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 232 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DCOR) 23.4 $77M +6% 1.1M 72.08
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Dimensional International Core Equity 2 ETF (DFIC) 13.6 $44M +2% 1.3M 35.53
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Dimensional Etf Trust (DFEM) 9.2 $30M 877k 34.55
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Schwab Strategic Tr intrm trm (SCHR) 7.6 $25M +15% 1.0M 24.91
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Dimensional Etf Trust (DFAS) 7.5 $25M +5% 347k 71.13
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SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 7.0 $23M +9% 683k 33.54
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.5 $21M +2% 768k 27.85
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SPDR Gold Trust (GLD) 5.8 $19M 44k 430.29
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Vanguard Short-Term Bond ETF (BSV) 5.1 $17M +5% 212k 78.41
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Sch Fnd Intl Lg Etf (FNDF) 3.7 $12M +2% 247k 48.93
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.6 $8.5M 222k 38.26
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.1 $6.8M +3% 211k 32.43
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Exxon Mobil Corporation (XOM) 1.0 $3.1M 18k 169.66
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ConocoPhillips (COP) 0.8 $2.6M +14% 20k 132.00
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Spdr S&p 500 Etf (SPY) 0.5 $1.5M +8% 2.4k 650.33
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Apple (AAPL) 0.4 $1.4M 5.6k 253.80
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Vanguard Total Stock Market ETF (VTI) 0.4 $1.2M +257% 3.8k 320.83
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American Beacon Select Funds (AHLT) 0.2 $780k +27% 28k 28.26
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $555k 17k 33.37
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Schwab U S Broad Market ETF (SCHB) 0.1 $491k 20k 25.10
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Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $467k NEW 6.1k 77.11
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $394k 15k 25.64
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.1 $340k -4% 17k 20.26
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AECOM Technology Corporation (ACM) 0.1 $318k -8% 3.8k 84.82
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WisdomTree Emerging Markets Eq (DEM) 0.1 $224k -7% 4.5k 49.69
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Pimco Total Return Etf totl (BOND) 0.1 $206k -80% 2.2k 92.29
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Monopar Therapeutics (MNPR) 0.1 $183k NEW 3.3k 54.79
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $182k 2.0k 90.53
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Microsoft Corporation (MSFT) 0.1 $180k -5% 486.00 370.34
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Vanguard S&p 500 Etf idx (VOO) 0.1 $169k -7% 282.00 598.23
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Schlumberger (SLB) 0.1 $167k 3.3k 51.39
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Tesla Motors (TSLA) 0.0 $164k 440.00 371.75
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Marathon Petroleum Corp (MPC) 0.0 $162k 663.00 244.18
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Ishares Tr esg msci le (SUSL) 0.0 $161k +166% 1.4k 113.63
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Vanguard Total World Stock Idx (VT) 0.0 $158k +17% 1.1k 138.36
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iShares S&P 500 Value Index (IVE) 0.0 $145k NEW 687.00 211.15
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iShares S&P 500 Growth Index (IVW) 0.0 $126k NEW 1.1k 113.11
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Technipfmc (FTI) 0.0 $119k 1.7k 69.13
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FedEx Corporation (FDX) 0.0 $118k 331.00 356.18
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Ea Series Trust (BSVO) 0.0 $106k 4.2k 25.37
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iShares S&P 1500 Index Fund (ITOT) 0.0 $104k -16% 727.00 142.43
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General Electric Company 0.0 $99k 350.00 283.77
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Spdr Ser Tr shrt trsry etf (SPTS) 0.0 $99k +561% 3.4k 29.18
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Amazon (AMZN) 0.0 $98k 470.00 208.27
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $89k +35% 192.00 463.36
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iShares Russell 2000 Index (IWM) 0.0 $83k +32% 336.00 248.00
