Your Advocates Ltd., LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
YA Your Advocates Ltd., LLP | Institutional Filer | ▲ 7.02% | $327.9M | 232 |
Current Portfolio Holdings
Showing all 232 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core | — | 1.1M | $76.6M | 23.37% |
| 2 | DFIC | Dimensional ETF Int'l Core Equity 2 | — | 1.3M | $44.4M | 13.55% |
| 3 | DFEM | Dimensional ETF Emerg. Markets Core Equity | — | 877K | $30.3M | 9.24% |
| 4 | SCHR | Schwab Intermediate Term US Treas | — | 1.0M | $25.0M | 7.62% |
| 5 | DFAS | Dimensional US Small Cap ETF | — | 347K | $24.7M | 7.52% |
| 6 | SPIB | SPDR Intermediate Term Corporate | — | 683K | $22.9M | 6.98% |
| 7 | FNDX | Schwab Fundamental US Large Company ETF | — | 768K | $21.4M | 6.52% |
| 8 | GLD | SPDR Gold Trust | — | 44K | $18.9M | 5.76% |
| 9 | BSV | Vanguard Short-Term Bond ETF | — | 212K | $16.6M | 5.07% |
| 10 | FNDF | Schwab Fundamental Intl Lg Co ETF | — | 247K | $12.1M | 3.68% |
| 11 | FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | — | 222K | $8.5M | 2.59% |
| 12 | FNDA | Schwab Fundamental US Small Company ETF | — | 210K | $6.8M | 2.08% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 18K | $3.1M | 0.95% |
| 14 | COP | ConocoPhillips | Energy | 20K | $2.6M | 0.80% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 2K | $1.5M | 0.47% |
Showing 1 to 15 of 232 holdings