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 209 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DCOR) 24.6 $86M 1.0M 81.98
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Dimensional International Core Equity 2 ETF (DFIC) 13.1 $46M 1.2M 37.26
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Dimensional Etf Trust (DFEM) 9.7 $34M -4% 838k 40.64
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Dimensional Etf Trust (DFAS) 8.2 $29M 348k 82.34
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Schwab Strategic Tr intrm trm (SCHR) 7.5 $26M +5% 1.1M 24.66
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SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 6.8 $24M +4% 715k 33.46
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.7 $24M 755k 31.10
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Vanguard Short-Term Bond ETF (BSV) 5.0 $17M +5% 224k 77.91
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SPDR Gold Trust (GLD) 4.6 $16M 44k 368.38
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Sch Fnd Intl Lg Etf (FNDF) 3.6 $13M -4% 236k 52.76
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.4 $8.5M -3% 215k 39.68
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.3 $7.9M 208k 38.06
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Exxon Mobil Corporation (XOM) 0.7 $2.5M 19k 136.72
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ConocoPhillips (COP) 0.5 $1.9M -8% 18k 103.96
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Apple (AAPL) 0.5 $1.6M 5.6k 289.38
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Spdr S&p 500 Etf (SPY) 0.5 $1.6M -9% 2.2k 746.80
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Vanguard Total Stock Market ETF (VTI) 0.4 $1.4M 3.8k 370.00
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American Beacon Select Funds (AHLT) 0.3 $973k +22% 34k 28.90
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $584k 17k 35.11
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Schwab U S Broad Market ETF (SCHB) 0.2 $535k -5% 19k 28.96
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Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $521k 6.1k 85.49
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $459k 16k 29.43
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.1 $338k 17k 20.49
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AECOM Technology Corporation (ACM) 0.1 $262k 3.8k 69.80
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WisdomTree Emerging Markets Eq (DEM) 0.1 $234k -3% 4.4k 53.79
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Vanguard Total World Stock Idx (VT) 0.1 $222k +23% 1.4k 156.93
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $205k +5% 2.1k 96.58
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Ishares Tr esg msci le (SUSL) 0.1 $189k 1.4k 132.74
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Microsoft Corporation (MSFT) 0.1 $183k 491.00 373.26
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Vanguard S&p 500 Etf idx (VOO) 0.1 $181k -6% 264.00 685.69
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Wells Fargo & Company (WFC) 0.0 $166k +265% 2.0k 82.62
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Tesla Motors (TSLA) 0.0 $162k -12% 385.00 420.60
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Schlumberger (SLB) 0.0 $151k 3.3k 46.49
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General Electric Company 0.0 $131k 350.00 373.73
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Ea Series Trust (BSVO) 0.0 $122k 4.2k 29.19
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iShares S&P 1500 Index Fund (ITOT) 0.0 $119k 727.00 164.27
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Marathon Petroleum Corp (MPC) 0.0 $114k -32% 447.00 255.67
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Amazon (AMZN) 0.0 $114k 477.00 238.34
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Spdr Ser Tr shrt trsry etf (SPTS) 0.0 $113k +15% 3.9k 29.01
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Pimco Total Return Etf totl (BOND) 0.0 $113k -45% 1.2k 92.22
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FedEx Corporation (FDX) 0.0 $104k 331.00 313.13
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Ge Vernova (GEV) 0.0 $102k 87.00 1174.86
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $101k 193.00 521.45
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iShares Russell 2000 Index (IWM) 0.0 $100k 333.00 300.45
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Rocket Lab Usa 0.0 $99k NEW 971.00 101.65
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Allstate Corporation (ALL) 0.0 $95k 400.00 237.94
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ProLogis 0.0 $95k NEW 697.00 135.55
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Coca-Cola Company (KO) 0.0 $88k 1.1k 81.27
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Dell 0.0 $86k 200.00 431.46
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Toast (TOST) 0.0 $84k +15% 3.0k 27.82
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SPDR Barclays Capital Inter Term (SPTI) 0.0 $78k 2.8k 28.39
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Moody's Corporation (MCO) 0.0 $77k 171.00 452.92
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Hewlett-Packard Company 0.0 $76k 3.5k 21.94
