Your Advocates Ltd., LLP
CIK 0001774437 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$349.9M
2026 Q2
Positions
209
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DCOR
Dimensional US Core
24.6%
DFIC
Dimensional ETF Int'l Core Equity 2
13.1%
DFEM
Dimensional ETF Emerg. Markets Core Equity
9.7%
DFAS
Dimensional US Small Cap ETF
8.2%
SCHR
Schwab Intermediate Term US Treas
7.5%
SPIB
SPDR Intermediate Term Corporate
6.8%
FNDX
Schwab Fundamental US Large Company ETF
6.7%
BSV
Vanguard Short-Term Bond ETF
5.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.