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 209 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Dimensional Etf Trust (DCOR) 24.5 $62M 961k 64.16
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Dimensional International Core Equity 2 ETF (DFIC) 12.9 $32M +5% 1.3M 25.85
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Dimensional Etf Trust (DFEM) 9.0 $23M 869k 26.19
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Pimco Total Return Etf totl (BOND) 7.7 $19M +6% 214k 90.42
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Schwab Strategic Tr intrm trm (SCHR) 7.4 $19M +108% 772k 24.29
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Dimensional Etf Trust (DFAS) 7.3 $18M +3% 281k 65.08
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.9 $17M +199% 729k 23.68
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Vanguard Short-Term Bond ETF (BSV) 5.5 $14M +2% 178k 77.27
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SPDR Gold Trust (GLD) 5.4 $14M 56k 242.13
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Sch Fnd Intl Lg Etf (FNDF) 3.3 $8.2M +5% 247k 33.21
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.7 $6.7M 231k 29.05
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.2 $5.6M +102% 188k 29.70
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Exxon Mobil Corporation (XOM) 0.8 $1.9M 18k 107.57
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Apple (AAPL) 0.6 $1.4M 5.8k 250.41
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Spdr S&p 500 Etf (SPY) 0.5 $1.2M +5% 2.0k 586.22
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ConocoPhillips (COP) 0.3 $824k +14% 8.3k 99.17
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $571k +170% 25k 23.18
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $547k 18k 30.84
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.2 $461k -18% 23k 20.28
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AECOM Technology Corporation (ACM) 0.2 $439k -6% 4.1k 106.82
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Schwab U S Broad Market ETF (SCHB) 0.2 $407k +220% 18k 22.70
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iShares Lehman Aggregate Bond (AGG) 0.2 $387k +9% 4.0k 96.90
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Halliburton Company (HAL) 0.1 $283k 10k 27.19
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Vanguard Total Stock Market ETF (VTI) 0.1 $254k NEW 875.00 289.81
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Occidental Petroleum Corporation (OXY) 0.1 $245k +4860% 5.0k 49.41
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American Beacon Select Funds (AHLT) 0.1 $225k +296% 9.5k 23.55
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WisdomTree Emerging Markets Eq (DEM) 0.1 $215k -5% 5.3k 40.49
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Microsoft Corporation (MSFT) 0.1 $191k 454.00 421.51
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Schlumberger (SLB) 0.1 $190k 5.0k 38.34
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Marathon Petroleum Corp (MPC) 0.1 $155k 1.1k 139.50
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Moody's Corporation (MCO) 0.0 $120k -15% 253.00 473.37
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Sap Ag Dem5 Ords (SAPGF) 0.0 $119k 492.00 241.83
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Hewlett-Packard Company 0.0 $113k 3.5k 32.63
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Ishares Tr esg msci le (SUSL) 0.0 $108k 1.0k 103.01
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iShares S&P 1500 Index Fund (ITOT) 0.0 $100k 775.00 128.62
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Amazon (AMZN) 0.0 $96k +2% 438.00 219.39
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Automatic Data Processing (ADP) 0.0 $95k 325.00 292.73
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FedEx Corporation (FDX) 0.0 $93k 331.00 281.33
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Starbucks Corporation (SBUX) 0.0 $83k 914.00 91.25
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Allstate Corporation (ALL) 0.0 $77k 400.00 192.79
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Chimera Investment Corporation 0.0 $77k 5.5k 14.00
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UnitedHealth (UNH) 0.0 $76k -49% 150.00 505.86
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Toast (TOST) 0.0 $73k 2.0k 36.45
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Home Depot (HD) 0.0 $72k +27% 186.00 388.99
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SPDR Barclays Capital Inter Term (SPTI) 0.0 $71k -47% 2.5k 27.88
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Trade Desk (TTD) 0.0 $71k 600.00 117.53
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $63k NEW 1.0k 61.37
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General Electric Company 0.0 $62k +6% 374.00 166.79
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E.I. du Pont de Nemours & Company 0.0 $62k 811.00 76.25
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iShares Gold Trust 0.0 $56k -62% 1.1k 49.51
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Costco Wholesale Corporation (COST) 0.0 $54k 59.00 916.27
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iShares S&P 500 Index (IVV) 0.0 $54k +12% 91.00 588.68
