Your Advocates as of March 31, 2026
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 | 1.1M | 72.08 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 13.6 | $44M | 1.3M | 35.53 | |
| Dimensional Etf Trust (DFEM) | 9.2 | $30M | 877k | 34.55 | |
| Schwab Strategic Tr intrm trm (SCHR) | 7.6 | $25M | 1.0M | 24.91 | |
| Dimensional Etf Trust (DFAS) | 7.5 | $25M | 347k | 71.13 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 7.0 | $23M | 683k | 33.54 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 6.5 | $21M | 768k | 27.85 | |
| SPDR Gold Trust (GLD) | 5.8 | $19M | 44k | 430.29 | |
| Vanguard Short-Term Bond ETF (BSV) | 5.1 | $17M | 212k | 78.41 | |
| Sch Fnd Intl Lg Etf (FNDF) | 3.7 | $12M | 247k | 48.93 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 2.6 | $8.5M | 222k | 38.26 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 2.1 | $6.8M | 211k | 32.43 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $3.1M | 18k | 169.66 | |
| ConocoPhillips (COP) | 0.8 | $2.6M | 20k | 132.00 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $1.5M | 2.4k | 650.33 | |
| Apple (AAPL) | 0.4 | $1.4M | 5.6k | 253.80 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $1.2M | 3.8k | 320.83 | |
| American Beacon Select Funds (AHLT) | 0.2 | $780k | 28k | 28.26 | |
| Innovator Etfs Tr s&p 500 ultra (UAPR) | 0.2 | $555k | 17k | 33.37 | |
| Schwab U S Broad Market ETF (SCHB) | 0.1 | $491k | 20k | 25.10 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $467k | 6.1k | 77.11 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $394k | 15k | 25.64 | |
| Franklin Templeton Etf Tr liberty intl (FLIA) | 0.1 | $340k | 17k | 20.26 | |
| AECOM Technology Corporation (ACM) | 0.1 | $318k | 3.8k | 84.82 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $224k | 4.5k | 49.69 | |
| Pimco Total Return Etf totl (BOND) | 0.1 | $206k | 2.2k | 92.29 | |
| Monopar Therapeutics (MNPR) | 0.1 | $183k | 3.3k | 54.79 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $182k | 2.0k | 90.53 | |
| Microsoft Corporation (MSFT) | 0.1 | $180k | 486.00 | 370.34 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $169k | 282.00 | 598.23 | |
| Schlumberger (SLB) | 0.1 | $167k | 3.3k | 51.39 | |
| Tesla Motors (TSLA) | 0.0 | $164k | 440.00 | 371.75 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $162k | 663.00 | 244.18 | |
| Ishares Tr esg msci le (SUSL) | 0.0 | $161k | 1.4k | 113.63 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $158k | 1.1k | 138.36 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $145k | 687.00 | 211.15 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $126k | 1.1k | 113.11 | |
| Technipfmc (FTI) | 0.0 | $119k | 1.7k | 69.13 | |
| FedEx Corporation (FDX) | 0.0 | $118k | 331.00 | 356.18 | |
| Ea Series Trust (BSVO) | 0.0 | $106k | 4.2k | 25.37 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $104k | 727.00 | 142.43 | |
| General Electric Company | 0.0 | $99k | 350.00 | 283.77 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $99k | 3.4k | 29.18 | |
