Your Advocates as of Dec. 31, 2024
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 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 12.9 | $32M | 1.3M | 25.85 | |
| Dimensional Etf Trust (DFEM) | 9.0 | $23M | 869k | 26.19 | |
| Pimco Total Return Etf totl (BOND) | 7.7 | $19M | 214k | 90.42 | |
| Schwab Strategic Tr intrm trm (SCHR) | 7.4 | $19M | 772k | 24.29 | |
| Dimensional Etf Trust (DFAS) | 7.3 | $18M | 281k | 65.08 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 6.9 | $17M | 729k | 23.68 | |
| Vanguard Short-Term Bond ETF (BSV) | 5.5 | $14M | 178k | 77.27 | |
| SPDR Gold Trust (GLD) | 5.4 | $14M | 56k | 242.13 | |
| Sch Fnd Intl Lg Etf (FNDF) | 3.3 | $8.2M | 247k | 33.21 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 2.7 | $6.7M | 231k | 29.05 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 2.2 | $5.6M | 188k | 29.70 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.9M | 18k | 107.57 | |
| Apple (AAPL) | 0.6 | $1.4M | 5.8k | 250.41 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $1.2M | 2.0k | 586.22 | |
| ConocoPhillips (COP) | 0.3 | $824k | 8.3k | 99.17 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $571k | 25k | 23.18 | |
| Innovator Etfs Tr s&p 500 ultra (UAPR) | 0.2 | $547k | 18k | 30.84 | |
| Franklin Templeton Etf Tr liberty intl (FLIA) | 0.2 | $461k | 23k | 20.28 | |
| AECOM Technology Corporation (ACM) | 0.2 | $439k | 4.1k | 106.82 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $407k | 18k | 22.70 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $387k | 4.0k | 96.90 | |
| Halliburton Company (HAL) | 0.1 | $283k | 10k | 27.19 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $254k | 875.00 | 289.81 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $245k | 5.0k | 49.41 | |
| American Beacon Select Funds (AHLT) | 0.1 | $225k | 9.5k | 23.55 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $215k | 5.3k | 40.49 | |
| Microsoft Corporation (MSFT) | 0.1 | $191k | 454.00 | 421.51 | |
| Schlumberger (SLB) | 0.1 | $190k | 5.0k | 38.34 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $155k | 1.1k | 139.50 | |
| Moody's Corporation (MCO) | 0.0 | $120k | 253.00 | 473.37 | |
| Sap Ag Dem5 Ords (SAPGF) | 0.0 | $119k | 492.00 | 241.83 | |
| Hewlett-Packard Company | 0.0 | $113k | 3.5k | 32.63 | |
| Ishares Tr esg msci le (SUSL) | 0.0 | $108k | 1.0k | 103.01 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $100k | 775.00 | 128.62 | |
| Amazon (AMZN) | 0.0 | $96k | 438.00 | 219.39 | |
| Automatic Data Processing (ADP) | 0.0 | $95k | 325.00 | 292.73 | |
| FedEx Corporation (FDX) | 0.0 | $93k | 331.00 | 281.33 | |
| Starbucks Corporation (SBUX) | 0.0 | $83k | 914.00 | 91.25 | |
| Allstate Corporation (ALL) | 0.0 | $77k | 400.00 | 192.79 | |
| Chimera Investment Corporation | 0.0 | $77k | 5.5k | 14.00 | |
| UnitedHealth (UNH) | 0.0 | $76k | 150.00 | 505.86 | |
| Toast (TOST) | 0.0 | $73k | 2.0k | 36.45 | |
| Home Depot (HD) | 0.0 | $72k | 186.00 | 388.99 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $71k | 2.5k | 27.88 | |
| Trade Desk (TTD) | 0.0 | $71k | 600.00 | 117.53 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $63k | 1.0k | 61.37 | |
| General Electric Company | 0.0 | $62k | 374.00 | 166.79 | |
| E.I. du Pont de Nemours & Company | 0.0 | $62k | 811.00 | 76.25 | |
| iShares Gold Trust | 0.0 | $56k | 1.1k | 49.51 | |
| Costco Wholesale Corporation (COST) | 0.0 | $54k | 59.00 | 916.27 | |
