Your Advocates Ltd., Llp
CIK Number: 0001774437
260.6M
Market Value
178
# of Holdings
11 months
Avg. Holding Period
38.07%
Win Rate
13.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional ETF... | 65.23 | +0.90% | 961.12K | -0.01% | 61.67M | 53.72 | 24.51% |
| 2 | DFIC | Dimensional Int... | 30.93 | +0.31% | 1.25M | +5.09% | 32.34M | 24.95 | 12.85% |
| 3 | DFEM | Dimensional Eme... | 29.30 | +1.09% | 868.55K | +1.81% | 22.75M | 23.81 | 9.04% |
| 4 | BOND | PIMCO Active Bo... | 90.77 | -0.18% | 213.9K | +6.72% | 19.34M | 95.87 | 7.69% |
| 5 | SCHR | Schwab Intermed... | 24.69 | -0.16% | 771.61K | +108.01% | 18.74M | 25.79 | 7.45% |
| 6 | DFAS | Dimensional U.S... | 62.34 | +1.09% | 281.18K | +3.47% | 18.3M | 56.63 | 7.27% |
| 7 | FNDX | Schwab Fundamen... | 24.14 | +0.69% | 728.6K | +199.39% | 17.25M | 18.11 | 6.86% |
| 8 | BSV | Vanguard Short-... | 78.08 | -0.03% | 178.31K | +2.67% | 13.78M | 79.77 | 5.48% |
| 9 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 55.89K | -0.72% | 13.53M | 153.14 | 5.38% |
| 10 | FNDF | Schwab Fundamen... | 39.70 | +0.34% | 247.33K | +5.87% | 8.21M | 31.01 | 3.26% |
| 11 | FNDE | Schwab Fundamen... | 32.91 | +1.12% | 231.1K | +0.67% | 6.71M | 25.43 | 2.67% |
| 12 | FNDA | Schwab Fundamen... | 28.14 | +1.10% | 188.39K | +102.53% | 5.6M | 20.01 | 2.22% |
| 13 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 18.01K | -0.83% | 1.94M | 80.49 | 0.77% |
| 14 | AAPL | Apple Inc. | 198.10 | +0.84% | 5.77K | +0.16% | 1.44M | 81.17 | 0.57% |
| 15 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 2.01K | +5.51% | 1.18M | 344.68 | 0.47% |
| 16 | COP | ConocoPhillips | 95.02 | -2.01% | 8.31K | +14.77% | 824.01K | 110.54 | 0.33% |
| 17 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 24.61K | +170.73% | 570.57K | 15.84 | 0.23% |
| 18 | UAPR | Innovator S&P 5... | 30.91 | +0.50% | 17.74K | 0.00% | 547.19K | 28.14 | 0.22% |
| 19 | FLIA | Franklin Intern... | 20.50 | +0.07% | 22.73K | -18% | 460.9K | 20.5 | 0.18% |
| 20 | ACM | AECOM | 113.08 | +0.98% | 4.11K | -6.38% | 439.24K | 65.46 | 0.17% |
| 21 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 17.92K | +220.93% | 406.88K | 14.68 | 0.16% |
| 22 | AGG | iShares Core U.... | 97.78 | -0.19% | 3.99K | +9.71% | 386.63K | 99.43 | 0.15% |
| 23 | HAL | Halliburton Com... | 22.86 | -1.44% | 10.42K | 0.00% | 283.29K | 33.43 | 0.11% |
| 24 | VTI | Vanguard Total ... | 296.15 | +0.88% | 875 | +100.00% | 253.58K | 289.81 | 0.10% |
| 25 | OXY | Occidental Petr... | 45.30 | -2.49% | 4.96K | +4.86K% | 245.07K | 49.68 | 0.10% |
| 26 | AHLT | American Beacon... | 22.17 | +0.73% | 9.55K | +296.14% | 224.83K | 23.65 | 0.09% |
| 27 | DEM | WisdomTree Emer... | 45.40 | +1.20% | 5.31K | -5.25% | 215.04K | 35.6 | 0.09% |
| 28 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 454 | +0.22% | 191.36K | 271.93 | 0.08% |
