Investor
Your Advocates Ltd., LLP
CIK 0001774437 · filed 2026-04-30 · SEC filing
13F book
$327.9M
Positions
232
26 new · 33 sold
Largest name
23.4%
Dimensional Etf Trust
Est. mark
$6.09M
Price effect on 205 names still held. Flow $15.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 1.06M | $76.6M | 23.4% | −$1.55M | Added$3.11M |
| Dimensional Etf Trust | — | 1.25M | $44.4M | 13.6% | $1.3M | Added$2.49M |
| Dimensional Etf Trust | — | 877.2K | $30.3M | 9.2% | $1.28M | Added$1.61M |
| Schwab Strategic Tr | — | 1M | $25M | 7.6% | −$148.1K | Added$3.13M |
| Dimensional Etf Trust | — | 346.8K | $24.7M | 7.5% | $481.5K | Added$1.69M |
| Spdr Series Trust | — | 682.6K | $22.9M | 7.0% | −$169K | Added$1.73M |
| Schwab Strategic Tr | — | 768.2K | $21.4M | 6.5% | $477.4K | Added$1.1M |
| Spdr Gold Tr | — | 43.9K | $18.9M | 5.8% | $1.49M | Cut$1.15M |
| Vanguard Bd Index Fds | — | 211.8K | $16.6M | 5.1% | −$80.4K | Added$788.3K |
| Schwab Strategic Tr | — | 246.6K | $12.1M | 3.7% | $895.1K | Added$1.19M |
| Schwab Strategic Tr | — | 222.1K | $8.5M | 2.6% | $481K | Added$613K |
| Schwab Strategic Tr | — | 210.5K | $6.83M | 2.1% | $187.2K | Added$413.6K |
| Exxon Mobil Corp | — | 18.4K | $3.12M | 1.0% | $904.2K | Added$912.1K |
| Conocophillips | COP | 19.9K | $2.63M | 0.8% | $669.3K | Added$997.7K |
| Spdr S&P 500 Etf Tr | — | 2.37K | $1.54M | 0.5% | −$69.1K | Added$49.3K |
| Apple Inc. | AAPL | 5.57K | $1.41M | 0.4% | −$100.6K | Cut−$107.1K |
| Vanguard Index Fds | — | 3.84K | $1.23M | 0.4% | −$15.5K | Added$870.9K |
| American Beacon Select Funds | — | 27.6K | $779.6K | 0.2% | $41.4K | Added$211.8K |
| Innovator Etfs Trust | — | 16.6K | $554.7K | 0.2% | $9.97K | Held |
| Schwab Strategic Tr | — | 19.5K | $490.6K | 0.1% | −$22K | Added−$20.8K |
| Vanguard Star Fds | — | 6.06K | $467.3K | 0.1% | — | New |
| Schwab Strategic Tr | — | 15.4K | $393.7K | 0.1% | −$19.5K | Added−$19.4K |
| Franklin Templeton Etf Tr | — | 16.8K | $340.1K | 0.1% | $1.34K | Cut−$15.2K |
| Aecom | ACM | 3.75K | $318.2K | 0.1% | −$39.4K | Cut−$73.8K |
| Wisdomtree Tr | — | 4.51K | $224K | 0.1% | $13.4K | Cut−$4.74K |
| Pimco Etf Tr | — | 2.23K | $206.3K | 0.1% | −$1.76K | Cut−$877.2K |
| Monopar Therapeutics | MNPR | 3.34K | $183.2K | 0.1% | — | New |
| Ishares Tr | — | 2K | $181.5K | 0.1% | $2.15K | Held |
| Microsoft Corp | MSFT | 486 | $180K | 0.1% | −$55.1K | Cut−$68.7K |
| Vanguard Index Fds | — | 282 | $168.7K | 0.1% | −$8.18K | Cut−$22K |
| Slb Limited/Nv | SLB | 3.25K | $167.2K | 0.1% | $42.3K | Held |
| Tesla, Inc. | TSLA | 440 | $163.6K | 0.1% | −$34.3K | Held |