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Allstate Corporation (ALL) 0.0 $83k 400.00 207.34
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Coca-Cola Company (KO) 0.0 $82k 1.1k 76.05
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SPDR Barclays Capital Inter Term (SPTI) 0.0 $79k +8% 2.8k 28.66
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Ge Vernova (GEV) 0.0 $76k 87.00 872.90
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $75k NEW 678.00 110.47
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Moody's Corporation (MCO) 0.0 $75k 171.00 436.25
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iShares Gold Trust 0.0 $72k 817.00 88.16
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $69k 818.00 84.84
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Toast (TOST) 0.0 $69k +3% 2.6k 26.51
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Corteva (CTVA) 0.0 $68k 810.00 83.71
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Hewlett-Packard Company 0.0 $67k 3.5k 19.21
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iShares Lehman Aggregate Bond (AGG) 0.0 $61k -17% 618.00 99.27
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PowerShares FTSE RAFI Developed Markets 0.0 $60k 860.00 69.90
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Proshares Ultrapro Short S&p500 0.0 $57k NEW 1.0k 56.74
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WisdomTree LargeCap Value Fund (WTV) 0.0 $56k NEW 588.00 94.73
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Ishares Inc core msci emkt (IEMG) 0.0 $56k 795.00 69.75
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Ishares Tr msci eafe esg (ESGD) 0.0 $55k -16% 573.00 95.64
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Pepsi (PEP) 0.0 $54k 349.00 155.36
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Home Depot (HD) 0.0 $48k 146.00 328.89
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Garmin (GRMN) 0.0 $46k 200.00 232.01
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Automatic Data Processing (ADP) 0.0 $46k 227.00 203.18
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Ishares Tr msci usa small (ESML) 0.0 $44k +99% 940.00 47.04
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PowerShares FTSE RAFI US 1500 Small-Mid 0.0 $44k -16% 956.00 45.87
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Wells Fargo & Company (WFC) 0.0 $44k 550.00 79.61
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Shopify Inc cl a (SHOP) 0.0 $43k -6% 360.00 118.62
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iShares S&P 500 Index (IVV) 0.0 $43k -54% 65.00 653.20
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Sap Ag Dem5 Ords (SAPGF) 0.0 $42k 250.00 169.73
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $42k 1.3k 32.95
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Cheniere Energy Partners (CQP) 0.0 $41k 145.00 283.76
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UnitedHealth (UNH) 0.0 $41k 150.00 270.59
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $40k 222.00 181.83
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Costco Wholesale Corporation (COST) 0.0 $40k 40.00 996.42
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Keysight Technologies (KEYS) 0.0 $40k 140.00 282.37
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NVIDIA Corporation (NVDA) 0.0 $39k -4% 223.00 174.40
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E.I. du Pont de Nemours & Company 0.0 $37k 811.00 45.80
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Vanguard Mid-Cap ETF (VO) 0.0 $36k 124.00 287.18
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Dimensional Etf Trust (DFSI) 0.0 $35k -43% 825.00 42.40
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $34k +2866% 267.00 128.12
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Broadcom (AVGO) 0.0 $34k 110.00 309.51
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Agilent Technologies Inc C ommon (A) 0.0 $34k 296.00 113.98
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Dell 0.0 $33k 200.00 164.13
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Invesco Exchange Traded Fd T rusel 2000 pur (XSMO) 0.0 $32k NEW 420.00 76.02
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Dow Chemical Company 0.0 $31k 750.00 41.65
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Fidelity Covington Trust (FENI) 0.0 $31k NEW 833.00 37.20
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Vanguard Value ETF (VTV) 0.0 $30k 155.00 196.20
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Invesco Actively Managd Etf total return (GTO) 0.0 $29k NEW 614.00 46.83
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SPDR S&P Emerging Markets (SPEM) 0.0 $29k 611.00 46.91