| 29 | SLB | Schlumberger Li... | 35.88 | -1.16% | 4.96K | 0.00% | 190.05K | 33.06 | 0.08% |
| 30 | MPC | Marathon Petrol... | 166.70 | +0.33% | 1.11K | 0.00% | 155.12K | 151.34 | 0.06% |
| 31 | MCO | Moody's Corpora... | 475.97 | +0.87% | 253 | -15.67% | 119.76K | 211.5 | 0.05% |
| 32 | SUSL | iShares ESG MSC... | 105.45 | +0.51% | 1.05K | +0.19% | 107.96K | 83.44 | 0.04% |
| 33 | ITOT | iShares Core S&... | 131.11 | +0.61% | 775 | 0.00% | 99.68K | 86.42 | 0.04% |
| 34 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 438 | +2.10% | 96.09K | 135.98 | 0.04% |
| 35 | ADP | Automatic Data ... | 307.60 | +0.25% | 325 | 0.00% | 95.14K | 157.81 | 0.04% |
| 36 | FDX | FedEx Corporati... | 226.24 | +0.83% | 331 | 0.00% | 93.12K | 124.97 | 0.04% |
| 37 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 914 | 0.00% | 83.4K | 65.74 | 0.03% |
| 38 | ALL | The Allstate Co... | 199.28 | +0.18% | 400 | 0.00% | 77.12K | 91.73 | 0.03% |
| 39 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 150 | -49.66% | 75.88K | 299.97 | 0.03% |
| 40 | TOST | Toast, Inc. | 42.60 | +2.56% | 2K | 0.00% | 72.9K | 18.73 | 0.03% |
| 41 | HD | The Home Depot,... | 353.06 | -0.45% | 186 | +27.40% | 72.35K | 261.5 | 0.03% |
| 42 | SPTI | SPDR Portfolio ... | 28.39 | -0.16% | 2.53K | -47.1% | 70.54K | 29.2 | 0.03% |
| 43 | TTD | The Trade Desk,... | 70.17 | +3.25% | 600 | 0.00% | 70.52K | 54.75 | 0.03% |
| 44 | AVDE | Avantis Interna... | 73.91 | +0.32% | 1.03K | +100.00% | 63.09K | 61.37 | 0.03% |
| 45 | GE | General Electri... | 236.08 | -0.22% | 374 | +6.86% | 62.38K | 93.06 | 0.02% |
| 46 | COST | Costco Wholesal... | 984.10 | -0.62% | 59 | 0.00% | 54.06K | 383.29 | 0.02% |
| 47 | IVV | iShares Core S&... | 603.05 | +0.54% | 91 | +12.35% | 53.57K | 437.4 | 0.02% |
| 48 | ESGD | iShares ESG Awa... | 87.82 | -1.41% | 673 | +0.45% | 51.21K | 75.64 | 0.02% |
| 49 | CTVA | Corteva, Inc. | 74.07 | +2.26% | 810 | 0.00% | 46.14K | 46.75 | 0.02% |
| 50 | SHOP | Shopify Inc. | 108.28 | +2.79% | 400 | 0.00% | 42.53K | 74.82 | 0.02% |
| 51 | GRMN | Garmin Ltd. | 203.66 | +1.16% | 200 | 0.00% | 41.25K | 118.61 | 0.02% |
| 52 | A | Agilent Technol... | 119.07 | +1.70% | 296 | 0.00% | 39.77K | 119.29 | 0.02% |
| 53 | VT | Vanguard Total ... | 125.97 | +0.81% | 327 | +16.37% | 38.39K | 119.39 | 0.02% |
| 54 | KO | The Coca-Cola C... | 70.46 | -0.79% | 602 | +0.67% | 37.48K | 60.5 | 0.01% |
| 55 | ESML | iShares ESG Awa... | 40.38 | +0.70% | 889 | 0.00% | 37.39K | 35.62 | 0.01% |
| 56 | VEA | Vanguard Develo... | 56.41 | +0.44% | 670 | 0.00% | 32.04K | 43.27 | 0.01% |
| 57 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 1.19K | -0.08% | 31.66K | 24.58 | 0.01% |
| 58 | SCHW | The Charles Sch... | 88.92 | +1.79% | 434 | 0.00% | 31.35K | 52.51 | 0.01% |
