Your Advocates

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

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Portfolio Holdings for Your Advocates

Your Advocates holds 239 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DCOR) 24.0 $74M 998k 73.63
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Dimensional International Core Equity 2 ETF (DFIC) 13.7 $42M 1.2M 34.46
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Dimensional Etf Trust (DFEM) 9.4 $29M 868k 33.08
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Dimensional Etf Trust (DFAS) 7.5 $23M 330k 69.67
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Schwab Strategic Tr intrm trm (SCHR) 7.1 $22M +6% 871k 25.08
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SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 6.9 $21M 626k 33.81
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.6 $20M 746k 27.21
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SPDR Gold Trust (GLD) 5.8 $18M -5% 45k 396.31
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Vanguard Short-Term Bond ETF (BSV) 5.2 $16M +5% 201k 78.81
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Sch Fnd Intl Lg Etf (FNDF) 3.6 $11M 241k 45.21
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.6 $7.9M 219k 36.06
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.1 $6.4M 204k 31.51
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Exxon Mobil Corporation (XOM) 0.7 $2.2M 18k 120.34
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ConocoPhillips (COP) 0.5 $1.6M 17k 93.61
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Apple (AAPL) 0.5 $1.5M -3% 5.6k 271.87
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Spdr S&p 500 Etf (SPY) 0.5 $1.5M -10% 2.2k 681.89
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Pimco Total Return Etf totl (BOND) 0.4 $1.1M -6% 12k 93.08
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American Beacon Select Funds (AHLT) 0.2 $568k -23% 22k 26.34
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $545k 17k 32.77
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Schwab U S Broad Market ETF (SCHB) 0.2 $512k +7% 20k 26.23
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $413k -9% 15k 26.91
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AECOM Technology Corporation (ACM) 0.1 $392k 4.1k 95.33
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Vanguard Total Stock Market ETF (VTI) 0.1 $360k 1.1k 335.27
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.1 $355k -6% 18k 20.18
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Halliburton Company (HAL) 0.1 $294k 10k 28.26
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Microsoft Corporation (MSFT) 0.1 $249k +7% 514.00 483.75
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WisdomTree Emerging Markets Eq (DEM) 0.1 $229k -3% 4.9k 46.71
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Occidental Petroleum Corporation (OXY) 0.1 $205k 5.0k 41.12
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Tesla Motors (TSLA) 0.1 $198k 440.00 449.72
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Vanguard S&p 500 Etf idx (VOO) 0.1 $191k -14% 304.00 627.23
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $179k 2.0k 89.46
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Vanguard Total World Stock Idx (VT) 0.0 $137k +6% 969.00 141.03
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iShares S&P 1500 Index Fund (ITOT) 0.0 $130k +20% 873.00 148.69
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Schlumberger (SLB) 0.0 $125k -13% 3.3k 38.38
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Marathon Petroleum Corp (MPC) 0.0 $108k 663.00 162.63
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General Electric Company 0.0 $108k 350.00 308.03
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Amazon (AMZN) 0.0 $107k 463.00 230.82
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iShares S&P 500 Index (IVV) 0.0 $99k -74% 144.00 684.94
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Ea Series Trust (BSVO) 0.0 $97k 4.2k 23.30
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FedEx Corporation (FDX) 0.0 $96k 331.00 288.86
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Toast (TOST) 0.0 $89k +4% 2.5k 35.51
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Moody's Corporation (MCO) 0.0 $87k -32% 171.00 510.85
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Allstate Corporation (ALL) 0.0 $83k 400.00 208.15
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Hewlett-Packard Company 0.0 $77k 3.5k 22.28
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Technipfmc (FTI) 0.0 $77k +8095% 1.7k 44.56
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Vanguard Europe Pacific ETF (VEA) 0.0 $76k -10% 1.2k 62.47
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Coca-Cola Company (KO) 0.0 $75k +204% 1.1k 69.91
