Your Advocates Ltd., LLP

Q1 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    211

  • Value ($000)

    $260,599

  • Date Filed
    05/07/2025
  • Form type
    13F-HR
  • CIK
    0001774437
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DCOR
DCOR

Dimensional US Core

COM
$60.06M
23 %

979,248

DFIC
DFIC

Dimensional ETF Int'l Core Equity 2

COM
$35.40M
14 %

1,274,641

DFEM
DFEM

Dimensional ETF Emerg. Markets Core Equity

COM
$23.81M
9 %

899,749

BOND
BOND

Pimco Active Bond ETF

COM
$20.37M
8 %

220,259

SCHR
SCHR

Schwab Intermediate Term US Treas

COM
$19.46M
8 %

782,889

DFAS
DFAS

Dimensional US Small Cap ETF

COM
$17.96M
7 %

300,609

FNDX
FNDX

Schwab Fundamental US Large Company ETF

COM
$17.69M
7 %

749,425

GQ9
GQ9

SPDR Gold Trust

COM
$15.47M
6 %

53,680

BSV
BSV

Vanguard Short-Term Bond ETF

COM
$14.17M
5 %

181,027

FNDF
FNDF

Schwab Fundamental Intl Lg Co ETF

COM
$9.23M
4 %

255,434

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