| 59 | CQP | Cheniere Energy... | 56.81 | -1.61% | 145 | 0.00% | 31.16K | 33.26 | 0.01% |
| 60 | XLE | Energy Select S... | 87.77 | -0.37% | 359 | +0.84% | 30.76K | 91.84 | 0.01% |
| 61 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 93 | +6.90% | 30.59K | 177.92 | 0.01% |
| 62 | XOP | SPDR S&P Oil & ... | 133.01 | +0.17% | 222 | 0.00% | 29.39K | 60.64 | 0.01% |
| 63 | RBLX | Roblox Corporat... | 100.41 | +3.33% | 500 | 0.00% | 28.93K | 45.72 | 0.01% |
| 64 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 53 | +100.00% | 28.56K | 538.79 | 0.01% |
| 65 | SO | The Southern Co... | 88.83 | -1.68% | 325 | -35% | 26.78K | 64.72 | 0.01% |
| 66 | VTV | Vanguard Value ... | 174.03 | +0.37% | 155 | 0.00% | 26.24K | 137.92 | 0.01% |
| 67 | URI | United Rentals,... | 686.86 | -1.15% | 37 | 0.00% | 26.06K | 102.89 | 0.01% |
| 68 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 110 | 0.00% | 25.5K | 71.44 | 0.01% |
| 69 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 180 | 0.00% | 24.17K | 62.82 | < 0.01% |
| 70 | TEM | Tempus AI, Inc. | 71.99 | +1.00% | 700 | +600.00% | 23.63K | 33.7 | < 0.01% |
| 71 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 610 | -0.16% | 23.41K | 32.76 | < 0.01% |
| 72 | ASO | Academy Sports ... | 46.56 | +6.91% | 405 | +200.00% | 23.31K | 54.82 | < 0.01% |
| 73 | RKLB | Rocket Lab USA,... | 26.52 | +4.38% | 900 | +5.88% | 22.92K | 11.54 | < 0.01% |
| 74 | KEYS | Keysight Techno... | 161.89 | +2.34% | 140 | 0.00% | 22.49K | 148.76 | < 0.01% |
| 75 | GOVT | iShares U.S. Tr... | 22.66 | -0.2% | 873 | 0.00% | 20.06K | 22.4 | < 0.01% |
| 76 | UNP | Union Pacific C... | 224.53 | +0.52% | 85 | 0.00% | 19.38K | 169.62 | < 0.01% |
| 77 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 45 | 0.00% | 19.22K | 423.11 | < 0.01% |
| 78 | IWM | iShares Russell... | 210.52 | +0.78% | 79 | +71.74% | 17.46K | 194.72 | < 0.01% |
| 79 | MGY | Magnolia Oil & ... | 24.11 | -0.47% | 700 | +133.33% | 16.37K | 23.83 | < 0.01% |
| 80 | SLF | Sun Life Financ... | 64.66 | +0.54% | 275 | 0.00% | 16.32K | 32.09 | < 0.01% |
| 81 | MGK | Vanguard Mega C... | 353.82 | +1.25% | 45 | 0.00% | 15.45K | 300.56 | < 0.01% |
| 82 | DXJS | WisdomTree Japa... | 36.43 | -0.05% | 444 | 0.00% | 15.35K | 22.06 | < 0.01% |
| 83 | EAGG | iShares ESG U.S... | 46.85 | -0.16% | 306 | 0.00% | 14.19K | 47.63 | < 0.01% |
| 84 | IJR | iShares Core S&... | 106.86 | +0.53% | 111 | 0.00% | 12.79K | 95.52 | < 0.01% |
| 85 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 35 | -82.5% | 12.7K | 273 | < 0.01% |
| 86 | EOG | EOG Resources, ... | 123.26 | -1.61% | 100 | +100.00% | 12.26K | 122.58 | < 0.01% |
| 87 | FIS | Fidelity Nation... | 80.87 | +1.92% | 151 | 0.00% | 12.2K | 59.66 | < 0.01% |
| 88 | NDAQ | Nasdaq, Inc. | 86.64 | +1.23% | 150 | 0.00% | 11.63K | 73.01 | < 0.01% |
