopify Inc$42,703$2,965 ▼-6.5%3600.0%COMSap SE Ordf$42,4330.0%2500.0%COMSCHESchwab Emerging Markets Equity ETF$41,5170.0%1,2600.0%ETFCheniere Energy Inc$41,1450.0%1450.0%COMUNHUnitedHealth Group$40,5890.0%1500.0%MedicalXOPSPDR S&P Oil & Gas Exploration & Production ETF$40,3660.0%2220.0%ETFCOSTCostco Wholesale$39,8570.0%400.0%Retail/WholesaleKEYSKeysight Technologies$39,5320.0%1400.0%Computer and TechnologyNVDANVIDIA$38,891$1,918 ▼-4.7%2230.0%Computer and TechnologyIVViShares Core S&P 500 ETF$38,539$34,620 ▲883.3%590.0%ETFDu Pont E I De Nemour&Co$37,1440.0%8110.0%COMVOVanguard Mid-Cap ETF$35,6100.0%1240.0%ETFDFSIDimensional International Sustainability Core 1 ETF$34,980$26,924 ▼-43.5%8250.0%ETFIWPiShares Russell Mid-Cap Growth ETF$34,208$33,055 ▲2,866.7%2670.0%ETFAVGOBroadcom$34,0460.0%1100.0%Computer and TechnologyAAgilent Technologies$33,7380.0%2960.0%MedicalDell Inc$32,8260.0%2000.0%COMXSMOInvesco S&P SmallCap Momentum ETF$31,928$31,928 ▲New Holding4200.0%ETFDow Chemical Company$31,2380.0%7500.0%COMFidelity Enhanced$30,988$30,988 ▲New Holding8330.0%COMVTVVanguard Value ETF$30,4110.0%1550.0%ETFGTOInvesco Total Return Bond ETF$28,754$28,754 ▲New Holding6140.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$28,6620.0%6110.0%ETFJpmorgn Hedgd Eqty Lad$28,568$28,568 ▲New Holding4470.0%COMVBVanguard Small-Cap ETF$28,5490.0%1090.0%ETFIJRiShares Core S&P Small-Cap ETF$28,2180.0%2270.0%ETFVEAVanguard FTSE Developed Markets ETF$28,195$49,598 ▼-63.8%4400.0%ETFRail Vision Ltd$27,597$800,396 ▼-96.7%3,3330.0%COMMCDMcDonald's$27,5040.0%880.0%Retail/WholesaleURIUnited Rentals$26,9570.0%370.0%ConstructionShowing 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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