| Amazon (AMZN) | 0.0 | $98k | 470.00 | 208.27 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $89k | 192.00 | 463.36 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $83k | 336.00 | 248.00 | |
| Allstate Corporation (ALL) | 0.0 | $83k | 400.00 | 207.34 | |
| Coca-Cola Company (KO) | 0.0 | $82k | 1.1k | 76.05 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $79k | 2.8k | 28.66 | |
| Ge Vernova (GEV) | 0.0 | $76k | 87.00 | 872.90 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $75k | 678.00 | 110.47 | |
| Moody's Corporation (MCO) | 0.0 | $75k | 171.00 | 436.25 | |
| iShares Gold Trust | 0.0 | $72k | 817.00 | 88.16 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $69k | 818.00 | 84.84 | |
| Toast (TOST) | 0.0 | $69k | 2.6k | 26.51 | |
| Corteva (CTVA) | 0.0 | $68k | 810.00 | 83.71 | |
| Hewlett-Packard Company | 0.0 | $67k | 3.5k | 19.21 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $61k | 618.00 | 99.27 | |
| PowerShares FTSE RAFI Developed Markets | 0.0 | $60k | 860.00 | 69.90 | |
| Proshares Ultrapro Short S&p500 | 0.0 | $57k | 1.0k | 56.74 | |
| WisdomTree LargeCap Value Fund (WTV) | 0.0 | $56k | 588.00 | 94.73 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $56k | 795.00 | 69.75 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $55k | 573.00 | 95.64 | |
| Pepsi (PEP) | 0.0 | $54k | 349.00 | 155.36 | |
| Home Depot (HD) | 0.0 | $48k | 146.00 | 328.89 | |
| Garmin (GRMN) | 0.0 | $46k | 200.00 | 232.01 | |
| Automatic Data Processing (ADP) | 0.0 | $46k | 227.00 | 203.18 | |
| Ishares Tr msci usa small (ESML) | 0.0 | $44k | 940.00 | 47.04 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 0.0 | $44k | 956.00 | 45.87 | |
| Wells Fargo & Company (WFC) | 0.0 | $44k | 550.00 | 79.61 | |
| Shopify Inc cl a (SHOP) | 0.0 | $43k | 360.00 | 118.62 | |
| iShares S&P 500 Index (IVV) | 0.0 | $43k | 65.00 | 653.20 | |
| Sap Ag Dem5 Ords (SAPGF) | 0.0 | $42k | 250.00 | 169.73 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $42k | 1.3k | 32.95 | |
| Cheniere Energy Partners (CQP) | 0.0 | $41k | 145.00 | 283.76 | |
| UnitedHealth (UNH) | 0.0 | $41k | 150.00 | 270.59 | |
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $40k | 222.00 | 181.83 | |
| Costco Wholesale Corporation (COST) | 0.0 | $40k | 40.00 | 996.42 | |
| Keysight Technologies (KEYS) | 0.0 | $40k | 140.00 | 282.37 | |
| NVIDIA Corporation (NVDA) | 0.0 | $39k | 223.00 | 174.40 | |
| E.I. du Pont de Nemours & Company | 0.0 | $37k | 811.00 | 45.80 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $36k | 124.00 | 287.18 | |
| Dimensional Etf Trust (DFSI) | 0.0 | $35k | 825.00 | 42.40 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $34k | 267.00 | 128.12 | |
| Broadcom (AVGO) | 0.0 | $34k | 110.00 | 309.51 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $34k | 296.00 | 113.98 | |
| Dell | 0.0 | $33k | 200.00 | 164.13 | |
| Invesco Exchange Traded Fd T rusel 2000 pur (XSMO) | 0.0 | $32k | 420.00 | 76.02 | |
| Dow Chemical Company | 0.0 | $31k | 750.00 | 41.65 | |
| Fidelity Covington Trust (FENI) | 0.0 | $31k | 833.00 | 37.20 | |
| Vanguard Value ETF (VTV) | 0.0 | $30k | 155.00 | 196.20 | |
