Skip to content

13F-HR filed by Your Advocates Ltd., LLP

Your Advocates Ltd., LLP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-07, with 211 holding rows worth $260,599,332.

Accession
0001774437-25-000003
Filed
2025-05-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 211 entries on the cover page, a total value of $260,599,332 stated on the cover page (in dollars after the unit check, H1), rows summing to $260,599,332 with VALUE read as dollars as filed, 13F file number 028-19685. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF979,248$60,057,271dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY1,274,641$35,396,774dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO899,749$23,807,350dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF220,259$20,367,368dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS782,889$19,462,613dollars as filed
Dimensional US Small Cap ETF25434V500COM300,609$17,961,410dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L749,425$17,693,933dollars as filed
SPDR GOLD TR78463V107GOLD SHS53,680$15,467,355dollars as filed
Vanguard Short-Term Bond ETF921937827SHS181,027$14,170,767dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL255,434$9,231,367dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS234,552$7,224,202dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S194,871$5,337,503dollars as filed
EXXON MOBIL CORP30231G102COM18,085$2,150,861dollars as filed
Apple Inc037833100COM5,771$1,281,860dollars as filed
ConocoPhillips20825C104COM11,201$1,176,333dollars as filed
SPY78462F103SHS2,041$1,141,549dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS29,582$653,174dollars as filed
INNOVATOR TR ETF S&P 500 ULTRA BUFFER APRIL45782C805ETF20,379$608,517dollars as filed
HESS CORP42809H107COM3,053$487,656dollars as filed
FRANKLIN TEMPLETON ETF TR35473P611CMN21,554$435,822dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,225$417,937dollars as filed
Schwab U.S. Broad Market ETF808524102SHS17,976$387,019dollars as filed
AECOM COM00766T100Stock4,112$381,306dollars as filed
HALLIBURTON CO COM406216101Stock10,419$264,330dollars as filed
OCCIDENTAL PETE CORP674599105COM4,950$244,332dollars as filed
VTI922908769COM875$240,485dollars as filed
AMERICAN BEACON SELECT FUNDS02368W309AHL TREND ETF9,706$228,091dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD5,266$221,593dollars as filed
Microsoft Corp594918104COM464$174,188dollars as filed
Schlumberger Limited806857108COM3,919$163,814dollars as filed
MARATHON PETE CORP COM56585A102Stock1,112$162,007dollars as filed
SAP SED66992104ADR492$130,065dollars as filed
MOODYS CORP COM615369105Stock253$117,820dollars as filed
Tesla Motors, Inc88160R101COM400$103,664dollars as filed
ISHARES TR46435U218ESG MSCI LEADR1,048$100,431dollars as filed
Automatic Data Processing,Inc.053015103COM325$99,297dollars as filed
HEWLETT PACKARD CO428236103COM3,473$96,167dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS775$94,558dollars as filed
Starbucks Corporation855244109COM914$89,654dollars as filed
Amazon.com, Inc023135106COM441$83,905dollars as filed
ALLSTATE CORP COM020002101Stock400$82,828dollars as filed
EA SERIES TRUST02072L532BRID OMN SMA ETF4,163$80,929dollars as filed
FEDEX CORP COM31428X106Stock331$80,691dollars as filed
UnitedHealth Group Inc91324P102COM150$78,563dollars as filed
GENERAL ELEC CO369604103COM374$74,856dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF2,530$72,307dollars as filed
Vanguard S&P 500 ETF922908363COM138$71,076dollars as filed
CHIMERA INVESTMENT CORP16934Q109COMMON STOCK5,496$70,514dollars as filed
Avantis International Equity ETF025072703SHS1,028$68,126dollars as filed
TOASTINCCLASSCLASSA888787108STOK2,000$66,340dollars as filed
iShares Gold Trust464285105ISHARES1,120$66,035dollars as filed
DU PONT E I DE NEMOURS & CO263534109COM811$60,565dollars as filed
Costco Wholesale Corporation22160K105COM59$55,801dollars as filed
ISHARES TR46435G516COM673$54,944dollars as filed
Home Depot, Inc437076102COM146$53,508dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS91$51,133dollars as filed
CORTEVA INC COM22052L104Stock810$50,973dollars as filed
GARMIN LTD SHSH2906T109Stock200$43,426dollars as filed
Rail Vision LtdM8186D122COM100,000$43,000dollars as filed
TEMPUS AI INC CL A88023B103Stock800$38,592dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS412$38,521dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS400$38,192dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock816$37,225dollars as filed