| Marathon Pete Corp | — | 663 | $161.9K | 0.0% | $54.1K | Held |
| Ishares Tr | — | 1.42K | $161K | 0.0% | −$4.04K | Added$96.5K |
| Vanguard Intl Equity Index F | — | 1.14K | $158.1K | 0.0% | −$2.58K | Added$21.5K |
| Ishares Tr | — | 687 | $145.1K | 0.0% | — | New |
| Ishares Tr | — | 1.11K | $125.7K | 0.0% | — | New |
| TechnipFMC PLC | FTI | 1.72K | $119K | 0.0% | $42.3K | Held |
| Fedex Corp | FDX | 331 | $117.9K | 0.0% | $22.3K | Held |
| Ea Series Trust | — | 4.16K | $105.6K | 0.0% | $8.62K | Held |
| Ishares Tr | — | 727 | $103.5K | 0.0% | −$4.55K | Cut−$26.3K |
| General Electric Co | GE | 350 | $99.3K | 0.0% | −$8.49K | Held |
| Spdr Series Trust | — | 3.38K | $98.5K | 0.0% | −$51 | Added$83.5K |
| Amazon Com Inc | AMZN | 470 | $97.9K | 0.0% | −$10.4K | Added−$8.98K |
| Spdr Dow Jones Indl Average | — | 192 | $89K | 0.0% | −$2.22K | Added$20.9K |
| Ishares Tr | — | 336 | $83.3K | 0.0% | $467 | Added$20.8K |
| Allstate Corp | — | 400 | $82.9K | 0.0% | −$324 | Held |
| Coca Cola Co | KO | 1.07K | $81.6K | 0.0% | $6.59K | Held |
| Spdr Series Trust | — | 2.75K | $78.9K | 0.0% | −$455 | Added$5.96K |
| GE Vernova Inc. | GEV | 87 | $75.9K | 0.0% | $19.1K | Held |
| American Centy Etf Tr | — | 678 | $74.9K | 0.0% | — | New |
| Moodys Corp | — | 171 | $74.6K | 0.0% | −$12.8K | Held |
| iShares Gold Trust | IAU | 817 | $72K | 0.0% | $5.71K | Cut$4.66K |
| American Centy Etf Tr | — | 818 | $69.4K | 0.0% | $2.06K | Held |
| Toast, Inc. | TOST | 2.61K | $69.1K | 0.0% | −$22.6K | Added−$19.9K |
| Corteva, Inc. | CTVA | 810 | $67.8K | 0.0% | $13.5K | Held |
| Hewlett Packard Co | — | 3.47K | $66.7K | 0.0% | −$10.7K | Held |
| Ishares Tr | — | 618 | $61.3K | 0.0% | −$360 | Cut−$13.5K |
| FTSE RAFI Internat'l Dev Mkts | — | 860 | $60.1K | 0.0% | $3.74K | Held |
| Proshares Tr | — | 1K | $56.7K | 0.0% | — | New |
| Wisdomtree Tr | — | 588 | $55.7K | 0.0% | — | New |
| Ishares Inc | — | 795 | $55.5K | 0.0% | $2.01K | Held |
| Ishares Tr | — | 573 | $54.8K | 0.0% | $306 | Cut−$10.6K |
| Pepsico Inc | PEP | 349 | $54.2K | 0.0% | $4.1K | Added$4.56K |
| Home Depot, Inc. | HD | 146 | $48K | 0.0% | −$2.22K | Held |
| Garmin Ltd | GRMN | 200 | $46.4K | 0.0% | $5.83K | Held |
| Automatic Data Processing In | — | 227 | $46.1K | 0.0% | −$12.3K | Held |
| Ishares Tr | — | 940 | $44.2K | 0.0% | $492 | Added$22.5K |
| FTSE RAFI US 1500 Small Cap | — | 956 | $43.9K | 0.0% | −$19 | Cut−$8.69K |
| Wells Fargo Co New | — | 550 | $43.8K | 0.0% | −$7.47K | Held |
| Shopify Inc. | SHOP | 360 | $42.7K | 0.0% | −$15.2K | Cut−$19.3K |