| Invesco Actively Managd Etf total return (GTO) | 0.0 | $29k | 614.00 | 46.83 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $29k | 611.00 | 46.91 | |
| J P Morgan Exchange Traded F (HELO) | 0.0 | $29k | 447.00 | 63.91 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $29k | 109.00 | 261.92 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $28k | 227.00 | 124.31 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $28k | 440.00 | 64.08 | |
| Rail Vision (RVSN) | 0.0 | $28k | 3.3k | 8.28 | |
| McDonald's Corporation (MCD) | 0.0 | $28k | 88.00 | 312.55 | |
| United Rentals (URI) | 0.0 | $27k | 37.00 | 728.57 | |
| Qualcomm (QCOM) | 0.0 | $26k | 200.00 | 128.78 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $25k | 533.00 | 47.53 | |
| Caterpillar (CAT) | 0.0 | $25k | 35.00 | 708.46 | |
| Wmte Japan Hd Sml (OPPJ) | 0.0 | $24k | 444.00 | 54.36 | |
| Fidelity Bond Etf (FBND) | 0.0 | $23k | 502.00 | 45.62 | |
| York Space Systems | 0.0 | $22k | 1.0k | 22.17 | |
| Starbucks Corporation (SBUX) | 0.0 | $22k | 240.00 | 89.59 | |
| Wal-Mart Stores (WMT) | 0.0 | $21k | 168.00 | 124.28 | |
| Union Pacific Corporation (UNP) | 0.0 | $21k | 85.00 | 242.62 | |
| Ishares Tr cmn (GOVT) | 0.0 | $20k | 873.00 | 22.91 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $20k | 786.00 | 24.75 | |
| Amphenol Corporation (APH) | 0.0 | $19k | 150.00 | 126.35 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $18k | 378.00 | 47.50 | |
| Yum! Brands (YUM) | 0.0 | $18k | 115.00 | 154.86 | |
| PowerShares FTSE RAFI Emerging MarketETF | 0.0 | $18k | 655.00 | 26.91 | |
| Dimensional Etf Trust (DFAW) | 0.0 | $17k | 229.00 | 73.78 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $17k | 45.00 | 367.44 | |
| ConAgra Foods (CAG) | 0.0 | $16k | 1.0k | 15.71 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $15k | 427.00 | 35.78 | |
| 2023 Etf Series Trust Ii (GMOI) | 0.0 | $13k | 370.00 | 36.23 | |
| Celestica (CLS) | 0.0 | $13k | 273.00 | 46.36 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $11k | 163.00 | 67.94 | |
| Ametek (AME) | 0.0 | $11k | 50.00 | 214.36 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $11k | 58.00 | 184.28 | |
| Netflix (NFLX) | 0.0 | $11k | 110.00 | 96.15 | |
| Travelers Companies (TRV) | 0.0 | $10k | 35.00 | 291.69 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $10k | 406.00 | 25.04 | |
| Republic Services (RSG) | 0.0 | $9.9k | 45.00 | 219.02 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $9.8k | 25.00 | 390.40 | |
| Morgan Stanley (MS) | 0.0 | $9.2k | 56.00 | 164.57 | |
| Tractor Supply Company (TSCO) | 0.0 | $9.1k | 200.00 | 45.30 | |
| Tempus Ai (TEM) | 0.0 | $9.0k | 200.00 | 45.22 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.8k | 136.00 | 65.00 | |
| U.S. Bancorp (USB) | 0.0 | $8.6k | 165.00 | 52.01 | |
| Vanguard Scottsdale Fds total wld bd etf (BNDW) | 0.0 | $8.5k | 124.00 | 68.35 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $8.0k | 49.00 | 163.57 | |
| Viking Holdings (VIK) | 0.0 | $7.3k | 100.00 | 73.48 | |