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iShares Lehman Aggregate Bond (AGG) 0.0 $75k +468% 750.00 99.85
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SPDR Barclays Capital Inter Term (SPTI) 0.0 $73k 2.5k 28.84
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Chimera Investment Corporation 0.0 $68k 5.5k 12.43
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $68k +27% 142.00 478.99
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iShares Gold Trust 0.0 $67k 830.00 81.17
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $67k 818.00 82.32
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Ishares Tr msci eafe esg (ESGD) 0.0 $65k 688.00 95.10
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Ishares Tr esg msci le (SUSL) 0.0 $65k -49% 532.00 121.23
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Rocket Lab Usa 0.0 $64k 912.00 69.76
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Dimensional Etf Trust (DFSI) 0.0 $63k NEW 1.5k 42.85
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iShares Russell 2000 Index (IWM) 0.0 $63k +24% 254.00 246.16
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Shopify Inc cl a (SHOP) 0.0 $62k -3% 385.00 160.97
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Sap Ag Dem5 Ords (SAPGF) 0.0 $61k 250.00 243.70
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Automatic Data Processing (ADP) 0.0 $58k -30% 227.00 257.23
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Ge Vernova (GEV) 0.0 $57k 87.00 653.57
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PowerShares FTSE RAFI Developed Markets 0.0 $56k 860.00 65.55
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Corteva (CTVA) 0.0 $54k 810.00 67.03
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Ishares Inc core msci emkt (IEMG) 0.0 $53k +43% 795.00 67.22
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PowerShares FTSE RAFI US 1500 Small-Mid 0.0 $53k 1.1k 45.89
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Wells Fargo & Company (WFC) 0.0 $51k NEW 550.00 93.20
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Home Depot (HD) 0.0 $50k 146.00 344.10
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Pepsi (PEP) 0.0 $50k NEW 346.00 143.52
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UnitedHealth (UNH) 0.0 $50k 150.00 330.11
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Vanguard Health Care ETF (VHT) 0.0 $44k 152.00 287.38
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NVIDIA Corporation (NVDA) 0.0 $44k -4% 234.00 186.50
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Energy Select Sector SPDR (XLE) 0.0 $42k +83% 936.00 44.72
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $41k +5% 1.3k 32.75
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Garmin (GRMN) 0.0 $41k 200.00 202.85
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Agilent Technologies Inc C ommon (A) 0.0 $40k 296.00 136.07
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Broadcom (AVGO) 0.0 $38k 110.00 346.10
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Vanguard Mid-Cap ETF (VO) 0.0 $36k 124.00 290.22
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Vanguard Emerging Markets ETF (VWO) 0.0 $36k +15% 669.00 53.76
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Costco Wholesale Corporation (COST) 0.0 $35k 40.00 862.35
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Ishares Tr cmn (GOVT) 0.0 $33k 1.4k 23.03
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E.I. du Pont de Nemours & Company 0.0 $33k 811.00 40.20
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Rail Vision (RVSN) 0.0 $32k 100k 0.32
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United Rentals (URI) 0.0 $30k 37.00 809.32
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Vanguard Value ETF (VTV) 0.0 $30k 155.00 190.99
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SPDR S&P Emerging Markets (SPEM) 0.0 $29k 611.00 46.81
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Keysight Technologies (KEYS) 0.0 $28k 140.00 203.19
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Cheniere Energy Partners (CQP) 0.0 $28k 145.00 194.39
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Vanguard Small-Cap ETF (VB) 0.0 $28k 109.00 257.95
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $28k 222.00 126.26
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iShares S&P SmallCap 600 Index (IJR) 0.0 $27k -6% 227.00 120.18
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McDonald's Corporation (MCD) 0.0 $27k NEW 88.00 305.62
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Vanguard Admiral Fds Inc cmn (VIOO) 0.0 $26k 238.00 110.96
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Dell 0.0 $25k 200.00 125.88
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PowerShares FTSE RAFI US 1000 0.0 $25k 533.00 46.92
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Ishares Tr msci usa small (ESML) 0.0 $22k -50% 472.00 46.00
