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

Companies in the Your Advocates portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr intrm trm (SCHR) 17.5 $24M +44% 420k 56.41
Pimco Total Return Etf totl (BOND) 17.3 $24M +44% 214k 109.46
Sch Fnd Intl Lg Etf (FNDF) 11.3 $15M -15% 476k 32.10
Schwab International Equity ETF (SCHF) 10.7 $14M -11% 384k 37.62
SPDR Gold Trust (GLD) 7.6 $10M +11% 64k 159.96
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 6.4 $8.6M -32% 280k 30.75
Schwab Emerging Markets Equity ETF (SCHE) 5.9 $7.9M -34% 250k 31.78
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 5.4 $7.4M 143k 51.67
Schwab Strategic Tr us lrg cap etf (SCHX) 5.2 $7.1M 73k 96.03
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 3.4 $4.6M -49% 92k 50.66
Schwab U S Small Cap ETF (SCHA) 3.1 $4.2M -50% 43k 99.67
Schlumberger (SLB) 0.7 $901k +3% 33k 27.19
Apple (AAPL) 0.6 $810k 6.6k 122.21
Spdr S&p 500 Etf (SPY) 0.6 $798k -2% 2.0k 396.23

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Exxon Mobil Corporation (XOM) 0.6 $748k 13k 55.84
Phillips 66 (PSX) 0.3 $466k 5.7k 81.63
Enterprise Products Partners (EPD) 0.3 $414k +2% 19k 22.02
SPDR S&P World ex-US (SPDW) 0.3 $348k -5% 9.8k 35.38
Spdr Ser Tr spdr russel 2000 (SPSM) 0.2 $260k -35% 6.2k 42.19
SPDR S&P Emerging Markets (SPEM) 0.2 $245k -22% 5.6k 43.82
iShares Gold Trust (IAU) 0.2 $231k 14k 16.28
Chimera Investment Corporation 0.2 $209k 17k 12.67
ConocoPhillips (COP) 0.1 $189k 3.6k 53.05
Occidental Petroleum Corporation (OXY) 0.1 $180k 6.8k 26.67
SPDR Barclays Capital Inter Term (SPTI) 0.1 $160k +173% 5.0k 32.12
Vanguard Small-Cap ETF (VB) 0.1 $158k -61% 740.00 213.51
Intel Corporation (INTC) 0.1 $129k 2.0k 64.12
UnitedHealth (UNH) 0.1 $112k 300.00 373.33
Hewlett-Packard Company 0.1 $110k 3.5k 31.67
SPDR DJ Wilshire Large Cap (SPLG) 0.1 $107k 2.3k 46.60
Starbucks Corporation (SBUX) 0.1 $100k 914.00 109.41
FedEx Corporation (FDX) 0.1 $94k 331.00 283.99
Moody's Corporation (MCO) 0.1 $90k 300.00 300.00
Amazon (AMZN) 0.0 $59k 19.00 3105.26
Automatic Data Processing (ADP) 0.0 $57k 300.00 190.00
Hewlett Packard Enterprise (HPE) 0.0 $54k 3.4k 15.69
Kinder Morgan (KMI) 0.0 $50k 3.0k 16.67
Allstate Corporation (ALL) 0.0 $46k 400.00 115.00
Home Depot (HD) 0.0 $45k 146.00 308.22
Deere & Company (DE) 0.0 $45k NEW 120.00 375.00
Agilent Technologies Inc C ommon (A) 0.0 $38k 296.00 128.38
iShares S&P 1500 Index Fund (ITOT) 0.0 $36k -9% 394.00 91.37
WisdomTree Emerging Markets Eq (DEM) 0.0 $36k -56% 814.00 44.23
CenterPoint Energy (CNP) 0.0 $32k +101% 1.4k 22.89
Southwest Airlines (LUV) 0.0 $31k 500.00 62.00
iShares Russell 1000 Value Index (IWD) 0.0 $30k 196.00 153.06
Ideanomics (IDEX) 0.0 $29k 10k 2.90
Coca-Cola Company (KO) 0.0 $28k 534.00 52.43
PowerShares FTSE RAFI Developed Markets 0.0 $28k 596.00 46.98
American Express Company (AXP) 0.0 $28k 200.00 140.00
Air Products & Chemicals (APD) 0.0 $28k 100.00 280.00
iShares Lehman Aggregate Bond (AGG) 0.0 $27k -10% 236.00 114.41
U.S. Bancorp (USB) 0.0 $26k 464.00 56.03
Costco Wholesale Corporation (COST) 0.0 $26k 74.00 351.35
Rockwell Automation (ROK) 0.0 $24k 89.00 269.66
Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $22k 265.00 83.02
BP (BP) 0.0 $21k 846.00 24.82
Sch Us Mid-cap Etf etf (SCHM) 0.0 $20k -16% 275.00 72.73
Keysight Technologies (KEYS) 0.0 $20k 140.00 142.86
iShares S&P 500 Index (IVV) 0.0 $20k 50.00 390.24
Zillow Group Inc Cl C Cap Stk (Z) 0.0 $19k NEW 150.00 126.67
Lockheed Martin Corporation (LMT) 0.0 $19k 52.00 365.38
Gilead Sciences (GILD) 0.0 $19k 300.00 63.33
Dell 0.0 $18k 200.00 90.00
Vanguard Emerging Markets ETF (VWO) 0.0 $17k +338% 329.00 51.67
Nike (NKE) 0.0 $15k 112.00 133.93
Walt Disney Company (DIS) 0.0 $15k 83.00 180.72
Ball Corporation (BLL) 0.0 $14k NEW 164.00 85.37