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PowerShares QQQ Trust, Series 1 0.0 $76k NEW 103.00 736.46
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Yum! Brands (YUM) 0.0 $70k +280% 438.00 159.90
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Franklin Bsp Capital Corporati 0.0 $70k NEW 5.2k 13.47
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Corteva (CTVA) 0.0 $69k 810.00 84.69
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Ishares Inc core msci emkt (IEMG) 0.0 $66k 795.00 82.84
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UnitedHealth (UNH) 0.0 $62k 150.00 415.63
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NVIDIA Corporation (NVDA) 0.0 $61k +35% 303.00 200.09
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Ishares Tr msci eafe esg (ESGD) 0.0 $59k 577.00 102.76
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $58k -20% 648.00 89.20
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Occidental Petroleum Corporation (OXY) 0.0 $55k +725% 1.1k 48.58
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PowerShares FTSE RAFI US 1500 Small-Mid 0.0 $53k 956.00 55.77
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Ishares Tr msci usa small (ESML) 0.0 $53k 941.00 55.90
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Home Depot (HD) 0.0 $52k 146.00 352.68
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Automatic Data Processing (ADP) 0.0 $51k 227.00 223.95
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Keysight Technologies (KEYS) 0.0 $49k 140.00 350.07
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Pepsi (PEP) 0.0 $48k 353.00 135.38
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Garmin (GRMN) 0.0 $48k 200.00 237.54
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PowerShares FTSE RAFI Developed Markets 0.0 $44k -32% 577.00 75.64
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United Rentals (URI) 0.0 $42k 37.00 1132.89
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Broadcom (AVGO) 0.0 $42k 110.00 377.75
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Shopify Inc cl a (SHOP) 0.0 $41k 360.00 114.18
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Vanguard Mid-Cap ETF (VO) 0.0 $40k +300% 496.00 80.57
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iShares Gold Trust 0.0 $40k -35% 526.00 75.51
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Agilent Technologies Inc C ommon (A) 0.0 $39k 296.00 132.83
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $39k 267.00 146.41
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Costco Wholesale Corporation (COST) 0.0 $37k 40.00 935.48
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Caterpillar (CAT) 0.0 $37k 35.00 1064.91
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Dimensional Etf Trust (DFSI) 0.0 $37k 825.00 45.10
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E.I. du Pont de Nemours & Company 0.0 $37k -66% 269.00 135.64
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Cheniere Energy Partners (CQP) 0.0 $35k 145.00 239.01
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $34k 222.00 154.26
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Vanguard Value ETF (VTV) 0.0 $34k 155.00 217.93
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iShares S&P SmallCap 600 Index (IJR) 0.0 $34k 227.00 148.31
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Wal-Mart Stores (WMT) 0.0 $33k +73% 292.00 113.26
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Vanguard Small-Cap ETF (VB) 0.0 $33k 109.00 303.12
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $32k -62% 253.00 124.76
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Vanguard Europe Pacific ETF (VEA) 0.0 $31k 440.00 71.25
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SPDR S&P Emerging Markets (SPEM) 0.0 $30k -5% 576.00 51.78
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Netflix (NFLX) 0.0 $29k +272% 410.00 71.40
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Schwab International Equity ETF (SCHF) 0.0 $28k +30% 1.0k 27.70
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iShares S&P MidCap 400 Growth (IJK) 0.0 $28k NEW 237.00 117.50
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Amphenol Corporation (APH) 0.0 $26k 150.00 176.32
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Dimensional Etf Trust (DFAW) 0.0 $26k +37% 316.00 82.79
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Wmte Japan Hd Sml (OPPJ) 0.0 $26k 444.00 57.67
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Fedex Fght Hldg (FDXF) 0.0 $25k NEW 165.00 151.00
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Starbucks Corporation (SBUX) 0.0 $25k 240.00 102.19
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McDonald's Corporation (MCD) 0.0 $24k 89.00 270.52
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Union Pacific Corporation (UNP) 0.0 $23k 85.00 272.00
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Dow Chemical Company 0.0 $21k 750.00 27.36
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Ishares Tr cmn (GOVT) 0.0 $20k 873.00 22.78
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $20k +400% 225.00 87.91
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Dimensional Etf Trust (DFEV) 0.0 $18k 427.00 42.67