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Ishares Tr msci eafe esg (ESGD) 0.0 $51k 673.00 76.09
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Corteva (CTVA) 0.0 $46k 810.00 56.96
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Shopify Inc cl a (SHOP) 0.0 $43k 400.00 106.33
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Garmin (GRMN) 0.0 $41k 200.00 206.26
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PowerShares FTSE RAFI US 1500 Small-Mid 0.0 $41k -55% 981.00 41.61
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Agilent Technologies Inc C ommon (A) 0.0 $40k 296.00 134.34
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Vanguard Total World Stock Idx (VT) 0.0 $38k +16% 327.00 117.40
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Coca-Cola Company (KO) 0.0 $38k 602.00 62.26
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Ishares Tr msci usa small (ESML) 0.0 $37k 889.00 42.06
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PowerShares FTSE RAFI US 1000 0.0 $37k -42% 912.00 40.34
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Vanguard Europe Pacific ETF (VEA) 0.0 $32k 670.00 47.82
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $32k 1.2k 26.63
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Charles Schwab Corporation (SCHW) 0.0 $31k 434.00 72.24
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Cheniere Energy Partners (CQP) 0.0 $31k 145.00 214.87
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Energy Select Sector SPDR (XLE) 0.0 $31k 359.00 85.69
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Ge Vernova (GEV) 0.0 $31k +6% 93.00 328.92
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Dow Chemical Company 0.0 $30k -8% 750.00 40.13
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $29k 222.00 132.37
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Roblox Corp (RBLX) 0.0 $29k 500.00 57.86
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Vanguard S&p 500 Etf idx (VOO) 0.0 $29k NEW 53.00 538.81
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PowerShares FTSE RAFI Developed Markets 0.0 $28k -15% 577.00 47.89
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Southern Company (SO) 0.0 $27k -35% 325.00 82.39
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Vanguard Value ETF (VTV) 0.0 $26k 155.00 169.30
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United Rentals (URI) 0.0 $26k 37.00 704.43
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Broadcom (AVGO) 0.0 $26k 110.00 231.84
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NVIDIA Corporation (NVDA) 0.0 $24k 180.00 134.29
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Tempus Ai (TEM) 0.0 $24k +600% 700.00 33.76
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SPDR S&P Emerging Markets (SPEM) 0.0 $23k 610.00 38.37
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Academy Sports & Outdoor (ASO) 0.0 $23k +200% 405.00 57.57
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Dell 0.0 $23k 200.00 115.24
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Rocket Lab Usa (RKLB) 0.0 $23k +5% 900.00 25.47
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Google 0.0 $23k +50% 120.00 190.70
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Keysight Technologies (KEYS) 0.0 $23k 140.00 160.63
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Ishares Tr cmn (GOVT) 0.0 $20k 873.00 22.98
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Union Pacific Corporation (UNP) 0.0 $19k 85.00 228.04
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $19k 45.00 427.13
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iShares Russell 2000 Index (IWM) 0.0 $18k +71% 79.00 220.96
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Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) 0.0 $16k +133% 700.00 23.38
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Sun Life Financial (SLF) 0.0 $16k 275.00 59.34
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $16k 45.00 343.40
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Wmte Japan Hd Sml (DXJS) 0.0 $15k 444.00 34.58
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Ishares Tr esg us agr bd (EAGG) 0.0 $14k 306.00 46.38
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iShares S&P SmallCap 600 Index (IJR) 0.0 $13k 111.00 115.22
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Caterpillar (CAT) 0.0 $13k -82% 35.00 362.77
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EOG Resources (EOG) 0.0 $12k NEW 100.00 122.58
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Fidelity National Information Services (FIS) 0.0 $12k 151.00 80.77
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Nasdaq Omx (NDAQ) 0.0 $12k 150.00 77.55
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $12k 471.00 24.68
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Market Vectors Gold Miners ETF 0.0 $11k 393.00 29.00
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Dimensional Etf Trust (DFEV) 0.0 $11k 427.00 26.21
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Netflix (NFLX) 0.0 $11k 12.00 891.33
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Tractor Supply Company (TSCO) 0.0 $11k +400% 200.00 53.06