| Stryker Corporation (SYK) | 0.0 | $6.6k | 20.00 | 328.60 | |
| Illinois Tool Works (ITW) | 0.0 | $6.5k | 25.00 | 260.28 | |
| EQUITABLE RES Inc Com Stk | 0.0 | $6.4k | 100.00 | 63.64 | |
| Amgen (AMGN) | 0.0 | $6.3k | 18.00 | 351.83 | |
| Aptar (ATR) | 0.0 | $6.3k | 50.00 | 126.02 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $6.2k | 75.00 | 82.87 | |
| Xylem (XYL) | 0.0 | $6.0k | 50.00 | 119.50 | |
| Cognex Corporation (CGNX) | 0.0 | $5.9k | 121.00 | 48.99 | |
| Fidelity National Information Services (FIS) | 0.0 | $5.9k | 125.00 | 46.91 | |
| 0.0 | $5.7k | 20.00 | 286.85 | ||
| Yum China Holdings (YUMC) | 0.0 | $5.6k | 115.00 | 48.63 | |
| Asml Holding (ASML) | 0.0 | $5.3k | 4.00 | 1320.75 | |
| Rbb Fund Trust (MJSC) | 0.0 | $5.1k | 94.00 | 54.27 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.0 | $5.0k | 49.00 | 102.06 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $4.9k | 10.00 | 491.50 | |
| Synopsys (SNPS) | 0.0 | $4.8k | 12.00 | 396.50 | |
| Verisk Analytics (VRSK) | 0.0 | $4.7k | 25.00 | 189.76 | |
| Danaher Corporation (DHR) | 0.0 | $4.7k | 25.00 | 189.60 | |
| Coupang (CPNG) | 0.0 | $4.7k | 250.00 | 18.88 | |
| Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $4.1k | 131.00 | 31.58 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $3.8k | 123.00 | 30.50 | |
| Servicenow (NOW) | 0.0 | $3.7k | 35.00 | 104.54 | |
| Dxc Technology (DXC) | 0.0 | $3.6k | 287.00 | 12.57 | |
| Uber Technologies (UBER) | 0.0 | $3.6k | 50.00 | 71.94 | |
| Canadian Pacific Railway | 0.0 | $3.5k | 45.00 | 78.67 | |
| Lululemon Athletica (LULU) | 0.0 | $3.4k | 22.00 | 153.09 | |
| American Express Company (AXP) | 0.0 | $3.1k | 10.00 | 310.10 | |
| Arista Networks | 0.0 | $3.1k | 25.00 | 122.80 | |
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $3.0k | 200.00 | 14.82 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $2.9k | 41.00 | 71.17 | |
| Spotify Technology Sa (SPOT) | 0.0 | $2.9k | 6.00 | 484.83 | |
| Fiserv (FISV) | 0.0 | $2.8k | 50.00 | 55.80 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $2.8k | 14.00 | 197.50 | |
| Dex (DXCM) | 0.0 | $2.8k | 44.00 | 62.80 | |
| Plug Power (PLUG) | 0.0 | $2.7k | 1.2k | 2.26 | |
| ardmore Shipping (ASC) | 0.0 | $2.5k | 166.00 | 15.25 | |
| Veralto Corp (VLTO) | 0.0 | $2.5k | 28.00 | 88.43 | |
| Global X Fds global x uranium (URA) | 0.0 | $2.4k | 50.00 | 48.44 | |
| Infineon Technologies (IFNNY) | 0.0 | $2.3k | 50.00 | 45.22 | |
| Trimble Navigation (TRMB) | 0.0 | $2.2k | 34.00 | 65.24 | |
| Intuitive Machs (LUNR) | 0.0 | $2.1k | 115.00 | 18.56 | |
| Southern Company (SO) | 0.0 | $2.0k | 20.00 | 97.85 | |
| Denali Therapeutics (DNLI) | 0.0 | $1.9k | 100.00 | 19.20 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $1.9k | 100.00 | 18.70 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $1.8k | 3.00 | 604.33 | |
| Walt Disney Company (DIS) | 0.0 | $1.7k | 18.00 | 96.39 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $1.7k | 42.00 | 40.10 | |
| Etf Ser Solutions Defiance Next ef (SIXG) | 0.0 | $1.6k | 24.00 | 68.67 | |
| Pool Corporation (POOL) | 0.0 | $1.6k | 8.00 | 202.38 | |
