Your Advocates Ltd., LLP

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    222

  • Value ($000)

    $298,431

  • Date Filed
    11/03/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DCOR

Dimensional US Core

COM
25434V625
$72.50M
24 %

1,007,785

D
DFIC

Dimensional ETF Int'l Core Equity 2

COM
25434V799
$39.97M
13 %

1,218,908

D
DFEM

Dimensional ETF Emerg. Markets Core Equity

COM
25434V732
$28.07M
9 %

875,285

D
DFAS

Dimensional US Small Cap ETF

COM
25434V500
$22.34M
8 %

326,296

K
KRE

SPDR Intermediate Term Corporate

COM
78464A375
$21.02M
7 %

620,183

S
SCHR

Schwab Intermediate Term US Treas

COM
808524854
$20.54M
7 %

817,265

F
FNDX

Schwab Fundamental US Large Company ETF

COM
808524771
$19.98M
7 %

759,857

G
GQ9

SPDR Gold Trust

COM
78463V107
$16.90M
6 %

47,530

B
BSV

Vanguard Short-Term Bond ETF

COM
921937827
$15.04M
5 %

190,558

F
FNDF

Schwab Fundamental Intl Lg Co ETF

COM
808524755
$10.47M
4 %

243,765

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