| iShares S&P 500 Index (IVV) | 0.0 | $54k | 91.00 | 588.68 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $51k | 673.00 | 76.09 | |
| Corteva (CTVA) | 0.0 | $46k | 810.00 | 56.96 | |
| Shopify Inc cl a (SHOP) | 0.0 | $43k | 400.00 | 106.33 | |
| Garmin (GRMN) | 0.0 | $41k | 200.00 | 206.26 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 0.0 | $41k | 981.00 | 41.61 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $40k | 296.00 | 134.34 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $38k | 327.00 | 117.40 | |
| Coca-Cola Company (KO) | 0.0 | $38k | 602.00 | 62.26 | |
| Ishares Tr msci usa small (ESML) | 0.0 | $37k | 889.00 | 42.06 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $37k | 912.00 | 40.34 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $32k | 670.00 | 47.82 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $32k | 1.2k | 26.63 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $31k | 434.00 | 72.24 | |
| Cheniere Energy Partners (CQP) | 0.0 | $31k | 145.00 | 214.87 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $31k | 359.00 | 85.69 | |
| Ge Vernova (GEV) | 0.0 | $31k | 93.00 | 328.92 | |
| Dow Chemical Company | 0.0 | $30k | 750.00 | 40.13 | |
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $29k | 222.00 | 132.37 | |
| Roblox Corp (RBLX) | 0.0 | $29k | 500.00 | 57.86 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $29k | 53.00 | 538.81 | |
| PowerShares FTSE RAFI Developed Markets | 0.0 | $28k | 577.00 | 47.89 | |
| Southern Company (SO) | 0.0 | $27k | 325.00 | 82.39 | |
| Vanguard Value ETF (VTV) | 0.0 | $26k | 155.00 | 169.30 | |
| United Rentals (URI) | 0.0 | $26k | 37.00 | 704.43 | |
| Broadcom (AVGO) | 0.0 | $26k | 110.00 | 231.84 | |
| NVIDIA Corporation (NVDA) | 0.0 | $24k | 180.00 | 134.29 | |
| Tempus Ai (TEM) | 0.0 | $24k | 700.00 | 33.76 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $23k | 610.00 | 38.37 | |
| Academy Sports & Outdoor (ASO) | 0.0 | $23k | 405.00 | 57.57 | |
| Dell | 0.0 | $23k | 200.00 | 115.24 | |
| Rocket Lab Usa | 0.0 | $23k | 900.00 | 25.47 | |
| 0.0 | $23k | 120.00 | 190.70 | ||
| Keysight Technologies (KEYS) | 0.0 | $23k | 140.00 | 160.63 | |
| Ishares Tr cmn (GOVT) | 0.0 | $20k | 873.00 | 22.98 | |
| Union Pacific Corporation (UNP) | 0.0 | $19k | 85.00 | 228.04 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $19k | 45.00 | 427.13 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $18k | 79.00 | 220.96 | |
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 0.0 | $16k | 700.00 | 23.38 | |
| Sun Life Financial (SLF) | 0.0 | $16k | 275.00 | 59.34 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $16k | 45.00 | 343.40 | |
| Wmte Japan Hd Sml (OPPJ) | 0.0 | $15k | 444.00 | 34.58 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $14k | 306.00 | 46.38 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $13k | 111.00 | 115.22 | |
| Caterpillar (CAT) | 0.0 | $13k | 35.00 | 362.77 | |
| EOG Resources (EOG) | 0.0 | $12k | 100.00 | 122.58 | |
| Fidelity National Information Services (FIS) | 0.0 | $12k | 151.00 | 80.77 | |
| Nasdaq Omx (NDAQ) | 0.0 | $12k | 150.00 | 77.55 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $12k | 471.00 | 24.68 | |
| Market Vectors Gold Miners ETF | 0.0 | $11k | 393.00 | 29.00 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $11k | 427.00 | 26.21 | |
