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 236 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DCOR) 22.9 $57M NEW 1.1M 53.48
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Dimensional Etf Trust (DFEM) 11.4 $28M -6% 1.1M 24.96
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Pimco Total Return Etf totl (BOND) 11.2 $28M +211% 302k 92.45
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Schwab Strategic Tr intrm trm (SCHR) 9.8 $24M +163% 489k 49.72
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Dimensional International Core Equity 2 ETF (DFIC) 8.9 $22M -19% 867k 25.53
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.8 $17M -25% 273k 61.94
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SPDR Gold Trust (GLD) 5.2 $13M -4% 67k 191.17
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Vanguard Short-Term Bond ETF (BSV) 5.1 $13M -6% 164k 77.02
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 4.8 $12M -18% 438k 27.14
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Dimensional Etf Trust (DFAS) 3.7 $9.1M +3% 152k 59.62
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Sch Fnd Intl Lg Etf (FNDF) 2.5 $6.3M -21% 188k 33.73
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.1 $5.1M -5% 92k 55.35
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Exxon Mobil Corporation (XOM) 0.5 $1.2M -6% 12k 99.98
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Apple (AAPL) 0.5 $1.2M -10% 6.0k 192.53
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SPDR S&P Emerging Markets (SPEM) 0.4 $986k -36% 28k 35.41
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Spdr S&p 500 Etf (SPY) 0.4 $916k 1.9k 475.32
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.4 $887k +7% 44k 20.39
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $770k -21% 14k 56.40
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Enterprise Products Partners (EPD) 0.2 $604k 23k 26.35
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Tesla Motors (TSLA) 0.2 $586k -12% 2.4k 248.48
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WisdomTree Emerging Markets Eq (DEM) 0.2 $584k -38% 14k 40.68
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Phillips 66 (PSX) 0.2 $577k 4.3k 133.13
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iShares Lehman Aggregate Bond (AGG) 0.2 $474k -15% 4.8k 99.25
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AECOM Technology Corporation (ACM) 0.2 $421k 4.6k 92.43
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ConocoPhillips (COP) 0.2 $388k 3.3k 116.06
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Schwab U S Broad Market ETF (SCHB) 0.1 $308k 5.5k 55.67
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Schlumberger (SLB) 0.1 $258k -27% 5.0k 52.04
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Microsoft Corporation (MSFT) 0.1 $223k 592.00 376.04
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iShares Gold Trust 0.1 $175k -54% 4.5k 39.03
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Marathon Petroleum Corp (MPC) 0.1 $165k -67% 1.1k 148.36
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UnitedHealth (UNH) 0.1 $157k -14% 298.00 526.47
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SPDR Barclays Capital Inter Term (SPTI) 0.1 $137k +112% 4.8k 28.56
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J P Morgan Exchange-traded F (BBSA) 0.1 $131k -8% 2.7k 47.85
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RBB (TMFG) 0.1 $126k -26% 4.5k 27.82
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Moody's Corporation (MCO) 0.0 $117k 300.00 390.56
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Hewlett-Packard Company 0.0 $105k 3.5k 30.09
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iShares S&P 1500 Index Fund (ITOT) 0.0 $93k -2% 885.00 105.23
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Ishares Tr esg msci le (SUSL) 0.0 $88k +453% 1.0k 84.34
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Starbucks Corporation (SBUX) 0.0 $88k 914.00 96.01
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FedEx Corporation (FDX) 0.0 $84k 331.00 252.97
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Chimera Investment Corporation 0.0 $82k 17k 4.99
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Amazon (AMZN) 0.0 $77k +2% 505.00 151.94
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Automatic Data Processing (ADP) 0.0 $76k 325.00 232.97
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Costco Wholesale Corporation (COST) 0.0 $75k 114.00 660.08
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Ishares Tr cmn (GOVT) 0.0 $67k 2.9k 23.04
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E.I. du Pont de Nemours & Company 0.0 $62k +479% 811.00 76.93
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Caterpillar (CAT) 0.0 $59k 200.00 295.67