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J P Morgan Exchange Traded F (HELO) 0.0 $29k NEW 447.00 63.91
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Vanguard Small-Cap ETF (VB) 0.0 $29k 109.00 261.92
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iShares S&P SmallCap 600 Index (IJR) 0.0 $28k 227.00 124.31
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Vanguard Europe Pacific ETF (VEA) 0.0 $28k -63% 440.00 64.08
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Rail Vision (RVSN) 0.0 $28k -96% 3.3k 8.28
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McDonald's Corporation (MCD) 0.0 $28k 88.00 312.55
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United Rentals (URI) 0.0 $27k 37.00 728.57
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Qualcomm (QCOM) 0.0 $26k NEW 200.00 128.78
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PowerShares FTSE RAFI US 1000 0.0 $25k 533.00 47.53
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Caterpillar (CAT) 0.0 $25k 35.00 708.46
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Wmte Japan Hd Sml (OPPJ) 0.0 $24k 444.00 54.36
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Fidelity Bond Etf (FBND) 0.0 $23k NEW 502.00 45.62
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York Space Systems 0.0 $22k NEW 1.0k 22.17
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Starbucks Corporation (SBUX) 0.0 $22k 240.00 89.59
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Wal-Mart Stores (WMT) 0.0 $21k 168.00 124.28
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Union Pacific Corporation (UNP) 0.0 $21k 85.00 242.62
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Ishares Tr cmn (GOVT) 0.0 $20k -39% 873.00 22.91
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Schwab International Equity ETF (SCHF) 0.0 $20k 786.00 24.75
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Amphenol Corporation (APH) 0.0 $19k 150.00 126.35
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Ishares Tr esg us agr bd (EAGG) 0.0 $18k 378.00 47.50
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Yum! Brands (YUM) 0.0 $18k 115.00 154.86
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PowerShares FTSE RAFI Emerging MarketETF 0.0 $18k 655.00 26.91
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Dimensional Etf Trust (DFAW) 0.0 $17k NEW 229.00 73.78
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $17k 45.00 367.44
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ConAgra Foods (CAG) 0.0 $16k 1.0k 15.71
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Dimensional Etf Trust (DFEV) 0.0 $15k 427.00 35.78
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2023 Etf Series Trust Ii (GMOI) 0.0 $13k NEW 370.00 36.23
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Celestica (CLS) 0.0 $13k 273.00 46.36
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iShares S&P Europe 350 Index (IEV) 0.0 $11k 163.00 67.94
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Ametek (AME) 0.0 $11k 50.00 214.36
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $11k 58.00 184.28
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Netflix (NFLX) 0.0 $11k 110.00 96.15
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Travelers Companies (TRV) 0.0 $10k 35.00 291.69
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $10k -24% 406.00 25.04
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Republic Services (RSG) 0.0 $9.9k 45.00 219.02
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $9.8k -10% 25.00 390.40
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Morgan Stanley (MS) 0.0 $9.2k 56.00 164.57
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Tractor Supply Company (TSCO) 0.0 $9.1k 200.00 45.30
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Tempus Ai (TEM) 0.0 $9.0k -33% 200.00 45.22
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Occidental Petroleum Corporation (OXY) 0.0 $8.8k -97% 136.00 65.00
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U.S. Bancorp (USB) 0.0 $8.6k 165.00 52.01
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Vanguard Scottsdale Fds total wld bd etf (BNDW) 0.0 $8.5k NEW 124.00 68.35
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First Trust NASDAQ Clean Edge (GRID) 0.0 $8.0k 49.00 163.57
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Viking Holdings (VIK) 0.0 $7.3k 100.00 73.48
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Stryker Corporation (SYK) 0.0 $6.6k 20.00 328.60
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Illinois Tool Works (ITW) 0.0 $6.5k 25.00 260.28
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EQUITABLE RES Inc Com Stk 0.0 $6.4k 100.00 63.64
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Amgen (AMGN) 0.0 $6.3k 18.00 351.83