| Netflix (NFLX) | 0.0 | $11k | 12.00 | 891.33 | |
| Tractor Supply Company (TSCO) | 0.0 | $11k | 200.00 | 53.06 | |
| Amphenol Corporation (APH) | 0.0 | $10k | 150.00 | 69.45 | |
| Fiserv (FI) | 0.0 | $10k | 50.00 | 205.42 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $10k | 30.00 | 342.17 | |
| Wal-Mart Stores (WMT) | 0.0 | $9.9k | 110.00 | 90.35 | |
| PROS Holdings (PRO) | 0.0 | $9.5k | 434.00 | 21.96 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $9.4k | 58.00 | 161.78 | |
| Republic Services (RSG) | 0.0 | $9.1k | 45.00 | 201.18 | |
| Ametek (AME) | 0.0 | $9.0k | 50.00 | 180.26 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $8.5k | 163.00 | 52.06 | |
| Travelers Companies (TRV) | 0.0 | $8.4k | 35.00 | 240.89 | |
| Lululemon Athletica (LULU) | 0.0 | $8.4k | 22.00 | 382.41 | |
| U.S. Bancorp (USB) | 0.0 | $7.9k | 165.00 | 47.83 | |
| Aptar (ATR) | 0.0 | $7.9k | 50.00 | 157.10 | |
| Stryker Corporation (SYK) | 0.0 | $7.2k | 20.00 | 360.05 | |
| Morgan Stanley (MS) | 0.0 | $7.0k | 56.00 | 125.71 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $7.0k | 145.00 | 48.36 | |
| Verisk Analytics (VRSK) | 0.0 | $6.9k | 25.00 | 275.44 | |
| Illinois Tool Works (ITW) | 0.0 | $6.3k | 25.00 | 253.56 | |
| American Express Company (AXP) | 0.0 | $6.0k | 20.00 | 297.50 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $5.8k | 49.00 | 119.35 | |
| Synopsys (SNPS) | 0.0 | $5.8k | 12.00 | 485.33 | |
| Xylem (XYL) | 0.0 | $5.8k | 50.00 | 116.02 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $5.8k | 200.00 | 29.00 | |
| Danaher Corporation (DHR) | 0.0 | $5.7k | 25.00 | 229.56 | |
| Dxc Technology (DXC) | 0.0 | $5.7k | 287.00 | 19.98 | |
| Marqeta (MQ) | 0.0 | $5.7k | 1.5k | 3.79 | |
| Bristol Myers Squibb (BMY) | 0.0 | $5.7k | 100.00 | 56.56 | |
| Coupang (CPNG) | 0.0 | $5.5k | 250.00 | 21.98 | |
| Altair Engr (ALTR) | 0.0 | $5.5k | 50.00 | 109.12 | |
| Spotify Technology Sa (SPOT) | 0.0 | $5.4k | 12.00 | 447.42 | |
| Servicenow (NOW) | 0.0 | $5.3k | 5.00 | 1060.20 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $5.2k | 10.00 | 520.20 | |
| Veralto Corp (VLTO) | 0.0 | $4.9k | 48.00 | 101.85 | |
| Amgen (AMGN) | 0.0 | $4.7k | 18.00 | 260.67 | |
| EQUITABLE RES Inc Com Stk | 0.0 | $4.6k | 100.00 | 46.11 | |
| Arista Networks | 0.0 | $4.4k | 40.00 | 110.53 | |
| Viking Holdings (VIK) | 0.0 | $4.4k | 100.00 | 44.06 | |
| Cognex Corporation (CGNX) | 0.0 | $4.3k | 121.00 | 35.86 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $4.2k | 70.00 | 60.30 | |
| Tesla Motors (TSLA) | 0.0 | $4.0k | 10.00 | 403.80 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $3.8k | 49.00 | 78.18 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $3.7k | 20.00 | 184.10 | |
| Dex (DXCM) | 0.0 | $3.4k | 44.00 | 77.77 | |
| Canadian Pacific Railway | 0.0 | $3.3k | 45.00 | 72.38 | |
| Elf Beauty (ELF) | 0.0 | $3.1k | 25.00 | 125.56 | |
| At&t (T) | 0.0 | $3.0k | 133.00 | 22.77 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $2.9k | 12.00 | 240.25 | |
| Centene Corporation (CNC) | 0.0 | $2.8k | 47.00 | 60.57 | |
| Coinbase Global (COIN) | 0.0 | $2.7k | 11.00 | 248.27 | |
| Pool Corporation (POOL) | 0.0 | $2.7k | 8.00 | 341.00 | |
| Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $2.6k | 131.00 | 20.01 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $2.6k | 88.00 | 29.01 | |
| Plug Power (PLUG) | 0.0 | $2.4k | 1.1k | 2.13 | |