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Coca-Cola Company (KO) 0.0 $59k 998.00 58.93
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iShares S&P 500 Index (IVV) 0.0 $58k -21% 122.00 477.63
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Home Depot (HD) 0.0 $57k 165.00 346.55
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Allstate Corporation (ALL) 0.0 $56k 400.00 139.98
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Vanguard Total Bond Market ETF (BND) 0.0 $48k +33% 653.00 73.55
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Southern Company (SO) 0.0 $46k 650.00 70.15
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Dow Chemical Company 0.0 $45k +444% 822.00 54.84
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General Electric Company 0.0 $45k +180% 350.00 127.63
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Carnival Corporation (CCL) 0.0 $45k 2.4k 18.54
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Quanta Services (PWR) 0.0 $45k 206.00 215.80
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Vanguard Europe Pacific ETF (VEA) 0.0 $45k 928.00 47.90
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Agilent Technologies Inc C ommon (A) 0.0 $41k 296.00 139.03
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Corteva (CTVA) 0.0 $39k +482% 810.00 47.92
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Toast (TOST) 0.0 $37k 2.0k 18.26
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Academy Sports & Outdoor (ASO) 0.0 $36k 552.00 66.00
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Trade Desk (TTD) 0.0 $36k -3% 500.00 71.96
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Marathon Digital Holdings In (MARA) 0.0 $35k 1.5k 23.49
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NVIDIA Corporation (NVDA) 0.0 $35k 70.00 495.21
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Ishares Tr msci usa small (ESML) 0.0 $34k 888.00 38.02
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Ishares Tr msci eafe esg (ESGD) 0.0 $33k +52% 441.00 75.48
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Charles Schwab Corporation (SCHW) 0.0 $31k 455.00 68.85
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Shopify Inc cl a (SHOP) 0.0 $31k +4344% 400.00 77.90
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Cipher Mining (CIFR) 0.0 $31k 7.5k 4.13
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $30k 222.00 136.91
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $30k -13% 337.00 89.80
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Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $30k -74% 517.00 57.96
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $30k -53% 1.2k 24.79
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Hut 8 Mng Corp 0.0 $27k -80% 2.0k 13.34
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Marathon Oil Corporation (MRO) 0.0 $26k -73% 1.1k 24.16
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Garmin (GRMN) 0.0 $26k 200.00 128.54
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iShares Russell Microcap Index (IWC) 0.0 $25k +19% 214.00 116.03
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Cheniere Energy Partners (CQP) 0.0 $25k 145.00 170.71
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Gilead Sciences (GILD) 0.0 $24k 300.00 81.01
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Vanguard Total Stock Market ETF (VTI) 0.0 $24k -75% 101.00 237.22
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American Beacon Select Funds (AHLT) 0.0 $23k +905% 1.1k 22.20
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Vanguard Value ETF (VTV) 0.0 $23k -7% 155.00 149.50
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Roblox Corp (RBLX) 0.0 $23k NEW 500.00 45.72
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Keysight Technologies (KEYS) 0.0 $22k 140.00 159.09
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United Rentals (URI) 0.0 $21k 37.00 573.43
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Union Pacific Corporation (UNP) 0.0 $21k 85.00 245.62
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Doximity (DOCS) 0.0 $17k 609.00 28.04
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $16k +180% 535.00 29.72
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Dell 0.0 $15k 200.00 76.50
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Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.0 $15k -11% 304.00 49.37
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Sun Life Financial (SLF) 0.0 $14k 275.00 51.86
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Wmte Japan Hd Sml (DXJS) 0.0 $13k 444.00 29.83
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Ishares Tr esg us agr bd (EAGG) 0.0 $13k +27500% 276.00 47.67
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Valero Energy Corporation (VLO) 0.0 $13k 100.00 130.00
