Your Advocates Ltd., Llp
CIK Number: 0001774437
Main Sectors:
Filing Date: May 7, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US ... | 71.61 | +1.00% | 979.25K | +1.89% | 60.06M | 53.86 | 23.05% | Share |
| 2 | DFIC | Dimensional Int... | 32.93 | +1.04% | 1.27M | +1.88% | 35.4M | 25 | 13.58% | Share |
| 3 | DFEM | Dimensional Eme... | 32.03 | +0.95% | 899.75K | +3.59% | 23.81M | 23.9 | 9.14% | Share |
| 4 | BOND | PIMCO Active Bo... | 93.65 | +0.25% | 220.26K | +2.97% | 20.37M | 95.77 | 7.82% | Share |
| 5 | SCHR | Schwab Intermed... | 25.25 | +0.06% | 782.89K | +1.46% | 19.46M | 25.78 | 7.47% | Share |
| 6 | DFAS | Dimensional U.S... | 69.41 | +1.79% | 300.61K | +6.91% | 17.96M | 56.83 | 6.89% | Share |
| 7 | FNDX | Schwab Fundamen... | 26.16 | +1.18% | 749.42K | +2.86% | 17.69M | 18.27 | 6.79% | Share |
| 8 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 53.68K | -3.96% | 15.47M | 153.14 | 5.94% | Share |
| 9 | BSV | Vanguard Short-... | 78.98 | +0.04% | 181.03K | +1.52% | 14.17M | 79.75 | 5.44% | Share |
| 10 | FNDF | Schwab Fundamen... | 43.02 | +1.09% | 255.43K | +3.28% | 9.23M | 31.18 | 3.54% | Share |
| 11 | FNDE | Schwab Fundamen... | 35.82 | +1.30% | 234.55K | +1.49% | 7.22M | 25.51 | 2.77% | Share |
| 12 | FNDA | Schwab Fundamen... | 31.86 | +2.28% | 194.87K | +3.44% | 5.34M | 20.25 | 2.05% | Share |
| 13 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 18.09K | +0.43% | 2.15M | 80.65 | 0.83% | Share |
| 14 | AAPL | Apple Inc. | 230.03 | +1.43% | 5.77K | +0.07% | 1.28M | 81.27 | 0.49% | Share |
| 15 | COP | ConocoPhillips | 94.13 | -0.2% | 11.2K | +34.81% | 1.18M | 109.11 | 0.45% | Share |
| 16 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 2.04K | +1.44% | 1.14M | 347.73 | 0.44% | Share |
| 17 | SCHX | Schwab U.S. Lar... | 26.06 | +0.81% | 29.58K | +20.18% | 653.17K | 16.89 | 0.25% | Share |
| 18 | UAPR | Innovator S&P 5... | 32.03 | +0.21% | 20.38K | +14.86% | 608.52K | 28.36 | 0.23% | Share |
| 19 | HES | Hess Corporatio... | 148.97 | 0.00% | 3.05K | +100.00% | 487.66K | 159.73 | 0.19% | Share |
| 20 | FLIA | Franklin Intern... | 20.54 | +0.02% | 21.55K | -5.16% | 435.82K | 20.5 | 0.17% | Share |
| 21 | AGG | iShares Core U.... | 100.63 | +0.19% | 4.22K | +5.89% | 417.94K | 99.4 | 0.16% | Share |
| 22 | SCHB | Schwab U.S. Bro... | 25.43 | +0.93% | 17.98K | +0.29% | 387.02K | 14.7 | 0.15% | Share |
| 23 | ACM | Aecom | 127.60 | +1.73% | 4.11K | 0.00% | 381.31K | 65.46 | 0.15% | Share |
| 24 | HAL | Halliburton Com... | 22.32 | -1.26% | 10.42K | 0.00% | 264.33K | 33.43 | 0.10% | Share |
