Your Advocates as of March 31, 2025
Portfolio Holdings for Your Advocates
Your Advocates holds 211 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dimensional Etf Trust (DCOR) | 23.0 | $60M | 979k | 61.33 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 13.6 | $35M | 1.3M | 27.77 | |
| Dimensional Etf Trust (DFEM) | 9.1 | $24M | 900k | 26.46 | |
| Pimco Total Return Etf totl (BOND) | 7.8 | $20M | 220k | 92.47 | |
| Schwab Strategic Tr intrm trm (SCHR) | 7.5 | $20M | 783k | 24.86 | |
| Dimensional Etf Trust (DFAS) | 6.9 | $18M | 301k | 59.75 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 6.8 | $18M | 749k | 23.61 | |
| SPDR Gold Trust (GLD) | 5.9 | $16M | 54k | 288.14 | |
| Vanguard Short-Term Bond ETF (BSV) | 5.4 | $14M | 181k | 78.28 | |
| Sch Fnd Intl Lg Etf (FNDF) | 3.5 | $9.2M | 255k | 36.14 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 2.8 | $7.2M | 235k | 30.80 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 2.0 | $5.3M | 195k | 27.39 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.2M | 18k | 118.93 | |
| Apple (AAPL) | 0.5 | $1.3M | 5.8k | 222.12 | |
| ConocoPhillips (COP) | 0.5 | $1.2M | 11k | 105.02 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $1.1M | 2.0k | 559.31 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $653k | 30k | 22.08 | |
| Innovator Etfs Tr s&p 500 ultra (UAPR) | 0.2 | $609k | 20k | 29.86 | |
| Hess (HES) | 0.2 | $488k | 3.1k | 159.73 | |
| Franklin Templeton Etf Tr liberty intl (FLIA) | 0.2 | $436k | 22k | 20.22 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $418k | 4.2k | 98.92 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $387k | 18k | 21.53 | |
| AECOM Technology Corporation (ACM) | 0.1 | $381k | 4.1k | 92.73 | |
| Halliburton Company (HAL) | 0.1 | $264k | 10k | 25.37 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $244k | 5.0k | 49.36 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $241k | 875.00 | 274.84 | |
| American Beacon Select Funds (AHLT) | 0.1 | $228k | 9.7k | 23.50 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $222k | 5.3k | 42.08 | |
| Microsoft Corporation (MSFT) | 0.1 | $174k | 464.00 | 375.41 | |
| Schlumberger (SLB) | 0.1 | $164k | 3.9k | 41.80 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $162k | 1.1k | 145.69 | |
| Sap Ag Dem5 Ords (SAPGF) | 0.0 | $130k | 492.00 | 264.36 | |
| Moody's Corporation (MCO) | 0.0 | $118k | 253.00 | 465.69 | |
| Tesla Motors (TSLA) | 0.0 | $104k | 400.00 | 259.16 | |
| Ishares Tr esg msci le (SUSL) | 0.0 | $100k | 1.0k | 95.83 | |
| Automatic Data Processing (ADP) | 0.0 | $99k | 325.00 | 305.53 | |
| Hewlett-Packard Company | 0.0 | $96k | 3.5k | 27.69 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $95k | 775.00 | 122.01 | |
| Starbucks Corporation (SBUX) | 0.0 | $90k | 914.00 | 98.09 | |
| Amazon (AMZN) | 0.0 | $84k | 441.00 | 190.26 | |
| Allstate Corporation (ALL) | 0.0 | $83k | 400.00 | 207.07 | |
| Ea Series Trust (BSVO) | 0.0 | $81k | 4.2k | 19.44 | |
| FedEx Corporation (FDX) | 0.0 | $81k | 331.00 | 243.78 | |
| UnitedHealth (UNH) | 0.0 | $79k | 150.00 | 523.75 | |
| General Electric Company | 0.0 | $75k | 374.00 | 200.15 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $72k | 2.5k | 28.58 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $71k | 138.00 | 515.04 | |
| Chimera Investment Corporation | 0.0 | $71k | 5.5k | 12.83 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $68k | 1.0k | 66.27 | |
