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CIK: 0001774437
Total reported value
$349.9M
$349.9M
211 檔
45.5%
In Q1 2025, Your Advocates Ltd., LLP's U.S. equity holdings reached a combined market value of $349.9M, distributed across 211 disclosed stock positions.
In Q1 2025, Your Advocates Ltd., LLP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 23.05% | +1.21% | +1.89% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.58% | -0.41% | +1.88% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.14% | +0.49% | +3.59% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 7.82% | -0.03% | +2.97% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.47% | -0.15% | +1.46% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.89% | +0.66% | +6.91% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.79% | +0.19% | +2.86% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.94% | -1.11% | -3.96% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.44% | -0.09% | +1.52% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.54% | -0.12% | +3.28% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.77% | -0.15% | +1.49% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.05% | +0.18% | +3.44% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.23% | +0.43% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.03% | +0.07% | |
| 15 | COP | Conocophillips | Stock-Energy | 0.45% | -0.26% | +34.81% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.01% | +1.44% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | +0.01% | +20.18% | |
| 18 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.23% | — | +14.86% | |
| 19 | HES | Hess CORP | Stock-Other | 0.19% | — | — | |
| 20 | FLIA | Franklin International Aggre | ETF-Other | 0.17% | — | -5.16% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | -0.02% | EXIT | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | +0.29% | |
| 23 | ACM | Aecom | Stock-Industrials | 0.15% | -0.03% | — | |
| 24 | HAL | Halliburton Co | Stock-Energy | 0.10% | — | — | |
| 25 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.09% | +0.02% | -0.20% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | +0.03% | — | |
| 27 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.09% | +0.04% | +1.67% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.09% | — | -0.85% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | +2.20% | |
| 30 | SLB | Slb LTD | Stock-Energy | 0.06% | -0.01% | -20.94% | |
| 31 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.06% | -0.02% | — | |
| 32 | ✓ | Sap Se Ordf | Stock-Other | 0.05% | -0.01% | EXIT | |
| 33 | MCO | Moody's CORP | Stock-Financials | 0.05% | — | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.04% | — | +3900.00% | |
| 35 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | — | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 37 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.04% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.03% | — | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | +0.68% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 42 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.03% | — | — | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.03% | -0.01% | — | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.03% | +0.01% | — | |
| 45 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.03% | +0.01% | — | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.03% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | — | +160.38% | |
| 48 | CIM | Chimera Investment Corporation | Stock-Other | 0.03% | — | — | |
| 49 | AVDE | Avantis International Equity | ETF-Other | 0.03% | — | — | |
| 50 | TOST | Toast Inc-class A | Stock-Tech | 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 211 disclosed positions in Q1 2025.
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 45.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
DCOR
市值: $60.1M
During Q1 2025, Your Advocates Ltd., LLP's top holdings by market value included DCOR (23.1%)、DFIC (13.6%)、DFEM (9.1%). The largest single position, DCOR, represented 23.1% of total portfolio value.
In Q1 2025, Your Advocates Ltd., LLP made 50 total portfolio adjustments, initiating 50 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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