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Amphenol Corporation (APH) 0.0 $10k 150.00 69.45
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Fiserv (FI) 0.0 $10k 50.00 205.42
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $10k 30.00 342.17
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Wal-Mart Stores (WMT) 0.0 $9.9k NEW 110.00 90.35
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PROS Holdings (PRO) 0.0 $9.5k 434.00 21.96
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $9.4k 58.00 161.78
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Republic Services (RSG) 0.0 $9.1k 45.00 201.18
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Ametek (AME) 0.0 $9.0k 50.00 180.26
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iShares S&P Europe 350 Index (IEV) 0.0 $8.5k 163.00 52.06
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Travelers Companies (TRV) 0.0 $8.4k 35.00 240.89
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Lululemon Athletica (LULU) 0.0 $8.4k 22.00 382.41
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U.S. Bancorp (USB) 0.0 $7.9k 165.00 47.83
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Aptar (ATR) 0.0 $7.9k 50.00 157.10
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Stryker Corporation (SYK) 0.0 $7.2k 20.00 360.05
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Morgan Stanley (MS) 0.0 $7.0k 56.00 125.71
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Financial Select Sector SPDR (XLF) 0.0 $7.0k 145.00 48.36
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Verisk Analytics (VRSK) 0.0 $6.9k 25.00 275.44
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Illinois Tool Works (ITW) 0.0 $6.3k 25.00 253.56
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American Express Company (AXP) 0.0 $6.0k 20.00 297.50
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First Trust NASDAQ Clean Edge (GRID) 0.0 $5.8k 49.00 119.35
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Synopsys (SNPS) 0.0 $5.8k 12.00 485.33
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Xylem (XYL) 0.0 $5.8k 50.00 116.02
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Pinterest Inc Cl A (PINS) 0.0 $5.8k 200.00 29.00
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Danaher Corporation (DHR) 0.0 $5.7k 25.00 229.56
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Dxc Technology (DXC) 0.0 $5.7k 287.00 19.98
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Marqeta (MQ) 0.0 $5.7k 1.5k 3.79
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Bristol Myers Squibb (BMY) 0.0 $5.7k NEW 100.00 56.56
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Coupang (CPNG) 0.0 $5.5k 250.00 21.98
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Altair Engr (ALTR) 0.0 $5.5k 50.00 109.12
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Spotify Technology Sa (SPOT) 0.0 $5.4k 12.00 447.42
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Servicenow (NOW) 0.0 $5.3k 5.00 1060.20
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Thermo Fisher Scientific (TMO) 0.0 $5.2k 10.00 520.20
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Veralto Corp (VLTO) 0.0 $4.9k 48.00 101.85
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Amgen (AMGN) 0.0 $4.7k 18.00 260.67
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EQUITABLE RES Inc Com Stk 0.0 $4.6k 100.00 46.11
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Arista Networks 0.0 $4.4k +300% 40.00 110.53
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Viking Holdings (VIK) 0.0 $4.4k 100.00 44.06
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Cognex Corporation (CGNX) 0.0 $4.3k 121.00 35.86
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Chipotle Mexican Grill (CMG) 0.0 $4.2k 70.00 60.30
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Tesla Motors (TSLA) 0.0 $4.0k -99% 10.00 403.80
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Ge Healthcare Technologies I (GEHC) 0.0 $3.8k +19% 49.00 78.18
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Take-Two Interactive Software (TTWO) 0.0 $3.7k 20.00 184.10
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Dex (DXCM) 0.0 $3.4k 44.00 77.77
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Canadian Pacific Railway 0.0 $3.3k 45.00 72.38
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Elf Beauty (ELF) 0.0 $3.1k 25.00 125.56
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At&t (T) 0.0 $3.0k NEW 133.00 22.77
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Vanguard Small-Cap ETF (VB) 0.0 $2.9k -93% 12.00 240.25
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Centene Corporation (CNC) 0.0 $2.8k 47.00 60.57
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Coinbase Global (COIN) 0.0 $2.7k NEW 11.00 248.27
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Pool Corporation (POOL) 0.0 $2.7k 8.00 341.00
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $2.6k -55% 131.00 20.01
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Spdr Ser Tr shrt trsry etf (SPTS) 0.0 $2.6k NEW 88.00 29.01
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Plug Power (PLUG) 0.0 $2.4k 1.1k 2.13
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Trimble Navigation (TRMB) 0.0 $2.4k 34.00 70.65
