Your Advocates Ltd., LLP
CIK 1774437 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- DCOR24.58%
- DFIC13.14%
- DFEM9.73%
- DFAS8.18%
- SCHR7.47%
- SPIB6.84%
- FNDX6.71%
- BSV4.98%
- GLD4.65%
- FNDF3.56%
Share classes counted separately89.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DCORWeight increased · +1.21 pp23.37% → 24.58%Shares -14.05K (-1.32%)
- GLDWeight decreased · -1.11 pp5.76% → 4.65%Shares +202 (+0.46%)
- DFASWeight increased · +0.66 pp7.52% → 8.18%Shares +955 (+0.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DCORDIMENSIONAL US CORE EQ 1 ETF View history and evidence | $86.00M | 24.58% | 1.05M shares | 23.37% → 24.58%+1.21 pp -14.05K (-1.32%) | Reduced | ▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL CO View history and evidence | $45.97M | 13.14% | 1.23M shares | 13.55% → 13.14%-0.41 pp -16.77K (-1.34%) | Reduced | ▾ |
| 03 | DFEMDIMENSIONAL EMRG MRKT CORE View history and evidence | $34.03M | 9.73% | 837.47K shares | 9.24% → 9.73%+0.49 pp -39.69K (-4.52%) | Reduced | ▾ |
| 04 | DFASDIMENSIONAL US SMALL CAP ETF View history and evidence | $28.63M | 8.18% | 347.76K shares | 7.52% → 8.18%+0.66 pp +955 (+0.28%) | Added | ▾ |
| 05 | SCHRSCHWAB INTERMEDIATE-TERM US View history and evidence | $26.13M | 7.47% | 1.06M shares | 7.62% → 7.47%-0.15 pp +56.52K (+5.64%) | Added | ▾ |
| 06 | SPIBSS SPDR P INT C CORP ETF View history and evidence | $23.94M | 6.84% | 715.39K shares | 6.98% → 6.84%-0.14 pp +32.77K (+4.80%) | Added | ▾ |
| 07 | FNDXSCHWAB FNDMNTL US LRG CO ETF View history and evidence | $23.47M | 6.71% | 754.82K shares | 6.52% → 6.71%+0.19 pp -13.33K (-1.74%) | Reduced | ▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETF View history and evidence | $17.43M | 4.98% | 223.76K shares | 5.07% → 4.98%-0.09 pp +11.92K (+5.63%) | Added | ▾ |
| 09 | GLDSPDR GOLD SHARES View history and evidence | $16.25M | 4.65% | 44.12K shares | 5.76% → 4.65%-1.11 pp +202 (+0.46%) | Added | ▾ |
| 10 | FNDFSCHWAB FNDMN INTL LRG CO ETF View history and evidence | $12.46M | 3.56% | 236.16K shares | 3.68% → 3.56%-0.12 pp -10.39K (-4.22%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 41
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MNPR MONOPAR THERAPEUTICS INC | Non-derivative | -3,344 | -$183.22K | SEC filing ↗ | SEC filing ↗ |
| IVE ISHARES S&P 500 VALUE ETF | Non-derivative | -687 | -$145.06K | SEC filing ↗ | SEC filing ↗ |
| IVW ISHARES S&P 500 GROWTH ETF | Non-derivative | -1,111 | -$125.67K | SEC filing ↗ | SEC filing ↗ |
3 / 41 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1774437 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 349851412
}Research all 209 reported holdings.
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