| Toast (TOST) | 0.0 | $66k | 2.0k | 33.17 | |
| iShares Gold Trust | 0.0 | $66k | 1.1k | 58.96 | |
| E.I. du Pont de Nemours & Company | 0.0 | $61k | 811.00 | 74.68 | |
| Costco Wholesale Corporation (COST) | 0.0 | $56k | 59.00 | 945.78 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $55k | 673.00 | 81.64 | |
| Home Depot (HD) | 0.0 | $54k | 146.00 | 366.49 | |
| iShares S&P 500 Index (IVV) | 0.0 | $51k | 91.00 | 561.90 | |
| Corteva (CTVA) | 0.0 | $51k | 810.00 | 62.93 | |
| Garmin (GRMN) | 0.0 | $43k | 200.00 | 217.13 | |
| Rail Vision (RVSN) | 0.0 | $43k | 100k | 0.43 | |
| Tempus Ai (TEM) | 0.0 | $39k | 800.00 | 48.24 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $39k | 412.00 | 93.50 | |
| Shopify Inc cl a (SHOP) | 0.0 | $38k | 400.00 | 95.48 | |
| Academy Sports & Outdoor (ASO) | 0.0 | $37k | 816.00 | 45.62 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $37k | 320.00 | 116.08 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 0.0 | $37k | 981.00 | 37.86 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $35k | 296.00 | 116.98 | |
| 0.0 | $34k | 220.00 | 156.52 | ||
| Ishares Tr msci usa small (ESML) | 0.0 | $34k | 889.00 | 38.43 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $34k | 670.00 | 50.83 | |
| Cheniere Energy Partners (CQP) | 0.0 | $34k | 145.00 | 231.40 | |
| Trade Desk (TTD) | 0.0 | $33k | 600.00 | 54.72 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $33k | 1.2k | 27.57 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $31k | 434.00 | 72.24 | |
| PowerShares FTSE RAFI Developed Markets | 0.0 | $30k | 577.00 | 51.99 | |
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $29k | 222.00 | 131.71 | |
| Roblox Corp (RBLX) | 0.0 | $29k | 500.00 | 58.29 | |
| Ge Vernova (GEV) | 0.0 | $28k | 93.00 | 305.28 | |
| Vanguard Value ETF (VTV) | 0.0 | $27k | 155.00 | 172.74 | |
| Dow Chemical Company | 0.0 | $26k | 750.00 | 34.92 | |
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 0.0 | $25k | 1.0k | 25.26 | |
| Coca-Cola Company (KO) | 0.0 | $25k | 352.00 | 71.62 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $24k | 610.00 | 39.37 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $23k | 55.00 | 423.00 | |
| United Rentals (URI) | 0.0 | $23k | 37.00 | 626.70 | |
| Keysight Technologies (KEYS) | 0.0 | $21k | 140.00 | 149.77 | |
| NVIDIA Corporation (NVDA) | 0.0 | $20k | 188.00 | 108.38 | |
| Union Pacific Corporation (UNP) | 0.0 | $20k | 85.00 | 236.24 | |
| Ishares Tr cmn (GOVT) | 0.0 | $20k | 873.00 | 22.99 | |
| Broadcom (AVGO) | 0.0 | $18k | 110.00 | 167.43 | |
| Dell | 0.0 | $18k | 200.00 | 91.15 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $17k | 84.00 | 199.49 | |
| Rocket Lab Usa | 0.0 | $16k | 890.00 | 17.88 | |
| Sun Life Financial (SLF) | 0.0 | $16k | 275.00 | 57.26 | |
| Wmte Japan Hd Sml (OPPJ) | 0.0 | $16k | 444.00 | 35.00 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $15k | 306.00 | 47.42 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $14k | 45.00 | 308.89 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $13k | 50.00 | 264.74 | |
| EOG Resources (EOG) | 0.0 | $13k | 100.00 | 128.24 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $12k | 471.00 | 24.97 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $12k | 111.00 | 104.57 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $12k | 427.00 | 27.05 | |
| Caterpillar (CAT) | 0.0 | $12k | 35.00 | 329.80 | |
| Market Vectors Gold Miners ETF | 0.0 | $11k | 393.00 | 29.00 | |
