Your Advocates

Latest statistics and disclosures from Your Advocates's latest quarterly 13F-HR filing:

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Portfolio Holdings for Your Advocates

Your Advocates holds 236 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DCOR) 23.0 $54M -12% 928k 58.65
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Dimensional Etf Trust (DFEM) 11.2 $27M -7% 1.0M 25.49
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Pimco Total Return Etf totl (BOND) 10.6 $25M -9% 274k 91.86
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Schwab Strategic Tr intrm trm (SCHR) 9.8 $23M -3% 471k 49.05
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Dimensional International Core Equity 2 ETF (DFIC) 8.8 $21M -10% 775k 26.75
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.9 $16M -11% 242k 67.39
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SPDR Gold Trust (GLD) 5.3 $13M -9% 61k 205.72
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Vanguard Short-Term Bond ETF (BSV) 5.0 $12M -5% 154k 76.67
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 4.7 $11M -7% 404k 27.76
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Dimensional Etf Trust (DFAS) 3.7 $8.7M -7% 140k 62.34
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Sch Fnd Intl Lg Etf (FNDF) 2.5 $6.0M -9% 169k 35.61
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.0 $4.8M -9% 84k 57.03
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Exxon Mobil Corporation (XOM) 0.9 $2.2M +58% 19k 116.24
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Apple (AAPL) 0.4 $1.1M +3% 6.2k 171.48
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Spdr S&p 500 Etf (SPY) 0.4 $1.0M 2.0k 523.12
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SPDR S&P Emerging Markets (SPEM) 0.4 $997k 28k 36.19
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ConocoPhillips (COP) 0.4 $934k +119% 7.3k 127.28
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.4 $926k +5% 46k 20.23
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $713k -15% 12k 62.06
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WisdomTree Emerging Markets Eq (DEM) 0.2 $513k -14% 12k 41.84
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $500k NEW 18k 28.16
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iShares Lehman Aggregate Bond (AGG) 0.2 $478k +2% 4.9k 97.94
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AECOM Technology Corporation (ACM) 0.2 $431k -3% 4.4k 98.08
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Tesla Motors (TSLA) 0.2 $414k 2.4k 175.79
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Schwab U S Broad Market ETF (SCHB) 0.1 $339k 5.6k 61.05
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Schlumberger (SLB) 0.1 $272k 5.0k 54.81
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Microsoft Corporation (MSFT) 0.1 $239k -4% 567.00 420.72
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Marathon Petroleum Corp (MPC) 0.1 $224k 1.1k 201.50
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iShares Gold Trust 0.1 $174k -7% 4.1k 42.01
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UnitedHealth (UNH) 0.1 $147k 298.00 494.70
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SPDR Barclays Capital Inter Term (SPTI) 0.1 $145k +7% 5.1k 28.18
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RBB (TMFG) 0.1 $137k 4.5k 30.31
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Quanta Services (PWR) 0.1 $122k +127% 468.00 259.80
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Moody's Corporation (MCO) 0.0 $118k 300.00 393.03
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Hewlett-Packard Company 0.0 $105k 3.5k 30.22
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iShares S&P 1500 Index Fund (ITOT) 0.0 $102k 885.00 115.30
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Ishares Tr esg msci le (SUSL) 0.0 $98k 1.0k 93.86
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FedEx Corporation (FDX) 0.0 $96k 331.00 289.74
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Sap Ag Dem5 Ords (SAPGF) 0.0 $96k NEW 492.00 194.71
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J P Morgan Exchange-traded F (BBSA) 0.0 $92k -29% 1.9k 47.57
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Starbucks Corporation (SBUX) 0.0 $84k 914.00 91.39
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Costco Wholesale Corporation (COST) 0.0 $84k 114.00 732.63
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Automatic Data Processing (ADP) 0.0 $81k 325.00 249.74
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Chimera Investment Corporation 0.0 $76k 17k 4.61
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Caterpillar (CAT) 0.0 $73k 200.00 366.43
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Allstate Corporation (ALL) 0.0 $69k 400.00 173.01
