Your Advocates Ltd., LLP
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$327.9M
Holdings
224
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DCOR
Dimensional US Core
Held since at least Q1 2024
23.4%
02
$DFIC
Dimensional ETF Int'l Core Equity 2
Held since at least Q1 2024
13.6%
03
$DFEM
Dimensional ETF Emerg. Markets Core Equity
Held since at least Q1 2024
9.3%
04
$SCHR
Schwab Intermediate Term US Treas
Held since at least Q1 2024
7.6%
05
$DFAS
Dimensional US Small Cap ETF
Q1 2026: New position (641 shares)
7.5%
06
$SPIB
SPDR Intermediate Term Corporate
Held since at least Q1 2024
7.0%
07
$FNDX
Schwab Fundamental US Large Company ETF
Held since at least Q1 2024
6.5%
08
$GQ9
SPDR Gold Trust
Q1 2026: New position (205 shares)
5.8%
09
$BSV
Vanguard Short-Term Bond ETF
Held since at least Q1 2024
5.1%
10
$FNDF
Schwab Fundamental Intl Lg Co ETF
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.