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CIK: 0001774437
Total reported value
$349.9M
$349.9M
232 檔
44.6%
As reported in its official Q3 2024 Form 13F filing, Your Advocates Ltd., LLP's tracked investment portfolio stood at $349.9M with 232 total positions.
In Q3 2024, Your Advocates Ltd., LLP adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 23.92% | +1.21% | +0.75% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.16% | -0.41% | +2.86% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.44% | +0.49% | +3.38% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 7.45% | -0.03% | -0.00% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.37% | -0.15% | -1.08% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.93% | +0.66% | +2.91% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.86% | +0.19% | -2.12% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.38% | -1.11% | -2.87% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.37% | -0.09% | +0.91% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.43% | -0.12% | +2.81% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.91% | -0.15% | -0.18% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.18% | +0.18% | +0.16% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.23% | -2.29% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.03% | -5.79% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.01% | -2.80% | |
| 16 | COP | Conocophillips | Stock-Energy | 0.30% | -0.26% | -1.36% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | +0.01% | +0.10% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | — | -2.00% | |
| 19 | FLIA | Franklin International Aggre | ETF-Other | 0.23% | — | -11.13% | |
| 20 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.21% | — | — | |
| 21 | ACM | Aecom | Stock-Industrials | 0.18% | -0.03% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | +0.63% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.14% | -0.02% | EXIT | |
| 24 | HAL | Halliburton Co | Stock-Energy | 0.12% | — | — | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.10% | — | -6.43% | |
| 26 | SLB | Slb LTD | Stock-Energy | 0.08% | -0.01% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | +0.44% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.07% | -0.02% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.06% | -0.01% | -8.86% | |
| 31 | MCO | Moody's CORP | Stock-Financials | 0.06% | — | — | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.05% | — | — | |
| 33 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.05% | — | -1.56% | |
| 34 | TMFG | Motley Fool Global Opp | ETF-Other | 0.05% | — | — | |
| 35 | ✓ | Sap Se Ordf | Stock-Other | 0.04% | -0.01% | EXIT | |
| 36 | BBSA* | Jpmorgan Betabuilders 1-5 Yr | ETF-Other | 0.04% | — | +3.40% | |
| 37 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | -12.43% | |
| 39 | ✓ | FTSE RAFI US 1500 Small Cap | Stock-Other | 0.04% | +0.01% | -5.01% | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.04% | -0.01% | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.04% | — | — | |
| 43 | CIM | Chimera Investment Corporation | Stock-Other | 0.03% | — | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | -2.05% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.03% | — | — | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 47 | DUK | Duke Energy Corporation | Stock-Utilities | 0.03% | — | — | |
| 48 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.03% | +0.01% | — | |
| 49 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.03% | — | — | |
| 50 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-Other | 0.03% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.4% | +2.86% | Add |
| 2 | DFAS | Dimensional US Small Cap ETF | +0.3% | +2.91% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +3.38% | Add |
| 4 | GLD | Spdr Gold Shares | +0.2% | -2.87% | Trim |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.81% | Add |
| 6 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +0.75% | Add |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | -0.18% | Trim |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +0.16% | Add |
| 9 | TSLA | Tesla Inc | 0% | -2.00% | Trim |
| 10 | ACM | Aecom | 0% | — | Unchanged |
| 11 | VT | Vanguard Tot World Stk ETF | 0% | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | NEW | New buy |
| 14 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 15 | MCO | Moody's CORP | 0% | — | Unchanged |
| 16 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 17 | AEP | American Electric Power Company, Inc. | 0% | — | Unchanged |
| 18 | SCHX | Schwab US Large-cap ETF | — | +0.10% | Add |
| 19 | SCHB | Schwab US Broad Market ETF | — | +0.63% | Add |
| 20 | CIM | Chimera Investment Corporation | — | — | Unchanged |
| 21 | ✓ | Sap Se Ordf | — | — | Unchanged |
| 22 | ALL | Allstate CORP | — | — | Unchanged |
| 23 | CAT | Caterpillar Inc | — | — | Unchanged |
| 24 | HUM | Humana Inc | — | +81.82% | Add |
| 25 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 26 | FDX | Fedex CORP | — | — | Unchanged |
| 27 | TMFG | Motley Fool Global Opp | — | — | Unchanged |
| 28 | AAPL | Apple Inc | 0% | -5.79% | Trim |
| 29 | UAPR | Innovator U.s. Equity Ultra | 0% | — | Unchanged |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | -33.61% | Trim |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 0% | -50.00% | Trim |
| 32 | DEM | Wisdomtree Emerging Markets | 0% | -6.43% | Trim |
| 33 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 34 | TEM | Tempus Ai Inc-cl A | 0% | -75.00% | Trim |
| 35 | CCL1EUR | Carnival CORP LTD | 0% | -17.57% | Trim |
| 36 | MGK | Vanguard Mega Cap Growth ETF | 0% | -80.00% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.80% | Trim |
| 38 | SLB | Slb LTD | 0% | — | Unchanged |
| 39 | FLIA | Franklin International Aggre | 0% | -11.13% | Trim |
| 40 | HAL | Halliburton Co | 0% | — | Unchanged |
| 41 | PWR | Quanta Services Inc | 0% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | 0% | -80.43% | Trim |
| 43 | FBRT | Franklin Bsp Realty Trust In | 0% | EXIT | Sold out |
| 44 | ASO | Academy Sports & Outdoors In | 0% | -92.09% | Trim |
| 45 | COP | Conocophillips | -0.1% | -1.36% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.1% | -2.29% | Trim |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | -2.12% | Trim |
| 48 | BSV | Vanguard Short-term Bond ETF | -0.2% | +0.91% | Add |
| 49 | BOND | Pimco Active Bond Exchange-t | -0.2% | -0.00% | Trim |
| 50 | SCHR | Schwab Intermediate-term US | -0.3% | -1.08% | Trim |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 232 disclosed positions in Q3 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 44.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
VT
市值: $33.6K
Top Position Liquidated / Trimmed
PWR
前期市值: $99.9K
During Q3 2024, Your Advocates Ltd., LLP's top holdings by market value included DCOR (23.9%)、DFIC (13.2%)、DFEM (9.4%). The largest single position, DCOR, represented 23.9% of total portfolio value.
In Q3 2024, Your Advocates Ltd., LLP made 34 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 19 holdings, and fully liquidating 2 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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