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Your Advocates Ltd., LLP
报告期 2026-03-31 · CIK 0001774437
持仓数
232
前50大市值合计
$324.9M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
DCOR
Dimensional US Core
COM
$76.6M
1,063,042
23.6%
DFIC
Dimensional ETF Int'l Core Equity 2
COM
$44.4M
1,250,586
13.7%
DFEM
Dimensional ETF Emerg. Markets Core Equity
COM
$30.3M
877,152
9.3%
SCHR
Schwab Intermediate Term US Treas
COM
$25.0M
1,002,894
7.7%
DFAS
Dimensional US Small Cap ETF
COM
$24.7M
346,808
7.6%
SPIB
SPDR Intermediate Term Corporate
COM
$22.9M
682,626
7.0%
FNDX
Schwab Fundamental US Large Company ETF
COM
$21.4M
768,156
6.6%
GLD
SPDR Gold Trust
COM
$18.9M
43,919
5.8%
BSV
Vanguard Short-Term Bond ETF
COM
$16.6M
211,843
5.1%
FNDF
Schwab Fundamental Intl Lg Co ETF
COM
$12.1M
246,557
3.7%
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
COM
$8.5M
222,078
2.6%
FNDA
Schwab Fundamental US Small Company ETF
COM
$6.8M
210,457
2.1%
—
Exxon Mobil Corporation
COM
$3.1M
18,378
1.0%
COP
Conocophillips
COM
$2.6M
19,923
0.8%
SPY
S P D R S&P 500 Etf Tr
COM
$1.5M
2,370
0.5%
AAPL
Apple Inc
COM
$1.4M
5,568
0.4%
VTI
Vanguard Total Stock Mkt
COM
$1.2M
3,838
0.4%
AHLT
American Beacon AHL Trend ETF
COM
$779.6K
27,588
0.2%
UAPR
Innovator US Equity
COM
$554.7K
16,622
0.2%
SCHB
Schwab US Broad Market
COM
$490.6K
19,547
0.2%
VXUS
VANGUARD STAR FD TL INTL STK F ETF
COM
$467.3K
6,060
0.1%
SCHX
Schwab US Large Cap ETF
COM
$393.7K
15,354
0.1%
FLIA
Franklin Liberty International Aggregate Bond ETF
COM
$340.1K
16,787
0.1%
ACM
Aecom
COM
$318.2K
3,752
0.1%
DEM
WisdomTree Emerging Markets High Dividend ETF
COM
$224.0K
4,507
0.1%
BOND
Pimco Active Bond ETF
COM
$206.3K
2,235
0.1%
MNPR
Monopar Therapeutics Equ
COM
$183.2K
3,344
0.1%
IEFA
Ishares Core Msci Eafe
COM
$181.5K
2,005
0.1%
MSFT
Microsoft Corp
COM
$180.0K
486
0.1%
VOO
Vanguard S&P 500 ETF SHS
COM
$168.7K
282
0.1%
SLB
Schlumberger Ltd
COM
$167.2K
3,254
0.1%
TSLA
Tesla Motors Inc
COM
$163.6K
440
0.1%
MPC
MARATHON PETE CORP
COM
$161.9K
663
0.0%
SUSL
iShares ESG MSCI USA Leaders ETF
COM
$161.0K
1,417
0.0%
VT
Vanguard Total World Stock
COM
$158.1K
1,143
0.0%
IVE
Ishares S&P 500 Value
COM
$145.1K
687
0.0%
IVW
Ishares S&P 500 Growth
COM
$125.7K
1,111
0.0%
—
Technipfmc Plc
COM
$119.0K
1,721
0.0%
FDX
Fedex Corporation
COM
$117.9K
331
0.0%
BSVO
Ea Bridgeway Omni Sml
COM
$105.6K
4,163
0.0%
ITOT
iShares Core S&P Total US Stock Mkt ETF
COM
$103.5K
727
0.0%
—
General Electric Company
COM
$99.3K
350
0.0%
SPTS
SPDR Short Term Treasury ETF
COM
$98.5K
3,375
0.0%
AMZN
Amazon Com Inc
COM
$97.9K
470
0.0%
DIA
Spdr Dow Jones Indl Avg
COM
$89.0K
192
0.0%
IWM
IShares Russell 2000
COM
$83.3K
336
0.0%
ALL
Allstate Corporation
COM
$82.9K
400
0.0%
KO
Coca Cola Company
COM
$81.6K
1,073
0.0%
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
COM
$78.9K
2,754
0.0%
GEV
Ge Vernova Inc
COM
$75.9K
87
0.0%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
69%
前 6 大占比
DCOR
23.6%
DFIC
13.7%
DFEM
9.3%
SCHR
7.7%
DFAS
7.6%
SPIB
7.0%
Your Advocates Ltd., LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
其他
31.1%