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $2.3k +5% 108.00 21.10
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Constellation Brands (STZ) 0.0 $2.2k 10.00 221.00
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Indie Semiconductor (INDI) 0.0 $2.2k 540.00 4.05
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Denali Therapeutics (DNLI) 0.0 $2.0k 100.00 20.38
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Ford Motor Company (F) 0.0 $2.0k -10% 203.00 9.91
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Walt Disney Company (DIS) 0.0 $2.0k -77% 18.00 111.33
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Fortune Brands (FBIN) 0.0 $2.0k 29.00 68.34
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Aurinia Pharmaceuticals (AUPH) 0.0 $1.8k 200.00 8.98
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Fubotv (FUBO) 0.0 $1.7k -42% 1.4k 1.26
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Spirit Airlines 0.0 $1.7k 100.00 16.81
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Infineon Technologies (IFNNY) 0.0 $1.6k 50.00 32.44
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Blackline (BL) 0.0 $1.5k 25.00 60.76
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AGCO Corporation (AGCO) 0.0 $1.4k 11.00 127.91
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Intuitive Machs (LUNR) 0.0 $1.4k -11% 75.00 18.16
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Global X Fds global x uranium (URA) 0.0 $1.3k 50.00 26.78
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Weatherford Intl Ordf (WFRD) 0.0 $1.2k 17.00 71.65
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $1.1k 9.00 126.78
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GXO Logistics (GXO) 0.0 $1.0k 23.00 43.52
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Applied Materials (AMAT) 0.0 $981.000000 +20% 6.00 163.50
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Airgain (AIRG) 0.0 $706.000000 100.00 7.06
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ICICI Bank (IBN) 0.0 $687.000800 NEW 23.00 29.87
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Zk Intl Group (ZKIN) 0.0 $600.000000 1.0k 0.60
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Rxo (RXO) 0.0 $548.000300 23.00 23.83
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Village Farms International (VFF) 0.0 $539.000000 700.00 0.77
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Chargepoint Holdings Inc Com Cl A (CHPT) 0.0 $535.000000 500.00 1.07
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Medifast (MED) 0.0 $478.998900 27.00 17.74
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Linde (LIN) 0.0 $432.000000 1.00 432.00
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Masterbrand Inc-w/i (MBC) 0.0 $424.000300 29.00 14.62
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Relay Therapeutics (RLAY) 0.0 $412.000000 100.00 4.12
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Intel Corporation (INTC) 0.0 $380.999400 19.00 20.05
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Warner Bros. Discovery (WBD) 0.0 $338.000000 NEW 32.00 10.56
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Makemytrip Limited Mauritius (MMYT) 0.0 $336.999900 NEW 3.00 112.33
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Nautilus Biotechnology (NAUT) 0.0 $252.000000 150.00 1.68
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Etf Ser Solutions Defiance Next ef (SIXG) 0.0 $242.000000 +66% 5.00 48.40
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Ark Etf Tr gen rev mltsct (ARKG) 0.0 $236.000000 10.00 23.60
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Cytosorbents (CTSO) 0.0 $228.000000 250.00 0.91
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Rivian Automotive Inc Class A (RIVN) 0.0 $225.999700 17.00 13.29
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Atif Holdings (ZBAI) 0.0 $138.996000 130.00 1.07
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Kyndryl Holdings Ord Wi (KD) 0.0 $104.000100 3.00 34.67
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Sigma Lithium Corporation (SGML) 0.0 $78.999900 7.00 11.29
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Seadrill 2021 (SDRL) 0.0 $78.000000 2.00 39.00
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Viatris (VTRS) 0.0 $75.000000 6.00 12.50
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Virgin Galactic Holdings Inc virgin galactic holdings 0.0 $53.000100 9.00 5.89
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Aeva Technologies 0.0 $48.000000 10.00 4.80
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Draganfly 0.0 $48.000000 12.00 4.00
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Keurig Dr Pepper (KDP) 0.0 $33.000000 1.00 33.00
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Azure Pwr Global (AZREF) 0.0 $20.000000 100.00 0.20
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Healthy Choice Wellness Corp (HCWC) 0.0 $9.000000 8.00 1.12
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Nuvve Holding Corp 0.0 $3.000000 1.00 3.00
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Lowe's Companies (LOW) 0.0 $0 0 0.00
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Zions Bancorporation (ZION) 0.0 $0 NEW 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