| Sap Se | — | 250 | $42.4K | 0.0% | −$18.5K | Held |
| Schwab Strategic Tr | — | 1.26K | $41.5K | 0.0% | $252 | Held |
| Cheniere Energy Partners Lp | CQP | 145 | $41.1K | 0.0% | $13K | Held |
| Unitedhealth Group Inc | UNH | 150 | $40.6K | 0.0% | −$8.93K | Held |
| Spdr Series Trust | — | 222 | $40.4K | 0.0% | $12.3K | Held |
| Costco Whsl Corp New | — | 40 | $39.9K | 0.0% | $5.36K | Held |
| Keysight Technologies, Inc. | KEYS | 140 | $39.5K | 0.0% | $11.1K | Held |
| Ishares Tr | — | 65 | $38.9K | 0.0% | −$3.9K | Cut−$56K |
| Nvidia Corp | NVDA | 223 | $38.9K | 0.0% | −$2.7K | Cut−$4.75K |
| Du Pont E I De Nemours & Co | — | 811 | $37.1K | 0.0% | $4.54K | Held |
| Vanguard Index Fds | — | 124 | $35.6K | 0.0% | −$377 | Held |
| Dimensional Etf Trust | — | 825 | $35K | 0.0% | −$371 | Cut−$27.6K |
| Ishares Tr | — | 267 | $34.2K | 0.0% | −$79 | Added$33K |
| Broadcom Inc. | AVGO | 110 | $34K | 0.0% | −$4.03K | Held |
| Agilent Technologies, Inc. | A | 296 | $33.7K | 0.0% | −$6.54K | Held |
| Dell Inc | — | 200 | $32.8K | 0.0% | $7.65K | Held |
| Invesco Exchange Traded Fd T | — | 420 | $31.9K | 0.0% | — | New |
| Dow Chem Co | — | 750 | $31.2K | 0.0% | $13.7K | Held |
| Fidelity Covington Trust | — | 833 | $31K | 0.0% | — | New |
| Vanguard Index Fds | — | 155 | $30.4K | 0.0% | $808 | Held |
| Invesco Actively Managed Exc | — | 614 | $28.8K | 0.0% | — | New |
| Spdr Index Shs Fds | — | 611 | $28.7K | 0.0% | $61 | Held |
| J P Morgan Exchange Traded F | — | 447 | $28.6K | 0.0% | — | New |
| Vanguard Index Fds | — | 109 | $28.5K | 0.0% | $432 | Held |
| Ishares Tr | — | 227 | $28.2K | 0.0% | $937 | Held |
| Vanguard Tax-Managed Fds | — | 440 | $28.2K | 0.0% | $708 | Cut−$47.6K |
| Rail Vision Ltd | — | 3.33K | $27.6K | 0.0% | $26.5K | Cut−$4.4K |
| Mcdonalds Corp | MCD | 88 | $27.5K | 0.0% | $609 | Held |
| United Rentals, Inc. | URI | 37 | $27K | 0.0% | −$2.99K | Held |
| Qualcomm Inc | — | 200 | $25.8K | 0.0% | — | New |
| FTSE RAFI 1000 US Lg Cap | — | 533 | $25.3K | 0.0% | $325 | Held |
| Caterpillar Inc | CAT | 35 | $24.8K | 0.0% | $4.75K | Held |
| Wisdomtree Tr | — | 444 | $24.1K | 0.0% | $3.53K | Held |
| Fidelity Merrimack Str Tr | — | 502 | $22.9K | 0.0% | — | New |
| York Space Systems Inc. | YSS | 1K | $22.2K | 0.0% | — | New |
| Starbucks Corp | SBUX | 240 | $21.5K | 0.0% | $1.29K | Held |
| Walmart Inc. | WMT | 168 | $20.9K | 0.0% | $2.16K | Held |
| Union Pac Corp | — | 85 | $20.6K | 0.0% | $961 | Held |
| Ishares Tr | — | 873 | $20K | 0.0% | −$106 | Cut−$13.3K |
| Schwab Strategic Tr | — | 786 | $19.5K | 0.0% | $559 | Held |