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Ishares Tr cmn (GOVT) 0.0 $66k 2.9k 22.77
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Amazon (AMZN) 0.0 $66k -27% 365.00 180.38
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iShares S&P 500 Index (IVV) 0.0 $64k 122.00 525.73
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Home Depot (HD) 0.0 $63k 165.00 383.60
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NVIDIA Corporation (NVDA) 0.0 $63k 70.00 903.56
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E.I. du Pont de Nemours & Company 0.0 $62k 811.00 76.67
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CenterPoint Energy (CNP) 0.0 $62k NEW 2.2k 28.49
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General Electric Company 0.0 $61k 350.00 175.53
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Academy Sports & Outdoor (ASO) 0.0 $53k +42% 785.00 67.53
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Coca-Cola Company (KO) 0.0 $52k -15% 848.00 61.18
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Toast (TOST) 0.0 $50k 2.0k 24.92
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Dow Chemical Company 0.0 $48k 822.00 57.93
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Corteva (CTVA) 0.0 $47k 810.00 57.67
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Southern Company (SO) 0.0 $47k 650.00 71.77
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Trade Desk (TTD) 0.0 $44k 500.00 87.42
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Agilent Technologies Inc C ommon (A) 0.0 $43k 296.00 145.51
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Vanguard Europe Pacific ETF (VEA) 0.0 $41k -11% 818.00 50.17
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Vanguard Small-Cap ETF (VB) 0.0 $41k +1383% 178.00 228.59
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Cipher Mining (CIFR) 0.0 $39k 7.5k 5.15
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Carnival Corporation (CCL) 0.0 $38k -3% 2.3k 16.34
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Ishares Tr msci eafe esg (ESGD) 0.0 $36k +3% 456.00 79.85
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Ishares Tr msci usa small (ESML) 0.0 $36k 888.00 40.29
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $34k 222.00 154.93
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Marathon Digital Holdings In (MARA) 0.0 $34k 1.5k 22.58
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American Beacon Select Funds (AHLT) 0.0 $32k +26% 1.3k 24.29
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Charles Schwab Corporation (SCHW) 0.0 $32k -2% 443.00 72.40
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Shopify Inc cl a (SHOP) 0.0 $31k 400.00 77.17
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Marathon Oil Corporation (MRO) 0.0 $31k 1.1k 28.34
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $30k 1.2k 25.25
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JPMorgan Chase & Co. (JPM) 0.0 $30k +200% 150.00 200.30
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Garmin (GRMN) 0.0 $30k 200.00 148.87
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United Rentals (URI) 0.0 $27k 37.00 721.11
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Vanguard Value ETF (VTV) 0.0 $25k 155.00 162.86
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Cheniere Energy Partners (CQP) 0.0 $23k 145.00 161.28
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Welltower Inc Com reit (WELL) 0.0 $23k NEW 250.00 93.44
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Ford Motor Company (F) 0.0 $23k +657% 1.7k 13.28
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Dell 0.0 $23k 200.00 114.11
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Hut 8 Mng Corp 0.0 $22k 2.0k 11.04
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Gilead Sciences (GILD) 0.0 $22k 300.00 73.25
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Keysight Technologies (KEYS) 0.0 $22k 140.00 156.38
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Union Pacific Corporation (UNP) 0.0 $21k 85.00 245.93
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Camden Property Trust (CPT) 0.0 $20k NEW 200.00 98.40
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Roblox Corp (RBLX) 0.0 $19k 500.00 38.18
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Vanguard Total Stock Market ETF (VTI) 0.0 $19k -29% 71.00 259.90
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General Mills (GIS) 0.0 $18k NEW 250.00 69.97
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Valero Energy Corporation (VLO) 0.0 $17k 100.00 170.69
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Sun Life Financial (SLF) 0.0 $15k 275.00 54.58
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Wmte Japan Hd Sml (DXJS) 0.0 $15k 444.00 33.49
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Broadcom (AVGO) 0.0 $15k 11.00 1325.45