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Broadcom (AVGO) 0.0 $12k +57% 11.00 1116.27
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Nike (NKE) 0.0 $12k 112.00 108.57
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iShares S&P SmallCap 600 Index (IJR) 0.0 $12k 111.00 108.25
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $12k 45.00 259.51
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Market Vectors Gold Miners ETF 0.0 $11k -39% 393.00 29.00
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iShares Russell 2000 Index (IWM) 0.0 $11k -15% 54.00 200.70
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Dimensional Etf Trust (DFEV) 0.0 $11k 427.00 25.20
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Marqeta (MQ) 0.0 $11k 1.5k 6.98
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $9.8k +40000% 401.00 24.45
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Fidelity National Information Services (FIS) 0.0 $9.1k 151.00 60.07
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iShares S&P Europe 350 Index (IEV) 0.0 $8.6k 163.00 52.86
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JPMorgan Chase & Co. (JPM) 0.0 $8.5k 50.00 170.10
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iShares Russell 1000 Value Index (IWD) 0.0 $8.4k 51.00 165.25
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $8.4k -10% 58.00 145.02
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Ametek (AME) 0.0 $8.2k 50.00 164.90
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Walt Disney Company (DIS) 0.0 $7.5k 83.00 90.29
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Fubotv (FUBO) 0.0 $7.5k 2.4k 3.18
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Amphenol Corporation (APH) 0.0 $7.4k 75.00 99.13
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Republic Services (RSG) 0.0 $7.4k 45.00 164.91
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McDonald's Corporation (MCD) 0.0 $7.4k 25.00 296.52
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Cummins (CMI) 0.0 $7.2k 30.00 239.57
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U.S. Bancorp (USB) 0.0 $7.1k 165.00 43.28
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Visa (V) 0.0 $7.0k 27.00 260.33
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Toyota Motor Corporation (TM) 0.0 $6.9k 375.00 18.38
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Travelers Companies (TRV) 0.0 $6.7k 35.00 190.49
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Fiserv (FI) 0.0 $6.6k 50.00 132.84
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Dxc Technology (DXC) 0.0 $6.6k 287.00 22.87
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Illinois Tool Works (ITW) 0.0 $6.5k 25.00 261.96
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Enbridge (ENB) 0.0 $6.4k 177.00 36.02
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salesforce (CRM) 0.0 $6.3k -17% 24.00 263.12
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Aptar (ATR) 0.0 $6.2k 50.00 123.62
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Stryker Corporation (SYK) 0.0 $6.0k 20.00 299.45
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Verisk Analytics (VRSK) 0.0 $6.0k 25.00 238.88
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Danaher Corporation (DHR) 0.0 $5.8k 25.00 231.36
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Xylem (XYL) 0.0 $5.7k 50.00 114.36
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Pinterest Inc Cl A (PINS) 0.0 $5.6k -6% 150.00 37.04
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Dex (DXCM) 0.0 $5.5k 44.00 124.09
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BP (BP) 0.0 $5.3k -83% 150.00 35.40
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Thermo Fisher Scientific (TMO) 0.0 $5.3k 10.00 530.80
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Accenture 0.0 $5.3k 15.00 350.93
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Morgan Stanley (MS) 0.0 $5.2k 56.00 93.25
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Amgen (AMGN) 0.0 $5.2k 18.00 288.00
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First Trust NASDAQ Clean Edge (GRID) 0.0 $5.1k NEW 49.00 104.71
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Cognex Corporation (CGNX) 0.0 $5.1k 121.00 41.74
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Honeywell International (HON) 0.0 $4.8k 23.00 208.52
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Chipotle Mexican Grill (CMG) 0.0 $4.6k 2.00 2287.00
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Boston Scientific Corporation (BSX) 0.0 $4.6k 79.00 57.81
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Linde (LIN) 0.0 $4.5k +57% 11.00 411.55
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Indie Semiconductor (INDI) 0.0 $4.4k 540.00 8.11
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Rocket Lab Usa (RKLB) 0.0 $4.3k 770.00 5.53