Sun Life Financial (SLF) 0.0 $14k 275.00 50.91
Match Group (MTCH) 0.0 $14k NEW 100.00 140.00
Churchill Capital Iv Corp (CCIV) 0.0 $14k NEW 600.00 23.33
Datadog Inc Cl A (DDOG) 0.0 $13k 150.00 86.67
Union Pacific Corporation (UNP) 0.0 $13k 60.00 216.67
General Electric Company (GE) 0.0 $13k 1.0k 13.00
Boeing Company (BA) 0.0 $13k 52.00 250.00
Market Vectors Junior Gold Min 0.0 $13k 293.00 44.37
Rackspace Technology (RXT) 0.0 $12k 500.00 24.00
United Rentals (URI) 0.0 $12k 37.00 324.32
iShares Russell Midcap Growth Idx. (IWP) 0.0 $11k 108.00 101.85
Fubotv (FUBO) 0.0 $11k +25% 500.00 22.00
E.I. du Pont de Nemours & Company 0.0 $11k +42% 140.00 78.57
Pinterest Inc Cl A (PINS) 0.0 $11k NEW 150.00 73.33
Dow Chemical Company 0.0 $10k +43% 151.00 66.23
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $10k 843.00 11.86
Cheniere Energy Partners (CQP) 0.0 $10k 145.00 68.97
Cognex Corporation (CGNX) 0.0 $10k 121.00 82.64
Ishares Tr cmn (GOVT) 0.0 $9.0k +132% 348.00 25.86
Dxc Technology (DXC) 0.0 $9.0k 287.00 31.36
iShares Russell 1000 Growth Index (IWF) 0.0 $9.0k 35.00 257.14
Virtus Real Asset Income Etf (VRAI) 0.0 $9.0k NEW 354.00 25.42
Village Farms International (VFF) 0.0 $9.0k NEW 700.00 12.86
Cummins (CMI) 0.0 $8.0k 30.00 266.67
JPMorgan Chase & Co. (JPM) 0.0 $8.0k 50.00 160.00
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.0 $8.0k 150.00 53.33
Paysafe Limited Ord 0.0 $8.0k NEW 600.00 13.33
Zuora Inc ordinary shares (ZUO) 0.0 $7.0k NEW 478.00 14.64
Valero Energy Corporation (VLO) 0.0 $7.0k 100.00 70.00
Total (TOT) 0.0 $7.0k 140.00 50.00
Corteva (CTVA) 0.0 $6.0k +43% 139.00 43.17
McDonald's Corporation (MCD) 0.0 $6.0k 25.00 240.00
Wingstop (WING) 0.0 $6.0k -50% 50.00 120.00
Enbridge (ENB) 0.0 $6.0k 177.00 33.90
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $5.0k 50.00 100.00
Vanguard Europe Pacific ETF (VEA) 0.0 $5.0k 102.00 49.02
Perspecta (PRSP) 0.0 $4.0k 144.00 27.78
iShares S&P MidCap 400 Value Index (IJJ) 0.0 $4.0k -91% 36.00 111.11
Carnival Corporation (CCL) 0.0 $3.0k 100.00 30.00
Procter & Gamble Company (PG) 0.0 $3.0k 25.00 120.00
Retail Opportunity Investments (ROIC) 0.0 $3.0k 200.00 15.00
Zynga (ZNGA) 0.0 $3.0k -50% 300.00 10.00
Norwegian Cruise Line Hldgs (NCLH) 0.0 $3.0k 100.00 30.00
Doubleline Total Etf etf (TOTL) 0.0 $3.0k NEW 60.00 50.00
Azure Pwr Global (AZRE) 0.0 $3.0k NEW 100.00 30.00
Relay Therapeutics (RLAY) 0.0 $3.0k NEW 100.00 30.00
iShares Russell 1000 Index (IWB) 0.0 $3.0k 13.00 230.77
Ford Motor Company (F) 0.0 $3.0k 225.00 13.33
Southwestern Energy Company (SWN) 0.0 $2.0k 369.00 5.42
Denbury Inc Warranty Exp 9/16/23 (DNRRW) 0.0 $2.0k 101.00 19.80
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.0 $2.0k 17.00 117.65
Verizon Communications (VZ) 0.0 $2.0k -50% 26.00 76.92
Albemarle Corporation (ALB) 0.0 $2.0k 12.00 166.67
iShares S&P Europe 350 Index (IEV) 0.0 $2.0k 47.00 42.55
Cytosorbents (CTSO) 0.0 $2.0k NEW 250.00 8.00
Airgain (AIRG) 0.0 $2.0k NEW 100.00 20.00
Baker Hughes A Ge Company (BKR) 0.0 $2.0k 100.00 20.00
Forum Merger Iii Corp A (FIII) 0.0 $2.0k NEW 200.00 10.00
Qell Acquisition Corp (QELL) 0.0 $2.0k NEW 200.00 10.00
Duke Energy Corporation 0.0 $2.0k 24.00 83.33
Elements Rogers Agri Tot Ret etf (RJA) 0.0 $2.0k 327.00 6.12
Arya Sciences Acquisition (ARYA) 0.0 $2.0k NEW 150.00 13.33
Aeva Technologies 0.0 $2.0k NEW 150.00 13.33
iShares S&P SmallCap 600 Growth (IJT) 0.0 $1.0k 6.00 166.67
Qualigen Therapeutics (QLGN) 0.0 $1.0k 200.00 5.00
Nuvve Holding Corp 0.0 $1.0k NEW 100.00 10.00
Annaly Capital Management (NLY) 0.0 $999.996000 120.00 8.33
Lowe's Companies (LOW) 0.0 $0 0 0.00
Westlake Chemical Corporation (WLK) 0.0 $0 -97% 5.00 0.00
CalAmp (CAMP) 0.0 $0 28.00 0.00

Past Filings by Your Advocates

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