| 25 | OXY | Occidental Petr... | 46.01 | -0.65% | 4.95K | -0.2% | 244.33K | 49.68 | 0.09% | Share |
| 26 | VTI | Vanguard Total ... | 324.77 | +0.92% | 875 | 0.00% | 240.49K | 289.81 | 0.09% | Share |
| 27 | AHLT | American Beacon... | 23.38 | +1.22% | 9.71K | +1.67% | 228.09K | 23.64 | 0.09% | Share |
| 28 | DEM | WisdomTree Emer... | 47.28 | +0.79% | 5.27K | -0.85% | 221.59K | 35.6 | 0.09% | Share |
| 29 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 464 | +2.20% | 174.19K | 274.16 | 0.07% | Share |
| 30 | SLB | Schlumberger Li... | 36.02 | -0.4% | 3.92K | -20.94% | 163.81K | 33.06 | 0.06% | Share |
| 31 | MPC | Marathon Petrol... | 182.26 | +0.32% | 1.11K | 0.00% | 162.01K | 151.34 | 0.06% | Share |
| 32 | MCO | Moody's Corpora... | 518.63 | +2.48% | 253 | 0.00% | 117.82K | 211.5 | 0.05% | Share |
| 33 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 400 | +3.9K% | 103.66K | 258.05 | 0.04% | Share |
| 34 | SUSL | iShares ESG MSC... | 114.68 | +1.00% | 1.05K | 0.00% | 100.43K | 83.44 | 0.04% | Share |
| 35 | ADP | Automatic Data ... | 298.03 | +1.93% | 325 | 0.00% | 99.3K | 157.81 | 0.04% | Share |
| 36 | ITOT | iShares Core S&... | 144.19 | +0.91% | 775 | 0.00% | 94.56K | 86.42 | 0.04% | Share |
| 37 | SBUX | Starbucks Corpo... | 82.36 | -0.63% | 914 | 0.00% | 89.65K | 65.74 | 0.03% | Share |
| 38 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 441 | +0.68% | 83.91K | 136.35 | 0.03% | Share |
| 39 | ALL | The Allstate Co... | 202.43 | +1.20% | 400 | 0.00% | 82.83K | 91.73 | 0.03% | Share |
| 40 | BSVO | Ea Series Trust... | 23.13 | +1.98% | 4.16K | +100.00% | 80.93K | 19.44 | 0.03% | Share |
| 41 | FDX | FedEx Corporati... | 228.81 | +1.38% | 331 | 0.00% | 80.69K | 124.97 | 0.03% | Share |
| 42 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 150 | 0.00% | 78.56K | 299.97 | 0.03% | Share |
| 43 | SPTI | SPDR Portfolio ... | 29.04 | +0.02% | 2.53K | 0.00% | 72.31K | 29.2 | 0.03% | Share |
| 44 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 138 | +160.38% | 71.08K | 523.46 | 0.03% | Share |
| 45 | AVDE | Avantis Interna... | 78.72 | +1.10% | 1.03K | 0.00% | 68.13K | 61.37 | 0.03% | Share |
| 46 | TOST | Toast, Inc. | 40.77 | +2.18% | 2K | 0.00% | 66.34K | 18.73 | 0.03% | Share |
| 47 | COST | Costco Wholesal... | 964.32 | +0.84% | 59 | 0.00% | 55.8K | 383.29 | 0.02% | Share |
| 48 | ESGD | iShares ESG Awa... | 92.87 | +1.10% | 673 | 0.00% | 54.94K | 75.64 | 0.02% | Share |
