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CIK: 0001774437
Total reported value
$349.9M
$349.9M
236 檔
42.9%
According to the latest 13F quarterly dataset, Your Advocates Ltd., LLP managed an equity portfolio of $349.9M at the end of Q1 2024, spanning 236 distinct U.S. exchange-listed positions.
During Q1 2024, Your Advocates Ltd., LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 22.97% | +1.21% | -12.66% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 11.25% | +0.49% | -7.61% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 10.61% | -0.03% | -9.40% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 9.76% | -0.15% | -3.66% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 8.75% | -0.41% | -10.57% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.90% | +0.19% | -11.05% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 5.28% | -1.11% | -9.49% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.98% | -0.09% | -5.97% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.73% | -0.15% | -7.81% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.69% | +0.66% | -7.94% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.54% | -0.12% | -9.99% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.02% | +0.18% | -9.10% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.23% | +58.47% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.03% | +3.33% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.01% | +1.66% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | — | -1.10% | |
| 17 | COP | Conocophillips | Stock-Energy | 0.39% | -0.26% | +119.76% | |
| 18 | FLIA | Franklin International Aggre | ETF-Other | 0.39% | — | +5.24% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | +0.01% | -15.79% | |
| 20 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.22% | — | -14.60% | |
| 21 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.21% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.02% | EXIT | |
| 23 | ACM | Aecom | Stock-Industrials | 0.18% | -0.03% | -3.60% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | -0.13% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | — | +0.31% | |
| 26 | SLB | Slb LTD | Stock-Energy | 0.11% | -0.01% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | -4.22% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | -0.02% | — | |
| 29 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.07% | -0.01% | -7.64% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.06% | +0.01% | — | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.06% | — | +7.38% | |
| 32 | TMFG | Motley Fool Global Opp | ETF-Other | 0.06% | — | — | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.05% | — | +127.18% | |
| 34 | MCO | Moody's CORP | Stock-Financials | 0.05% | — | — | |
| 35 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.04% | — | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | — | |
| 37 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | — | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.04% | -0.01% | — | |
| 39 | ✓ | Sap Se Ordf | Stock-Other | 0.04% | -0.01% | EXIT | |
| 40 | BBSA* | Jpmorgan Betabuilders 1-5 Yr | ETF-Other | 0.04% | — | -29.97% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.04% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | — | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.03% | — | — | |
| 44 | CIM | Chimera Investment Corporation | Stock-Other | 0.03% | — | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.03% | — | — | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.03% | — | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | -27.72% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.01% | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | — | — |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 236 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DCOR, DFEM, BOND) accounted for 42.9% of total reported equity market value during Q1 2024.
During Q1 2024, Your Advocates Ltd., LLP's top holdings by market value included DCOR (23.0%)、DFEM (11.3%)、BOND (10.6%). The largest single position, DCOR, represented 23.0% of total portfolio value.
In Q1 2024, Your Advocates Ltd., LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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