Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Your Advocates Ltd., LLP (CIK 1774437) reported $349.9M across 208 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DCOR ($86.0M, 24.58%), DFIC ($46.0M, 13.14%), DFEM ($34.0M, 9.73%), DFAS ($28.6M, 8.18%), SCHR ($26.1M, 7.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core | $86.0M | 24.58% | 1.0M | Trimmed |
| 2 | DFIC | Dimensional ETF Int'l Core Equity 2 | $46.0M | 13.14% | 1.2M | Trimmed |
| 3 | DFEM | Dimensional ETF Emerg. Markets Core Equity | $34.0M | 9.73% | 837,466 | Trimmed |
| 4 | DFAS | Dimensional US Small Cap ETF | $28.6M | 8.18% | 347,763 | Added |
| 5 | SCHR | Schwab Intermediate Term US Treas | $26.1M | 7.47% | 1.1M | Added |
| 6 | SPIB | SPDR Intermediate Term Corporate | $23.9M | 6.84% | 715,395 | Added |
| 7 | FNDX | Schwab Fundamental US Large Company ETF | $23.5M | 6.71% | 754,822 | Trimmed |
| 8 | BSV | Vanguard Short-Term Bond ETF | $17.4M | 4.98% | 223,762 | Added |
| 9 | GLD | SPDR Gold Trust | $16.3M | 4.65% | 44,121 | Added |
| 10 | FNDF | Schwab Fundamental Intl Lg Co ETF | $12.5M | 3.56% | 236,163 | Trimmed |
| 11 | FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | $8.5M | 2.44% | 214,697 | Trimmed |
| 12 | FNDA | Schwab Fundamental US Small Company ETF | $7.9M | 2.26% | 207,650 | Trimmed |
| 13 | XOM | Exxon Mobil Corporation | $2.5M | 0.72% | 18,494 | Added |
| 14 | COP | Conocophillips | $1.9M | 0.54% | 18,242 | Trimmed |
| 15 | SPY | S P D R S&P 500 Etf Tr | $1.6M | 0.46% | 2,150 | Trimmed |
| 16 | AAPL | Apple Inc | $1.6M | 0.46% | 5,565 | Trimmed |
| 17 | VTI | Vanguard Total Stock Mkt | $1.4M | 0.41% | 3,847 | Added |
| 18 | AHLT | American Beacon AHL Trend ETF | $972,979 | 0.28% | 33,667 | Added |
| 19 | UAPR | Innovator US Equity | $583,598 | 0.17% | 16,622 | Hold |
| 20 | SCHB | Schwab US Broad Market | $535,232 | 0.15% | 18,482 | Trimmed |
| 21 | VXUS | VANGUARD STAR FD TL INTL STK F ETF | $520,454 | 0.15% | 6,088 | Added |
| 22 | SCHX | Schwab US Large Cap ETF | $459,396 | 0.13% | 15,610 | Added |
| 23 | FLIA | Franklin Liberty International Aggregate Bond ETF | $337,921 | 0.10% | 16,492 | Trimmed |
| 24 | DEM | WisdomTree Emerging Markets High Dividend ETF | $234,094 | 0.07% | 4,352 | Trimmed |
| 25 | ACM | Aecom | $261,890 | 0.07% | 3,752 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30