Your Advocates as of June 30, 2026
Portfolio Holdings for Your Advocates
Your Advocates holds 209 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dimensional Etf Trust (DCOR) | 24.6 | $86M | 1.0M | 81.98 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 13.1 | $46M | 1.2M | 37.26 | |
| Dimensional Etf Trust (DFEM) | 9.7 | $34M | 838k | 40.64 | |
| Dimensional Etf Trust (DFAS) | 8.2 | $29M | 348k | 82.34 | |
| Schwab Strategic Tr intrm trm (SCHR) | 7.5 | $26M | 1.1M | 24.66 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 6.8 | $24M | 715k | 33.46 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 6.7 | $24M | 755k | 31.10 | |
| Vanguard Short-Term Bond ETF (BSV) | 5.0 | $17M | 224k | 77.91 | |
| SPDR Gold Trust (GLD) | 4.6 | $16M | 44k | 368.38 | |
| Sch Fnd Intl Lg Etf (FNDF) | 3.6 | $13M | 236k | 52.76 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 2.4 | $8.5M | 215k | 39.68 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 2.3 | $7.9M | 208k | 38.06 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $2.5M | 19k | 136.72 | |
| ConocoPhillips (COP) | 0.5 | $1.9M | 18k | 103.96 | |
| Apple (AAPL) | 0.5 | $1.6M | 5.6k | 289.38 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $1.6M | 2.2k | 746.80 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $1.4M | 3.8k | 370.00 | |
| American Beacon Select Funds (AHLT) | 0.3 | $973k | 34k | 28.90 | |
| Innovator Etfs Tr s&p 500 ultra (UAPR) | 0.2 | $584k | 17k | 35.11 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $535k | 19k | 28.96 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $521k | 6.1k | 85.49 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $459k | 16k | 29.43 | |
| Franklin Templeton Etf Tr liberty intl (FLIA) | 0.1 | $338k | 17k | 20.49 | |
| AECOM Technology Corporation (ACM) | 0.1 | $262k | 3.8k | 69.80 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $234k | 4.4k | 53.79 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $222k | 1.4k | 156.93 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $205k | 2.1k | 96.58 | |
| Ishares Tr esg msci le (SUSL) | 0.1 | $189k | 1.4k | 132.74 | |
| Microsoft Corporation (MSFT) | 0.1 | $183k | 491.00 | 373.26 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $181k | 264.00 | 685.69 | |
| Wells Fargo & Company (WFC) | 0.0 | $166k | 2.0k | 82.62 | |
| Tesla Motors (TSLA) | 0.0 | $162k | 385.00 | 420.60 | |
| Schlumberger (SLB) | 0.0 | $151k | 3.3k | 46.49 | |
| General Electric Company | 0.0 | $131k | 350.00 | 373.73 | |
| Ea Series Trust (BSVO) | 0.0 | $122k | 4.2k | 29.19 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $119k | 727.00 | 164.27 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $114k | 447.00 | 255.67 | |
| Amazon (AMZN) | 0.0 | $114k | 477.00 | 238.34 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $113k | 3.9k | 29.01 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $113k | 1.2k | 92.22 | |
| FedEx Corporation (FDX) | 0.0 | $104k | 331.00 | 313.13 | |
| Ge Vernova (GEV) | 0.0 | $102k | 87.00 | 1174.86 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $101k | 193.00 | 521.45 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $100k | 333.00 | 300.45 | |
| Rocket Lab Usa | 0.0 | $99k | 971.00 | 101.65 | |
| Allstate Corporation (ALL) | 0.0 | $95k | 400.00 | 237.94 | |
| ProLogis | 0.0 | $95k | 697.00 | 135.55 | |
| Coca-Cola Company (KO) | 0.0 | $88k | 1.1k | 81.27 | |
| Dell | 0.0 | $86k | 200.00 | 431.46 | |
