Your Advocates Ltd., LLP Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$278.2B
Holdings
204
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (204 positions)
| Stock | Value |
|---|---|
DCORDimensional US Core | $67.2B |
DFICDimensional ETF Int'l Core Equity 2 | $38.5B |
DFEMDimensional ETF Emerg. Markets Core Equity | $26.2B |
BONDPimco Active Bond ETF | $20.8B |
DFASDimensional US Small Cap ETF | $20.4B |
SCHRSchwab Intermediate Term US Treas | $19.8B |
FNDXSchwab Fundamental US Large Company ETF | $18.6B |
GQ9SPDR Gold Trust | $15.0B |
BSVVanguard Short-Term Bond ETF | $14.5B |
FNDFSchwab Fundamental Intl Lg Co ETF | $9.9B |
FNDESchwab Fundamental Emerg Mkts Lg Co ETF | $7.3B |
FNDASchwab Fundamental US Small Company ETF | $5.8B |
XOMExxon Mobil Corporation | $2.0B |
COPConocophillips | $1.6B |
SPYS P D R S&P 500 Etf Tr | $1.3B |
AAPLApple Inc | $1.2B |
UAPRInnovator US Equity | $637.9M |
ACMAecom | $464.1M |
AGGIshares Tr Barclays Fund | $453.8M |
SCHBSchwab US Broad Market | $429.6M |
SCHXSchwab US Large Cap ETF | $405.2M |
FLIAFranklin Liberty International Aggregate Bond ETF | $394.1M |
VTIVanguard Total Stock Mkt | $324.3M |
AHLTAmerican Beacon AHL Trend ETF | $259.5M |
MSFTMicrosoft Corp | $233.8M |
DEMWisdomTree Emerging Markets High Dividend ETF | $230.3M |
HALHalliburton Co Hldg Co | $212.3M |
OXYOccidental Pete Corp | $209.2M |
TSLATesla Motors Inc | $139.8M |
MCOMoodys Corp | $126.9M |
SLBSchlumberger Ltd | $126.9M |
MPCMARATHON PETE CORP | $116.9M |
VTVanguard Total World Stock | $116.3M |
SUSLiShares ESG MSCI USA Leaders ETF | $113.6M |
AMZNAmazon Com Inc | $101.8M |
ADPAuto Data Processing | $100.2M |
ITOTiShares Core S&P Total US Stock Mkt ETF | $98.2M |
GEGeneral Electric Company | $90.1M |
TOSTToast Inc Class A | $88.6M |
IVViShares Core S&P 500 ETF | $85.7M |
HPEHewlett-Packard Company | $85.0M |
CTEFEa Bridgeway Omni Sml | $84.8M |
VEAVanguard MSCI EAFE ETF | $82.3M |
ALSAllstate Corporation | $80.5M |
VOOVanguard S&P 500 ETF SHS | $78.6M |
CIMChimera Investment Corp | $76.2M |
SAPSap SE Ordf | $76.1M |
FDXFedex Corporation | $75.2M |
SPTISPDR Series Trust Portfolio Intermediate Term ETF | $72.8M |
AVDEAvantis International | $60.5M |
ESGDiShares ESG Aware MSCI EAFE ETF | $60.4M |
CTVACorteva Inc | $60.4M |
—Du Pont E I De Nemour&Co | $55.6M |
HDHome Depot Inc | $53.5M |
RBLXRoblox Corp Com CL A | $52.6M |
IAUUSDIshares Gold Etf | $51.8M |
UNHUnitedhealth Group Inc | $46.8M |
SHOPShopify Inc | $46.1M |
GEVGe Vernova Inc | $46.0M |
DONSpdr Dow Jones Indl Avg | $44.3M |
TTDThe Trade Desk Inc | $43.2M |
XLESector Spdr Engy Select | $43.0M |
GRMNGarmin Ltd | $41.7M |
COSTCostco Whsl Corp New | $39.6M |
NVDANvidia Corp | $37.4M |
—FTSE RAFI US 1500 Small Cap | $37.2M |
ESMLiShare ESG Aware MSCI | $36.8M |
SCHESchwab Emerging Markets Equity ETF | $35.8M |
CQPCheniere Energy Inc | $35.3M |
AG8Agilent Technologies Inc | $34.9M |
AQLTiShares Trust US Treasury Bond ETF | $33.2M |
PXFFTSE RAFI Internat'l Dev Mkts | $33.1M |
RVSNRail Vision Ltd | $33.0M |
RKLBRocket Laboratory Usa In | $32.2M |
AVGOBroadcom Inc | $30.3M |
VWOVanguard Msci Emerging | $28.7M |
XOPSpdr S&P Oil & Gas Expl & Prod | $27.9M |
URIUnited Rentals Inc | $27.9M |
VTVVanguard Value | $27.4M |
SPEMSPDR Portfolio Emerging Markets ETF | $26.1M |
KOCoca Cola Company | $24.9M |
IWMIShares Russell 2000 | $24.6M |
DELLDell Inc | $24.5M |
VIOOVanguard S&P Small Cap | $24.1M |
KEYSKeysight Tech Inc | $22.9M |
MGYMagnolia Oil & Gas Corp | $22.6M |
SBUXStarbucks Corp | $22.0M |
—Dow Chemical Company | $19.9M |
UNPUnion Pacific Corp | $19.6M |
MGKVanguard Mega Cap Growth | $16.5M |
OPPJWisdomtree Japan Hedged | $16.2M |
NFLXNetflix Inc | $16.1M |
CRWDCrowdstrike Hldgs Inc | $15.3M |
VHTVanguard Health Care | $15.0M |
APHAmphenol Corp Cl A | $14.8M |
EAGGiShares ESG U.S. Aggregate Bond ETF | $14.5M |
CATCaterpillar Inc | $13.6M |
SCHPSchwab US TIPS ETF | $13.2M |
DFEVDFA Emerging Mkts Value ETF | $12.8M |
FISFidelity Natl Info | $12.3M |
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