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Wmte Japan Hd Sml (OPPJ) 0.0 $21k 444.00 46.40
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Amphenol Corporation (APH) 0.0 $20k 150.00 135.14
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Starbucks Corporation (SBUX) 0.0 $20k 240.00 84.21
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Caterpillar (CAT) 0.0 $20k 35.00 572.86
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Union Pacific Corporation (UNP) 0.0 $20k 85.00 231.32
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Schwab Strategic Tr 0 (SCHP) 0.0 $20k +48% 735.00 26.50
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Schwab International Equity ETF (SCHF) 0.0 $19k NEW 786.00 24.04
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Wal-Mart Stores (WMT) 0.0 $19k -37% 168.00 111.41
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $19k 45.00 412.78
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Ishares Tr esg us agr bd (EAGG) 0.0 $18k +23% 378.00 47.80
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Tempus Ai (TEM) 0.0 $18k NEW 300.00 59.05
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Dow Chemical Company 0.0 $18k 750.00 23.38
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ConAgra Foods (CAG) 0.0 $17k NEW 1.0k 17.31
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Yum! Brands (YUM) 0.0 $17k NEW 114.00 151.28
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PowerShares FTSE RAFI Emerging MarketETF 0.0 $17k 655.00 25.81
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Consumer Staples Select Sect. SPDR (XLP) 0.0 $16k +100% 200.00 77.68
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Spdr Ser Tr shrt trsry etf (SPTS) 0.0 $15k +55% 510.00 29.28
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Dimensional Etf Trust (DFEV) 0.0 $14k 427.00 33.74
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $14k +14% 541.00 25.22
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $13k -6% 28.00 468.75
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SPDR KBW Regional Banking (KRE) 0.0 $13k NEW 200.00 64.81
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Celestica (CLS) 0.0 $12k 273.00 44.55
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $12k NEW 141.00 83.75
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iShares S&P Europe 350 Index (IEV) 0.0 $11k 163.00 68.60
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Financial Select Sector SPDR (XLF) 0.0 $11k 203.00 54.72
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Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) 0.0 $11k NEW 500.00 21.89
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EOG Resources (EOG) 0.0 $11k 103.00 104.68
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Netflix (NFLX) 0.0 $10k +816% 110.00 93.76
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $10k 58.00 177.36
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Ametek (AME) 0.0 $10k 50.00 205.32
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Travelers Companies (TRV) 0.0 $10k 35.00 290.06
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Fidelity National Information Services (FIS) 0.0 $10k 151.00 66.46
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Tractor Supply Company (TSCO) 0.0 $10k 200.00 50.01
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Morgan Stanley (MS) 0.0 $9.9k 56.00 177.54
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Republic Services (RSG) 0.0 $9.5k 45.00 211.93
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U.S. Bancorp (USB) 0.0 $8.8k 165.00 53.36
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Ark Etf Tr innovation etf (ARKK) 0.0 $7.7k NEW 100.00 76.92
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First Trust NASDAQ Clean Edge (GRID) 0.0 $7.5k 49.00 153.02
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Academy Sports & Outdoor (ASO) 0.0 $7.2k +6% 145.00 49.83
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Viking Holdings (VIK) 0.0 $7.1k 100.00 71.41
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Stryker Corporation (SYK) 0.0 $7.0k 20.00 351.45
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Xylem (XYL) 0.0 $6.8k 50.00 136.18
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Advanced Micro Devices (AMD) 0.0 $6.4k 30.00 214.17
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Vanguard Dividend Appreciation ETF (VIG) 0.0 $6.4k NEW 29.00 219.79
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Google 0.0 $6.3k 20.00 313.80
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Illinois Tool Works (ITW) 0.0 $6.2k 25.00 246.32
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Aptar (ATR) 0.0 $6.1k 50.00 121.96
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Coupang (CPNG) 0.0 $5.9k 250.00 23.59