| Fidelity National Information Services (FIS) | 0.0 | $11k | 151.00 | 74.68 | |
| Netflix (NFLX) | 0.0 | $11k | 12.00 | 932.50 | |
| Fiserv (FI) | 0.0 | $11k | 50.00 | 220.84 | |
| Tractor Supply Company (TSCO) | 0.0 | $11k | 200.00 | 55.10 | |
| Republic Services (RSG) | 0.0 | $11k | 45.00 | 242.16 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $11k | 30.00 | 352.57 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $10k | 201.00 | 49.76 | |
| Amphenol Corporation (APH) | 0.0 | $9.8k | 150.00 | 65.59 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $9.5k | 163.00 | 58.20 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $9.3k | 58.00 | 160.53 | |
| Travelers Companies (TRV) | 0.0 | $9.3k | 35.00 | 264.46 | |
| Tidal Etf Tr (GRNY) | 0.0 | $9.1k | 500.00 | 18.18 | |
| Wal-Mart Stores (WMT) | 0.0 | $8.8k | 100.00 | 87.79 | |
| Ametek (AME) | 0.0 | $8.6k | 50.00 | 172.14 | |
| PROS Holdings (PRO) | 0.0 | $8.3k | 434.00 | 19.03 | |
| Stryker Corporation (SYK) | 0.0 | $7.4k | 20.00 | 372.25 | |
| Verisk Analytics (VRSK) | 0.0 | $7.4k | 25.00 | 297.64 | |
| Aptar (ATR) | 0.0 | $7.4k | 50.00 | 148.38 | |
| U.S. Bancorp (USB) | 0.0 | $7.0k | 165.00 | 42.22 | |
| Spotify Technology Sa (SPOT) | 0.0 | $6.6k | 12.00 | 550.00 | |
| Morgan Stanley (MS) | 0.0 | $6.5k | 56.00 | 116.68 | |
| Lululemon Athletica (LULU) | 0.0 | $6.2k | 22.00 | 283.05 | |
| Illinois Tool Works (ITW) | 0.0 | $6.2k | 25.00 | 248.00 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $6.2k | 200.00 | 31.00 | |
| Marqeta (MQ) | 0.0 | $6.2k | 1.5k | 4.12 | |
| Bristol Myers Squibb (BMY) | 0.0 | $6.1k | 100.00 | 60.99 | |
| Xylem (XYL) | 0.0 | $6.0k | 50.00 | 119.46 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $5.9k | 145.00 | 40.41 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $5.8k | 198.00 | 29.24 | |
| Amgen (AMGN) | 0.0 | $5.6k | 18.00 | 311.56 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $5.5k | 49.00 | 113.12 | |
| Coupang (CPNG) | 0.0 | $5.5k | 250.00 | 21.93 | |
| American Express Company (AXP) | 0.0 | $5.4k | 20.00 | 270.30 | |
| EQUITABLE RES Inc Com Stk | 0.0 | $5.3k | 100.00 | 53.43 | |
| Synopsys (SNPS) | 0.0 | $5.1k | 12.00 | 428.83 | |
| Danaher Corporation (DHR) | 0.0 | $5.1k | 25.00 | 205.00 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $5.0k | 10.00 | 497.60 | |
| Dxc Technology (DXC) | 0.0 | $4.9k | 287.00 | 17.05 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $4.1k | 20.00 | 207.25 | |
| Servicenow (NOW) | 0.0 | $4.0k | 5.00 | 796.20 | |
| Viking Holdings (VIK) | 0.0 | $4.0k | 100.00 | 39.75 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $4.0k | 49.00 | 80.71 | |
| At&t (T) | 0.0 | $3.8k | 133.00 | 28.28 | |
| Southern Company (SO) | 0.0 | $3.7k | 40.00 | 92.58 | |
| Cognex Corporation (CGNX) | 0.0 | $3.6k | 121.00 | 29.83 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.5k | 70.00 | 50.21 | |
| Canadian Pacific Railway | 0.0 | $3.2k | 45.00 | 70.20 | |
| Arista Networks | 0.0 | $3.1k | 40.00 | 77.47 | |
| Dex (DXCM) | 0.0 | $3.0k | 44.00 | 68.30 | |
| Serve Robotics (SERV) | 0.0 | $2.9k | 510.00 | 5.75 | |
| Centene Corporation (CNC) | 0.0 | $2.9k | 47.00 | 60.70 | |
| Veralto Corp (VLTO) | 0.0 | $2.7k | 28.00 | 97.46 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $2.7k | 12.00 | 221.75 | |
| Pool Corporation (POOL) | 0.0 | $2.5k | 8.00 | 318.38 | |
| Trimble Navigation (TRMB) | 0.0 | $2.2k | 34.00 | 65.65 | |
| Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $2.1k | 131.00 | 15.74 | |
| Applied Materials (AMAT) | 0.0 | $2.0k | 14.00 | 145.86 | |
| Coinbase Global (COIN) | 0.0 | $1.9k | 11.00 | 172.27 | |
| Constellation Brands (STZ) | 0.0 | $1.8k | 10.00 | 183.50 | |
| Walt Disney Company (DIS) | 0.0 | $1.8k | 18.00 | 98.72 | |
| Fortune Brands (FBIN) | 0.0 | $1.8k | 29.00 | 60.90 | |
| Spirit Airlines | 0.0 | $1.7k | 100.00 | 16.81 | |
| Infineon Technologies (IFNNY) | 0.0 | $1.7k | 50.00 | 33.12 | |
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $1.6k | 200.00 | 8.04 | |
| Plug Power (PLUG) | 0.0 | $1.6k | 1.2k | 1.35 | |
| Elf Beauty (ELF) | 0.0 | $1.6k | 25.00 | 62.80 | |
| AGCO Corporation (AGCO) | 0.0 | $1.4k | 11.00 | 127.91 | |
| Denali Therapeutics (DNLI) | 0.0 | $1.4k | 100.00 | 13.60 | |
| Blackline (BL) | 0.0 | $1.2k | 25.00 | 48.44 | |
| Global X Fds global x uranium (URA) | 0.0 | $1.1k | 50.00 | 22.92 | |
| Indie Semiconductor (INDI) | 0.0 | $1.1k | 540.00 | 2.04 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.1k | 9.00 | 117.44 | |
| Linde (LIN) | 0.0 | $949.000000 | 2.00 | 474.50 | |
| Weatherford Intl Ordf (WFRD) | 0.0 | $909.999800 | 17.00 | 53.53 | |
| GXO Logistics (GXO) | 0.0 | $899.001000 | 23.00 | 39.09 | |
| ICICI Bank (IBN) | 0.0 | $788.000000 | 25.00 | 31.52 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $658.998900 | 29.00 | 22.72 | |
| Intuitive Machs (LUNR) | 0.0 | $468.997200 | 63.00 | 7.44 | |
| Rxo (RXO) | 0.0 | $439.001000 | 23.00 | 19.09 | |
| Intel Corporation (INTC) | 0.0 | $430.999800 | 19.00 | 22.68 | |
| Village Farms International (VFF) | 0.0 | $420.000000 | 700.00 | 0.60 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $379.001000 | 29.00 | 13.07 | |
| Warner Bros. Discovery (WBD) | 0.0 | $343.001600 | 32.00 | 10.72 | |
| Airgain (AIRG) | 0.0 | $337.000000 | 100.00 | 3.37 | |
| Chargepoint Holdings Inc Com Cl A | 0.0 | $305.000000 | 500.00 | 0.61 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $294.000000 | 3.00 | 98.00 | |
| Relay Therapeutics (RLAY) | 0.0 | $262.000000 | 100.00 | 2.62 | |
| Cytosorbents (CTSO) | 0.0 | $250.000000 | 250.00 | 1.00 | |
| Medifast (MED) | 0.0 | $230.999400 | 17.00 | 13.59 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $212.000200 | 17.00 | 12.47 | |
| Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $208.000000 | 10.00 | 20.80 | |
| Zk Intl Group | 0.0 | $181.996100 | 143.00 | 1.27 | |
| Fubotv (FUBO) | 0.0 | $146.000000 | 50.00 | 2.92 | |
| Azure Pwr Global (AZREF) | 0.0 | $140.000000 | 100.00 | 1.40 | |
| Atif Holdings (ZBAI) | 0.0 | $137.995000 | 130.00 | 1.06 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $129.000000 | 150.00 | 0.86 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $93.999900 | 3.00 | 31.33 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $73.000200 | 7.00 | 10.43 | |
| Aeva Technologies | 0.0 | $70.000000 | 10.00 | 7.00 | |
| Viatris (VTRS) | 0.0 | $52.000200 | 6.00 | 8.67 | |
| Seadrill 2021 (SDRL) | 0.0 | $50.000000 | 2.00 | 25.00 | |
| Draganfly | 0.0 | $33.000000 | 12.00 | 2.75 | |
| Virgin Galactic Holdings Inc virgin galactic holdings | 0.0 | $15.000000 | 5.00 | 3.00 | |
| Nuvve Holding Corp | 0.0 | $2.000000 | 1.00 | 2.00 | |
| Annaly Capital Management | 0.0 | $0 | 0 | 0.00 | |
| Lowe's Companies (LOW) | 0.0 | $0 | 0 | 0.00 | |
| Zions Bancorporation (ZION) | 0.0 | $0 | 0 | 0.00 | |
| Etf Ser Solutions Defiance Next ef (SIXG) | 0.0 | $0 | 0 | 0.00 |
