Your Advocates Ltd., LLP: 13F holdings
CIK 17744372026Q2
| Positions | 209 |
|---|---|
| Reported value | $349.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| Dimensional US Core | 1,048,990 | $86.0m | 24.6% |
| DFIC Dimensional ETF Int'l Core Equity 2 | 1,233,817 | $46.0m | 13.1% |
| DFEM Dimensional ETF Emerg. Markets Core Equity | 837,466 | $34.0m | 9.7% |
| Dimensional US Small Cap ETF | 347,763 | $28.6m | 8.2% |
| SCHR Schwab Intermediate Term US Treas | 1,059,412 | $26.1m | 7.5% |
| SPIB SPDR Intermediate Term Corporate | 715,395 | $23.9m | 6.8% |
| FNDX Schwab Fundamental US Large Company ETF | 754,822 | $23.5m | 6.7% |
| BSV Vanguard Short-Term Bond ETF | 223,762 | $17.4m | 5.0% |
| GLD SPDR Gold Trust | 44,121 | $16.3m | 4.6% |
| EWU Schwab Fundamental Intl Lg Co ETF | 236,163 | $12.5m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1774437")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.