| Toast (TOST) | 0.0 | $84k | 3.0k | 27.82 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $78k | 2.8k | 28.39 | |
| Moody's Corporation (MCO) | 0.0 | $77k | 171.00 | 452.92 | |
| Hewlett-Packard Company | 0.0 | $76k | 3.5k | 21.94 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $76k | 103.00 | 736.46 | |
| Yum! Brands (YUM) | 0.0 | $70k | 438.00 | 159.90 | |
| Franklin Bsp Capital Corporati | 0.0 | $70k | 5.2k | 13.47 | |
| Corteva (CTVA) | 0.0 | $69k | 810.00 | 84.69 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $66k | 795.00 | 82.84 | |
| UnitedHealth (UNH) | 0.0 | $62k | 150.00 | 415.63 | |
| NVIDIA Corporation (NVDA) | 0.0 | $61k | 303.00 | 200.09 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $59k | 577.00 | 102.76 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $58k | 648.00 | 89.20 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $55k | 1.1k | 48.58 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 0.0 | $53k | 956.00 | 55.77 | |
| Ishares Tr msci usa small (ESML) | 0.0 | $53k | 941.00 | 55.90 | |
| Home Depot (HD) | 0.0 | $52k | 146.00 | 352.68 | |
| Automatic Data Processing (ADP) | 0.0 | $51k | 227.00 | 223.95 | |
| Keysight Technologies (KEYS) | 0.0 | $49k | 140.00 | 350.07 | |
| Pepsi (PEP) | 0.0 | $48k | 353.00 | 135.38 | |
| Garmin (GRMN) | 0.0 | $48k | 200.00 | 237.54 | |
| PowerShares FTSE RAFI Developed Markets | 0.0 | $44k | 577.00 | 75.64 | |
| United Rentals (URI) | 0.0 | $42k | 37.00 | 1132.89 | |
| Broadcom (AVGO) | 0.0 | $42k | 110.00 | 377.75 | |
| Shopify Inc cl a (SHOP) | 0.0 | $41k | 360.00 | 114.18 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $40k | 496.00 | 80.57 | |
| iShares Gold Trust | 0.0 | $40k | 526.00 | 75.51 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $39k | 296.00 | 132.83 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $39k | 267.00 | 146.41 | |
| Costco Wholesale Corporation (COST) | 0.0 | $37k | 40.00 | 935.48 | |
| Caterpillar (CAT) | 0.0 | $37k | 35.00 | 1064.91 | |
| Dimensional Etf Trust (DFSI) | 0.0 | $37k | 825.00 | 45.10 | |
| E.I. du Pont de Nemours & Company | 0.0 | $37k | 269.00 | 135.64 | |
| Cheniere Energy Partners (CQP) | 0.0 | $35k | 145.00 | 239.01 | |
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $34k | 222.00 | 154.26 | |
| Vanguard Value ETF (VTV) | 0.0 | $34k | 155.00 | 217.93 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $34k | 227.00 | 148.31 | |
| Wal-Mart Stores (WMT) | 0.0 | $33k | 292.00 | 113.26 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $33k | 109.00 | 303.12 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $32k | 253.00 | 124.76 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $31k | 440.00 | 71.25 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $30k | 576.00 | 51.78 | |
| Netflix (NFLX) | 0.0 | $29k | 410.00 | 71.40 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $28k | 1.0k | 27.70 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $28k | 237.00 | 117.50 | |
| Amphenol Corporation (APH) | 0.0 | $26k | 150.00 | 176.32 | |
| Dimensional Etf Trust (DFAW) | 0.0 | $26k | 316.00 | 82.79 | |
| Wmte Japan Hd Sml (OPPJ) | 0.0 | $26k | 444.00 | 57.67 | |
| Fedex Fght Hldg (FDXF) | 0.0 | $25k | 165.00 | 151.00 | |
| Starbucks Corporation (SBUX) | 0.0 | $25k | 240.00 | 102.19 | |
| McDonald's Corporation (MCD) | 0.0 | $24k | 89.00 | 270.52 | |
| Union Pacific Corporation (UNP) | 0.0 | $23k | 85.00 | 272.00 | |
| Dow Chemical Company | 0.0 | $21k | 750.00 | 27.36 | |