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Aptar (ATR) 0.0 $6.3k 50.00 126.02
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $6.2k +22% 75.00 82.87
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Xylem (XYL) 0.0 $6.0k 50.00 119.50
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Cognex Corporation (CGNX) 0.0 $5.9k 121.00 48.99
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Fidelity National Information Services (FIS) 0.0 $5.9k -17% 125.00 46.91
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Google 0.0 $5.7k 20.00 286.85
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Yum China Holdings (YUMC) 0.0 $5.6k 115.00 48.63
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Asml Holding (ASML) 0.0 $5.3k NEW 4.00 1320.75
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Rbb Fund Trust (MJSC) 0.0 $5.1k NEW 94.00 54.27
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WisdomTree Japan SmallCap Div (DFJ) 0.0 $5.0k NEW 49.00 102.06
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Thermo Fisher Scientific (TMO) 0.0 $4.9k 10.00 491.50
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Synopsys (SNPS) 0.0 $4.8k 12.00 396.50
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Verisk Analytics (VRSK) 0.0 $4.7k 25.00 189.76
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Danaher Corporation (DHR) 0.0 $4.7k 25.00 189.60
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Coupang (CPNG) 0.0 $4.7k 250.00 18.88
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $4.1k 131.00 31.58
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Schwab Strategic Tr cmn (SCHV) 0.0 $3.8k NEW 123.00 30.50
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Servicenow (NOW) 0.0 $3.7k +40% 35.00 104.54
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Dxc Technology (DXC) 0.0 $3.6k 287.00 12.57
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Uber Technologies (UBER) 0.0 $3.6k NEW 50.00 71.94
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Canadian Pacific Railway 0.0 $3.5k 45.00 78.67
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Lululemon Athletica (LULU) 0.0 $3.4k 22.00 153.09
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American Express Company (AXP) 0.0 $3.1k 10.00 310.10
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Arista Networks 0.0 $3.1k 25.00 122.80
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Aurinia Pharmaceuticals (AUPH) 0.0 $3.0k 200.00 14.82
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Ge Healthcare Technologies I (GEHC) 0.0 $2.9k 41.00 71.17
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Spotify Technology Sa (SPOT) 0.0 $2.9k -40% 6.00 484.83
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Fiserv (FISV) 0.0 $2.8k 50.00 55.80
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Take-Two Interactive Software (TTWO) 0.0 $2.8k -36% 14.00 197.50
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Dex (DXCM) 0.0 $2.8k 44.00 62.80
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Plug Power (PLUG) 0.0 $2.7k 1.2k 2.26
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ardmore Shipping (ASC) 0.0 $2.5k 166.00 15.25
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Veralto Corp (VLTO) 0.0 $2.5k 28.00 88.43
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Global X Fds global x uranium (URA) 0.0 $2.4k 50.00 48.44
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Infineon Technologies (IFNNY) 0.0 $2.3k 50.00 45.22
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Trimble Navigation (TRMB) 0.0 $2.2k 34.00 65.24
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Intuitive Machs (LUNR) 0.0 $2.1k +19% 115.00 18.56
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Southern Company (SO) 0.0 $2.0k 20.00 97.85
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Denali Therapeutics (DNLI) 0.0 $1.9k 100.00 19.20
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Norwegian Cruise Line Hldgs (NCLH) 0.0 $1.9k 100.00 18.70
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Lockheed Martin Corporation (LMT) 0.0 $1.8k +50% 3.00 604.33
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Walt Disney Company (DIS) 0.0 $1.7k 18.00 96.39
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Sturm, Ruger & Company (RGR) 0.0 $1.7k 42.00 40.10
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Etf Ser Solutions Defiance Next ef (SIXG) 0.0 $1.6k +20% 24.00 68.67
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Pool Corporation (POOL) 0.0 $1.6k 8.00 202.38
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Weatherford Intl Ordf (WFRD) 0.0 $1.6k 17.00 94.59
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Centene Corporation (CNC) 0.0 $1.5k 47.00 32.74