| 49 | HD | The Home Depot,... | 423.33 | +2.44% | 146 | -21.51% | 53.51K | 261.5 | 0.02% | Share |
| 50 | IVV | iShares Core S&... | 660.91 | +0.83% | 91 | 0.00% | 51.13K | 437.4 | 0.02% | Share |
| 51 | CTVA | Corteva, Inc. | 72.96 | +1.64% | 810 | 0.00% | 50.97K | 46.75 | 0.02% | Share |
| 52 | GRMN | Garmin Ltd. | 241.06 | +2.16% | 200 | 0.00% | 43.43K | 118.61 | 0.02% | Share |
| 53 | TEM | Tempus AI, Inc. | 88.84 | +13.66% | 800 | +14.29% | 38.59K | 35.52 | 0.01% | Share |
| 54 | XLE | Energy Select S... | 89.10 | -0.01% | 412 | +14.76% | 38.52K | 92.05 | 0.01% | Share |
| 55 | SHOP | Shopify Inc. | 145.03 | +1.99% | 400 | 0.00% | 38.19K | 74.82 | 0.01% | Share |
| 56 | ASO | Academy Sports ... | 48.02 | -0.39% | 816 | +101.48% | 37.23K | 50.18 | 0.01% | Share |
| 57 | VT | Vanguard Total ... | 136.85 | +0.97% | 320 | -2.14% | 37.15K | 119.38 | 0.01% | Share |
| 58 | A | Agilent Technol... | 126.73 | +2.10% | 296 | 0.00% | 34.63K | 119.29 | 0.01% | Share |
| 59 | ESML | iShares ESG Awa... | 45.41 | +1.71% | 889 | 0.00% | 34.16K | 35.62 | 0.01% | Share |
| 60 | VEA | Vanguard Develo... | 60.07 | +1.11% | 670 | 0.00% | 34.06K | 43.27 | 0.01% | Share |
| 61 | CQP | Cheniere Energy... | 53.33 | +0.36% | 145 | 0.00% | 33.55K | 33.26 | 0.01% | Share |
| 62 | TTD | The Trade Desk,... | 45.24 | -1.95% | 600 | 0.00% | 32.83K | 54.75 | 0.01% | Share |
| 63 | SCHE | Schwab Emerging... | 32.74 | +1.24% | 1.19K | 0.00% | 32.78K | 24.58 | 0.01% | Share |
| 64 | SCHW | The Charles Sch... | 93.94 | +1.84% | 434 | 0.00% | 31.35K | 52.51 | 0.01% | Share |
| 65 | XOP | SPDR S&P Oil & ... | 131.31 | -0.35% | 222 | 0.00% | 29.24K | 60.64 | 0.01% | Share |
| 66 | RBLX | Roblox Corporat... | 132.99 | +0.11% | 500 | 0.00% | 29.14K | 45.72 | 0.01% | Share |
| 67 | GEV | GE Vernova Inc. | 634.13 | -1.47% | 93 | 0.00% | 28.39K | 177.92 | 0.01% | Share |
| 68 | VTV | Vanguard Value ... | 186.08 | +1.23% | 155 | 0.00% | 26.77K | 137.92 | 0.01% | Share |
| 69 | MGY | Magnolia Oil & ... | 24.13 | -0.68% | 1K | +42.86% | 25.26K | 24.26 | < 0.01% | Share |
| 70 | KO | The Coca-Cola C... | 67.59 | -0.34% | 352 | -41.53% | 25.21K | 60.49 | < 0.01% | Share |
| 71 | SPEM | SPDR Portfolio ... | 46.11 | +1.18% | 610 | 0.00% | 24.02K | 32.76 | < 0.01% | Share |
| 72 | DIA | SPDR Dow Jones ... | 461.95 | +1.32% | 55 | +22.22% | 23.27K | 422.51 | < 0.01% | Share |
| 73 | URI | United Rentals,... | 959.80 | +1.59% | 37 | 0.00% | 23.19K | 102.89 | < 0.01% | Share |
| 74 | KEYS | Keysight Techno... | 172.30 | +1.23% | 140 | 0.00% | 20.97K | 148.76 | < 0.01% | Share |
