Your Advocates

Latest statistics and disclosures from Your Advocates's latest quarterly 13F-HR filing:

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Positions held by Your Advocates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Your Advocates

Your Advocates holds 221 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DCOR) 24.3 $73M 1.0M 71.94
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Dimensional International Core Equity 2 ETF (DFIC) 13.4 $40M 1.2M 32.79
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Dimensional Etf Trust (DFEM) 9.4 $28M 875k 32.07
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Dimensional Etf Trust (DFAS) 7.5 $22M 326k 68.46
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SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 7.0 $21M NEW 620k 33.89
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Schwab Strategic Tr intrm trm (SCHR) 6.9 $21M +3% 817k 25.13
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.7 $20M 760k 26.30
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SPDR Gold Trust (GLD) 5.7 $17M -3% 48k 355.47
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Vanguard Short-Term Bond ETF (BSV) 5.0 $15M +3% 191k 78.91
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Sch Fnd Intl Lg Etf (FNDF) 3.5 $11M 244k 42.96
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.7 $8.0M 220k 36.16
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.1 $6.3M 204k 31.16
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Exxon Mobil Corporation (XOM) 0.7 $2.1M 18k 112.75
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ConocoPhillips (COP) 0.6 $1.6M 17k 94.59
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Spdr S&p 500 Etf (SPY) 0.5 $1.6M +16% 2.5k 666.31
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Apple (AAPL) 0.5 $1.5M 5.8k 254.63
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Pimco Total Return Etf totl (BOND) 0.4 $1.2M -94% 13k 93.35
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American Beacon Select Funds (AHLT) 0.2 $686k +141% 28k 24.34
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AECOM Technology Corporation (ACM) 0.2 $537k 4.1k 130.47
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $534k -18% 17k 32.14
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Schwab U S Broad Market ETF (SCHB) 0.2 $465k 18k 25.71
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $446k +2% 17k 26.34
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.1 $387k 19k 20.51
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iShares S&P 500 Index (IVV) 0.1 $383k +314% 572.00 669.30
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Vanguard Total Stock Market ETF (VTI) 0.1 $350k 1.1k 328.17
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Halliburton Company (HAL) 0.1 $256k 10k 24.60
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Microsoft Corporation (MSFT) 0.1 $247k 477.00 518.04
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Occidental Petroleum Corporation (OXY) 0.1 $236k 5.0k 47.25
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WisdomTree Emerging Markets Eq (DEM) 0.1 $233k 5.1k 45.99
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Vanguard S&p 500 Etf idx (VOO) 0.1 $218k +158% 357.00 611.64
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Tesla Motors (TSLA) 0.1 $196k 440.00 444.72
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $175k NEW 2.0k 87.31
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Schlumberger (SLB) 0.0 $129k 3.8k 34.37
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Marathon Petroleum Corp (MPC) 0.0 $128k -5% 663.00 192.74
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Vanguard Total World Stock Idx (VT) 0.0 $126k 914.00 137.78
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Ishares Tr esg msci le (SUSL) 0.0 $123k 1.0k 117.07
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Moody's Corporation (MCO) 0.0 $121k 253.00 476.48
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iShares S&P 1500 Index Fund (ITOT) 0.0 $106k 727.00 145.65
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General Electric Company 0.0 $105k 350.00 300.82
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Amazon (AMZN) 0.0 $103k 468.00 219.57
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Automatic Data Processing (ADP) 0.0 $95k 325.00 293.50
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Hewlett-Packard Company 0.0 $95k 3.5k 27.23
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Ea Series Trust (BSVO) 0.0 $94k 4.2k 22.65
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Toast (TOST) 0.0 $88k +20% 2.4k 36.51
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Allstate Corporation (ALL) 0.0 $86k 400.00 214.65
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Vanguard Europe Pacific ETF (VEA) 0.0 $81k -6% 1.4k 59.92
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FedEx Corporation (FDX) 0.0 $78k 331.00 235.81
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SPDR Barclays Capital Inter Term (SPTI) 0.0 $73k 2.5k 28.90
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Chimera Investment Corporation 0.0 $73k 5.5k 13.22
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Roblox Corp (RBLX) 0.0 $69k 500.00 138.52
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Sap Ag Dem5 Ords (SAPGF) 0.0 $67k 250.00 267.43
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $65k 818.00 78.90
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E.I. du Pont de Nemours & Company 0.0 $63k 811.00 77.90
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Ishares Tr msci eafe esg (ESGD) 0.0 $63k 677.00 92.95