| Weatherford Intl Ordf (WFRD) | 0.0 | $1.6k | 17.00 | 94.59 | |
| Centene Corporation (CNC) | 0.0 | $1.5k | 47.00 | 32.74 | |
| Linde (LIN) | 0.0 | $1.5k | 3.00 | 508.00 | |
| Constellation Brands (STZ) | 0.0 | $1.5k | 10.00 | 150.00 | |
| Coinbase Global (COIN) | 0.0 | $1.4k | 8.00 | 174.62 | |
| NRG Energy (NRG) | 0.0 | $1.3k | 9.00 | 146.11 | |
| GXO Logistics (GXO) | 0.0 | $1.2k | 23.00 | 51.87 | |
| Fortune Brands (FBIN) | 0.0 | $1.1k | 29.00 | 38.97 | |
| Indie Semiconductor (INDI) | 0.0 | $1.0k | 320.00 | 3.22 | |
| Relay Therapeutics (RLAY) | 0.0 | $995.000000 | 100.00 | 9.95 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $917.000000 | 50.00 | 18.34 | |
| Etf Opportunities Trust | 0.0 | $858.000600 | 54.00 | 15.89 | |
| Intel Corporation (INTC) | 0.0 | $838.000700 | 19.00 | 44.11 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $796.999000 | 35.00 | 22.77 | |
| ICICI Bank (IBN) | 0.0 | $777.000000 | 30.00 | 25.90 | |
| Enbridge (ENB) | 0.0 | $650.000400 | 12.00 | 54.17 | |
| Chevron Corporation (CVX) | 0.0 | $621.000000 | 3.00 | 207.00 | |
| New Fortress Energy (NFE) | 0.0 | $590.000000 | 1.0k | 0.59 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $582.000000 | 150.00 | 3.88 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $576.000000 | 15.00 | 38.40 | |
| Airgain (AIRG) | 0.0 | $550.000000 | 100.00 | 5.50 | |
| CarMax (KMX) | 0.0 | $416.000000 | 10.00 | 41.60 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $354.000000 | 6.00 | 59.00 | |
| Brc Inc Com Cl A (BRCC) | 0.0 | $352.977600 | 453.00 | 0.78 | |
| Compania de Minas Buenaventura SA (BVN) | 0.0 | $252.000000 | 7.00 | 36.00 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $240.998700 | 29.00 | 8.31 | |
| Zions Bancorporation (ZION) | 0.0 | $237.000000 | 4.00 | 59.25 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $223.999800 | 6.00 | 37.33 | |
| Zk Intl Group | 0.0 | $220.005500 | 143.00 | 1.54 | |
| Cytosorbents (CTSO) | 0.0 | $143.000000 | 250.00 | 0.57 | |
| Aeva Technologies | 0.0 | $132.000000 | 10.00 | 13.20 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $124.000000 | 4.00 | 31.00 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $122.000000 | 1.00 | 122.00 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $113.000000 | 1.00 | 113.00 | |
| Azure Pwr Global (AZREF) | 0.0 | $100.000000 | 100.00 | 1.00 | |
| Seadrill 2021 (SDRL) | 0.0 | $91.000000 | 2.00 | 45.50 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $85.999900 | 7.00 | 12.29 | |
| Serve Robotics (SERV) | 0.0 | $84.000000 | 10.00 | 8.40 | |
| Viatris (VTRS) | 0.0 | $81.000000 | 6.00 | 13.50 | |
| Draganfly | 0.0 | $59.000400 | 12.00 | 4.92 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $39.000000 | 3.00 | 13.00 | |
| Fubotv | 0.0 | $38.000000 | 4.00 | 9.50 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $18.000000 | 1.00 | 18.00 | |
| Redhill Biopharma Ltd Sponsored (RDHL) | 0.0 | $13.999200 | 19.00 | 0.74 | |
| Nuvve Holding Corp | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Annaly Capital Management | 0.0 | $0 | 0 | 0.00 |
