Your Advocates Ltd., LLP
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
209
- Value ($000)
$251,625
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001774437
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DCOR Dimensional US Core | COM | 25434V625 | $61.67M | 25 % | 961,121 | ||
DFIC Dimensional ETF Int'l Core Equity 2 | COM | 25434V799 | $32.34M | 13 % | 1,251,082 | ||
DFEM Dimensional ETF Emerg. Markets Core Equity | COM | 25434V732 | $22.75M | 9 % | 868,548 | ||
BOND Pimco Active Bond ETF | COM | 72201R775 | $19.34M | 8 % | 213,897 | ||
SCHR Schwab Intermediate Term US Treas | COM | 808524854 | $18.74M | 7 % | 771,612 | ||
DFAS Dimensional US Small Cap ETF | COM | 25434V500 | $18.30M | 7 % | 281,175 | ||
FNDX Schwab Fundamental US Large Company ETF | COM | 808524771 | $17.25M | 7 % | 728,599 | ||
BSV Vanguard Short-Term Bond ETF | COM | 921937827 | $13.78M | 6 % | 178,309 | ||
GQ9 SPDR Gold Trust | COM | 78463V107 | $13.53M | 5 % | 55,892 | ||
FNDF Schwab Fundamental Intl Lg Co ETF | COM | 808524755 | $8.21M | 3 % | 247,331 |
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