Institutional Fund
Your Advocates Ltd., LLP
Houston, TXCIK 17744375 filings on record
Portfolio Value
$327.90M
Q1 2026
Holdings
231
Reported positions
New Buys
26
Opened this quarter
QoQ Change
+7.0%
from $306.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust23.4%
- Dimensional ETF Trust13.6%
- Dimensional ETF Trust9.2%
- Schwab Strategic Tr7.6%
- Dimensional ETF Trust7.5%
- Spdr Series Trust7.0%
- Other31.7%
Portfolio Holdings
231 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.06M | $76.62M | 23.4% | +64.6K | Added |
| 2 | Dimensional ETF Trust | 1.25M | $44.43M | 13.6% | +33.4K | Added |
| 3 | Dimensional ETF Trust | 877.2K | $30.31M | 9.2% | +9.6K | Added |
| 4 | Schwab Strategic Tr | 1.00M | $24.98M | 7.6% | +131.7K | Added |
| 5 | Dimensional ETF Trust | 346.8K | $24.67M | 7.5% | +17.0K | Added |
| 6 | Spdr Series Trust | 682.6K | $22.90M | 7.0% | +56.6K | Added |
| 7 | Schwab Strategic Tr | 768.2K | $21.39M | 6.5% | +22.2K | Added |
| 8 | Spdr Gold Tr | 43.9K | $18.90M | 5.8% | −859 | Reduced |
| 9 | Vanguard Bd Index Fds | 211.8K | $16.61M | 5.1% | +11.1K | Added |
| 10 | Schwab Strategic Tr | 246.6K | $12.06M | 3.7% | +5.9K | Added |
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