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CIK: 0001774437
Total reported value
$349.9M
$349.9M
241 檔
41.7%
At the close of Q2 2024, Your Advocates Ltd., LLP disclosed equity holdings valued at approximately $349.9M, spread across 241 reported holdings.
During Q2 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 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 23.84% | +1.21% | +2.82% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 12.78% | -0.41% | +49.30% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.26% | +0.49% | -21.06% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.68% | -0.15% | -20.43% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 7.66% | -0.03% | -26.78% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.99% | +0.19% | +2.55% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.66% | +0.66% | +88.34% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.54% | -0.09% | +11.75% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 5.23% | -1.11% | -4.68% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.34% | -0.12% | +34.65% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.86% | -0.15% | -43.03% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.14% | +0.18% | +10.60% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.23% | -0.78% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.03% | -1.50% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.01% | +0.15% | |
| 16 | COP | Conocophillips | Stock-Energy | 0.35% | -0.26% | — | |
| 17 | FLIA | Franklin International Aggre | ETF-Other | 0.26% | — | -31.83% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | +0.01% | -20.99% | |
| 19 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.22% | — | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | — | -0.13% | |
| 21 | ACM | Aecom | Stock-Industrials | 0.16% | -0.03% | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | -0.02% | EXIT | |
| 23 | HAL | Halliburton Co | Stock-Energy | 0.15% | — | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | — | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.11% | — | -51.13% | |
| 26 | SLB | Slb LTD | Stock-Energy | 0.10% | -0.01% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | -20.46% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.08% | -0.02% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.06% | +0.01% | — | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.06% | -0.01% | -20.78% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.06% | — | -6.87% | |
| 32 | MCO | Moody's CORP | Stock-Financials | 0.05% | — | — | |
| 33 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.05% | — | +1.58% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | +0.01% | +1214.29% | |
| 35 | TMFG | Motley Fool Global Opp | ETF-Other | 0.05% | — | -18.44% | |
| 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 | BBSA* | Jpmorgan Betabuilders 1-5 Yr | ETF-Other | 0.04% | — | +11.65% | |
| 39 | ✓ | Sap Se Ordf | Stock-Other | 0.04% | -0.01% | EXIT | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.04% | — | -16.03% | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.04% | -0.01% | — | |
| 42 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.04% | — | +117.32% | |
| 43 | ✓ | FTSE RAFI US 1500 Small Cap | Stock-Other | 0.04% | +0.01% | — | |
| 44 | FBRT | Franklin Bsp Realty Trust In | Stock-Other | 0.04% | — | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +20.00% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.03% | — | — | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.03% | — | — | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.03% | +0.01% | +400.00% | |
| 49 | CIM | Chimera Investment Corporation | Stock-Other | 0.03% | — | -66.67% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.01% | — |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 241 disclosed positions in Q2 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, DFIC, DFEM) accounted for 41.7% of total reported equity market value during Q2 2024.
During Q2 2024, Your Advocates Ltd., LLP's top holdings by market value included DCOR (23.8%)、DFIC (12.8%)、DFEM (9.3%). The largest single position, DCOR, represented 23.8% of total portfolio value.
In Q2 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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