Your Advocates Ltd., LLP
CIK: 0001774437SEC EDGAR →
Portfolio Value
$306.4M
Holdings
239
As of
Q4 2025
New Positions
240
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional US Core | 998,410 | $73.5M | 23.99% |
| 2 | Dimensional ETF Int'l Core Equity 2 | 1,217,176 | $41.9M | 13.69% |
| 3 | Rail Vision Ltd | 100,000 | $32.0M | 10.44% |
| 4 | Dimensional ETF Emerg. Markets Core Equity | 867,529 | $28.7M | 9.37% |
| 5 | Dimensional US Small Cap ETF | 329,790 | $23.0M | 7.50% |
| 6 | Schwab Intermediate Term US Treas | 871,230 | $21.9M | 7.13% |
| 7 | SPDR Intermediate Term Corporate | 625,977 | $21.2M | 6.91% |
| 8 | Schwab Fundamental US Large Company ETF | 745,945 | $20.3M | 6.62% |
| 9 | SPDR Gold Trust | 44,778 | $17.7M | 5.79% |
| 10 | Vanguard Short-Term Bond ETF | 200,764 | $15.8M | 5.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (240)
$73.5M · 998K shares
$41.9M · 1.2M shares
$32.0M · 100K shares
$28.7M · 868K shares
$23.0M · 330K shares
$21.9M · 871K shares
$21.2M · 626K shares
$20.3M · 746K shares
$17.7M · 45K shares
$15.8M · 201K shares
$10.9M · 241K shares
$7.9M · 219K shares
$6.4M · 203K shares
$2.2M · 18K shares
$1.6M · 17K shares
$1.5M · 6K shares
$1.5M · 2K shares
$1.1M · 12K shares
$567K · 22K shares
$544K · 17K shares
$511K · 19K shares
$413K · 15K shares
$391K · 4K shares
$360K · 1K shares
$355K · 18K shares
$294K · 10K shares
$248K · 514 shares
$228K · 5K shares
$205K · 5K shares
$197K · 440 shares
$190K · 304 shares
$179K · 2K shares
$136K · 969 shares
$129K · 873 shares
$124K · 3K shares
$107K · 663 shares
$107K · 350 shares
$106K · 463 shares
$96K · 4K shares
$95K · 331 shares
$94K · 138 shares
$89K · 3K shares
$87K · 171 shares
$83K · 400 shares
$77K · 3K shares
$76K · 2K shares
$75K · 1K shares
$75K · 1K shares
$74K · 750 shares
$72K · 3K shares
$68K · 142 shares
$68K · 5K shares
$67K · 818 shares
$67K · 830 shares
$65K · 688 shares
$64K · 532 shares
$63K · 912 shares
$62K · 1K shares
$62K · 254 shares
$61K · 385 shares
$60K · 250 shares
$58K · 227 shares
$56K · 860 shares
$56K · 87 shares
$54K · 810 shares
$53K · 795 shares
FTSE RAFI US 1500 Small Cap
$52K · 1K shares
$51K · 550 shares
$50K · 146 shares
$49K · 150 shares
$49K · 346 shares
$43K · 152 shares
$43K · 234 shares
$41K · 1K shares
$41K · 936 shares
$40K · 296 shares
$40K · 200 shares
$38K · 110 shares
$35K · 669 shares
$35K · 124 shares
$34K · 40 shares
$33K · 1K shares
$32K · 811 shares
$29K · 37 shares
$29K · 155 shares
$28K · 145 shares
$28K · 222 shares
$28K · 611 shares
$28K · 109 shares
$28K · 140 shares
$27K · 227 shares
$26K · 238 shares
$26K · 88 shares
$25K · 200 shares
$25K · 533 shares
$21K · 472 shares
$20K · 240 shares
$20K · 444 shares
$20K · 150 shares
$20K · 35 shares
$19K · 735 shares
$19K · 85 shares
