2026 Q1 Portfolio Activity
In 2026 Q1, Your Advocates Ltd., LLP maintained a portfolio of 265 distinct positions. The most significant new addition was VANGUARD STAR FD TL INTL STK F, now representing 0.14% of the total fund value. They heavily accumulated shares in Schwab Intermediate Term US Tr, increasing the position by 15.1%.
Position History
hover any row below to update
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Total Positions
265
Quarter
2026 Q1
Top Holding
DCOR (23.4%)
Top 10 Concentration
89.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 265
Your Advocates Ltd., LLP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DCOR
Dimensional US ...
|
Unknown | 23.37% | 23.99% |
#1
Prev: #1
|
8.0 |
—
|
64,632 | 6.5% |
P
S
|
1,063,042 | $76,624,079 |
$53.99
+51.1%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
DFIC
Dimensional ETF...
|
ETF | 13.55% | 13.69% |
#2
Prev: #2
|
6.0 |
—
|
33,410 | 2.7% |
P
S
|
1,250,586 | $44,433,326 |
$23.44
+62.9%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
DFEM
Dimensional ETF...
|
ETF | 9.24% | 9.37% |
#3
Prev: #3
|
5.2 |
—
|
9,623 | 1.1% |
P
S
|
877,152 | $30,305,597 |
$22.29
+78.3%
|
2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
SCHR
Schwab Intermed...
|
ETF | 7.62% | 7.13% |
#4
1
Prev: #5
|
5.5 |
—
|
131,664 | 15.1% |
P
S
|
1,002,894 | $24,982,093 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DFAS
Dimensional US ...
|
ETF | 7.52% | 7.50% |
#5
1
Prev: #4
|
5.5 |
—
|
17,018 | 5.2% |
P
S
|
346,808 | $24,668,445 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPIB
SPDR Intermedia...
|
ETF | 6.98% | 6.91% |
#6
Prev: #6
|
4.8 |
—
|
56,649 | 9.0% |
P
S
|
682,626 | $22,895,264 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FNDX
Schwab Fundamen...
|
ETF | 6.52% | 6.62% |
#7
Prev: #7
|
3.1 |
—
|
22,211 | 3.0% |
P
S
|
768,156 | $21,393,147 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GLD
SPDR Gold Trust
|
ETF | 5.76% | 5.79% |
#8
Prev: #8
|
2.8 |
—
|
-859 | -1.9% |
P
S
|
43,919 | $18,897,907 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BSV
Vanguard Short-...
|
ETF | 5.07% | 5.16% |
#9
Prev: #9
|
4.0 |
—
|
11,079 | 5.5% |
P
S
|
211,843 | $16,610,586 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FNDF
Schwab Fundamen...
|
ETF | 3.68% | 3.55% |
#10
Prev: #10
|
2.0 |
—
|
5,947 | 2.5% |
P
S
|
246,557 | $12,064,051 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FNDE
Schwab Fundamen...
|
ETF | 2.59% | 2.57% |
#11
Prev: #11
|
1.5 |
—
|
3,449 | 1.6% |
P
S
|
222,078 | $8,496,715 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FNDA
Schwab Fundamen...
|
ETF | 2.08% | 2.09% |
#12
Prev: #12
|
1.3 |
—
|
6,981 | 3.4% |
P
S
|
210,457 | $6,825,125 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 0.95% | 0.72% |
#13
Prev: #13
|
0.9 |
—
|
47 | 0.3% |
P
S
|
18,378 | $3,118,048 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
COP
Conocophillips
|
Energy | 0.80% | 0.53% |
#14
Prev: #14
|
2.3 |
—
|
2,488 | 14.3% |
P
S
|
19,923 | $2,629,841 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPY
S P D R S&P 500...
|
ETF | 0.47% | 0.49% |
#15
1
Prev: #16
|
2.2 |
—
|
182 | 8.3% |
P
S
|
2,370 | $1,541,274 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AAPL
Apple Inc
|
Technology | 0.43% | 0.50% |
#16
1
Prev: #15
|
0.7 |
—
|
-24 | -0.4% |
P
S
|
5,568 | $1,413,163 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTI
Vanguard Total ...
|
ETF | 0.38% | 0.12% |
#17
6
Prev: #23
|
3.2 |
—
|
2,763 | 257.0% |
P
S
|
3,838 | $1,231,334 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AHLT
American Beacon...
|
ETF | 0.24% | 0.19% |
#18
Prev: #18
|
2.6 |
—
|
6,028 | 28.0% |
P
S
|
27,588 | $779,640 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
UAPR
Innovator US Eq...
|
ETF | 0.17% | 0.18% |
#19
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
16,622 | $554,676 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SCHB
Schwab US Broad...
|
ETF | 0.15% | 0.17% |
#20
Prev: #20
|
0.6 |
—
|
48 | 0.2% |
P
S
|
19,547 | $490,626 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VXUS
VANGUARD STAR F...
|
ETF | 0.14% | — |
#21
Prev: #—
|
3.6 |
—
|
6,060 | — |
NEW
|
6,060 | $467,314 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SCHX
Schwab US Large...