Vanguard Total World Stock ETF922042742SHS320$37,147dollars as filed
FTSE RAFI US 1500 Small Cap73935X567COM981$37,141dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock296$34,626dollars as filed
Google38259p508COM220$34,434dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS889$34,163dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS670$34,056dollars as filed
CHENIERE ENERGY PARTNERS L P16411Q101COM UNIT145$33,553dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK600$32,832dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF1,189$32,782dollars as filed
Charles Schwab Corp808513105COM434$31,353dollars as filed
FTSE RAFI Internat'l Dev Mkts73936T789COM577$29,998dollars as filed
SPDR SER TR78468R556S&P OILGAS EXP222$29,240dollars as filed
ROBLOX CORP CL A771049103Stock500$29,145dollars as filed
GE Vernova Inc.36828A101COM93$28,391dollars as filed
Vanguard Value ETF922908744SHS155$26,775dollars as filed
Dow Chemical Company260543103COM750$26,190dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A1,000$25,260dollars as filed
Coca-Cola Company191216100COM352$25,210dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS610$24,016dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 155$23,265dollars as filed
UNITED RENTALS INC COM911363109Stock37$23,188dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock140$20,968dollars as filed
NVIDIA Corp67066G104COM188$20,375dollars as filed
Union Pacific Corporation907818108COM85$20,080dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS873$20,070dollars as filed
Broadcom Inc.11135F101COM110$18,417dollars as filed
DELL INC24702R101COM200$18,230dollars as filed
iShares Russell 2000 ETF464287655SHS84$16,757dollars as filed
ROCKET LAB USA INC773122106COM890$15,913dollars as filed
SUN LIFE FINANCIAL INC. COM866796105Stock275$15,747dollars as filed
WISDOMTREE TR97717W521JAPAN OPPOR FD444$15,540dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS306$14,510dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS45$13,900dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF50$13,237dollars as filed
EOG RES INC COM26875P101Stock100$12,824dollars as filed
ISHARES TR46435G243COM471$11,759dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS111$11,607dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA427$11,550dollars as filed
Caterpillar Inc.149123101COM35$11,543dollars as filed
Vaneck Vectors Gold Miners ETF57060u100COM393$11,397dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock151$11,277dollars as filed
Netflix, Inc64110L106COM12$11,190dollars as filed
FISERV INC337738108COM50$11,042dollars as filed
TRACTOR SUPPLY CO COM892356106Stock200$11,020dollars as filed
REPUBLIC SVCS INC COM760759100Stock45$10,897dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM30$10,577dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS201$10,002dollars as filed
AMPHENOL CORP NEW032095101COM150$9,839dollars as filed
ISHARES TR464287861EUROPE ETF163$9,487dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS58$9,311dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock35$9,256dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF500$9,090dollars as filed
Walmart Inc.931142103COM100$8,779dollars as filed
AMETEK INC COM031100100Stock50$8,607dollars as filed
PROS Holdings Inc74346Y103Common Stock434$8,259dollars as filed
Stryker Corporation863667101COM20$7,445dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock25$7,441dollars as filed
APTARGROUP INC COM038336103Stock50$7,419dollars as filed
USBANCORPDEL902973304COM NEW165$6,966dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK12$6,600dollars as filed
Morgan Stanley617446448COM56$6,534dollars as filed
LULULEMON ATHLETICA INC550021109COM22$6,227dollars as filed
ILLINOIS TOOL WKS INC452308109COM25$6,200dollars as filed
PINTEREST INC CL A72352L106Stock200$6,200dollars as filed
MARQETA INC57142B104CLASS A COM1,500$6,180dollars as filed
Bristol-Myers Squibb Company110122108COM100$6,099dollars as filed
XYLEM INC COM98419M100Stock50$5,973dollars as filed
FTSE RAFI 1000 US Lg Cap73935X583COM145$5,859dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR198$5,790dollars as filed
Amgen Inc.031162100COM18$5,608dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE49$5,543dollars as filed
COUPANG INC22266T109CL A250$5,483dollars as filed
American Express Company025816109COM20$5,406dollars as filed
Equitable Resources Inc294549100COM100$5,343dollars as filed
SYNOPSYS INC COM871607107Stock12$5,146dollars as filed
