Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Your Advocates Ltd., LLP (CIK 1774437) reported $327.9M across 230 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DCOR ($76.6M, 23.37%), DFIC ($44.4M, 13.55%), DFEM ($30.3M, 9.24%), SCHR ($25.0M, 7.62%), DFAS ($24.7M, 7.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core | $76.6M | 23.37% | 1.1M | Added |
| 2 | DFIC | Dimensional ETF Int'l Core Equity 2 | $44.4M | 13.55% | 1.3M | Added |
| 3 | DFEM | Dimensional ETF Emerg. Markets Core Equity | $30.3M | 9.24% | 877,152 | Added |
| 4 | SCHR | Schwab Intermediate Term US Treas | $25.0M | 7.62% | 1.0M | Added |
| 5 | DFAS | Dimensional US Small Cap ETF | $24.7M | 7.52% | 346,808 | Added |
| 6 | SPIB | SPDR Intermediate Term Corporate | $22.9M | 6.98% | 682,626 | Added |
| 7 | FNDX | Schwab Fundamental US Large Company ETF | $21.4M | 6.52% | 768,156 | Added |
| 8 | GLD | SPDR Gold Trust | $18.9M | 5.76% | 43,919 | Trimmed |
| 9 | BSV | Vanguard Short-Term Bond ETF | $16.6M | 5.07% | 211,843 | Added |
| 10 | FNDF | Schwab Fundamental Intl Lg Co ETF | $12.1M | 3.68% | 246,557 | Added |
| 11 | FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | $8.5M | 2.59% | 222,078 | Added |
| 12 | FNDA | Schwab Fundamental US Small Company ETF | $6.8M | 2.08% | 210,457 | Added |
| 13 | XOM | Exxon Mobil Corporation | $3.1M | 0.95% | 18,378 | Added |
| 14 | COP | Conocophillips | $2.6M | 0.80% | 19,923 | Added |
| 15 | SPY | S P D R S&P 500 Etf Tr | $1.5M | 0.47% | 2,370 | Added |
| 16 | AAPL | Apple Inc | $1.4M | 0.43% | 5,568 | Trimmed |
| 17 | VTI | Vanguard Total Stock Mkt | $1.2M | 0.38% | 3,838 | Added |
| 18 | AHLT | American Beacon AHL Trend ETF | $779,640 | 0.24% | 27,588 | Added |
| 19 | UAPR | Innovator US Equity | $554,676 | 0.17% | 16,622 | Hold |
| 20 | SCHB | Schwab US Broad Market | $490,626 | 0.15% | 19,547 | Added |
| 21 | VXUS | VANGUARD STAR FD TL INTL STK F ETF | $467,314 | 0.14% | 6,060 | New |
| 22 | SCHX | Schwab US Large Cap ETF | $393,678 | 0.12% | 15,354 | Added |
| 23 | ACM | Aecom | $318,245 | 0.10% | 3,752 | Trimmed |
| 24 | FLIA | Franklin Liberty International Aggregate Bond ETF | $340,105 | 0.10% | 16,787 | Trimmed |
| 25 | DEM | WisdomTree Emerging Markets High Dividend ETF | $223,953 | 0.07% | 4,507 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31