| 75 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 188 | +4.44% | 20.38K | 64.76 | < 0.01% | Share |
| 76 | UNP | Union Pacific C... | 216.04 | +0.40% | 85 | 0.00% | 20.08K | 169.62 | < 0.01% | Share |
| 77 | GOVT | iShares U.S. Tr... | 23.20 | +0.13% | 873 | 0.00% | 20.07K | 22.4 | < 0.01% | Share |
| 78 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 110 | 0.00% | 18.42K | 71.44 | < 0.01% | Share |
| 79 | IWM | iShares Russell... | 240.78 | +1.84% | 84 | +6.33% | 16.76K | 195 | < 0.01% | Share |
| 80 | RKLB | Rocket Lab USA,... | 48.41 | +4.85% | 890 | -1.11% | 15.91K | 11.54 | < 0.01% | Share |
| 81 | SLF | Sun Life Financ... | 59.60 | +1.57% | 275 | 0.00% | 15.75K | 32.09 | < 0.01% | Share |
| 82 | DXJS | WisdomTree Japa... | 36.56 | -1.16% | 444 | 0.00% | 15.54K | 22.06 | < 0.01% | Share |
| 83 | EAGG | iShares ESG U.S... | 48.22 | +0.19% | 306 | 0.00% | 14.51K | 47.63 | < 0.01% | Share |
| 84 | MGK | Vanguard Mega C... | 392.52 | +0.48% | 45 | 0.00% | 13.9K | 300.56 | < 0.01% | Share |
| 85 | VHT | Vanguard Health... | 259.97 | +1.71% | 50 | +100.00% | 13.24K | 264.72 | < 0.01% | Share |
| 86 | EOG | EOG Resources, ... | 120.00 | -0.22% | 100 | 0.00% | 12.82K | 122.58 | < 0.01% | Share |
| 87 | SUSB | iShares ESG 1-5... | 25.31 | +0.12% | 471 | 0.00% | 11.76K | 24.46 | < 0.01% | Share |
| 88 | IJR | iShares Core S&... | 120.07 | +2.08% | 111 | 0.00% | 11.61K | 95.52 | < 0.01% | Share |
| 89 | DFEV | Dimensional Eme... | 32.02 | +0.96% | 427 | 0.00% | 11.55K | 20.54 | < 0.01% | Share |
| 90 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 35 | 0.00% | 11.54K | 273 | < 0.01% | Share |
| 91 | FIS | Fidelity Nation... | 67.70 | +2.00% | 151 | 0.00% | 11.28K | 59.66 | < 0.01% | Share |
| 92 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 12 | 0.00% | 11.19K | 659.75 | < 0.01% | Share |
| 93 | FI | Fiserv, Inc. | 135.69 | +2.69% | 50 | 0.00% | 11.04K | 126.14 | < 0.01% | Share |
| 94 | TSCO | Tractor Supply ... | 60.02 | +2.69% | 200 | 0.00% | 11.02K | 53.16 | < 0.01% | Share |
| 95 | RSG | Republic Servic... | 232.32 | +1.67% | 45 | 0.00% | 10.9K | 153.16 | < 0.01% | Share |
| 96 | CRWD | CrowdStrike Hol... | 433.38 | +2.00% | 30 | 0.00% | 10.58K | 392.13 | < 0.01% | Share |
| 97 | XLF | Financial Selec... | 54.04 | +1.66% | 201 | +38.62% | 10K | 44.05 | < 0.01% | Share |
| 98 | APH | Amphenol Corpor... | 119.48 | +0.33% | 150 | 0.00% | 9.84K | 42.48 | < 0.01% | Share |
| 99 | IEV | iShares Europe ... | 65.00 | +1.03% | 163 | 0.00% | 9.49K | 44.72 | < 0.01% | Share |