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iShares Gold Trust 0.0 $60k 830.00 72.77
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Shopify Inc cl a (SHOP) 0.0 $59k 400.00 148.61
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Home Depot (HD) 0.0 $59k 146.00 405.19
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Corteva (CTVA) 0.0 $55k 810.00 67.63
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Ge Vernova (GEV) 0.0 $54k 87.00 614.90
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PowerShares FTSE RAFI Developed Markets 0.0 $53k +49% 860.00 61.18
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PowerShares FTSE RAFI US 1500 Small-Mid 0.0 $52k +25% 1.1k 45.42
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UnitedHealth (UNH) 0.0 $52k 150.00 345.30
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $52k +9% 111.00 463.79
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iShares Russell 2000 Index (IWM) 0.0 $49k +78% 204.00 241.96
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Garmin (GRMN) 0.0 $49k 200.00 246.22
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Energy Select Sector SPDR (XLE) 0.0 $46k 511.00 89.27
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NVIDIA Corporation (NVDA) 0.0 $46k +2% 244.00 186.58
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Rocket Lab Usa 0.0 $44k 910.00 47.91
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Ishares Tr msci usa small (ESML) 0.0 $43k +7% 960.00 45.08
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Rail Vision (RVSN) 0.0 $43k 100k 0.43
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $40k 1.2k 33.37
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Vanguard Health Care ETF (VHT) 0.0 $39k +151% 151.00 259.38
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Agilent Technologies Inc C ommon (A) 0.0 $38k 296.00 128.35
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Costco Wholesale Corporation (COST) 0.0 $37k 40.00 925.62
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Ishares Inc core msci emkt (IEMG) 0.0 $37k NEW 553.00 65.92
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Vanguard Mid-Cap ETF (VO) 0.0 $36k NEW 124.00 293.74
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Broadcom (AVGO) 0.0 $36k 110.00 329.91
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United Rentals (URI) 0.0 $35k 37.00 954.65
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Cheniere Energy Partners (CQP) 0.0 $34k 145.00 234.98
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Ishares Tr cmn (GOVT) 0.0 $33k 1.4k 23.12
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Vanguard Emerging Markets ETF (VWO) 0.0 $31k 580.00 54.18
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Trade Desk (TTD) 0.0 $29k 600.00 49.01
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $29k 222.00 132.20
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iShares S&P SmallCap 600 Index (IJR) 0.0 $29k +197% 244.00 118.83
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Vanguard Value ETF (VTV) 0.0 $29k 155.00 186.49
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SPDR S&P Emerging Markets (SPEM) 0.0 $29k 611.00 46.81
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Dell 0.0 $28k 200.00 141.77
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Vanguard Small-Cap ETF (VB) 0.0 $28k +2080% 109.00 254.28
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Wal-Mart Stores (WMT) 0.0 $28k NEW 268.00 103.06
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Vanguard Admiral Fds Inc cmn (VIOO) 0.0 $26k 238.00 110.47
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Keysight Technologies (KEYS) 0.0 $25k 140.00 174.92
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PowerShares FTSE RAFI US 1000 0.0 $24k +267% 533.00 45.21
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Coca-Cola Company (KO) 0.0 $23k 352.00 66.32
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Starbucks Corporation (SBUX) 0.0 $20k 240.00 84.60
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Union Pacific Corporation (UNP) 0.0 $20k 85.00 236.36
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Amphenol Corporation (APH) 0.0 $19k 150.00 123.75
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Wmte Japan Hd Sml (OPPJ) 0.0 $19k 444.00 41.65
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $18k 45.00 402.42
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Dow Chemical Company 0.0 $17k 750.00 22.93
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Caterpillar (CAT) 0.0 $17k 35.00 477.14
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PowerShares FTSE RAFI Emerging MarketETF 0.0 $17k NEW 655.00 25.42
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $15k 30.00 490.37
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Ishares Tr esg us agr bd (EAGG) 0.0 $15k 306.00 47.97
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Netflix (NFLX) 0.0 $14k 12.00 1198.92
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Dimensional Etf Trust (DFEV) 0.0 $14k 427.00 31.89
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Schwab Strategic Tr 0 (SCHP) 0.0 $13k 496.00 26.97
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iShares Lehman Aggregate Bond (AGG) 0.0 $13k -97% 132.00 100.10
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Dominion Resources (D) 0.0 $12k NEW 200.00 61.17
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Celestica (CLS) 0.0 $12k NEW 273.00 44.51
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $12k 471.00 25.29
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EOG Resources (EOG) 0.0 $11k 102.00 111.78
