Your Advocates Ltd., LLP
233 holdingsFiling period: 2026-03-31Current AUM: $354.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core | 1.06M | $76.6M | $87.7M | 24.73% | +64.6K | 2026-03-31 |
| 2 | DFIC | Dimensional ETF Int'l Core Equity 2 | 1.25M | $44.4M | $47.6M | 13.43% | +33.4K | 2026-03-31 |
| 3 | DFEM | Dimensional ETF Emerg. Markets Core Equity | 877.2K | $30.3M | $33.1M | 9.32% | +9.6K | 2026-03-31 |
| 4 | SCHR | Schwab Intermediate Term US Treas | 1.00M | $25.0M | $24.5M | 6.90% | +131.7K | 2026-03-31 |
| 5 | DFAS | Dimensional US Small Cap ETF | 346.8K | $24.7M | $28.1M | 7.92% | +17.0K | 2026-03-31 |
| 6 | SPIB | SPDR Intermediate Term Corporate | 682.6K | $22.9M | $22.6M | 6.38% | +56.6K | 2026-03-31 |
| 7 | FNDX | Schwab Fundamental US Large Company ETF | 768.2K | $21.4M | $24.4M | 6.87% | +22.2K | 2026-03-31 |
| 8 | GLD | SPDR Gold Trust | 43.9K | $18.9M | $16.3M | 4.60% | -859 | 2026-03-31 |
| 9 | BSV | Vanguard Short-Term Bond ETF | 211.8K | $16.6M | $16.4M | 4.63% | +11.1K | 2026-03-31 |
| 10 | FNDF | Schwab Fundamental Intl Lg Co ETF | 246.6K | $12.1M | $13.3M | 3.75% | +5.9K | 2026-03-31 |
| 11 | FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | 222.1K | $8.5M | $9.2M | 2.58% | +3.4K | 2026-03-31 |
| 12 | FNDA | Schwab Fundamental US Small Company ETF | 210.5K | $6.8M | $7.8M | 2.21% | +7.0K | 2026-03-31 |
| 13 | XOM | Exxon Mobil Corporation | 18.4K | $3.1M | $2.9M | 0.81% | +47 | 2026-03-31 |
| 14 | XOM | Exxon Mobil Corporation | 18.4K | $3.1M | $2.9M | 0.81% | +47 | 2026-03-31 |
| 15 | COP | Conocophillips | 19.9K | $2.6M | $2.4M | 0.68% | +2.5K | 2026-03-31 |
| 16 | SPY | S P D R S&P 500 Etf Tr | 2.4K | $1.5M | $1.8M | 0.50% | +182 | 2026-03-31 |
| 17 | AAPL | Apple Inc | 5.6K | $1.4M | $1.7M | 0.48% | -24 | 2026-03-31 |
| 18 | VTI | Vanguard Total Stock Mkt | 3.8K | $1.2M | $1.4M | 0.40% | +2.8K | 2026-03-31 |
| 19 | AHLT | American Beacon AHL Trend ETF | 27.6K | $779K | $800K | 0.23% | +6.0K | 2026-03-31 |
| 20 | UAPR | Innovator US Equity | 16.6K | $554K | $587K | 0.17% | -- | 2026-03-31 |
| 21 | SCHB | Schwab US Broad Market | 19.5K | $490K | $563K | 0.16% | +48 | 2026-03-31 |
| 22 | VXUS | VANGUARD STAR FD TL INTL STK F ETF | 6.1K | $467K | $512K | 0.14% | -- | 2026-03-31 |
| 23 | SCHX | Schwab US Large Cap ETF | 15.4K | $393K | $451K | 0.13% | +3 | 2026-03-31 |
| 24 | FLIA | Franklin Liberty International Aggregate Bond ETF | 16.8K | $340K | $341K | 0.10% | -818 | 2026-03-31 |
| 25 | ACM | Aecom | 3.8K | $318K | $271K | 0.08% | -360 | 2026-03-31 |
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