| Amphenol Corp New | — | 150 | $19K | 0.0% | −$1.32K | Held |
| Ishares Tr | — | 378 | $18K | 0.0% | −$113 | Held |
| Yum Brands Inc | YUM | 115 | $17.8K | 0.0% | $408 | Added$563 |
| FTSE RAFI Emerg Mkts | — | 655 | $17.6K | 0.0% | $720 | Held |
| Dimensional World Equity | — | 229 | $16.9K | 0.0% | — | New |
| Vanguard World Fd | — | 45 | $16.5K | 0.0% | −$2.04K | Held |
| Conagra Brands Inc. | CAG | 1.02K | $16K | 0.0% | −$1.6K | Added−$1.3K |
| Dimensional Etf Trust | — | 427 | $15.3K | 0.0% | $871 | Held |
| Gmo Etf Trust | — | 370 | $13.4K | 0.0% | — | New |
| Celestica Inc | CLS | 273 | $12.7K | 0.0% | $494 | Held |
| Ishares Tr | — | 163 | $11.1K | 0.0% | −$108 | Held |
| Ametek Inc/ | AME | 50 | $10.7K | 0.0% | $452 | Held |
| Vanguard Index Fds | — | 58 | $10.7K | 0.0% | $401 | Held |
| Netflix Inc | NFLX | 110 | $10.6K | 0.0% | $263 | Held |
| Travelers Companies, Inc. | TRV | 35 | $10.2K | 0.0% | $57 | Held |
| Ishares Tr | — | 406 | $10.2K | 0.0% | −$71 | Cut−$3.48K |
| Republic Svcs Inc | — | 45 | $9.86K | 0.0% | $319 | Held |
| Crowdstrike Hldgs Inc | — | 25 | $9.76K | 0.0% | −$1.96K | Cut−$3.37K |
| Morgan Stanley | — | 56 | $9.22K | 0.0% | −$726 | Held |
| Tractor Supply Co | — | 200 | $9.06K | 0.0% | −$942 | Held |
| Tempus AI, Inc. | TEM | 200 | $9.04K | 0.0% | −$2.77K | Cut−$8.67K |
| Occidental Pete Corp | — | 136 | $8.84K | 0.0% | $3.25K | Cut−$196.2K |
| Us Bancorp Del | — | 165 | $8.58K | 0.0% | −$222 | Held |
| Vanguard Scottsdale Fds | — | 124 | $8.47K | 0.0% | — | New |
| First Tr Exchange Traded Fd | — | 49 | $8.02K | 0.0% | $517 | Held |
| Viking Holdings Ltd | VIK | 100 | $7.35K | 0.0% | $207 | Held |
| Stryker Corp | SYK | 20 | $6.57K | 0.0% | −$457 | Held |
| Illinois Tool Wks Inc | — | 25 | $6.51K | 0.0% | $349 | Held |
| Equitable Resources Inc | — | 100 | $6.36K | 0.0% | $1K | Held |
| Amgen Inc | AMGN | 18 | $6.33K | 0.0% | $441 | Held |
| Aptargroup, Inc. | ATR | 50 | $6.3K | 0.0% | $203 | Held |
| AST SpaceMobile, Inc. | ASTS | 75 | $6.21K | 0.0% | $625 | Added$1.78K |
| Xylem Inc. | XYL | 50 | $5.97K | 0.0% | −$834 | Held |
| Cognex Corp | CGNX | 121 | $5.93K | 0.0% | $1.57K | Held |
| Fidelity Natl Information Sv | — | 125 | $5.86K | 0.0% | −$2.44K | Cut−$4.17K |
| Google Inc | — | 20 | $5.74K | 0.0% | −$539 | Held |
| Yum China Hldgs Inc | — | 115 | $5.59K | 0.0% | $101 | Added$150 |
| Asml Holding N V | — | 4 | $5.28K | 0.0% | — | New |
| Rbb Fund Trust | — | 94 | $5.1K | 0.0% | — | New |
| Wisdomtree Tr | — | 49 | $5K | 0.0% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 10 | $4.92K | 0.0% | −$880 | Held |