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Tractor Supply Company (TSCO) 0.0 $11k 200.00 56.87
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Financial Select Sector SPDR (XLF) 0.0 $11k 202.00 53.91
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iShares S&P Europe 350 Index (IEV) 0.0 $11k 163.00 65.48
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Bitmine Immersion Technologies Ord (BMNR) 0.0 $10k NEW 200.00 51.93
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Republic Services (RSG) 0.0 $10k 45.00 229.49
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $10k 58.00 174.59
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Fidelity National Information Services (FIS) 0.0 $10k 151.00 65.94
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PROS Holdings (PRO) 0.0 $9.9k 434.00 22.91
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Travelers Companies (TRV) 0.0 $9.8k 35.00 279.23
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Spdr Ser Tr shrt trsry etf (SPTS) 0.0 $9.6k +28% 329.00 29.32
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Ametek (AME) 0.0 $9.4k 50.00 188.00
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Morgan Stanley (MS) 0.0 $8.9k 56.00 158.96
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Spotify Technology Sa (SPOT) 0.0 $8.4k 12.00 698.00
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Coupang (CPNG) 0.0 $8.1k 250.00 32.20
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U.S. Bancorp (USB) 0.0 $8.0k 165.00 48.33
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Marqeta (MQ) 0.0 $7.9k 1.5k 5.28
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Consumer Staples Select Sect. SPDR (XLP) 0.0 $7.8k NEW 100.00 78.37
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First Trust NASDAQ Clean Edge (GRID) 0.0 $7.4k 49.00 151.08
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Stryker Corporation (SYK) 0.0 $7.4k 20.00 369.65
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Xylem (XYL) 0.0 $7.4k 50.00 147.50
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Academy Sports & Outdoor (ASO) 0.0 $6.8k 136.00 50.12
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Aptar (ATR) 0.0 $6.7k 50.00 133.66
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Illinois Tool Works (ITW) 0.0 $6.5k 25.00 260.76
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Fiserv (FI) 0.0 $6.4k 50.00 128.94
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Pinterest Inc Cl A (PINS) 0.0 $6.4k 200.00 32.17
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Verisk Analytics (VRSK) 0.0 $6.3k 25.00 251.52
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Viking Holdings (VIK) 0.0 $6.2k 100.00 62.16
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Synopsys (SNPS) 0.0 $5.9k 12.00 493.42
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Take-Two Interactive Software (TTWO) 0.0 $5.7k +10% 22.00 258.36
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Cognex Corporation (CGNX) 0.0 $5.5k 121.00 45.30
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EQUITABLE RES Inc Com Stk 0.0 $5.4k 100.00 54.43
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Amgen (AMGN) 0.0 $5.1k 18.00 282.22
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Citi 0.0 $5.1k NEW 50.00 101.50
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Danaher Corporation (DHR) 0.0 $5.0k 25.00 198.28
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Google 0.0 $4.9k 20.00 243.55
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Advanced Micro Devices (AMD) 0.0 $4.9k NEW 30.00 161.80
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Thermo Fisher Scientific (TMO) 0.0 $4.9k 10.00 485.00
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Servicenow (NOW) 0.0 $4.6k 5.00 920.20
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Lululemon Athletica (LULU) 0.0 $3.9k 22.00 177.91
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Dxc Technology (DXC) 0.0 $3.9k 287.00 13.63
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $3.8k 131.00 28.88
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Arista Networks 0.0 $3.6k -37% 25.00 145.72
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Fidelity Wise Origin Bitcoin (FBTC) 0.0 $3.5k NEW 35.00 99.80
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American Express Company (AXP) 0.0 $3.4k -50% 10.00 339.00
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Canadian Pacific Railway 0.0 $3.4k 45.00 74.49
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Ge Healthcare Technologies I (GEHC) 0.0 $3.1k 41.00 75.10
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Veralto Corp (VLTO) 0.0 $3.0k 28.00 106.61
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Dex (DXCM) 0.0 $3.0k 44.00 67.30
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Trimble Navigation (TRMB) 0.0 $2.8k 34.00 81.65
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Plug Power (PLUG) 0.0 $2.8k 1.2k 2.33
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $2.5k +18% 51.00 49.08
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Pool Corporation (POOL) 0.0 $2.5k 8.00 310.12
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Global X Fds global x uranium (URA) 0.0 $2.4k 50.00 47.68
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Intel Corporation (INTC) 0.0 $2.3k +263% 69.00 33.55
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Aurinia Pharmaceuticals (AUPH) 0.0 $2.2k 200.00 11.05
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Indie Semiconductor (INDI) 0.0 $2.2k 540.00 4.07
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Village Farms International (VFF) 0.0 $2.2k 700.00 3.13
