account_balance
Investment manager · 13F filer · SEC CIK 1774437
Your Advocates Ltd., LLP
Reported value$352Mas of Sep 30, 2026
Positions211 8 new, 6 sold out
Top 10 weight89.6%DCOR alone is 24%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DCORDimensional US Core
24.4%
DFICDimensional ETF Int'l Core Equity 2
13.4%
DFEMDimensional ETF Emerg. Markets Core Equity
9.5%
DFASDimensional US Small Cap ETF
7.7%
SCHRSchwab Intermediate Term US Treas
7.5%Added +5%
SPIBSPDR Intermediate Term Corporate
6.9%Added +5%
FNDXSchwab Fundamental US Large Company ETF
6.6%
BSVVanguard Short-Term Bond ETF
5.1%Added +6%
GLDSPDR Gold Trust
5.0%Added +4%
FNDFSchwab Fundamental Intl Lg Co ETF
3.6%
FNDESchwab Fundamental Emerg Mkts Lg Co ETF
2.5%
FNDA2.1%
DCORDimensional US Core
24.4%
DFICDimensional ETF Int'l Core Equity 2
13.4%
DFEMDimensional ETF Emerg. Markets Core Equity
9.5%
DFASDimensional US Small Cap ETF
7.7%
SCHRSchwab Intermediate Term US Treas
7.5%+5%
SPIBSPDR Intermediate Term Corporate
6.9%
FNDXSchwab Fundamental US Large Company ETF
6.6%
BSV5.1%
GLD5.0%FNDF
FNDE
FNDA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DCOR Dimensional US Core 24.4% Held
DFIC Dimensional ETF Int'l Core Equity 2 13.4% Held
DFEM Dimensional ETF Emerg. Markets Core Equity 9.5% Held
DFAS Dimensional US Small Cap ETF 7.7% Held
SCHR Schwab Intermediate Term US Treas 7.5% Added +5%
SPIB SPDR Intermediate Term Corporate 6.9% Added +5%
FNDX Schwab Fundamental US Large Company ETF 6.6% Held
BSV Vanguard Short-Term Bond ETF 5.1% Added +6%
GLD SPDR Gold Trust 5.0% Added +4%FNDF Schwab Fundamental Intl Lg Co ETF 3.6% Held
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 2.5% Held
FNDA Schwab Fundamental US Small Company ETF 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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