YA

Your Advocates Ltd., LLP

13F
Your Advocates Ltd., LLP
Last update 2024-10-25 223 Stocks (11 new)
Value $254.00 Mil Turnover 11 %
Countries:
Top Holdings: DCOR(24.01%)DFIC(13.21%)DFEM(9.47%)BOND(7.48%)SCHR(7.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
Your Advocates Ltd., LLP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DCOR 		Dimensional US Core Equity 1 ETF
961,178
60881.040
+0.75%
24.010
+0.18%
6.530
+11.44%
+19.32%
958.744
 
DFIC 		Dimensional International Core Equity 2 ETF
1,190,452
33499.310
+2.86%
13.210
+0.37%
0.460
+6.86%
+6.15%
7043.282
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
853,110
24015.030
+3.38%
9.470
+0.31%
0.540
+9.52%
+10.62%
4414.840
 
BOND 		PIMCO Active Bond ETF
200,427
18962.410
0%
7.480
0%
0.420
-2.20%
-0.90%
4323.402
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
741,898
18770.020
+97.83%
7.400
+3.66%
0.090
-2.54%
-1.29%
10024.591
 
DFAS 		Dimensional U.S. Small Cap ETF
271,746
17625.460
+2.91%
6.950
+0.20%
0.200
+10.31%
+9.96%
9084.353
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
730,083
17463.620
+193.65%
6.890
+4.54%
0.030
+9.59%
+15.64%
17187.633
 
GLD 		SPDR Gold Shares ETF
56,300
13684.280
-2.87%
5.400
-0.15%
0.020
+13.88%
+32.53%
78338.485
 
BSV 		Vanguard Short-Term Bond ETF
173,666
13665.790
+0.91%
5.390
+0.05%
0.040
-0.81%
+0.55%
33159.949
 
FNDF 		Schwab Fundamental International Equity ETF
233,620
8730.390
+2.81%
3.440
+0.09%
0.060
+6.97%
+6.91%
13821.803
 

Your Advocates Ltd., LLP's Historical Top Holdings Breakdowns

Your Advocates Ltd., LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+4.54%
●
21.79 ($23.01) 23.92
$23.88
3.78%
Add 193.65%
730,083
160,485
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-09-30Add
+3.66%
●
24.2 ($24.99) 25.45
$24.54
-1.80%
Add 97.83%
741,898
183,440
FNDA 		Schwab Fundamental U.S. Small Company ETF2024-09-30Add
+1.09%
●
27.13 ($28.74) 30
$29.96
4.24%
Add 100.32%
186,032
46,583
DFIC 		Dimensional International Core Equity 2 ETF2024-09-30Add
+0.37%
●
25.36 ($27.09) 28.36
$27.10
0.04%
Add 2.86%
1,190,452
33,087
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-09-30Add
+0.31%
●
25.21 ($26.85) 28.46
$27.61
2.83%
Add 3.38%
853,110
27,855
DFAS 		Dimensional U.S. Small Cap ETF2024-09-30Add
+0.20%
●
59.25 ($62.59) 65.33
$65.56
4.75%
Add 2.91%
271,746
7,676
DCOR 		Dimensional US Core Equity 1 ETF2024-09-30Add
+0.18%
●
57.26 ($60.92) 63.34
$63.81
4.74%
Add 0.75%
961,178
7,174
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.16%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 200.3%
27,276
6,064
GLD 		SPDR Gold Shares ETF2024-09-30Reduce
-0.15%
●
215.56 ($229) 246.98
$253.36
10.64%
Reduce -2.87%
56,300
-1,664
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.10%
●
19.98 ($21.35) 22.17
$22.35
4.68%
Add 201.89%
16,755
3,735

Your Advocates Ltd., LLP Total Holding History ($B)

To

Your Advocates Ltd., LLP's Asset Allocation

To

Your Advocates Ltd., LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Your Advocates Ltd., LLP's Hypothetical Growth since 2024-09-30

Your Advocates Ltd., LLP's Yearly Returns

Year Portfolio % % Excess Gain %

Your Advocates Ltd., LLP's Holdings Heat Map

Size field:

Your Advocates Ltd., LLP's Holdings Bubble Chart

Your Advocates Ltd., LLP News

  • 1

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