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Linde (LIN) 0.0 $1.5k 3.00 508.00
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Constellation Brands (STZ) 0.0 $1.5k 10.00 150.00
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Coinbase Global (COIN) 0.0 $1.4k +166% 8.00 174.62
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NRG Energy (NRG) 0.0 $1.3k 9.00 146.11
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GXO Logistics (GXO) 0.0 $1.2k 23.00 51.87
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Fortune Brands (FBIN) 0.0 $1.1k 29.00 38.97
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Indie Semiconductor (INDI) 0.0 $1.0k -40% 320.00 3.22
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Relay Therapeutics (RLAY) 0.0 $995.000000 100.00 9.95
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Pinterest Inc Cl A (PINS) 0.0 $917.000000 50.00 18.34
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Etf Opportunities Trust 0.0 $858.000600 54.00 15.89
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Intel Corporation (INTC) 0.0 $838.000700 -72% 19.00 44.11
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Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $796.999000 +40% 35.00 22.77
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ICICI Bank (IBN) 0.0 $777.000000 30.00 25.90
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Enbridge (ENB) 0.0 $650.000400 NEW 12.00 54.17
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Chevron Corporation (CVX) 0.0 $621.000000 NEW 3.00 207.00
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New Fortress Energy (NFE) 0.0 $590.000000 NEW 1.0k 0.59
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Nautilus Biotechnology (NAUT) 0.0 $582.000000 150.00 3.88
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iShares MSCI Brazil Index (EWZ) 0.0 $576.000000 -86% 15.00 38.40
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Airgain (AIRG) 0.0 $550.000000 100.00 5.50
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CarMax (KMX) 0.0 $416.000000 10.00 41.60
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Fidelity Wise Origin Bitcoin (FBTC) 0.0 $354.000000 6.00 59.00
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Brc Inc Com Cl A (BRCC) 0.0 $352.977600 453.00 0.78
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Compania de Minas Buenaventura SA (BVN) 0.0 $252.000000 NEW 7.00 36.00
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Masterbrand Inc-w/i (MBC) 0.0 $240.998700 29.00 8.31
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Zions Bancorporation (ZION) 0.0 $237.000000 +33% 4.00 59.25
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Makemytrip Limited Mauritius (MMYT) 0.0 $223.999800 6.00 37.33
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Zk Intl Group 0.0 $220.005500 143.00 1.54
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Cytosorbents (CTSO) 0.0 $143.000000 250.00 0.57
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Aeva Technologies 0.0 $132.000000 10.00 13.20
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Schwab Strategic Tr us dividend eq (SCHD) 0.0 $124.000000 -80% 4.00 31.00
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iShares FTSE KLD 400 Social Idx (DSI) 0.0 $122.000000 1.00 122.00
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Vanguard Esg U.s. Stock Etf etf (ESGV) 0.0 $113.000000 1.00 113.00
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Azure Pwr Global (AZREF) 0.0 $100.000000 100.00 1.00
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Seadrill 2021 (SDRL) 0.0 $91.000000 2.00 45.50
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Sigma Lithium Corporation (SGML) 0.0 $85.999900 7.00 12.29
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Serve Robotics (SERV) 0.0 $84.000000 10.00 8.40
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Viatris (VTRS) 0.0 $81.000000 6.00 13.50
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Draganfly 0.0 $59.000400 12.00 4.92
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Kyndryl Holdings Ord Wi (KD) 0.0 $39.000000 3.00 13.00
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Fubotv 0.0 $38.000000 -92% 4.00 9.50
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iShares S&P Global Clean Energy Index (ICLN) 0.0 $18.000000 1.00 18.00
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Redhill Biopharma Ltd Sponsored (RDHL) 0.0 $13.999200 19.00 0.74
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Nuvve Holding Corp 0.0 $1.000000 1.00 1.00
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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

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