| 89 | SUSB | iShares ESG 1-5... | 24.96 | -0.02% | 471 | 0.00% | 11.62K | 24.46 | < 0.01% |
| 90 | DFEV | Dimensional Eme... | 29.64 | +1.07% | 427 | 0.00% | 11.19K | 20.54 | < 0.01% |
| 91 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 12 | 0.00% | 10.7K | 659.75 | < 0.01% |
| 92 | TSCO | Tractor Supply ... | 51.63 | +0.17% | 200 | +400.00% | 10.61K | 53.16 | < 0.01% |
| 93 | APH | Amphenol Corpor... | 93.22 | +0.79% | 150 | 0.00% | 10.42K | 42.48 | < 0.01% |
| 94 | FI | Fiserv, Inc. | 164.84 | +1.12% | 50 | 0.00% | 10.27K | 126.14 | < 0.01% |
| 95 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 30 | 0.00% | 10.27K | 392.13 | < 0.01% |
| 96 | WMT | Walmart Inc. | 94.23 | -0.22% | 110 | +100.00% | 9.94K | 90.35 | < 0.01% |
| 97 | PRO | PROS Holdings, ... | 15.16 | -3.9% | 434 | 0.00% | 9.53K | 18.52 | < 0.01% |
| 98 | VOE | Vanguard Mid-Ca... | 162.69 | +0.70% | 58 | 0.00% | 9.38K | 130.95 | < 0.01% |
| 99 | RSG | Republic Servic... | 248.26 | -1.19% | 45 | 0.00% | 9.05K | 153.16 | < 0.01% |
| 100 | AME | AMETEK, Inc. | 178.52 | +0.88% | 50 | 0.00% | 9.01K | 161.88 | < 0.01% |
| 101 | IEV | iShares Europe ... | 62.53 | -1.45% | 163 | 0.00% | 8.49K | 44.72 | < 0.01% |
| 102 | TRV | The Travelers C... | 264.91 | +0.55% | 35 | 0.00% | 8.43K | 173.63 | < 0.01% |
| 103 | LULU | Lululemon Athle... | 241.24 | +0.89% | 22 | 0.00% | 8.41K | 313.73 | < 0.01% |
| 104 | USB | U.S. Bancorp | 43.13 | +0.33% | 165 | 0.00% | 7.89K | 33.04 | < 0.01% |
| 105 | ATR | AptarGroup, Inc... | 151.67 | +0.34% | 50 | 0.00% | 7.86K | 115.86 | < 0.01% |
| 106 | SYK | Stryker Corpora... | 376.80 | -0.13% | 20 | 0.00% | 7.2K | 305.05 | < 0.01% |
| 107 | MS | Morgan Stanley | 130.65 | +0.90% | 56 | 0.00% | 7.04K | 97.3 | < 0.01% |
| 108 | XLF | Financial Selec... | 50.48 | +1.03% | 145 | +0.69% | 7.01K | 41.83 | < 0.01% |
| 109 | VRSK | Verisk Analytic... | 309.05 | -0.44% | 25 | 0.00% | 6.89K | 226 | < 0.01% |
| 110 | ITW | Illinois Tool W... | 244.12 | +1.09% | 25 | 0.00% | 6.34K | 250.12 | < 0.01% |
| 111 | AXP | American Expres... | 293.96 | +2.14% | 20 | 0.00% | 5.95K | 271.2 | < 0.01% |
| 112 | GRID | First Trust NAS... | 135.22 | +1.36% | 49 | 0.00% | 5.85K | 104.69 | < 0.01% |
| 113 | SNPS | Synopsys, Inc. | 478.94 | +0.02% | 12 | 0.00% | 5.82K | 601.75 | < 0.01% |
| 114 | XYL | Xylem Inc. | 127.34 | +1.47% | 50 | 0.00% | 5.8K | 112.6 | < 0.01% |
| 115 | PINS | Pinterest, Inc. | 35.19 | +3.99% | 200 | 0.00% | 5.8K | 61.75 | < 0.01% |
| 116 | DHR | Danaher Corpora... | 200.98 | +0.15% | 25 | 0.00% | 5.74K | 212.72 | < 0.01% |
| 117 | DXC | DXC Technology ... | 15.79 | +1.38% | 287 | 0.00% | 5.73K | 25.76 | < 0.01% |
| 118 | MQ | Marqeta, Inc. | 5.54 | +2.97% | 1.5K | 0.00% | 5.68K | 11.04 | < 0.01% |
| 119 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 100 | +100.00% | 5.66K | 56.56 | < 0.01% |