| Trimble Navigation (TRMB) | 0.0 | $2.4k | 34.00 | 70.65 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $2.3k | 108.00 | 21.10 | |
| Constellation Brands (STZ) | 0.0 | $2.2k | 10.00 | 221.00 | |
| Indie Semiconductor (INDI) | 0.0 | $2.2k | 540.00 | 4.05 | |
| Denali Therapeutics (DNLI) | 0.0 | $2.0k | 100.00 | 20.38 | |
| Ford Motor Company (F) | 0.0 | $2.0k | 203.00 | 9.91 | |
| Walt Disney Company (DIS) | 0.0 | $2.0k | 18.00 | 111.33 | |
| Fortune Brands (FBIN) | 0.0 | $2.0k | 29.00 | 68.34 | |
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $1.8k | 200.00 | 8.98 | |
| Fubotv (FUBO) | 0.0 | $1.7k | 1.4k | 1.26 | |
| Spirit Airlines | 0.0 | $1.7k | 100.00 | 16.81 | |
| Infineon Technologies (IFNNY) | 0.0 | $1.6k | 50.00 | 32.44 | |
| Blackline (BL) | 0.0 | $1.5k | 25.00 | 60.76 | |
| AGCO Corporation (AGCO) | 0.0 | $1.4k | 11.00 | 127.91 | |
| Intuitive Machs (LUNR) | 0.0 | $1.4k | 75.00 | 18.16 | |
| Global X Fds global x uranium (URA) | 0.0 | $1.3k | 50.00 | 26.78 | |
| Weatherford Intl Ordf (WFRD) | 0.0 | $1.2k | 17.00 | 71.65 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.1k | 9.00 | 126.78 | |
| GXO Logistics (GXO) | 0.0 | $1.0k | 23.00 | 43.52 | |
| Applied Materials (AMAT) | 0.0 | $981.000000 | 6.00 | 163.50 | |
| Airgain (AIRG) | 0.0 | $706.000000 | 100.00 | 7.06 | |
| ICICI Bank (IBN) | 0.0 | $687.000800 | 23.00 | 29.87 | |
| Zk Intl Group | 0.0 | $600.000000 | 1.0k | 0.60 | |
| Rxo (RXO) | 0.0 | $548.000300 | 23.00 | 23.83 | |
| Village Farms International (VFF) | 0.0 | $539.000000 | 700.00 | 0.77 | |
| Chargepoint Holdings Inc Com Cl A | 0.0 | $535.000000 | 500.00 | 1.07 | |
| Medifast (MED) | 0.0 | $478.998900 | 27.00 | 17.74 | |
| Linde (LIN) | 0.0 | $432.000000 | 1.00 | 432.00 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $424.000300 | 29.00 | 14.62 | |
| Relay Therapeutics (RLAY) | 0.0 | $412.000000 | 100.00 | 4.12 | |
| Intel Corporation (INTC) | 0.0 | $380.999400 | 19.00 | 20.05 | |
| Warner Bros. Discovery (WBD) | 0.0 | $338.000000 | 32.00 | 10.56 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $336.999900 | 3.00 | 112.33 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $252.000000 | 150.00 | 1.68 | |
| Etf Ser Solutions Defiance Next ef (SIXG) | 0.0 | $242.000000 | 5.00 | 48.40 | |
| Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $236.000000 | 10.00 | 23.60 | |
| Cytosorbents (CTSO) | 0.0 | $228.000000 | 250.00 | 0.91 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $225.999700 | 17.00 | 13.29 | |
| Atif Holdings (ZBAI) | 0.0 | $138.996000 | 130.00 | 1.07 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $104.000100 | 3.00 | 34.67 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $78.999900 | 7.00 | 11.29 | |
| Seadrill 2021 (SDRL) | 0.0 | $78.000000 | 2.00 | 39.00 | |
| Viatris (VTRS) | 0.0 | $75.000000 | 6.00 | 12.50 | |
| Virgin Galactic Holdings Inc virgin galactic holdings | 0.0 | $53.000100 | 9.00 | 5.89 | |
| Aeva Technologies | 0.0 | $48.000000 | 10.00 | 4.80 | |
| Draganfly | 0.0 | $48.000000 | 12.00 | 4.00 | |
| Keurig Dr Pepper (KDP) | 0.0 | $33.000000 | 1.00 | 33.00 | |
| Azure Pwr Global (AZREF) | 0.0 | $20.000000 | 100.00 | 0.20 | |
| Healthy Choice Wellness Corp (HCWC) | 0.0 | $9.000000 | 8.00 | 1.12 | |
| Nuvve Holding Corp | 0.0 | $3.000000 | 1.00 | 3.00 | |
| Lowe's Companies (LOW) | 0.0 | $0 | 0 | 0.00 | |
| Zions Bancorporation (ZION) | 0.0 | $0 | 0 | 0.00 |