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Ishares Tr esg us agr bd (EAGG) 0.0 $14k +10% 306.00 47.00
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Pfizer (PFE) 0.0 $14k NEW 506.00 27.78
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $13k 45.00 286.60
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iShares S&P SmallCap 600 Index (IJR) 0.0 $12k 111.00 110.52
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Market Vectors Gold Miners ETF 0.0 $11k 393.00 29.00
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Fidelity National Information Services (FIS) 0.0 $11k 151.00 74.18
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Dimensional Etf Trust (DFEV) 0.0 $11k 427.00 25.96
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $11k +11% 446.00 24.45
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Nike (NKE) 0.0 $11k 112.00 93.98
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Walt Disney Company (DIS) 0.0 $10k +2% 85.00 122.36
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Blackstone Mtg Tr (BXMT) 0.0 $10k NEW 500.00 19.91
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iShares Russell 2000 Index (IWM) 0.0 $9.7k -14% 46.00 210.30
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Energy Select Sector SPDR (XLE) 0.0 $9.5k NEW 101.00 94.22
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Ametek (AME) 0.0 $9.1k 50.00 182.90
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iShares S&P Europe 350 Index (IEV) 0.0 $9.1k 163.00 55.67
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General Motors Company (GM) 0.0 $9.1k NEW 200.00 45.35
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $9.0k 58.00 155.91
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Marqeta (MQ) 0.0 $8.9k 1.5k 5.96
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Cummins (CMI) 0.0 $8.8k 30.00 294.67
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At&t (T) 0.0 $8.8k NEW 500.00 17.60
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Amphenol Corporation (APH) 0.0 $8.7k 75.00 115.35
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Republic Services (RSG) 0.0 $8.6k 45.00 191.44
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Travelers Companies (TRV) 0.0 $8.1k 35.00 230.14
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Fiserv (FI) 0.0 $8.0k 50.00 159.82
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Vanguard Total Bond Market ETF (BND) 0.0 $7.8k -83% 107.00 72.63
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U.S. Bancorp (USB) 0.0 $7.4k 165.00 44.70
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $7.3k -41% 315.00 23.05
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Aptar (ATR) 0.0 $7.2k 50.00 143.90
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Psychemedics (PMD) 0.0 $7.2k +75% 2.5k 2.93
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Stryker Corporation (SYK) 0.0 $7.2k 20.00 357.85
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McDonald's Corporation (MCD) 0.0 $7.0k 25.00 281.96
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Illinois Tool Works (ITW) 0.0 $6.7k 25.00 268.32
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Xylem (XYL) 0.0 $6.5k 50.00 129.24
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Enbridge (ENB) 0.0 $6.4k 177.00 36.18
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Danaher Corporation (DHR) 0.0 $6.2k 25.00 249.72
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Dex (DXCM) 0.0 $6.1k 44.00 138.70
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Dxc Technology (DXC) 0.0 $6.1k 287.00 21.21
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Verisk Analytics (VRSK) 0.0 $5.9k 25.00 235.72
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Thermo Fisher Scientific (TMO) 0.0 $5.8k 10.00 581.20
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Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $5.7k -81% 94.00 60.30
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BP (BP) 0.0 $5.7k 150.00 37.68
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First Trust NASDAQ Clean Edge (GRID) 0.0 $5.6k 49.00 114.61
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Boston Scientific Corporation (BSX) 0.0 $5.4k 79.00 68.49
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Morgan Stanley (MS) 0.0 $5.3k 56.00 94.16
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Pinterest Inc Cl A (PINS) 0.0 $5.2k 150.00 34.67
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Financial Select Sector SPDR (XLF) 0.0 $5.2k NEW 123.00 42.28
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Accenture 0.0 $5.2k 15.00 346.60
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $5.2k -83% 55.00 93.71
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Cognex Corporation (CGNX) 0.0 $5.1k 121.00 42.42