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Ishares Tr esg us agr bd (EAGG) 0.0 $18k 378.00 47.37
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PowerShares FTSE RAFI Emerging MarketETF 0.0 $17k -6% 615.00 27.88
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Energy Select Sector SPDR (XLE) 0.0 $16k NEW 300.00 53.11
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Yum China Holdings (YUMC) 0.0 $16k +237% 388.00 40.91
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Rail Vision 0.0 $15k 3.3k 4.61
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $15k -24% 19.00 763.16
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Uber Technologies (UBER) 0.0 $14k +300% 200.00 72.16
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2023 Etf Series Trust Ii (GMOI) 0.0 $14k 370.00 37.48
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $14k -70% 377.00 36.30
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Celestica (CLS) 0.0 $13k 273.00 48.56
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York Space Systems (YSS) 0.0 $12k -50% 500.00 24.62
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Ametek (AME) 0.0 $12k 50.00 241.94
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iShares S&P 500 Index (IVV) 0.0 $12k -75% 16.00 748.90
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iShares S&P Europe 350 Index (IEV) 0.0 $12k 163.00 72.85
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Vanguard Scottsdale Fds total wld bd etf (BNDW) 0.0 $12k +38% 172.00 68.53
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Eos Energy Enterprises Inc Com Cl A (EOSE) 0.0 $12k NEW 2.0k 5.88
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Morgan Stanley (MS) 0.0 $12k 56.00 209.04
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Tempus Ai (TEM) 0.0 $12k 200.00 57.93
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Travelers Companies (TRV) 0.0 $12k 35.00 330.11
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $12k 58.00 197.60
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Viking Holdings (VIK) 0.0 $11k 100.00 104.67
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $10k 406.00 24.96
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U.S. Bancorp (USB) 0.0 $10k 165.00 60.40
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Republic Services (RSG) 0.0 $9.6k 45.00 213.09
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First Trust NASDAQ Clean Edge (GRID) 0.0 $9.4k 49.00 191.76
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Cognex Corporation (CGNX) 0.0 $8.8k 121.00 72.42
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $8.5k +28% 96.00 88.86
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At&t (T) 0.0 $8.3k NEW 400.00 20.70
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Ondas Hldgs (ONDS) 0.0 $8.2k NEW 1.0k 8.24
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Asml Holding (ASML) 0.0 $8.0k 4.00 1989.50
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PowerShares FTSE RAFI US 1000 0.0 $7.8k -72% 145.00 54.03
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Fidelity vlu factor etf (FVAL) 0.0 $7.7k NEW 99.00 77.93
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Illinois Tool Works (ITW) 0.0 $6.8k 25.00 270.48
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Amgen (AMGN) 0.0 $6.5k 18.00 362.11
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Tractor Supply Company (TSCO) 0.0 $6.3k 200.00 31.61
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Stryker Corporation (SYK) 0.0 $6.3k 20.00 314.85
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Aptar (ATR) 0.0 $6.3k 50.00 125.20
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Google 0.0 $6.0k -15% 17.00 353.35
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Xylem (XYL) 0.0 $5.9k 50.00 118.22
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Rbb Fund Trust (MJSC) 0.0 $5.8k 94.00 61.79
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ERock 0.0 $5.8k NEW 400.00 14.50
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Synopsys (SNPS) 0.0 $5.4k 12.00 446.08
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EQUITABLE RES Inc Com Stk 0.0 $5.3k 100.00 53.17
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WisdomTree Japan SmallCap Div (DFJ) 0.0 $5.2k 49.00 105.31
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $5.1k 131.00 39.01
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Prairie Oper (PROP) 0.0 $5.0k NEW 7.0k 0.72
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Thermo Fisher Scientific (TMO) 0.0 $5.0k 10.00 501.40
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Palantir Technologies (PLTR) 0.0 $4.9k NEW 42.00 116.67
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Fidelity National Information Services (FIS) 0.0 $4.9k 125.00 38.88
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Danaher Corporation (DHR) 0.0 $4.8k 25.00 190.48
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Verisk Analytics (VRSK) 0.0 $4.5k 25.00 179.52
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Coupang (CPNG) 0.0 $4.3k 250.00 17.37
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Arista Networks 0.0 $4.2k 25.00 169.88
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Canadian Pacific Railway 0.0 $3.9k 45.00 86.64
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Take-Two Interactive Software (TTWO) 0.0 $3.5k 14.00 250.00
