Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HAL | Halliburton Co Hldg Co | Energy | 10,419 | $294K | 0.10% | SOLD |
| 2 | AGG | Ishares Tr Barclays Fund | — | 750 | $75K | 0.02% | SOLD |
| 3 | — | Chimera Investment Corp | — | 5,496 | $68K | 0.02% | SOLD |
| 4 | — | Sap SE Ordf | — | 250 | $61K | 0.02% | SOLD |
| 5 | VHT | Vanguard Health Care | — | 152 | $44K | 0.01% | SOLD |
| 6 | VWO | Vanguard Msci Emerging | — | 669 | $36K | 0.01% | SOLD |
| 7 | VIOO | Vanguard S&P Small Cap | — | 238 | $26K | 0.01% | SOLD |
| 8 | SCHP | Schwab US TIPS ETF | — | 735 | $19K | 0.01% | SOLD |
| 9 | CAG | Conagra Brands Inc | Consumer Defensive | 1,000 | $17K | 0.01% | SOLD |
| 10 | XLP | Sector Spdr Tr Con Stpls | — | 200 | $16K | 0.01% | SOLD |
| 11 | KRE | Spdr S&P Regional | — | 200 | $13K | 0.00% | SOLD |
| 12 | VCIT | Vanguard Intermediate | — | 141 | $12K | 0.00% | SOLD |
| 13 | XLF | Sector Spdr Fincl Select | — | 203 | $11K | 0.00% | SOLD |
| 14 | MGY | Magnolia Oil & Gas Corp | Energy | 500 | $11K | 0.00% | SOLD |
| 15 | EOG | EOG Resources Inc Com | Energy | 103 | $11K | 0.00% | SOLD |
| 16 | ARKK | Ark Innovation ETF | — | 100 | $8K | 0.00% | SOLD |
| 17 | ASO | Academy Sports & Outdoor | Consumer Cyclical | 145 | $7K | 0.00% | SOLD |
| 18 | AMD | Advanced Micro Devices | Technology | 30 | $6K | 0.00% | SOLD |
| 19 | VIG | Vanguard Div Apprciation | — | 29 | $6K | 0.00% | SOLD |
| 20 | — | Citigroup Inc | — | 50 | $6K | 0.00% | SOLD |
Sector Allocation
Financial Services
67.9%
Energy
17.7%
Technology
8.4%
Industrials
2.2%
Consumer Cyclical
1.8%
Consumer Defensive
0.8%
Healthcare
0.6%
Utilities
0.4%
Basic Materials
0.3%
Communication Services
0.2%