| 100 | VOE | Vanguard Mid-Ca... | 174.44 | +1.48% | 58 | 0.00% | 9.31K | 130.95 | < 0.01% | Share |
| 101 | TRV | The Travelers C... | 279.38 | +2.59% | 35 | 0.00% | 9.26K | 173.63 | < 0.01% | Share |
| 102 | GRNY | Tidal Trust III... | 24.43 | +0.69% | 500 | +100.00% | 9.09K | 18.18 | < 0.01% | Share |
| 103 | WMT | Walmart Inc. | 102.63 | +2.21% | 100 | -9.09% | 8.78K | 90.34 | < 0.01% | Share |
| 104 | AME | AMETEK, Inc. | 192.04 | +2.47% | 50 | 0.00% | 8.61K | 161.88 | < 0.01% | Share |
| 105 | PRO | PROS Holdings, ... | 15.48 | +2.38% | 434 | 0.00% | 8.26K | 18.52 | < 0.01% | Share |
| 106 | SYK | Stryker Corpora... | 388.75 | +1.51% | 20 | 0.00% | 7.45K | 305.05 | < 0.01% | Share |
| 107 | VRSK | Verisk Analytic... | 266.24 | +1.32% | 25 | 0.00% | 7.44K | 226 | < 0.01% | Share |
| 108 | ATR | AptarGroup, Inc... | 137.08 | +0.61% | 50 | 0.00% | 7.42K | 115.86 | < 0.01% | Share |
| 109 | USB | U.S. Bancorp | 49.33 | +0.25% | 165 | 0.00% | 6.97K | 33.04 | < 0.01% | Share |
| 110 | SPOT | Spotify Technol... | 689.85 | -2.02% | 12 | 0.00% | 6.6K | 313.83 | < 0.01% | Share |
| 111 | MS | Morgan Stanley | 156.49 | +1.54% | 56 | 0.00% | 6.53K | 97.3 | < 0.01% | Share |
| 112 | LULU | Lululemon Athle... | 165.78 | +1.15% | 22 | 0.00% | 6.23K | 313.73 | < 0.01% | Share |
| 113 | PINS | Pinterest, Inc. | 34.96 | -0.94% | 200 | 0.00% | 6.2K | 61.75 | < 0.01% | Share |
| 114 | ITW | Illinois Tool W... | 266.29 | +1.42% | 25 | 0.00% | 6.2K | 250.12 | < 0.01% | Share |
| 115 | MQ | Marqeta, Inc. | 5.97 | +1.19% | 1.5K | 0.00% | 6.18K | 11.04 | < 0.01% | Share |
| 116 | BMY | Bristol-Myers S... | 47.54 | +0.83% | 100 | 0.00% | 6.1K | 56.56 | < 0.01% | Share |
| 117 | XYL | Xylem Inc. | 141.78 | +2.94% | 50 | 0.00% | 5.97K | 112.6 | < 0.01% | Share |
| 118 | SPTS | SPDR Portfolio ... | 29.31 | +0.03% | 198 | +125.00% | 5.79K | 29.13 | < 0.01% | Share |
| 119 | AMGN | Amgen Inc. | 282.73 | +1.52% | 18 | 0.00% | 5.61K | 222 | < 0.01% | Share |
| 120 | GRID | First Trust NAS... | 148.29 | +0.61% | 49 | 0.00% | 5.54K | 104.69 | < 0.01% | Share |
| 121 | CPNG | Coupang, Inc. | 32.45 | +1.03% | 250 | 0.00% | 5.48K | 21.08 | < 0.01% | Share |
| 122 | AXP | American Expres... | 329.46 | +1.89% | 20 | 0.00% | 5.41K | 271.2 | < 0.01% | Share |
| 123 | SNPS | Synopsys, Inc. | 438.10 | +12.98% | 12 | 0.00% | 5.15K | 601.75 | < 0.01% | Share |
| 124 | DHR | Danaher Corpora... | 195.17 | +1.34% | 25 | 0.00% | 5.13K | 212.72 | < 0.01% | Share |
| 125 | TMO | Thermo Fisher S... | 491.20 | +3.08% | 10 | 0.00% | 4.98K | 521.7 | < 0.01% | Share |