| Ishares Tr cmn (GOVT) | 0.0 | $20k | 873.00 | 22.78 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $20k | 225.00 | 87.91 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $18k | 427.00 | 42.67 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $18k | 378.00 | 47.37 | |
| PowerShares FTSE RAFI Emerging MarketETF | 0.0 | $17k | 615.00 | 27.88 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $16k | 300.00 | 53.11 | |
| Yum China Holdings (YUMC) | 0.0 | $16k | 388.00 | 40.91 | |
| Rail Vision | 0.0 | $15k | 3.3k | 4.61 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $15k | 19.00 | 763.16 | |
| Uber Technologies (UBER) | 0.0 | $14k | 200.00 | 72.16 | |
| 2023 Etf Series Trust Ii (GMOI) | 0.0 | $14k | 370.00 | 37.48 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $14k | 377.00 | 36.30 | |
| Celestica (CLS) | 0.0 | $13k | 273.00 | 48.56 | |
| York Space Systems (YSS) | 0.0 | $12k | 500.00 | 24.62 | |
| Ametek (AME) | 0.0 | $12k | 50.00 | 241.94 | |
| iShares S&P 500 Index (IVV) | 0.0 | $12k | 16.00 | 748.90 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $12k | 163.00 | 72.85 | |
| Vanguard Scottsdale Fds total wld bd etf (BNDW) | 0.0 | $12k | 172.00 | 68.53 | |
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.0 | $12k | 2.0k | 5.88 | |
| Morgan Stanley (MS) | 0.0 | $12k | 56.00 | 209.04 | |
| Tempus Ai (TEM) | 0.0 | $12k | 200.00 | 57.93 | |
| Travelers Companies (TRV) | 0.0 | $12k | 35.00 | 330.11 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $12k | 58.00 | 197.60 | |
| Viking Holdings (VIK) | 0.0 | $11k | 100.00 | 104.67 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $10k | 406.00 | 24.96 | |
| U.S. Bancorp (USB) | 0.0 | $10k | 165.00 | 60.40 | |
| Republic Services (RSG) | 0.0 | $9.6k | 45.00 | 213.09 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $9.4k | 49.00 | 191.76 | |
| Cognex Corporation (CGNX) | 0.0 | $8.8k | 121.00 | 72.42 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $8.5k | 96.00 | 88.86 | |
| At&t (T) | 0.0 | $8.3k | 400.00 | 20.70 | |
| Ondas Hldgs (ONDS) | 0.0 | $8.2k | 1.0k | 8.24 | |
| Asml Holding (ASML) | 0.0 | $8.0k | 4.00 | 1989.50 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $7.8k | 145.00 | 54.03 | |
| Fidelity vlu factor etf (FVAL) | 0.0 | $7.7k | 99.00 | 77.93 | |
| Illinois Tool Works (ITW) | 0.0 | $6.8k | 25.00 | 270.48 | |
| Amgen (AMGN) | 0.0 | $6.5k | 18.00 | 362.11 | |
| Tractor Supply Company (TSCO) | 0.0 | $6.3k | 200.00 | 31.61 | |
| Stryker Corporation (SYK) | 0.0 | $6.3k | 20.00 | 314.85 | |
| Aptar (ATR) | 0.0 | $6.3k | 50.00 | 125.20 | |
| 0.0 | $6.0k | 17.00 | 353.35 | ||
| Xylem (XYL) | 0.0 | $5.9k | 50.00 | 118.22 | |
| Rbb Fund Trust (MJSC) | 0.0 | $5.8k | 94.00 | 61.79 | |
| ERock | 0.0 | $5.8k | 400.00 | 14.50 | |
| Synopsys (SNPS) | 0.0 | $5.4k | 12.00 | 446.08 | |
| EQUITABLE RES Inc Com Stk | 0.0 | $5.3k | 100.00 | 53.17 | |
| WisdomTree Japan SmallCap Div (DFJ) | 0.0 | $5.2k | 49.00 | 105.31 | |
| Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $5.1k | 131.00 | 39.01 | |
| Prairie Oper (PROP) | 0.0 | $5.0k | 7.0k | 0.72 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $5.0k | 10.00 | 501.40 | |
| Palantir Technologies (PLTR) | 0.0 | $4.9k | 42.00 | 116.67 | |
| Fidelity National Information Services (FIS) | 0.0 | $4.9k | 125.00 | 38.88 | |
| Danaher Corporation (DHR) | 0.0 | $4.8k | 25.00 | 190.48 | |
| Verisk Analytics (VRSK) | 0.0 | $4.5k | 25.00 | 179.52 | |