$18K · 378 shares
$18K · 168 shares
$18K · 45 shares
$18K · 786 shares
$17K · 1K shares
$17K · 750 shares
$17K · 114 shares
$17K · 300 shares
FTSE RAFI Emerg Mkts
$16K · 655 shares
$15K · 200 shares
$14K · 510 shares
$14K · 427 shares
$13K · 541 shares
$13K · 28 shares
$12K · 273 shares
$12K · 200 shares
$11K · 163 shares
$11K · 141 shares
$11K · 203 shares
$10K · 35 shares
$10K · 151 shares
$10K · 110 shares
$10K · 200 shares
$10K · 58 shares
$10K · 500 shares
$10K · 50 shares
$10K · 103 shares
$9K · 56 shares
$9K · 45 shares
$8K · 165 shares
$7K · 100 shares
$7K · 145 shares
$7K · 20 shares
$7K · 49 shares
$7K · 100 shares
$6K · 50 shares
$6K · 29 shares
$6K · 20 shares
$6K · 30 shares
$6K · 25 shares
$6K · 50 shares
$5K · 10 shares
$5K · 25 shares
$5K · 22 shares
Equitable Resources Inc
$5K · 100 shares
$5K · 18 shares
$5K · 114 shares
$5K · 200 shares
$5K · 50 shares
$5K · 12 shares
$5K · 10 shares
$5K · 25 shares
$5K · 250 shares
$4K · 287 shares
$4K · 131 shares
$4K · 61 shares
$4K · 22 shares
$4K · 121 shares
$3K · 200 shares
$3K · 10 shares
$3K · 113 shares
$3K · 100 shares
$3K · 25 shares
$3K · 50 shares
$3K · 45 shares
$3K · 25 shares
$3K · 28 shares
$3K · 41 shares
$2K · 18 shares
$2K · 34 shares
$2K · 50 shares
$2K · 25 shares
$2K · 50 shares
$2K · 44 shares
$2K · 69 shares
$2K · 100 shares
$2K · 1K shares
$2K · 28 shares
$1K · 9 shares
$1K · 17 shares
$1K · 20 shares
$1K · 3 shares
$1K · 8 shares
$1K · 100 shares
$1K · 9 shares
$1K · 29 shares
$1K · 47 shares
$1K · 50 shares
$1K · 23 shares
$1K · 22 shares
$1K · 23 shares
$1K · 10 shares
$1K · 42 shares
$1K · 20 shares
$1K · 166 shares
$1K · 96 shares
$1K · 540 shares
$0 · 50 shares
$0 · 10 shares
$0 · 5 shares
$0 · 1 shares
$0 · 25 shares
$0 · 6 shares
$0 · 100 shares
$0 · 6 shares
$0 · 250 shares
$0 · 10 shares
$0 · 0 shares
$0 · 30 shares
$0 · 3 shares
$0 · 12 shares
$0 · 12 shares
$0 · 29 shares
$0 · 3 shares
Azure Pwr Global Ltd
$0 · 100 shares
$0 · 19 shares
$0 · 453 shares
$0 · 1 shares
$0 · 143 shares
$0 · 2 shares
$0 · 2 shares
$0 · 54 shares
$0 · 1 shares
$0 · 100 shares
$0 · 10 shares
$0 · 1 shares
$0 · 21 shares
$0 · 5 shares
$0 · 3 shares
$0 · 10 shares
$0 · 1 shares
$0 · 17 shares
$0 · 6 shares
$0 · 150 shares
$0 · 20 shares
$0 · 6 shares
$0 · 3 shares
$0 · 7 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $279.0M | 82.5% |
| Industrials | 24 | $32.8M | 9.7% |
| Unknown | 24 | $18.4M | 5.4% |
| Energy | 13 | $4.7M | 1.4% |
| Technology | 31 | $2.3M | 0.7% |
| Consumer Cyclical | 19 | $456K | 0.1% |
| Consumer Defensive | 7 | $194K | 0.1% |
| Basic Materials | 7 | $104K | 0.0% |
| Healthcare | 16 | $102K | 0.0% |
| Real Estate | 1 | $68K | 0.0% |
| Utilities | 2 | $57K | 0.0% |
| Communication Services | 7 | $29K | 0.0% |