Your Advocates Ltd., Llp Holdings & Portfolio - 13F Filings Analysis - Stocknear

Your Advocates Ltd., Llp

CIK Number: 0001774437

278.19M
Market Value
181
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DCOR Dimensional US ...
72.22
+0.17% 1.01M +2.67% 67.21M 54.2 24.16% Share
2 DFIC Dimensional Int...
32.94
+0.03% 1.24M -2.93% 38.47M 25 13.83% Share
3 DFEM Dimensional Eme...
32.41
+0.29% 881.41K -2.04% 26.16M 23.9 9.40% Share
4 BOND PIMCO Active Bo...
93.31
+0.14% 225.24K +2.26% 20.76M 95.69 7.46% Share
5 DFAS Dimensional U.S...
68.74
+0.12% 320.43K +6.59% 20.41M 57.25 7.34% Share
6 SCHR Schwab Intermed...
25.13
+0.04% 790.68K +0.99% 19.79M 25.77 7.11% Share
7 FNDX Schwab Fundamen...
26.43
+0.02% 759.39K +1.33% 18.64M 18.35 6.70% Share
8 GLD SPDR Gold Share...
354.76
-0.36% 49.05K -8.63% 14.95M 153.14 5.37% Share
9 BSV Vanguard Short-...
78.83
+0.02% 184.06K +1.68% 14.49M 79.73 5.21% Share
10 FNDF Schwab Fundamen...
43.31
+0.05% 247.29K -3.19% 9.9M 31.18 3.56% Share
11 FNDE Schwab Fundamen...
36.30
-0.03% 221.51K -5.56% 7.31M 25.51 2.63% Share
12 FNDA Schwab Fundamen...
31.29
+0.08% 202.92K +4.13% 5.81M 20.58 2.09% Share
13 XOM Exxon Mobil Cor...
111.30
-0.62% 18.17K +0.45% 1.96M 80.77 0.70% Share
14 COP ConocoPhillips
93.39
-2.17% 17.43K +55.66% 1.56M 102.19 0.56% Share
15 SPY SPDR S&P 500 ET...
669.16
+0.11% 2.1K +2.89% 1.3M 355.32 0.47% Share
16 AAPL Apple Inc.
257.13
+0.66% 5.79K +0.26% 1.19M 81.59 0.43% Share
17 UAPR Innovator U.S. ...
32.20
+0.06% 20.38K 0.00% 637.86K 28.36 0.23% Share
18 ACM Aecom
129.77
-0.51% 4.11K 0.00% 464.08K 65.46 0.17% Share
19 AGG iShares Core U....
100.29
+0.11% 4.58K +8.28% 453.82K 99.39 0.16% Share
20 SCHB Schwab U.S. Bro...
25.84
+0.14% 18.03K +0.28% 429.55K 14.73 0.15% Share
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