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Amgen (AMGN) 0.0 $5.1k 18.00 284.33
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Honeywell International (HON) 0.0 $4.7k 23.00 205.17
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SPDR S&P Oil & Gas Equipt & Servs. 0.0 $4.4k 47.00 93.09
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Wisdomtree Tr blmbg us bull (USDU) 0.0 $4.2k +166% 160.00 26.20
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Procter & Gamble Company (PG) 0.0 $4.1k 25.00 162.24
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Canadian Pacific Railway 0.0 $4.0k 45.00 88.18
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Plug Power (PLUG) 0.0 $3.9k +740% 1.1k 3.44
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Indie Semiconductor (INDI) 0.0 $3.8k 540.00 7.08
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Servicenow (NOW) 0.0 $3.8k 5.00 762.40
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Ge Healthcare Technologies I (GEHC) 0.0 $3.7k 41.00 90.90
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Ares Coml Real Estate (ACRE) 0.0 $3.7k NEW 500.00 7.45
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Fubotv (FUBO) 0.0 $3.7k 2.4k 1.58
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Centene Corporation (CNC) 0.0 $3.7k 47.00 78.49
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Netflix (NFLX) 0.0 $3.6k 6.00 607.33
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iShares Russell Microcap Index (IWC) 0.0 $3.4k -86% 28.00 121.18
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Rocket Lab Usa (RKLB) 0.0 $3.4k +6% 820.00 4.11
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Baker Hughes A Ge Company (BKR) 0.0 $3.4k 100.00 33.50
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Pool Corporation (POOL) 0.0 $3.2k 8.00 403.50
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Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.0 $3.1k -79% 63.00 49.19
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Peak (DOC) 0.0 $2.8k NEW 150.00 18.75
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Park Hotels & Resorts Inc-wi (PK) 0.0 $2.7k NEW 157.00 17.49
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Lululemon Athletica (LULU) 0.0 $2.7k 7.00 390.71
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Constellation Brands (STZ) 0.0 $2.7k 10.00 271.80
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Retail Opportunity Investments (ROIC) 0.0 $2.6k 200.00 12.82
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Fortune Brands (FBIN) 0.0 $2.5k 29.00 84.66
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United States Oil Fund, Lp etf (USO) 0.0 $2.4k 30.00 78.73
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Duke Energy Corporation 0.0 $2.3k 24.00 96.71
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Trimble Navigation (TRMB) 0.0 $2.2k 34.00 64.35
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Denali Therapeutics (DNLI) 0.0 $2.1k 100.00 20.52
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Weatherford Intl Ordf (WFRD) 0.0 $2.0k 17.00 115.41
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Estee Lauder Companies (EL) 0.0 $1.9k 12.00 154.17
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Global X Etf equity 0.0 $1.8k NEW 83.00 21.65
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Snowflake Inc Cl A (SNOW) 0.0 $1.8k 11.00 161.64
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Infineon Technologies (IFNNY) 0.0 $1.7k 50.00 34.02
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Spirit Airlines (SAVE) 0.0 $1.7k 100.00 16.81
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Blackline (BL) 0.0 $1.6k 25.00 64.60
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Albemarle Corporation (ALB) 0.0 $1.6k 12.00 131.75
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Nio Inc spon ads (NIO) 0.0 $1.5k 340.00 4.50
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Global X Fds global x uranium (URA) 0.0 $1.4k 50.00 28.84
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AGCO Corporation (AGCO) 0.0 $1.4k 11.00 127.91
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Ishares Inc core msci emkt (IEMG) 0.0 $1.3k 25.00 51.60
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Vanguard Mid-Cap ETF (VO) 0.0 $1.2k 5.00 249.80
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GXO Logistics (GXO) 0.0 $1.2k 23.00 53.74
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $1.2k 400.00 2.90
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Verizon Communications (VZ) 0.0 $1.1k 26.00 41.96
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Warner Bros. Discovery (WBD) 0.0 $1.0k NEW 120.00 8.73
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $1.0k 9.00 114.11
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Aurinia Pharmaceuticals (AUPH) 0.0 $1.0k 200.00 5.01