| 120 | CPNG | Coupang, Inc. | 28.34 | +0.85% | 250 | 0.00% | 5.5K | 21.08 | < 0.01% |
| 121 | SPOT | Spotify Technol... | 716.07 | +0.73% | 12 | 0.00% | 5.37K | 313.83 | < 0.01% |
| 122 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 5 | 0.00% | 5.3K | 622.2 | < 0.01% |
| 123 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 10 | 0.00% | 5.2K | 521.7 | < 0.01% |
| 124 | VLTO | Veralto Corpora... | 97.57 | +0.26% | 48 | 0.00% | 4.89K | 106.92 | < 0.01% |
| 125 | AMGN | Amgen Inc. | 295.12 | -0.03% | 18 | 0.00% | 4.69K | 222 | < 0.01% |
| 126 | ANET | Arista Networks... | 95.01 | +2.88% | 40 | +300.00% | 4.42K | 89.18 | < 0.01% |
| 127 | VIK | Viking Holdings... | 48.22 | +3.57% | 100 | 0.00% | 4.41K | 34.89 | < 0.01% |
| 128 | CGNX | Cognex Corporat... | 30.48 | +1.11% | 121 | 0.00% | 4.34K | 42.21 | < 0.01% |
| 129 | CMG | Chipotle Mexica... | 52.55 | +4.61% | 70 | 0.00% | 4.22K | 57.61 | < 0.01% |
| 130 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 10 | -99.57% | 4.04K | 214.7 | < 0.01% |
| 131 | GEHC | GE HealthCare T... | 72.78 | +0.73% | 49 | +19.51% | 3.83K | 81.18 | < 0.01% |
| 132 | TTWO | Take-Two Intera... | 238.57 | +3.62% | 20 | 0.00% | 3.68K | 154.25 | < 0.01% |
| 133 | DXCM | DexCom, Inc. | 83.28 | +1.57% | 44 | 0.00% | 3.42K | 136.7 | < 0.01% |
| 134 | ELF | e.l.f. Beauty, ... | 125.70 | +0.35% | 25 | 0.00% | 3.14K | 109 | < 0.01% |
| 135 | T | AT&T Inc. | 27.94 | -0.89% | 133 | +100.00% | 3.03K | 22.77 | < 0.01% |
| 136 | VB | Vanguard Small ... | 232.08 | +1.04% | 12 | -93.26% | 2.88K | 224.08 | < 0.01% |
| 137 | CNC | Centene Corpora... | 54.64 | -1.05% | 47 | 0.00% | 2.85K | 62.3 | < 0.01% |
| 138 | COIN | Coinbase Global... | 261.44 | +7.72% | 11 | +100.00% | 2.73K | 248.27 | < 0.01% |
| 139 | POOL | Pool Corporatio... | 290.30 | +0.48% | 8 | 0.00% | 2.73K | 434.38 | < 0.01% |
| 140 | PBW | Invesco WilderH... | 20.18 | +3.30% | 131 | -55.14% | 2.62K | 30.32 | < 0.01% |
| 141 | SPTS | SPDR Portfolio ... | 29.14 | +0.02% | 88 | +100.00% | 2.55K | 29 | < 0.01% |
| 142 | PLUG | Plug Power Inc. | 1.30 | +1.16% | 1.14K | 0.00% | 2.42K | 3.75 | < 0.01% |
| 143 | TRMB | Trimble Inc. | 72.83 | +2.46% | 34 | 0.00% | 2.4K | 82.24 | < 0.01% |
| 144 | ASTS | AST SpaceMobile... | 41.91 | +9.23% | 108 | +5.88% | 2.28K | 11.38 | < 0.01% |
| 145 | STZ | Constellation B... | 162.60 | -1.38% | 10 | 0.00% | 2.21K | 210.6 | < 0.01% |
| 146 | INDI | indie Semicondu... | 3.39 | +6.27% | 540 | 0.00% | 2.19K | 10.99 | < 0.01% |
| 147 | DNLI | Denali Therapeu... | 14.59 | +0.25% | 100 | 0.00% | 2.04K | 44.6 | < 0.01% |
| 148 | F | Ford Motor Comp... | 10.62 | +1.77% | 203 | -10.96% | 2.01K | 12.65 | < 0.01% |
| 149 | DIS | The Walt Disney... | 119.45 | +1.28% | 18 | -77.78% | 2K | 117.61 | < 0.01% |
| 150 | AUPH | Aurinia Pharmac... | 8.13 | -0.55% | 200 | 0.00% | 1.8K | 13.24 | < 0.01% |