Danaher Corporation235851102COM25$5,125dollars as filed
Thermo Fisher Scientific Inc.883556102COM10$4,976dollars as filed
DXC TECHNOLOGY CO COM23355L106Stock287$4,893dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock20$4,145dollars as filed
ServiceNow,Inc.81762P102COM5$3,981dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS100$3,975dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock49$3,955dollars as filed
AT&T Inc00206R102COM133$3,761dollars as filed
Southern Company842587107COM40$3,703dollars as filed
COGNEX CORP192422103COM121$3,609dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK70$3,515dollars as filed
CANADIAN PACIFIC RAILWAYS13645T100COM45$3,159dollars as filed
ARISTA NETWORKS INC040413106COM40$3,099dollars as filed
DEXCOM INC COM252131107Stock44$3,005dollars as filed
SERVE ROBOTICS INC81758H106COM510$2,933dollars as filed
CENTENE CORP DEL COM15135B101Stock47$2,853dollars as filed
VERALTO CORP COM SHS92338C103Stock28$2,729dollars as filed
Vanguard Small-Cap ETF922908751SHS12$2,661dollars as filed
POOL CORP COM73278L105Stock8$2,547dollars as filed
TRIMBLE INC COM896239100Stock34$2,232dollars as filed
INVESCO EXCHANGE TRADED FD T46137V134WILDERHIL CLAN131$2,062dollars as filed
Applied Materials,Inc.038222105COM14$2,042dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock11$1,895dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock10$1,835dollars as filed
Walt Disney Co254687106COM18$1,777dollars as filed
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock29$1,766dollars as filed
SPIRIT AIRLS INC848577102COM100$1,681dollars as filed
INFINEON TECHNOLOGIES-ADR45662N103COMMON STOCKS50$1,656dollars as filed
AURINIA PHARMACEUTICALS INC COM05156V102Stock200$1,608dollars as filed
PLUG PWR INC72919P202COM NEW1,185$1,600dollars as filed
ELFBEAUTYINC26856L103STOK25$1,570dollars as filed
AGCO CORP001084102COM11$1,407dollars as filed
DENALI THERAPEUTICS INC COM24823R105Stock100$1,360dollars as filed
BLACKLINE, INC.09239B109COM25$1,211dollars as filed
GLOBAL X FDS37954Y871GLOBAL X URANIUM50$1,146dollars as filed
INDIE SEMICONDUCTOR INC45569U101CLASS A COM540$1,102dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF9$1,057dollars as filed
Linde plcG54950103COM2$949dollars as filed
WEATHERFORD INTL PLC ORD SHSG48833118Stock17$910dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock23$899dollars as filed
ICICI BANK LIMITED ADR45104G104ADR25$788dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock29$659dollars as filed
INTUITIVE MACHINES INC46125A100CLASS A COM63$469dollars as filed
RXO, Inc.74982T103Common Stock, $0.01 par value23$439dollars as filed
Intel Corp458140100COM19$431dollars as filed
VILLAGE FARMS INTL INC92707Y108COM700$420dollars as filed
MASTERBRAND INC57638P104COMMON STOCK29$379dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock32$343dollars as filed
AIRGAIN INC00938A104COM100$337dollars as filed
CHARGEPOINT HLDGS INC15961R105COM CL A500$305dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock3$294dollars as filed
RELAY THERAPEUTICS INC COM75943R102Stock100$262dollars as filed
CYTOSORBENTS CORP23283X206CMN250$250dollars as filed
MEDIFAST INC58470H101COM17$231dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock17$212dollars as filed
ARK ETF TR00214Q302GENOMIC REV ETF10$208dollars as filed
ZK INTL GROUP CO LTD SHS NEWG9892K100Stock143$182dollars as filed
FUBOTV INC35953D104COM50$146dollars as filed
AZURE POWER GLOBAL LTDV0393H103COM100$140dollars as filed
ATIF HOLDINGS LIMITEDG0602B209ORD SHS NEW130$138dollars as filed
NAUTILUS BIOTECHNOLOGY INC63909J108COM150$129dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK3$94dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock7$73dollars as filed
AEVA TECHNOLOGIES INC00835Q103COM10$70dollars as filed
VIATRIS INC COM92556V106Stock6$52dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK2$50dollars as filed
Draganfly Inc26142Q205COM12$33dollars as filed
VIRGIN GALACTIC HLDGS INC92766K106COM5$15dollars as filed
ANNALY CAPITAL MANAGEMENT035710409COM0$8dollars as filedAmount filed as zero, left out of ratios.
ZIONS BANCORPORATION989701107COM0$3dollars as filedAmount filed as zero, left out of ratios.
ETF SER SOLUTIONS26922A289DEFIANCE SPACE A0$3dollars as filedAmount filed as zero, left out of ratios.
NUVVE HOLDING CORP67079Y100COMMON STOCK1$2dollars as filed
Lowes Companies,Inc.548661107COM0$1dollars as filedAmount filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001774437-25-000003this filing2025-05-07acceptance time not in the bulk data set