Universe · entity
Your Advocates Ltd., LLP
Institutional manager (13F) · CIK 1774437
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $325M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Dimensional US Core | $77M | 1,063,042 |
| 2 | Dimensional ETF Int'l Core Equity 2 | $44M | 1,250,586 |
| 3 | Dimensional ETF Emerg. Markets Core Equity | $30M | 877,152 |
| 4 | Schwab Intermediate Term US Treas | $25M | 1,002,894 |
| 5 | Dimensional US Small Cap ETF | $25M | 346,808 |
| 6 | SPDR Intermediate Term Corporate | $23M | 682,626 |
| 7 | Schwab Fundamental US Large Company ETF | $21M | 768,156 |
| 8 | SPDR Gold Trust | $19M | 43,919 |
| 9 | Vanguard Short-Term Bond ETF | $17M | 211,843 |
| 10 | Schwab Fundamental Intl Lg Co ETF | $12M | 246,557 |
| 11 | Schwab Fundamental Emerg Mkts Lg Co ETF | $8M | 222,078 |
| 12 | Schwab Fundamental US Small Company ETF | $7M | 210,457 |
| 13 | Exxon Mobil Corporation | $3M | 18,378 |
| 14 | Conocophillips | $3M | 19,923 |
| 15 | S P D R S&P 500 Etf Tr | $2M | 2,370 |
| 16 | Apple Inc | $1M | 5,568 |
| 17 | Vanguard Total Stock Mkt | $1M | 3,838 |
| 18 | American Beacon AHL Trend ETF | $780k | 27,588 |
| 19 | Innovator US Equity | $555k | 16,622 |
| 20 | Schwab US Broad Market | $491k | 19,547 |
| 21 | VANGUARD STAR FD TL INTL STK F ETF | $467k | 6,060 |
| 22 | Schwab US Large Cap ETF | $394k | 15,354 |
| 23 | Franklin Liberty International Aggregate Bond ETF | $340k | 16,787 |
| 24 | Aecom | $318k | 3,752 |
| 25 | WisdomTree Emerging Markets High Dividend ETF | $224k | 4,507 |
| 26 | Pimco Active Bond ETF | $206k | 2,235 |
| 27 | Monopar Therapeutics Equ | $183k | 3,344 |
| 28 | Ishares Core Msci Eafe | $182k | 2,005 |
| 29 | Microsoft Corp | $180k | 486 |
| 30 | Vanguard S&P 500 ETF SHS | $169k | 282 |
| 31 | Schlumberger Ltd | $167k | 3,254 |
| 32 | Tesla Motors Inc | $164k | 440 |
| 33 | MARATHON PETE CORP | $162k | 663 |
| 34 | iShares ESG MSCI USA Leaders ETF | $161k | 1,417 |
| 35 | Vanguard Total World Stock | $158k | 1,143 |
| 36 | Ishares S&P 500 Value | $145k | 687 |
| 37 | Ishares S&P 500 Growth | $126k | 1,111 |
| 38 | Technipfmc Plc | $119k | 1,721 |
| 39 | Fedex Corporation | $118k | 331 |
| 40 | Ea Bridgeway Omni Sml | $106k | 4,163 |
| 41 | iShares Core S&P Total US Stock Mkt ETF | $104k | 727 |
| 42 | General Electric Company | $99k | 350 |
| 43 | SPDR Short Term Treasury ETF | $98k | 3,375 |
| 44 | Amazon Com Inc | $98k | 470 |
| 45 | Spdr Dow Jones Indl Avg | $89k | 192 |
| 46 | IShares Russell 2000 | $83k | 336 |
| 47 | Allstate Corporation | $83k | 400 |
| 48 | Coca Cola Company | $82k | 1,073 |
| 49 | SPDR Series Trust Portfolio Intermediate Term ETF | $79k | 2,754 |
| 50 | Ge Vernova Inc | $76k | 87 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.