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Size ($ in 1000's)
At 12/31/2023: $248,509
At 09/30/2023: $167,629
Your Advocates Ltd. LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Your Advocates Ltd. LLP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Your Advocates Ltd. LLP top holdings by largest position size, as per the latest 13f filing made by Your Advocates Ltd. LLP.
In the Your Advocates Ltd. LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Your Advocates Ltd. LLP in that top holding, then the share count change between reporting periods, and finally the Your Advocates Ltd. LLP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Dimensional US Core |
1,062,348 |
+1,062,348 |
$56,814 | | DCOR | 1,062,348 | +1,062,348 | $56,814 | | Dimensional ETF Emerg. Markets Core Equity (DFEM) |
1,131,542 |
-81,955 |
$28,243 | | DFEM | 1,131,542 | -81,955 | $28,243 | | Pimco Active Bond ETF (BOND) |
302,127 |
+205,115 |
$27,932 | | BOND | 302,127 | +205,115 | $27,932 | | Schwab Intermediate Term US Treas |
489,198 |
+303,697 |
$24,323 | | SCHR | 489,198 | +303,697 | $24,323 | | Dimensional ETF Int l Core Equity 2 (DFIC) |
866,823 |
-212,137 |
$22,130 | | DFIC | 866,823 | -212,137 | $22,130 | | Schwab Fundamental US Large Company ETF (FNDX) |
272,558 |
-92,336 |
$16,882 | | FNDX | 272,558 | -92,336 | $16,882 | | SPDR Gold Trust (GLD) |
67,185 |
-3,300 |
$12,844 | | GLD | 67,185 | -3,300 | $12,844 | | Vanguard Short Term Bond ETF (BSV) |
163,788 |
-12,311 |
$12,615 | | BSV | 163,788 | -12,311 | $12,615 | | Schwab Fundamental Emerg Mkts Lg Co ETF (FNDE) |
437,907 |
-98,626 |
$11,885 | | FNDE | 437,907 | -98,626 | $11,885 | | Dimensional US Small Cap ETF (DFAS) |
152,308 |
+5,126 |
$9,081 | | DFAS | 152,308 | +5,126 | $9,081 | | Schwab Fundamental Intl Lg Co ETF (FNDF) |
187,481 |
-51,011 |
$6,324 | | FNDF | 187,481 | -51,011 | $6,324 | | Schwab Fundamental US Small Company ETF (FNDA) |
92,369 |
-5,798 |
$5,113 | | FNDA | 92,369 | -5,798 | $5,113 | | Exxon Mobil Corporation |
11,819 |
-865 |
$1,182 | | XOM | 11,819 | -865 | $1,182 | | Apple Inc |
6,005 |
-686 |
$1,156 | | AAPL | 6,005 | -686 | $1,156 | | SPDR Portfolio Emerging Markets ETF (SPEM) |
27,850 |
-15,744 |
$986 | | SPEM | 27,850 | -15,744 | $986 | | S P D R S&P 500 Etf Tr (SPY) |
1,927 |
+4 |
$916 | | SPY | 1,927 | +4 | $916 | | Franklin Liberty International Aggregate Bond ETF (FLIA) |
43,475 |
+3,009 |
$886 | | FLIA | 43,475 | +3,009 | $886 | | Schwab US Large Cap ETF (SCHX) |
13,651 |
-3,784 |
$770 | | SCHX | 13,651 | -3,784 | $770 | | Enterprise Prd Prtnrs Lp |
22,906 |
+425 |
$604 | | EPD | 22,906 | +425 | $604 | | Tesla Motors Inc |
2,358 |
-350 |
$586 | | TSLA | 2,358 | -350 | $586 | | WisdomTree Emerging Markets High Dividend ETF (DEM) |
14,352 |
-9,074 |
$584 | | DEM | 14,352 | -9,074 | $584 | | Phillips |
4,334 |
+35 |
$577 | | PSX | 4,334 | +35 | $577 | | Ishares Tr Barclays Fund (AGG) |
4,780 |
-880 |
$474 | | AGG | 4,780 | -880 | $474 | | Aecom |
4,556 |
UNCH |
$421 | | ACM | 4,556 | UNCH | $421 | | Conocophillips |
3,340 |
UNCH |
$388 | | COP | 3,340 | UNCH | $388 | | Schwab US Broad Market |
5,533 |
+23 |
$308 | | SCHB | 5,533 | +23 | $308 | | Schlumberger Ltd |
4,957 |
-1,878 |
$258 | | SLB | 4,957 | -1,878 | $258 | | Microsoft Corp |
592 |
UNCH |
$223 | | MSFT | 592 | UNCH | $223 | | Ishares Gold Etf |
4,476 |
-5,357 |
$175 | | COM | 4,476 | -5,357 | $175 | | MARATHON PETE CORP |
1,112 |
-2,333 |
$165 | | MPC | 1,112 | -2,333 | $165 | | Unitedhealth Group Inc |
298 |
-52 |
$157 | | UNH | 298 | -52 | $157 | | SPDR Series Trust Portfolio Intermediate Term ETF (SPTI) |
4,783 |
+2,530 |
$137 | | SPTI | 4,783 | +2,530 | $137 | | JP Morgan Betabuilders |
2,746 |
-248 |
$131 | | BBSA | 2,746 | -248 | $131 | | RBB Fund Inc Motley Fool Global Opportunity (TMFG) |
4,528 |
-1,591 |
$126 | | TMFG | 4,528 | -1,591 | $126 | | Moodys Corp |
300 |
UNCH |
$117 | | MCO | 300 | UNCH | $117 | | Hewlett Packard Company |
3,473 |
UNCH |
$105 | | COM | 3,473 | UNCH | $105 | | iShares Core S&P Total US Stock Mkt ETF (ITOT) |
885 |
-24 |
$93 | | ITOT | 885 | -24 | $93 | | Starbucks Corp |
914 |
UNCH |
$88 | | SBUX | 914 | UNCH | $88 | | iShares ESG MSCI USA Leaders ETF (SUSL) |
1,046 |
+857 |
$88 | | SUSL | 1,046 | +857 | $88 | | Fedex Corporation |
331 |
UNCH |
$84 | | FDX | 331 | UNCH | $84 | | Chimera Investment Corp |
16,490 |
-20 |
$82 | | COM | 16,490 | -20 | $82 | | Amazon Com Inc |
505 |
+10 |
$77 | | AMZN | 505 | +10 | $77 | | Auto Data Processing |
325 |
UNCH |
$76 | | ADP | 325 | UNCH | $76 | | Costco Whsl Corp New |
114 |
UNCH |
$75 | | COST | 114 | UNCH | $75 | | Toyota Motor Corp Ord |
375 |
UNCH |
$69 | | TM | 375 | UNCH | $69 | | iShares Trust US Treasury Bond ETF (GOVT) |
2,908 |
UNCH |
$67 | | GOVT | 2,908 | UNCH | $67 | | Du Pont E I De Nemour&Co |
811 |
+671 |
$62 | | COM | 811 | +671 | $62 | | Caterpillar Inc |
200 |
UNCH |
$59 | | CAT | 200 | UNCH | $59 | | Coca Cola Company |
998 |
UNCH |
$59 | | KO | 998 | UNCH | $59 | | iShares Core S&P 500 ETF (IVV) |
122 |
-34 |
$58 | | IVV | 122 | -34 | $58 |
See Full List: All Stocks Held By Your Advocates Ltd. LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Your Advocates Ltd. LLP
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