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Amgen (AMGN) 0.0 $5.9k 18.00 327.33
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Citi 0.0 $5.8k 50.00 116.70
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Spotify Technology Sa (SPOT) 0.0 $5.8k -16% 10.00 580.70
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Thermo Fisher Scientific (TMO) 0.0 $5.8k 10.00 579.50
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Danaher Corporation (DHR) 0.0 $5.7k 25.00 228.92
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Synopsys (SNPS) 0.0 $5.6k 12.00 469.75
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Take-Two Interactive Software (TTWO) 0.0 $5.6k 22.00 256.05
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Verisk Analytics (VRSK) 0.0 $5.6k 25.00 223.68
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Yum China Holdings (YUMC) 0.0 $5.4k NEW 114.00 47.74
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Bitmine Immersion Technologies Ord (BMNR) 0.0 $5.4k 200.00 27.15
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EQUITABLE RES Inc Com Stk 0.0 $5.4k 100.00 53.60
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Lululemon Athletica (LULU) 0.0 $4.6k 22.00 207.82
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $4.4k +19% 61.00 72.62
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Cognex Corporation (CGNX) 0.0 $4.4k 121.00 35.98
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Dxc Technology (DXC) 0.0 $4.2k 287.00 14.65
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $4.0k 131.00 30.54
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Servicenow (NOW) 0.0 $3.8k +400% 25.00 153.20
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Trade Desk (TTD) 0.0 $3.8k -83% 100.00 37.96
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American Express Company (AXP) 0.0 $3.8k 10.00 378.50
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iShares MSCI Brazil Index (EWZ) 0.0 $3.6k +1030% 113.00 31.77
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Ge Healthcare Technologies I (GEHC) 0.0 $3.4k 41.00 82.02
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Fiserv (FI) 0.0 $3.4k 50.00 67.18
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Canadian Pacific Railway 0.0 $3.3k 45.00 73.62
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Arista Networks 0.0 $3.3k 25.00 131.04
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Aurinia Pharmaceuticals (AUPH) 0.0 $3.2k 200.00 15.95
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $3.1k NEW 28.00 110.18
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Dex (DXCM) 0.0 $2.9k 44.00 66.36
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Veralto Corp (VLTO) 0.0 $2.8k 28.00 99.79
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Trimble Navigation (TRMB) 0.0 $2.7k 34.00 78.35
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Intel Corporation (INTC) 0.0 $2.5k 69.00 36.90
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Plug Power (PLUG) 0.0 $2.3k 1.2k 1.97
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Norwegian Cruise Line Hldgs (NCLH) 0.0 $2.2k NEW 100.00 22.32
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Infineon Technologies (IFNNY) 0.0 $2.2k 50.00 43.98
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Global X Fds global x uranium (URA) 0.0 $2.1k 50.00 42.74
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Timken Company (TKR) 0.0 $2.1k 25.00 84.12
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Walt Disney Company (DIS) 0.0 $2.0k 18.00 113.78
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Centene Corporation (CNC) 0.0 $1.9k 47.00 41.15
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Indie Semiconductor (INDI) 0.0 $1.9k 540.00 3.53
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Pool Corporation (POOL) 0.0 $1.8k 8.00 228.75
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Southern Company (SO) 0.0 $1.8k 20.00 88.40
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ardmore Shipping (ASC) 0.0 $1.8k 166.00 10.59
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Denali Therapeutics (DNLI) 0.0 $1.7k 100.00 16.51
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Intuitive Machs (LUNR) 0.0 $1.6k 96.00 16.23
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Fortune Brands (FBIN) 0.0 $1.5k 29.00 50.03
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NRG Energy (NRG) 0.0 $1.4k NEW 9.00 159.22
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Constellation Brands (STZ) 0.0 $1.4k 10.00 138.00
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Sturm, Ruger & Company (RGR) 0.0 $1.4k NEW 42.00 32.64
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Weatherford Intl Ordf (WFRD) 0.0 $1.3k 17.00 78.24
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Linde (LIN) 0.0 $1.3k 3.00 435.67
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Pinterest Inc Cl A (PINS) 0.0 $1.3k -75% 50.00 25.90
