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CIK: 0001774437
Total reported value
$349.9M
$349.9M
221 檔
52.6%
At the close of Q3 2025, Your Advocates Ltd., LLP disclosed equity holdings valued at approximately $349.9M, spread across 221 reported holdings.
In Q3 2025, Your Advocates Ltd., LLP displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DCOR, DFIC, DFEM) accounted for 52.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPIB
市值: $21.0M
Top Position Liquidated / Trimmed
HES
前期市值: $487.7K
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 24.29% | +1.21% | +0.24% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.39% | -0.41% | -1.49% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.41% | +0.49% | -0.70% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.49% | +0.66% | +1.83% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 7.04% | -0.14% | — | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.88% | -0.15% | +3.36% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.70% | +0.19% | +0.06% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.66% | -1.11% | -3.10% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.04% | -0.09% | +3.53% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.51% | -0.12% | -1.42% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.67% | -0.15% | -0.50% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.13% | +0.18% | +0.34% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.23% | +0.42% | |
| 14 | COP | Conocophillips | Stock-Energy | 0.55% | -0.26% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.01% | +16.81% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.03% | +0.10% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.39% | -0.03% | -94.45% | |
| 18 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.23% | +0.04% | +141.14% | |
| 19 | ACM | Aecom | Stock-Industrials | 0.18% | -0.03% | — | |
| 20 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.18% | — | -18.44% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | +0.27% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | +0.01% | +2.11% | |
| 23 | FLIA | Franklin International Aggre | ETF-Other | 0.13% | — | -1.55% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.03% | — | |
| 25 | HAL | Halliburton Co | Stock-Energy | 0.09% | — | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | +1.49% | |
| 27 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.08% | +0.02% | +0.12% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.08% | — | -0.22% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | +158.70% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | — | |
| 32 | SLB | Slb LTD | Stock-Energy | 0.04% | -0.01% | — | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.04% | -0.02% | -5.82% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.04% | +0.01% | +0.99% | |
| 35 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.04% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.01% | +314.49% | |
| 37 | MCO | Moody's CORP | Stock-Financials | 0.04% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | — | |
| 39 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.04% | +0.01% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | +0.86% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.03% | — | — | |
| 42 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.03% | — | — | |
| 43 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.03% | — | — | |
| 44 | TOST | Toast Inc-class A | Stock-Tech | 0.03% | — | +20.00% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | — | -6.16% | |
| 47 | FDX | Fedex CORP | Stock-Industrials | 0.03% | -0.01% | — | |
| 48 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.02% | — | — | |
| 49 | CIM | Chimera Investment Corporation | Stock-Other | 0.02% | — | — | |
| 50 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.02% | — | — |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 221 disclosed positions in Q3 2025.
During Q3 2025, Your Advocates Ltd., LLP's top holdings by market value included DCOR (24.3%)、DFIC (13.4%)、DFEM (9.4%). The largest single position, DCOR, represented 24.3% of total portfolio value.
In Q3 2025, Your Advocates Ltd., LLP made 47 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 3 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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