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iShares Barclays TIPS Bond Fund (TIP) 0.0 $4.2k NEW 39.00 107.49
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Psychemedics (PMD) 0.0 $4.1k 1.4k 2.96
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SPDR S&P Oil & Gas Equipt & Servs. 0.0 $4.0k 47.00 84.51
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Procter & Gamble Company (PG) 0.0 $3.7k 25.00 146.56
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Lululemon Athletica (LULU) 0.0 $3.6k 7.00 511.29
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Canadian Pacific Railway 0.0 $3.6k 45.00 79.07
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Servicenow (NOW) 0.0 $3.5k 5.00 706.40
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Centene Corporation (CNC) 0.0 $3.5k 47.00 74.21
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Baker Hughes A Ge Company (BKR) 0.0 $3.4k 100.00 34.18
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iShares Russell 1000 Index (IWB) 0.0 $3.4k 13.00 262.23
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Pool Corporation (POOL) 0.0 $3.2k 8.00 398.75
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Ge Healthcare Technologies I (GEHC) 0.0 $3.2k 41.00 77.32
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Nio Inc spon ads (NIO) 0.0 $3.1k 340.00 9.07
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Netflix (NFLX) 0.0 $2.9k 6.00 486.83
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Retail Opportunity Investments (ROIC) 0.0 $2.8k 200.00 14.03
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Ford Motor Company (F) 0.0 $2.8k 228.00 12.19
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Vanguard Small-Cap ETF (VB) 0.0 $2.6k 12.00 213.33
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Constellation Brands (STZ) 0.0 $2.4k 10.00 241.80
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $2.4k 400.00 6.03
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Etf Ser Solutions Defiance Next ef (FIVG) 0.0 $2.4k 66.00 35.64
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Duke Energy Corporation 0.0 $2.3k 24.00 97.04
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Fortune Brands (FBIN) 0.0 $2.2k 29.00 76.14
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Snowflake Inc Cl A (SNOW) 0.0 $2.2k 11.00 199.00
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Denali Therapeutics (DNLI) 0.0 $2.1k 100.00 21.46
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Infineon Technologies (IFNNY) 0.0 $2.1k 50.00 41.86
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Xpo Logistics Inc equity (XPO) 0.0 $2.0k 23.00 87.61
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Norwegian Cruise Line Hldgs (NCLH) 0.0 $2.0k 100.00 20.04
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United States Oil Fund, Lp etf (USO) 0.0 $2.0k 30.00 66.67
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Take-Two Interactive Software (TTWO) 0.0 $1.9k 12.00 160.92
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Trimble Navigation (TRMB) 0.0 $1.8k 34.00 53.21
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Aurinia Pharmaceuticals (AUPH) 0.0 $1.8k 200.00 8.99
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Estee Lauder Companies (EL) 0.0 $1.8k 12.00 146.25
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Albemarle Corporation (ALB) 0.0 $1.7k 12.00 144.50
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Spirit Airlines (SAVE) 0.0 $1.7k 100.00 16.81
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Weatherford Intl Ordf (WFRD) 0.0 $1.7k 17.00 97.82
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KB Financial (KB) 0.0 $1.7k 40.00 41.38
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Blackline (BL) 0.0 $1.6k 25.00 62.44
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Wisdomtree Tr blmbg us bull (USDU) 0.0 $1.5k 60.00 25.12
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AGCO Corporation (AGCO) 0.0 $1.4k 11.00 127.91
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GXO Logistics (GXO) 0.0 $1.4k 23.00 61.17
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Global X Fds global x uranium (URA) 0.0 $1.4k 50.00 27.70
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Vpc Impact Acquisition Hld-a (BKKT) 0.0 $1.4k +48% 610.00 2.23
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Ishares Inc core msci emkt (IEMG) 0.0 $1.3k 25.00 50.60
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Chargepoint Holdings Inc Com Cl A (CHPT) 0.0 $1.2k 500.00 2.34
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Vanguard Mid-Cap ETF (VO) 0.0 $1.2k -88% 5.00 232.60
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Relay Therapeutics (RLAY) 0.0 $1.1k 100.00 11.01