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Etf Ser Solutions Defiance Next ef (SIXG) 0.0 $1.3k +25% 20.00 64.30
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $1.2k 9.00 136.89
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Blackline (BL) 0.0 $1.2k -12% 22.00 55.27
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GXO Logistics (GXO) 0.0 $1.2k 23.00 52.65
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Vanguard Malvern Fds strm infproidx (VTIP) 0.0 $1.1k NEW 23.00 49.48
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Lockheed Martin Corporation (LMT) 0.0 $967.000000 +100% 2.00 483.50
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ICICI Bank (IBN) 0.0 $894.000000 30.00 29.80
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Relay Therapeutics (RLAY) 0.0 $846.000000 100.00 8.46
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Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $732.000000 25.00 29.28
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BP (BP) 0.0 $729.000300 21.00 34.71
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Ishares Tr core div grwth (DGRO) 0.0 $694.000000 NEW 10.00 69.40
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Coinbase Global (COIN) 0.0 $678.000000 NEW 3.00 226.00
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Etf Opportunities Trust 0.0 $641.001600 -95% 54.00 11.87
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Schwab Strategic Tr us dividend eq (SCHD) 0.0 $549.000000 NEW 20.00 27.45
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Brc Inc Com Cl A (BRCC) 0.0 $503.011200 +771% 453.00 1.11
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Makemytrip Limited Mauritius (MMYT) 0.0 $493.000200 6.00 82.17
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Fidelity Wise Origin Bitcoin (FBTC) 0.0 $457.000200 -82% 6.00 76.17
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Airgain (AIRG) 0.0 $406.000000 100.00 4.06
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CarMax (KMX) 0.0 $386.000000 10.00 38.60
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Rivian Automotive Inc Class A (RIVN) 0.0 $335.000300 17.00 19.71
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Masterbrand Inc-w/i (MBC) 0.0 $320.000500 29.00 11.03
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Nautilus Biotechnology (NAUT) 0.0 $292.995000 150.00 1.95
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Zk Intl Group 0.0 $215.000500 143.00 1.50
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Timkensteel (MTUS) 0.0 $206.000400 12.00 17.17
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Zions Bancorporation (ZION) 0.0 $180.999900 +200% 3.00 60.33
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Cytosorbents (CTSO) 0.0 $160.000000 250.00 0.64
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Aeva Technologies 0.0 $133.000000 10.00 13.30
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iShares FTSE KLD 400 Social Idx (DSI) 0.0 $129.000000 NEW 1.00 129.00
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Fubotv (FUBO) 0.0 $126.000000 50.00 2.52
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Vanguard Esg U.s. Stock Etf etf (ESGV) 0.0 $121.000000 NEW 1.00 121.00
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Technip Energies (THNPY) 0.0 $114.000000 NEW 3.00 38.00
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Serve Robotics (SERV) 0.0 $104.000000 10.00 10.40
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Azure Pwr Global (AZREF) 0.0 $100.000000 100.00 1.00
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Sigma Lithium Corporation (SGML) 0.0 $92.000300 7.00 13.14
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Draganfly 0.0 $83.000400 12.00 6.92
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Kyndryl Holdings Ord Wi (KD) 0.0 $80.000100 3.00 26.67
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Viatris (VTRS) 0.0 $75.000000 6.00 12.50
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Seadrill 2021 (SDRL) 0.0 $69.000000 2.00 34.50
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Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.0 $50.000000 NEW 1.00 50.00
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ATIF Holdings (ZBAI) 0.0 $28.000000 5.00 5.60
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Redhill Biopharma Ltd Sponsored (RDHL) 0.0 $19.999400 19.00 1.05
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iShares S&P Global Clean Energy Index (ICLN) 0.0 $17.000000 NEW 1.00 17.00
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Virgin Galactic Holdings Inc virgin galactic holdings 0.0 $16.000000 5.00 3.20
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Nuvve Holding Corp 0.0 $3.000000 1.00 3.00
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Annaly Capital Management 0.0 $0 0 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