| Coupang (CPNG) | 0.0 | $4.3k | 250.00 | 17.37 | |
| Arista Networks | 0.0 | $4.2k | 25.00 | 169.88 | |
| Canadian Pacific Railway | 0.0 | $3.9k | 45.00 | 86.64 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $3.5k | 14.00 | 250.00 | |
| American Express Company (AXP) | 0.0 | $3.5k | 10.00 | 347.80 | |
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $3.4k | 200.00 | 16.97 | |
| Plug Power (PLUG) | 0.0 | $3.2k | 1.2k | 2.71 | |
| Centene Corporation (CNC) | 0.0 | $3.0k | 47.00 | 64.19 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $3.0k | 39.00 | 76.54 | |
| Dex (DXCM) | 0.0 | $3.0k | 44.00 | 67.34 | |
| Spotify Technology Sa (SPOT) | 0.0 | $2.8k | 6.00 | 459.17 | |
| Etf Ser Solutions Defiance Next ef (UFOX) | 0.0 | $2.7k | 28.00 | 95.75 | |
| Intel Corporation (INTC) | 0.0 | $2.7k | 19.00 | 139.63 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $2.6k | 41.00 | 64.00 | |
| Dxc Technology (DXC) | 0.0 | $2.5k | 287.00 | 8.85 | |
| Servicenow (NOW) | 0.0 | $2.5k | 25.00 | 99.28 | |
| Fiserv (FISV) | 0.0 | $2.5k | 50.00 | 49.06 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $2.1k | 100.00 | 21.11 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.0k | 4.00 | 509.50 | |
| Southern Company (SO) | 0.0 | $1.9k | 20.00 | 97.00 | |
| Trimble Navigation (TRMB) | 0.0 | $1.7k | 34.00 | 51.18 | |
| Walt Disney Company (DIS) | 0.0 | $1.7k | 18.00 | 96.28 | |
| Pool Corporation (POOL) | 0.0 | $1.7k | 8.00 | 214.88 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $1.7k | 98.00 | 17.35 | |
| Intuitive Machs (LUNR) | 0.0 | $1.6k | 75.00 | 21.39 | |
| Linde (LIN) | 0.0 | $1.6k | 3.00 | 533.67 | |
| Fortune Brands (FBIN) | 0.0 | $1.6k | 29.00 | 54.90 | |
| ICICI Bank (IBN) | 0.0 | $1.5k | 50.00 | 29.04 | |
| Constellation Brands (STZ) | 0.0 | $1.4k | 10.00 | 139.10 | |
| Coinbase Global (COIN) | 0.0 | $1.2k | 8.00 | 146.25 | |
| GXO Logistics (GXO) | 0.0 | $1.2k | 23.00 | 50.70 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $1.1k | 37.00 | 29.32 | |
| Chevron Corporation (CVX) | 0.0 | $829.000000 | 5.00 | 165.80 | |
| Lululemon Athletica (LULU) | 0.0 | $799.000300 | 7.00 | 114.14 | |
| Veralto Corp (VLTO) | 0.0 | $709.000000 | 8.00 | 88.62 | |
| Firefly Aerospace (FLY) | 0.0 | $675.999900 | 23.00 | 29.39 | |
| Enbridge (ENB) | 0.0 | $651.000000 | 12.00 | 54.25 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $621.000000 | 18.00 | 34.50 | |
| Etf Opportunities Trust | 0.0 | $574.997400 | 54.00 | 10.65 | |
| Lucid Group | 0.0 | $314.002300 | 47.00 | 6.68 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $306.000000 | 6.00 | 51.00 | |
| Masterbrand Inc-w/i (MBC) | 0.0 | $298.001100 | 29.00 | 10.28 | |
| Zions Bancorporation (ZION) | 0.0 | $286.000000 | 4.00 | 71.50 | |
| Technipfmc (FTI) | 0.0 | $265.000000 | 4.00 | 66.25 | |
| Compania de Minas Buenaventura SA (BVN) | 0.0 | $234.000000 | 8.00 | 29.25 | |
| Indie Semiconductor (INDI) | 0.0 | $225.000000 | 50.00 | 4.50 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $222.000100 | 7.00 | 31.71 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $199.000000 | 1.00 | 199.00 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $117.000000 | 6.00 | 19.50 | |
| Azure Pwr Global (AZREF) | 0.0 | $100.000000 | 100.00 | 1.00 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $89.000100 | 7.00 | 12.71 | |
| Serve Robotics (SERV) | 0.0 | $66.000000 | 10.00 | 6.60 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $33.999900 | 3.00 | 11.33 |