| Synopsys Inc | SNPS | 12 | $4.76K | 0.0% | −$879 | Held |
| Verisk Analytics, Inc. | VRSK | 25 | $4.74K | 0.0% | −$848 | Held |
| Danaher Corporation | — | 25 | $4.74K | 0.0% | −$983 | Held |
| Coupang, Inc. | CPNG | 250 | $4.72K | 0.0% | −$1.18K | Held |
| Invesco Exchange Traded Fd T | — | 131 | $4.14K | 0.0% | $136 | Held |
| Schwab Strategic Tr | — | 123 | $3.75K | 0.0% | — | New |
| ServiceNow, Inc. | NOW | 35 | $3.66K | 0.0% | −$1.22K | Added−$171 |
| Dxc Technology Co | DXC | 287 | $3.61K | 0.0% | −$597 | Held |
| Uber Technologies, Inc | UBER | 50 | $3.6K | 0.0% | — | New |
| Canadian Pac Ry Ltd | — | 45 | $3.54K | 0.0% | $227 | Held |
| lululemon athletica inc. | LULU | 22 | $3.37K | 0.0% | −$1.2K | Held |
| American Express Co | AXP | 10 | $3.1K | 0.0% | −$684 | Held |
| Arista Networks, Inc. | ANET | 25 | $3.07K | 0.0% | −$206 | Held |
| Aurinia Pharmaceuticals Inc. | AUPH | 200 | $2.96K | 0.0% | −$226 | Held |
| Ge Healthcare Technologies I | — | 41 | $2.92K | 0.0% | −$445 | Held |
| Spotify Technology S.A. | SPOT | 6 | $2.91K | 0.0% | −$575 | Cut−$2.9K |
| Fiserv Inc | FISV | 50 | $2.79K | 0.0% | −$569 | Held |
| Take-Two Interactive Softwar | — | 14 | $2.77K | 0.0% | −$820 | Cut−$2.87K |
| Dexcom Inc | DXCM | 44 | $2.76K | 0.0% | −$157 | Held |
| Plug Power Inc | PLUG | 1.19K | $2.68K | 0.0% | $344 | Held |
| Ardmore Shipping Corp | ASC | 166 | $2.53K | 0.0% | $774 | Held |
| Veralto Corp | VLTO | 28 | $2.48K | 0.0% | −$318 | Held |
| Global X Fds | — | 50 | $2.42K | 0.0% | $285 | Held |
| Infineon Technologies | — | 50 | $2.26K | 0.0% | $62 | Held |
| Trimble Inc. | TRMB | 34 | $2.22K | 0.0% | −$446 | Held |
| Intuitive Machines, Inc. | LUNR | 115 | $2.13K | 0.0% | $223 | Added$576 |
| Southern Co | — | 20 | $1.96K | 0.0% | $189 | Held |
| Denali Therapeutics Inc. | DNLI | 100 | $1.92K | 0.0% | $269 | Held |
| Norwegian Cruise Line Hldg L | — | 100 | $1.87K | 0.0% | −$362 | Held |
| Lockheed Martin Corp | LMT | 3 | $1.81K | 0.0% | $242 | Added$846 |
| Disney Walt Co | — | 18 | $1.74K | 0.0% | −$313 | Held |
| Sturm Ruger & Co Inc | RGR | 42 | $1.68K | 0.0% | $313 | Held |
| Etf Ser Solutions | — | 24 | $1.65K | 0.0% | $87 | Added$362 |
| Pool Corp | POOL | 8 | $1.62K | 0.0% | −$211 | Held |
| Weatherford Intl Plc | — | 17 | $1.61K | 0.0% | $278 | Held |
| Centene Corp Del | — | 47 | $1.54K | 0.0% | −$395 | Held |
| Linde Plc | LIN | 3 | $1.52K | 0.0% | $217 | Held |
| Constellation Brands, Inc. | STZ | 10 | $1.5K | 0.0% | $120 | Held |
| Coinbase Global, Inc. | COIN | 8 | $1.4K | 0.0% | −$154 | Added$719 |