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American Express Company (AXP) 0.0 $3.5k 10.00 347.80
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Aurinia Pharmaceuticals (AUPH) 0.0 $3.4k 200.00 16.97
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Plug Power (PLUG) 0.0 $3.2k 1.2k 2.71
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Centene Corporation (CNC) 0.0 $3.0k 47.00 64.19
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iShares MSCI EAFE Value Index (EFV) 0.0 $3.0k NEW 39.00 76.54
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Dex (DXCM) 0.0 $3.0k 44.00 67.34
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Spotify Technology Sa (SPOT) 0.0 $2.8k 6.00 459.17
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Etf Ser Solutions Defiance Next ef (UFOX) 0.0 $2.7k +16% 28.00 95.75
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Intel Corporation (INTC) 0.0 $2.7k 19.00 139.63
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Ge Healthcare Technologies I (GEHC) 0.0 $2.6k 41.00 64.00
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Dxc Technology (DXC) 0.0 $2.5k 287.00 8.85
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Servicenow (NOW) 0.0 $2.5k -28% 25.00 99.28
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Fiserv (FISV) 0.0 $2.5k 50.00 49.06
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Norwegian Cruise Line Hldgs (NCLH) 0.0 $2.1k 100.00 21.11
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Lockheed Martin Corporation (LMT) 0.0 $2.0k +33% 4.00 509.50
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Southern Company (SO) 0.0 $1.9k 20.00 97.00
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Trimble Navigation (TRMB) 0.0 $1.7k 34.00 51.18
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Walt Disney Company (DIS) 0.0 $1.7k 18.00 96.28
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Pool Corporation (POOL) 0.0 $1.7k 8.00 214.88
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Rivian Automotive Inc Class A (RIVN) 0.0 $1.7k NEW 98.00 17.35
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Intuitive Machs (LUNR) 0.0 $1.6k -34% 75.00 21.39
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Linde (LIN) 0.0 $1.6k 3.00 533.67
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Fortune Brands (FBIN) 0.0 $1.6k 29.00 54.90
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ICICI Bank (IBN) 0.0 $1.5k +66% 50.00 29.04
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Constellation Brands (STZ) 0.0 $1.4k 10.00 139.10
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Coinbase Global (COIN) 0.0 $1.2k 8.00 146.25
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GXO Logistics (GXO) 0.0 $1.2k 23.00 50.70
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Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $1.1k +5% 37.00 29.32
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Chevron Corporation (CVX) 0.0 $829.000000 +66% 5.00 165.80
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Lululemon Athletica (LULU) 0.0 $799.000300 -68% 7.00 114.14
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Veralto Corp (VLTO) 0.0 $709.000000 -71% 8.00 88.62
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Firefly Aerospace (FLY) 0.0 $675.999900 NEW 23.00 29.39
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Enbridge (ENB) 0.0 $651.000000 12.00 54.25
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iShares MSCI Brazil Index (EWZ) 0.0 $621.000000 +20% 18.00 34.50
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Etf Opportunities Trust 0.0 $574.997400 54.00 10.65
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Lucid Group 0.0 $314.002300 NEW 47.00 6.68
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Fidelity Wise Origin Bitcoin (FBTC) 0.0 $306.000000 6.00 51.00
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Masterbrand Inc-w/i (MBC) 0.0 $298.001100 29.00 10.28
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Zions Bancorporation (ZION) 0.0 $286.000000 4.00 71.50
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Technipfmc (FTI) 0.0 $265.000000 -99% 4.00 66.25
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Compania de Minas Buenaventura SA (BVN) 0.0 $234.000000 +14% 8.00 29.25
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Indie Semiconductor (INDI) 0.0 $225.000000 -84% 50.00 4.50
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Schwab Strategic Tr us dividend eq (SCHD) 0.0 $222.000100 +75% 7.00 31.71
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iShares FTSE KLD 400 Social Idx (DSI) 0.0 $199.000000 1.00 199.00
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iShares S&P Global Clean Energy Index (ICLN) 0.0 $117.000000 +500% 6.00 19.50
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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 $89.000100 7.00 12.71
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Serve Robotics (SERV) 0.0 $66.000000 10.00 6.60
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Kyndryl Holdings Ord Wi (KD) 0.0 $33.999900 3.00 11.33
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Past Filings by Your Advocates

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

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