|
ETF | 0.12% | 0.13% |
#22
1
Prev: #21
|
0.5 |
—
|
3 | 0.0% |
P
S
|
15,354 | $393,678 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FLIA
Franklin Libert...
|
ETF | 0.10% | 0.12% |
#23
1
Prev: #24
|
0.5 |
—
|
-818 | -4.6% |
P
S
|
16,787 | $340,105 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ACM
Aecom
|
Industrials | 0.10% | 0.13% |
#24
2
Prev: #22
|
0.5 |
—
|
-360 | -8.8% |
P
S
|
3,752 | $318,245 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DEM
WisdomTree Emer...
|
ETF | 0.07% | 0.07% |
#25
2
Prev: #27
|
0.5 |
—
|
-389 | -7.9% |
P
S
|
4,507 | $223,953 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BOND
Pimco Active Bo...
|
ETF | 0.06% | 0.35% |
#26
9
Prev: #17
|
0.0 |
—
|
-9,405 | -80.8% |
P
S
|
2,235 | $206,276 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MNPR
Monopar Therape...
|
Healthcare | 0.06% | — |
#27
Prev: #—
|
3.5 |
—
|
3,344 | — |
NEW
|
3,344 | $183,218 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IEFA
Ishares Core Ms...
|
ETF | 0.06% | 0.06% |
#28
3
Prev: #31
|
1.0 |
—
|
no change | no change |
P
S
|
2,005 | $181,513 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
Microsoft Corp
|
Technology | 0.05% | 0.08% |
#29
3
Prev: #26
|
0.5 |
—
|
-28 | -5.4% |
P
S
|
486 | $179,984 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.05% | 0.06% |
#30
Prev: #30
|
0.5 |
—
|
-22 | -7.2% |
P
S
|
282 | $168,702 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SLB
Schlumberger Lt...
|
Energy | 0.05% | 0.04% |
#31
3
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
3,254 | $167,223 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TSLA
Tesla Motors In...
|
Consumer Cyclical | 0.05% | 0.06% |
#32
3
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
440 | $163,570 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.05% | 0.04% |
#33
2
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
663 | $161,891 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SUSL
iShares ESG MSC...
|
ETF | 0.05% | 0.02% |
#34
21
Prev: #55
|
3.0 |
—
|
885 | 166.4% |
P
S
|
1,417 | $161,008 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VT
Vanguard Total ...
|
ETF | 0.05% | 0.04% |
#35
3
Prev: #32
|
2.0 |
—
|
174 | 18.0% |
P
S
|
1,143 | $158,146 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IVE
Ishares S&P 500...
|
ETF | 0.04% | — |
#36
Prev: #—
|
3.5 |
—
|
687 | — |
NEW
|
687 | $145,060 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IVW
Ishares S&P 500...
|
ETF | 0.04% | — |
#37
Prev: #—
|
3.5 |
—
|
1,111 | — |
NEW
|
1,111 | $125,665 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FTI
Technipfmc Plc
|
Energy | 0.04% | 0.03% |
#38
7
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
1,721 | $118,973 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FDX
Fedex Corporati...
|
Industrials | 0.04% | 0.03% |
#39
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
331 | $117,896 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BSVO
Ea Bridgeway Om...
|
Unknown | 0.03% | 0.03% |
#40
2
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
4,163 | $105,615 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ITOT
iShares Core S&...
|
ETF | 0.03% | 0.04% |
#41
8
Prev: #33
|
0.5 |
—
|
-146 | -16.7% |
P
S
|
727 | $103,547 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GE
General Electri...
|
Industrials | 0.03% | 0.04% |
#42
6
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
350 | $99,320 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPTS
SPDR Short Term...
|
ETF | 0.03% | 0.00% |
#43
70
Prev: #113
|
3.0 |
—
|
2,865 | 561.8% |
P
S
|
3,375 | $98,483 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMZN
Amazon Com Inc
|
Consumer Cyclical | 0.03% | 0.03% |
#44
7
Prev: #37
|
0.5 |
—
|
7 | 1.5% |
P
S
|
470 | $97,887 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DIA
Spdr Dow Jones ...
|
ETF | 0.03% | 0.02% |
#45
6
Prev: #51
|
2.5 |
—
|
50 | 35.2% |
P
S
|
192 | $88,965 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IWM
IShares Russell...
|
ETF | 0.03% | 0.02% |
#46
12
Prev: #58
|
2.5 |
—
|
82 | 32.3% |
P
S
|
336 | $83,328 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ALL
Allstate Corpor...
|
Financial Services | 0.03% | 0.03% |
#47
4
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
400 | $82,936 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
KO
Coca Cola Compa...
|
Consumer Defensive | 0.02% | 0.02% |
#48
1
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
1,073 | $81,602 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPTI
SPDR Series Tru...
|
ETF | 0.02% | 0.02% |
#49
Prev: #49
|
2.0 |
—
|
224 | 8.9% |
P
S
|
2,754 | $78,930 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GEV
Ge Vernova Inc
|
Industrials | 0.02% | 0.02% |
#50
12
Prev: #62
|
1.0 |
—
|
no change | no change |
P
S
|
87 | $75,942 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 265 holdings