Your Advocates Ltd., LLP

Est. AUM

$327.9M

13F long equity, this entity only

Positions

232

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Dimensional US Core	COM	$76.6M	1063042	23.37%	SOLE
2	Dimensional ETF Int'l Core Equity 2	COM	$44.4M	1250586	13.55%	SOLE
3	Dimensional ETF Emerg. Markets Core Equity	COM	$30.3M	877152	9.24%	SOLE
4	Schwab Intermediate Term US Treas	COM	$25.0M	1002894	7.62%	SOLE
5	Dimensional US Small Cap ETF	COM	$24.7M	346808	7.52%	SOLE
6	SPDR Intermediate Term Corporate	COM	$22.9M	682626	6.98%	SOLE
7	Schwab Fundamental US Large Company ETF	COM	$21.4M	768156	6.52%	SOLE
8	SPDR Gold Trust	COM	$18.9M	43919	5.76%	SOLE
9	Vanguard Short-Term Bond ETF	COM	$16.6M	211843	5.07%	SOLE
10	Schwab Fundamental Intl Lg Co ETF	COM	$12.1M	246557	3.68%	SOLE
11	Schwab Fundamental Emerg Mkts Lg Co ETF	COM	$8.5M	222078	2.59%	SOLE
12	Schwab Fundamental US Small Company ETF	COM	$6.8M	210457	2.08%	SOLE
13	Exxon Mobil Corporation	COM	$3.1M	18378	0.95%	SOLE
14	Conocophillips	COM	$2.6M	19923	0.80%	SOLE
15	S P D R S&P 500 Etf Tr	COM	$1.5M	2370	0.47%	SOLE
16	Apple Inc	COM	$1.4M	5568	0.43%	SOLE
17	Vanguard Total Stock Mkt	COM	$1.2M	3838	0.38%	SOLE
18	American Beacon AHL Trend ETF	COM	$780K	27588	0.24%	SOLE
19	Innovator US Equity	COM	$555K	16622	0.17%	SOLE
20	Schwab US Broad Market	COM	$491K	19547	0.15%	SOLE
21	VANGUARD STAR FD TL INTL STK F ETF	COM	$467K	6060	0.14%	SOLE
22	Schwab US Large Cap ETF	COM	$394K	15354	0.12%	SOLE
23	Franklin Liberty International Aggregate Bond ETF	COM	$340K	16787	0.10%	SOLE
24	Aecom	COM	$318K	3752	0.10%	SOLE
25	WisdomTree Emerging Markets High Dividend ETF	COM	$224K	4507	0.07%	SOLE
26	Pimco Active Bond ETF	COM	$206K	2235	0.06%	SOLE
27	Monopar Therapeutics Equ	COM	$183K	3344	0.06%	SOLE
28	Ishares Core Msci Eafe	COM	$182K	2005	0.06%	SOLE
29	Microsoft Corp	COM	$180K	486	0.05%	SOLE
30	Vanguard S&P 500 ETF SHS	COM	$169K	282	0.05%	SOLE
31	Schlumberger Ltd	COM	$167K	3254	0.05%	SOLE
32	Tesla Motors Inc	COM	$164K	440	0.05%	SOLE
33	MARATHON PETE CORP	COM	$162K	663	0.05%	SOLE
34	iShares ESG MSCI USA Leaders ETF	COM	$161K	1417	0.05%	SOLE
35	Vanguard Total World Stock	COM	$158K	1143	0.05%	SOLE
36	Ishares S&P 500 Value	COM	$145K	687	0.04%	SOLE
37	Ishares S&P 500 Growth	COM	$126K	1111	0.04%	SOLE
38	Technipfmc Plc	COM	$119K	1721	0.04%	SOLE
39	Fedex Corporation	COM	$118K	331	0.04%	SOLE
40	Ea Bridgeway Omni Sml	COM	$106K	4163	0.03%	SOLE
41	iShares Core S&P Total US Stock Mkt ETF	COM	$104K	727	0.03%	SOLE
42	General Electric Company	COM	$99K	350	0.03%	SOLE
43	SPDR Short Term Treasury ETF	COM	$98K	3375	0.03%	SOLE
44	Amazon Com Inc	COM	$98K	470	0.03%	SOLE
45	Spdr Dow Jones Indl Avg	COM	$89K	192	0.03%	SOLE
46	Allstate Corporation	COM	$83K	400	0.03%	SOLE
47	IShares Russell 2000	COM	$83K	336	0.03%	SOLE
48	Coca Cola Company	COM	$82K	1073	0.03%	SOLE
49	SPDR Series Trust Portfolio Intermediate Term ETF	COM	$79K	2754	0.02%	SOLE
50	Ge Vernova Inc	COM	$76K	87	0.02%	SOLE

1–50 of 232

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.