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CIK: 0001774437
Total reported value
$349.9M
$349.9M
209 檔
44.3%
The Q4 2024 SEC filing reveals that Your Advocates Ltd., LLP held a total portfolio value of $349.9M, covering 209 public equity positions.
Your Advocates Ltd., LLP executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 9 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including DCOR, DFIC, DFEM) accounted for 44.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 24.51% | +1.21% | -0.01% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 12.85% | -0.41% | +5.09% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.04% | +0.49% | +1.81% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 7.69% | -0.03% | +6.72% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.45% | -0.15% | +108.01% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.27% | +0.66% | +3.47% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.86% | +0.19% | +199.39% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.48% | -0.09% | +2.67% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 5.38% | -1.11% | -0.72% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.26% | -0.12% | +5.87% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.67% | -0.15% | +0.67% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.22% | +0.18% | +102.53% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.23% | -0.83% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.03% | +0.16% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | +5.51% | |
| 16 | COP | Conocophillips | Stock-Energy | 0.33% | -0.26% | +14.77% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | +0.01% | +170.73% | |
| 18 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.22% | — | — | |
| 19 | FLIA | Franklin International Aggre | ETF-Other | 0.18% | — | -18.00% | |
| 20 | ACM | Aecom | Stock-Industrials | 0.17% | -0.03% | -6.38% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | +220.93% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | -0.02% | EXIT | |
| 23 | HAL | Halliburton Co | Stock-Energy | 0.11% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | +0.03% | — | |
| 25 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.10% | +0.02% | +4860.00% | |
| 26 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.09% | +0.04% | +296.14% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.09% | — | -5.25% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | +0.22% | |
| 29 | SLB | Slb LTD | Stock-Energy | 0.08% | -0.01% | — | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.06% | -0.02% | — | |
| 31 | MCO | Moody's CORP | Stock-Financials | 0.05% | — | -15.67% | |
| 32 | ✓ | Sap Se Ordf | Stock-Other | 0.05% | -0.01% | EXIT | |
| 33 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.05% | — | — | |
| 34 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | +0.19% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +2.10% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.04% | -0.01% | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.03% | — | — | |
| 40 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 41 | CIM | Chimera Investment Corporation | Stock-Other | 0.03% | — | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.03% | +0.01% | -49.66% | |
| 43 | TOST | Toast Inc-class A | Stock-Tech | 0.03% | — | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | — | +27.40% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.03% | — | -47.10% | |
| 46 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.03% | — | — | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.03% | — | — | |
| 48 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.02% | +0.01% | +6.86% | |
| 49 | DUK | Duke Energy Corporation | Stock-Utilities | 0.02% | — | — | |
| 50 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.02% | -0.01% | -62.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | +0.6% | -0.01% | Trim |
| 2 | DFAS | Dimensional US Small Cap ETF | +0.3% | +3.47% | Add |
| 3 | BOND | Pimco Active Bond Exchange-t | +0.2% | +6.72% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.1% | +2.67% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 6 | OXY | Occidental Petroleum CORP | +0.1% | +4860.00% | Add |
| 7 | SCHR | Schwab Intermediate-term US | +0.1% | +108.01% | Add |
| 8 | AHLT | American Beacon Ahl Trend | +0.1% | +296.14% | Add |
| 9 | AAPL | Apple Inc | 0% | +0.16% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.51% | Add |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +102.53% | Add |
| 12 | AVDE | Avantis International Equity | 0% | NEW | New buy |
| 13 | COP | Conocophillips | 0% | +14.77% | Add |
| 14 | SCHB | Schwab US Broad Market ETF | 0% | +220.93% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | NEW | New buy |
| 16 | AGG | Ishares Core U.s. Aggregate | 0% | +9.71% | Add |
| 17 | TEM | Tempus Ai Inc-cl A | 0% | +600.00% | Add |
| 18 | TOST | Toast Inc-class A | 0% | — | Unchanged |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | +199.39% | Add |
| 20 | GLD | Spdr Gold Shares | — | -0.72% | Trim |
| 21 | SLB | Slb LTD | — | — | Unchanged |
| 22 | SCHX | Schwab US Large-cap ETF | 0% | +170.73% | Add |
| 23 | CCL1EUR | Carnival CORP LTD | 0% | EXIT | Sold out |
| 24 | HUM | Humana Inc | 0% | EXIT | Sold out |
| 25 | DEM | Wisdomtree Emerging Markets | 0% | -5.25% | Trim |
| 26 | CIFR | Cipher Digital Inc | 0% | EXIT | Sold out |
| 27 | MRO* | Marathon Oil CORP | 0% | EXIT | Sold out |
| 28 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 29 | GILD | Gilead Sciences Inc | 0% | EXIT | Sold out |
| 30 | ✓ | Hut Eight Mining CORP | 0% | EXIT | Sold out |
| 31 | MARA | Mara Holdings Inc | 0% | EXIT | Sold out |
| 32 | MCO | Moody's CORP | 0% | -15.67% | Trim |
| 33 | HAL | Halliburton Co | 0% | — | Unchanged |
| 34 | SO | Southern Co/the | 0% | -35.00% | Trim |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | -47.10% | Trim |
| 36 | ✓ | FTSE RAFI US 1500 Small Cap | 0% | -55.73% | Trim |
| 37 | VB | Vanguard Small-cap ETF | 0% | -93.26% | Trim |
| 38 | PRFUSD | Invesco Ftse Rafi US 1000 Et | 0% | -42.89% | Trim |
| 39 | CAT | Caterpillar Inc | 0% | -82.50% | Trim |
| 40 | BBSA* | Jpmorgan Betabuilders 1-5 Yr | 0% | EXIT | Sold out |
| 41 | UNH | Unitedhealth Group Inc | 0% | -49.66% | Trim |
| 42 | IAUUSD | Ishares Gold Trust | 0% | -62.48% | Trim |
| 43 | TMFG | Motley Fool Global Opp | -0.1% | EXIT | Sold out |
| 44 | FLIA | Franklin International Aggre | -0.1% | -18.00% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.1% | -0.83% | Trim |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.2% | +5.87% | Add |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.2% | +0.67% | Add |
| 48 | TSLA | Tesla Inc | -0.2% | -99.57% | Trim |
| 49 | DFIC | Dimensional International Co | -0.3% | +5.09% | Add |
| 50 | DFEM | Dimensional Emrg Mrkt Core | -0.4% | +1.81% | Add |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 209 disclosed positions in Q4 2024.
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Top New Position Initiated
VTI
市值: $253.6K
Top Position Liquidated / Trimmed
TMFG
前期市值: $117.1K
During Q4 2024, Your Advocates Ltd., LLP's top holdings by market value included DCOR (24.5%)、DFIC (12.8%)、DFEM (9.0%). The largest single position, DCOR, represented 24.5% of total portfolio value.
In Q4 2024, Your Advocates Ltd., LLP made 46 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 9 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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