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Chargepoint Holdings Inc Com Cl A (CHPT) 0.0 $950.000000 500.00 1.90
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Atrion Corporation (ATRI) 0.0 $932.000000 2.00 466.00
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Village Farms International (VFF) 0.0 $868.000000 700.00 1.24
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Intel Corporation (INTC) 0.0 $839.000100 19.00 44.16
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Relay Therapeutics (RLAY) 0.0 $830.000000 100.00 8.30
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Etf Ser Solutions Defiance Next ef (FIVG) 0.0 $815.999100 -68% 21.00 38.86
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Veralto Corp (VLTO) 0.0 $709.000000 8.00 88.62
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Bloom Energy Corp (BE) 0.0 $618.002000 55.00 11.24
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Annaly Capital Management 0.0 $591.000000 30.00 19.70
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Zk Intl Group (ZKIN) 0.0 $580.000000 1.0k 0.58
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Airgain (AIRG) 0.0 $545.000000 100.00 5.45
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Masterbrand Inc-w/i (MBC) 0.0 $542.998900 29.00 18.72
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Rxo (RXO) 0.0 $503.000800 23.00 21.87
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Nautilus Biotechnology (NAUT) 0.0 $441.000000 150.00 2.94
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Sonos (SONO) 0.0 $381.000000 20.00 19.05
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Intuitive Machs (LUNR) 0.0 $375.000000 -81% 60.00 6.25
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Ark Etf Tr gen rev mltsct (ARKG) 0.0 $288.000000 10.00 28.80
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Medifast (MED) 0.0 $274.999900 7.00 39.29
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Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $266.004000 180.00 1.48
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Vpc Impact Acquisition Hld-a (BKKT) 0.0 $253.000000 -9% 550.00 0.46
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Cytosorbents (CTSO) 0.0 $238.000000 250.00 0.95
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STMicroelectronics (STM) 0.0 $216.000000 NEW 5.00 43.20
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Rivian Automotive Inc Class A (RIVN) 0.0 $186.000400 17.00 10.94
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Zions Bancorporation (ZION) 0.0 $175.000000 -78% 4.00 43.75
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Shapeways Holdings 0.0 $149.002500 75.00 1.99
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Azure Pwr Global (AZREF) 0.0 $130.000000 100.00 1.30
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Atif Holdings (ATIF) 0.0 $126.997000 130.00 0.98
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Seadrill 2021 (SDRL) 0.0 $101.000000 NEW 2.00 50.50
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Schwab International Equity ETF (SCHF) 0.0 $72.000000 2.00 36.00
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Viatris (VTRS) 0.0 $72.000000 6.00 12.00
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Kyndryl Holdings Ord Wi (KD) 0.0 $65.000100 3.00 21.67
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SPDR DJ Wilshire Large Cap (SPLG) 0.0 $62.000000 1.00 62.00
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Draganfly (DPRO) 0.0 $57.000000 300.00 0.19
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Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $43.000000 1.00 43.00
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Aeva Technologies 0.0 $39.000000 -80% 10.00 3.90
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SPDR S&P World ex-US (SPDW) 0.0 $36.000000 1.00 36.00
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Schwab U S Small Cap ETF (SCHA) 0.0 $33.000000 1.00 33.00
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Keurig Dr Pepper (KDP) 0.0 $31.000000 1.00 31.00
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CalAmp 0.0 $6.000000 -92% 2.00 3.00
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Nuvve Holding Corp 0.0 $3.000000 -97% 3.00 1.00
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Lowe's Companies (LOW) 0.0 $0 0 0.00
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Strategy Shs ns 7handl idx (HNDL) 0.0 $0 0 0.00
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Linde (LIN) 0.0 $0 0 0.00
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J P Morgan Exchange Traded F (HELO) 0.0 $0 NEW 0 0.00
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Past Filings by Your Advocates

SEC 13F filings are viewable for Your Advocates going back to 2019

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