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Walt Disney Company (DIS) 0.0 $2.1k 18.00 114.50
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ardmore Shipping (ASC) 0.0 $2.0k NEW 166.00 11.87
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Infineon Technologies (IFNNY) 0.0 $2.0k 50.00 39.08
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Southern Company (SO) 0.0 $1.9k 20.00 96.05
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Timken Company (TKR) 0.0 $1.9k NEW 25.00 75.20
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Centene Corporation (CNC) 0.0 $1.7k 47.00 35.68
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Western Union Company (WU) 0.0 $1.6k NEW 200.00 7.99
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Fortune Brands (FBIN) 0.0 $1.5k 29.00 53.38
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Denali Therapeutics (DNLI) 0.0 $1.5k 100.00 14.52
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Linde (LIN) 0.0 $1.5k 3.00 483.67
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Constellation Brands (STZ) 0.0 $1.3k 10.00 134.70
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Blackline (BL) 0.0 $1.3k 25.00 53.12
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $1.3k 9.00 142.44
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GXO Logistics (GXO) 0.0 $1.2k 23.00 52.87
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Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $1.2k NEW 25.00 47.96
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Weatherford Intl Ordf (WFRD) 0.0 $1.2k 17.00 68.41
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Aquestive Therapeutics (AQST) 0.0 $1.1k NEW 200.00 5.59
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Intuitive Machs (LUNR) 0.0 $1.0k +15% 96.00 10.52
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Etf Ser Solutions Defiance Next ef (SIXG) 0.0 $994.000000 +60% 16.00 62.12
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ICICI Bank (IBN) 0.0 $906.999000 +3% 30.00 30.23
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Technipfmc (FTI) 0.0 $828.000600 NEW 21.00 39.43
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Etf Opportunities Trust (TSLZ) 0.0 $787.962000 1.1k 0.72
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BP (BP) 0.0 $724.000200 NEW 21.00 34.48
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Makemytrip Limited Mauritius (MMYT) 0.0 $562.000200 +100% 6.00 93.67
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Relay Therapeutics (RLAY) 0.0 $522.000000 100.00 5.22
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Lockheed Martin Corporation (LMT) 0.0 $499.000000 NEW 1.00 499.00
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CarMax (KMX) 0.0 $449.000000 NEW 10.00 44.90
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Airgain (AIRG) 0.0 $434.000000 100.00 4.34
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Masterbrand Inc-w/i (MBC) 0.0 $381.999600 29.00 13.17
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Zk Intl Group 0.0 $315.000400 143.00 2.20
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iShares MSCI Brazil Index (EWZ) 0.0 $310.000000 10.00 31.00
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Ark Etf Tr gen rev mltsct (ARKG) 0.0 $278.000000 10.00 27.80
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Chargepoint Holdings Inc Com Cl A 0.0 $273.000000 -95% 25.00 10.92
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Rivian Automotive Inc Class A (RIVN) 0.0 $250.000300 17.00 14.71
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Cytosorbents (CTSO) 0.0 $233.000000 250.00 0.93
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Fubotv (FUBO) 0.0 $208.000000 50.00 4.16
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Timkensteel (MTUS) 0.0 $198.000000 NEW 12.00 16.50
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Aeva Technologies 0.0 $145.000000 10.00 14.50
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Nautilus Biotechnology (NAUT) 0.0 $126.000000 150.00 0.84
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Serve Robotics (SERV) 0.0 $116.000000 10.00 11.60
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Azure Pwr Global (AZREF) 0.0 $100.000000 100.00 1.00
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Draganfly 0.0 $98.000400 12.00 8.17
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Kyndryl Holdings Ord Wi (KD) 0.0 $90.000000 3.00 30.00
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Brc Inc Com Cl A (BRCC) 0.0 $81.000400 NEW 52.00 1.56
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Zions Bancorporation (ZION) 0.0 $60.000000 1.00 60.00
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Seadrill 2021 (SDRL) 0.0 $60.000000 2.00 30.00
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Viatris (VTRS) 0.0 $58.999800 6.00 9.83
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ATIF Holdings 0.0 $46.000000 NEW 5.00 9.20
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Sigma Lithium Corporation (SGML) 0.0 $45.000200 7.00 6.43
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Redhill Biopharma Ltd Sponsored (RDHL) 0.0 $41.000100 NEW 19.00 2.16
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Virgin Galactic Holdings Inc virgin galactic holdings 0.0 $19.000000 5.00 3.80
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Annaly Capital Management 0.0 $0 0 0.00
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Nuvve Holding Corp 0.0 $0 1.00 0.00
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Past Filings by Your Advocates

SEC 13F filings are viewable for Your Advocates going back to 2019

View all past filings