| Nrg Energy, Inc. | NRG | 9 | $1.31K | 0.0% | −$118 | Held |
| GXO Logistics, Inc. | GXO | 23 | $1.19K | 0.0% | −$18 | Held |
| Fortune Brands Innovations I | — | 29 | $1.13K | 0.0% | −$321 | Held |
| indie Semiconductor, Inc. | INDI | 320 | $1.03K | 0.0% | −$99 | Cut−$876 |
| Relay Therapeutics, Inc. | RLAY | 100 | $995 | 0.0% | $149 | Held |
| Pinterest, Inc. | PINS | 50 | $917 | 0.0% | −$378 | Held |
| T-Rex 2x Inverse Tesla Daily Target EFT | — | 54 | $858 | 0.0% | $217 | Held |
| Intel Corp | INTC | 19 | $838 | 0.0% | $137 | Cut−$1.71K |
| Super Micro Computer Inc | — | 35 | $797 | 0.0% | −$163 | Added$65 |
| Icici Bank Limited | — | 30 | $777 | 0.0% | −$117 | Held |
| Enbridge Inc | — | 12 | $650 | 0.0% | — | New |
| Chevron Corp New | CVX | 3 | $621 | 0.0% | — | New |
| New Fortress Energy Inc. | NFE | 1K | $590 | 0.0% | — | New |
| Nautilus Biotechnology, Inc. | NAUT | 150 | $582 | 0.0% | $289 | Held |
| Ishares Inc | — | 15 | $576 | 0.0% | $99 | Cut−$3.01K |
| Airgain Inc | AIRG | 100 | $550 | 0.0% | $144 | Held |
| Carmax Inc | KMX | 10 | $416 | 0.0% | $30 | Held |
| Fidelity Wise Origin Bitcoin | — | 6 | $354 | 0.0% | −$103 | Held |
| BRC Inc. | BRCC | 453 | $353 | 0.0% | −$150 | Held |
| Compania De Minas Buenaventu | — | 7 | $252 | 0.0% | — | New |
| MasterBrand, Inc. | MBC | 29 | $241 | 0.0% | −$79 | Held |
| Zions Bancorporation N A | — | 4 | $237 | 0.0% | −$3 | Added$56 |
| Makemytrip Limited Mauritius | — | 6 | $224 | 0.0% | −$269 | Held |
| Zk Intl Group Co Ltd | — | 143 | $220 | 0.0% | $5 | Held |
| Cytosorbents Corp | CTSO | 250 | $143 | 0.0% | −$17 | Held |
| Aeva Technologies, Inc. | AEVA | 10 | $132 | 0.0% | −$1 | Held |
| Schwab Strategic Tr | — | 4 | $124 | 0.0% | $14 | Cut−$425 |
| Ishares Tr | — | 1 | $122 | 0.0% | −$7 | Held |
| Vanguard World Fd | — | 1 | $113 | 0.0% | −$8 | Held |
| Azure Power Global Ltd | — | 100 | $100 | 0.0% | $0 | Held |
| Seadrill Ltd | SDRL | 2 | $91 | 0.0% | $22 | Held |
| Sigma Lithium Corp | SGML | 7 | $86 | 0.0% | −$6 | Held |
| Serve Robotics Inc | — | 10 | $84 | 0.0% | −$20 | Held |
| Viatris Inc | VTRS | 6 | $81 | 0.0% | $6 | Held |
| Draganfly Inc. | DPRO | 12 | $59 | 0.0% | −$24 | Held |
| Kyndryl Hldgs Inc | — | 3 | $39 | 0.0% | −$41 | Held |
| FuboTV Inc. | FUBO | 4 | $38 | 0.0% | $28 | Cut−$88 |
| Ishares Tr | — | 1 | $18 | 0.0% | $1 | Held |
| RedHill Biopharma Ltd. | RDHL | 19 | $14 | 0.0% | −$6 | Held |
| Annaly Cap Mgmt Inc | — | 0 | $9 | 0.0% | — | Held |
| Nuvve Holding Corp. | NVVE | 1 | $1 | 0.0% | −$2 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.