| 126 | DXC | DXC Technology ... | 14.55 | +2.31% | 287 | 0.00% | 4.89K | 25.76 | < 0.01% | Share |
| 127 | TTWO | Take-Two Intera... | 246.54 | +1.02% | 20 | 0.00% | 4.14K | 154.25 | < 0.01% | Share |
| 128 | NOW | ServiceNow, Inc... | 938.41 | +1.61% | 5 | 0.00% | 3.98K | 622.2 | < 0.01% | Share |
| 129 | VIK | Viking Holdings... | 65.32 | +3.81% | 100 | 0.00% | 3.98K | 34.89 | < 0.01% | Share |
| 130 | GEHC | GE HealthCare T... | 77.96 | +2.59% | 49 | 0.00% | 3.96K | 81.18 | < 0.01% | Share |
| 131 | T | AT&T Inc. | 29.48 | +0.98% | 133 | 0.00% | 3.76K | 22.77 | < 0.01% | Share |
| 132 | SO | The Southern Co... | 92.14 | +0.63% | 40 | -87.69% | 3.7K | 64.7 | < 0.01% | Share |
| 133 | CGNX | Cognex Corporat... | 44.95 | +1.24% | 121 | 0.00% | 3.61K | 42.21 | < 0.01% | Share |
| 134 | CMG | Chipotle Mexica... | 38.96 | +0.65% | 70 | 0.00% | 3.52K | 57.61 | < 0.01% | Share |
| 135 | ANET | Arista Networks... | 153.03 | +1.53% | 40 | 0.00% | 3.1K | 89.18 | < 0.01% | Share |
| 136 | DXCM | DexCom, Inc. | 76.00 | -0.03% | 44 | 0.00% | 3K | 136.7 | < 0.01% | Share |
| 137 | SERV | Serve Robotics ... | 11.40 | +6.84% | 510 | +100.00% | 2.93K | 5.75 | < 0.01% | Share |
| 138 | CNC | Centene Corpora... | 34.09 | +9.00% | 47 | 0.00% | 2.85K | 62.3 | < 0.01% | Share |
| 139 | VLTO | Veralto Corpora... | 109.05 | +2.87% | 28 | -41.67% | 2.73K | 106.89 | < 0.01% | Share |
| 140 | VB | Vanguard Small ... | 258.07 | +1.77% | 12 | 0.00% | 2.66K | 224.08 | < 0.01% | Share |
| 141 | POOL | Pool Corporatio... | 329.80 | +3.34% | 8 | 0.00% | 2.55K | 434.38 | < 0.01% | Share |
| 142 | TRMB | Trimble Inc. | 82.85 | +3.36% | 34 | 0.00% | 2.23K | 82.24 | < 0.01% | Share |
| 143 | PBW | Invesco WilderH... | 25.28 | +2.14% | 131 | 0.00% | 2.06K | 30.32 | < 0.01% | Share |
| 144 | AMAT | Applied Materia... | 170.15 | +4.12% | 14 | +133.33% | 2.04K | 179.14 | < 0.01% | Share |
| 145 | COIN | Coinbase Global... | 323.95 | +2.73% | 11 | 0.00% | 1.9K | 248.27 | < 0.01% | Share |
| 146 | STZ | Constellation B... | 142.94 | +0.03% | 10 | 0.00% | 1.83K | 210.6 | < 0.01% | Share |
| 147 | DIS | The Walt Disney... | 117.06 | +1.10% | 18 | 0.00% | 1.78K | 117.61 | < 0.01% | Share |
| 148 | IFNNY | Infineon Techno... | 37.48 | +1.19% | 50 | 0.00% | 1.66K | 21.96 | < 0.01% | Share |
| 149 | AUPH | Aurinia Pharmac... | 12.78 | +4.58% | 200 | 0.00% | 1.61K | 13.24 | < 0.01% | Share |
| 150 | PLUG | Plug Power Inc. | 1.51 | +4.86% | 1.19K | +4.41% | 1.6K | 3.65 | < 0.01% | Share |