Your Advocates Ltd., LLP
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
211
- Value ($000)
$260,599
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001774437
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
DCOR Dimensional US Core | COM | 25434V625 | $60.06M | 23 % | 979,248 | ||
DFIC Dimensional ETF Int'l Core Equity 2 | COM | 25434V799 | $35.40M | 14 % | 1,274,641 | ||
DFEM Dimensional ETF Emerg. Markets Core Equity | COM | 25434V732 | $23.81M | 9 % | 899,749 | ||
BOND Pimco Active Bond ETF | COM | 72201R775 | $20.37M | 8 % | 220,259 | ||
SCHR Schwab Intermediate Term US Treas | COM | 808524854 | $19.46M | 8 % | 782,889 | ||
DFAS Dimensional US Small Cap ETF | COM | 25434V500 | $17.96M | 7 % | 300,609 | ||
FNDX Schwab Fundamental US Large Company ETF | COM | 808524771 | $17.69M | 7 % | 749,425 | ||
GQ9 SPDR Gold Trust | COM | 78463V107 | $15.47M | 6 % | 53,680 | ||
BSV Vanguard Short-Term Bond ETF | COM | 921937827 | $14.17M | 5 % | 181,027 | ||
FNDF Schwab Fundamental Intl Lg Co ETF | COM | 808524755 | $9.23M | 4 % | 255,434 |
Rows Per Page
10
- 10
- 50
- 100