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iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $984.000000 -89% 12.00 82.00
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Verizon Communications (VZ) 0.0 $979.999800 26.00 37.69
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Zk Intl Group (ZKIN) 0.0 $980.000000 1.0k 0.98
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Intel Corporation (INTC) 0.0 $955.000800 19.00 50.26
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $939.999600 -83% 9.00 104.44
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SPDR S&P Biotech (XBI) 0.0 $893.000000 10.00 89.30
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iShares Barclays 20+ Yr Treas.Bond (TLT) 0.0 $890.000100 -75% 9.00 98.89
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Intuitive Machs (LUNR) 0.0 $819.008000 +166% 320.00 2.56
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Bloom Energy Corp (BE) 0.0 $814.000000 55.00 14.80
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Zions Bancorporation (ZION) 0.0 $811.999200 +46% 19.00 42.74
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Atrion Corporation (ATRI) 0.0 $762.000000 +100% 2.00 381.00
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Westlake Chemical Corporation (WLK) 0.0 $700.000000 5.00 140.00
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Veralto Corp (VLTO) 0.0 $658.000000 NEW 8.00 82.25
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iShares S&P MidCap 400 Growth (IJK) 0.0 $634.000000 8.00 79.25
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Plug Power (PLUG) 0.0 $607.999500 +285% 135.00 4.50
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Annaly Capital Management 0.0 $581.001000 30.00 19.37
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Rxo (RXO) 0.0 $535.000700 23.00 23.26
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Village Farms International (VFF) 0.0 $532.000000 700.00 0.76
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Medifast (MED) 0.0 $481.999700 7.00 68.86
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Nautilus Biotechnology (NAUT) 0.0 $448.995000 150.00 2.99
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Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $441.000000 180.00 2.45
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Masterbrand Inc-w/i (MBC) 0.0 $431.000900 29.00 14.86
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Rivian Automotive Inc Class A (RIVN) 0.0 $399.000200 17.00 23.47
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Airgain (AIRG) 0.0 $356.000000 100.00 3.56
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Sonos (SONO) 0.0 $343.000000 20.00 17.15
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Ark Etf Tr gen rev mltsct (ARKG) 0.0 $328.000000 10.00 32.80
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Cytosorbents (CTSO) 0.0 $278.000000 250.00 1.11
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Shapeways Holdings 0.0 $188.002500 75.00 2.51
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Draganfly (DPRO) 0.0 $144.000000 300.00 0.48
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Atif Holdings (ATIF) 0.0 $136.994000 130.00 1.05
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Azure Pwr Global (AZREF) 0.0 $125.000000 100.00 1.25
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Schwab International Equity ETF (SCHF) 0.0 $68.000000 -98% 2.00 34.00
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Viatris (VTRS) 0.0 $64.999800 6.00 10.83
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Kyndryl Holdings Ord Wi (KD) 0.0 $62.000100 3.00 20.67
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SPDR DJ Wilshire Large Cap (SPLG) 0.0 $56.000000 -99% 1.00 56.00
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Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $42.000000 1.00 42.00
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Aeva Technologies (AEVA) 0.0 $38.000000 50.00 0.76
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Yunji Inc-adr Yj Us ads rp cl a 0.0 $36.000000 50.00 0.72
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SPDR S&P World ex-US (SPDW) 0.0 $34.000000 1.00 34.00
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Keurig Dr Pepper (KDP) 0.0 $33.000000 NEW 1.00 33.00
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Schwab U S Small Cap ETF (SCHA) 0.0 $31.000000 -99% 1.00 31.00
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Nuvve Holding Corp (NVVE) 0.0 $12.000000 100.00 0.12
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CalAmp (CAMP) 0.0 $7.000000 28.00 0.25
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Lowe's Companies (LOW) 0.0 $0 0 0.00
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Strategy Shs ns 7handl idx (HNDL) 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

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