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CIK: 0001774437
Total reported value
$349.9M
$349.9M
204 檔
49.5%
During the Q2 2025 filing period, Your Advocates Ltd., LLP (CIK: 0001774437) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $349.9M across 204 reported positions.
In Q2 2025, Your Advocates Ltd., LLP displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 24.16% | +1.21% | +2.67% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.83% | -0.41% | -2.93% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.40% | +0.49% | -2.04% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 7.46% | -0.03% | +2.26% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.34% | +0.66% | +6.59% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.11% | -0.15% | +0.99% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.70% | +0.19% | +1.33% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.37% | -1.11% | -8.63% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.21% | -0.09% | +1.68% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.56% | -0.12% | -3.19% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.63% | -0.15% | -5.56% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.09% | +0.18% | +4.13% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.23% | +0.45% | |
| 14 | COP | Conocophillips | Stock-Energy | 0.56% | -0.26% | +55.66% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | +2.89% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.03% | +0.26% | |
| 17 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.23% | — | — | |
| 18 | ACM | Aecom | Stock-Industrials | 0.17% | -0.03% | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | -0.02% | EXIT | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | +0.28% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | +0.01% | -43.96% | |
| 22 | FLIA | Franklin International Aggre | ETF-Other | 0.14% | — | -10.98% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.03% | +21.94% | |
| 24 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.09% | +0.04% | +20.42% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | +1.29% | |
| 26 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.08% | — | -3.42% | |
| 27 | HAL | Halliburton Co | Stock-Energy | 0.08% | — | — | |
| 28 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.08% | +0.02% | +0.61% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | +10.00% | |
| 30 | MCO | Moody's CORP | Stock-Financials | 0.05% | — | — | |
| 31 | SLB | Slb LTD | Stock-Energy | 0.05% | -0.01% | -4.21% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.04% | -0.02% | -36.69% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.04% | +0.01% | +182.81% | |
| 34 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | +0.10% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +5.22% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | -6.19% | |
| 38 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.03% | +0.01% | -6.42% | |
| 39 | TOST | Toast Inc-class A | Stock-Tech | 0.03% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.01% | +51.65% | |
| 41 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.03% | — | — | |
| 42 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.03% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | — | +115.52% | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | — | — | |
| 46 | CIM | Chimera Investment Corporation | Stock-Other | 0.03% | — | — | |
| 47 | ✓ | Sap Se Ordf | Stock-Other | 0.03% | -0.01% | EXIT | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.03% | -0.01% | — | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.03% | — | — | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.02% | — | -20.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | +1.1% | +2.67% | Add |
| 2 | DFAS | Dimensional US Small Cap ETF | +0.5% | +6.59% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | -2.04% | Trim |
| 4 | DFIC | Dimensional International Co | +0.3% | -2.93% | Trim |
| 5 | COP | Conocophillips | +0.1% | +55.66% | Add |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +4.13% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.89% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | +21.94% | Add |
| 9 | VT | Vanguard Tot World Stk ETF | 0% | +182.81% | Add |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -3.19% | Trim |
| 11 | ACM | Aecom | 0% | — | Unchanged |
| 12 | VEA | Vanguard Ftse Developed ETF | 0% | +115.52% | Add |
| 13 | MSFT | Microsoft CORP | 0% | +1.29% | Add |
| 14 | TSLA | Tesla Inc | 0% | +10.00% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | +51.65% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | 0% | NEW | New buy |
| 17 | VIOO | Vanguard S&p Small-cap 600 E | 0% | NEW | New buy |
| 18 | RBLX | Roblox CORP -class A | 0% | — | Unchanged |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +83.64% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +5.22% | Add |
| 21 | GEV | GE Vernova Inc | 0% | -6.45% | Trim |
| 22 | SCHB | Schwab US Broad Market ETF | — | +0.28% | Add |
| 23 | AGG | Ishares Core U.s. Aggregate | — | +8.28% | Add |
| 24 | AHLT | American Beacon Ahl Trend | — | +20.42% | Add |
| 25 | UAPR | Innovator U.s. Equity Ultra | — | — | Unchanged |
| 26 | TOST | Toast Inc-class A | — | — | Unchanged |
| 27 | NVDA | Nvidia CORP | — | +26.06% | Add |
| 28 | RKLB | Rocket Lab Corporation | — | +1.12% | Add |
| 29 | SLB | Slb LTD | 0% | -4.21% | Trim |
| 30 | OXY | Occidental Petroleum CORP | 0% | +0.61% | Add |
| 31 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 32 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 33 | ASO | Academy Sports & Outdoors In | 0% | -83.33% | Trim |
| 34 | TEM | Tempus Ai Inc-cl A | 0% | -85.00% | Trim |
| 35 | GOOG | Alphabet Inc. | 0% | -90.91% | Trim |
| 36 | SBUX | Starbucks CORP | 0% | -73.74% | Trim |
| 37 | ✓ | Sap Se Ordf | 0% | -49.19% | Trim |
| 38 | HAL | Halliburton Co | 0% | — | Unchanged |
| 39 | MPC | Marathon Petroleum CORP | 0% | -36.69% | Trim |
| 40 | FLIA | Franklin International Aggre | 0% | -10.98% | Trim |
| 41 | AAPL | Apple Inc | -0.1% | +0.26% | Add |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | +1.33% | Add |
| 43 | SCHX | Schwab US Large-cap ETF | -0.1% | -43.96% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.1% | +0.45% | Add |
| 45 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.1% | -5.56% | Trim |
| 46 | HES | Hess CORP | -0.2% | EXIT | Sold out |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.2% | +1.68% | Add |
| 48 | BOND | Pimco Active Bond Exchange-t | -0.4% | +2.26% | Add |
| 49 | SCHR | Schwab Intermediate-term US | -0.4% | +0.99% | Add |
| 50 | GLD | Spdr Gold Shares | -0.6% | -8.63% | 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 204 disclosed positions in Q2 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 49.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
VWO
市值: $28.7K
Top Position Liquidated / Trimmed
HES
前期市值: $487.7K
During Q2 2025, Your Advocates Ltd., LLP's top holdings by market value included DCOR (24.2%)、DFIC (13.8%)、DFEM (9.4%). The largest single position, DCOR, represented 24.2% of total portfolio value.
In Q2 2025, Your Advocates Ltd., LLP made 43 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 15 holdings, and fully liquidating 1 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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