Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ADP | Auto Data Processing | Industrials | 325.0 | $95K | 0.03% | NEW | — | $293.50 | -26.5% |
| 42 | — | Hewlett-Packard Company | — | 3,473.0 | $95K | 0.03% | NEW | — | $27.23 | — |
| 43 | BSVO | Ea Bridgeway Omni Sml | — | 4,163.0 | $94K | 0.03% | NEW | — | $22.65 | +19.4% |
| 44 | TOST | Toast Inc Class A | Technology | 2,400.0 | $88K | 0.03% | NEW | — | $36.51 | -38.0% |
| 45 | ALL | Allstate Corporation | Financial Services | 400.0 | $86K | 0.03% | NEW | — | $214.65 | +3.4% |
| 46 | VEA | Vanguard MSCI EAFE ETF | — | 1,355.0 | $81K | 0.03% | NEW | — | $59.92 | +15.4% |
| 47 | FDX | Fedex Corporation | Industrials | 331.0 | $78K | 0.03% | NEW | — | $235.81 | +60.4% |
| 48 | SPTI | SPDR Series Trust Portfolio Intermediate Term ETF | — | 2,530.0 | $73K | 0.03% | NEW | — | $28.90 | -2.6% |
| 49 | — | Chimera Investment Corp | — | 5,496.0 | $73K | 0.02% | NEW | — | $13.22 | — |
| 50 | RBLX | Roblox Corp Com CL A | Technology | 500.0 | $69K | 0.02% | NEW | — | $138.52 | -68.0% |
| 51 | — | Sap SE Ordf | — | 250.0 | $67K | 0.02% | NEW | — | $267.43 | — |
| 52 | AVDE | Avantis International | — | 818.0 | $65K | 0.02% | NEW | — | $78.90 | +13.3% |
| 53 | — | Du Pont E I De Nemour&Co | — | 811.0 | $63K | 0.02% | NEW | — | $77.90 | — |
| 54 | ESGD | iShares ESG Aware MSCI EAFE ETF | — | 677.0 | $63K | 0.02% | NEW | — | $92.95 | +8.6% |
| 55 | — | Ishares Gold Etf | — | 830.0 | $60K | 0.02% | NEW | — | $72.77 | — |
| 56 | SHOP | Shopify Inc | Technology | 400.0 | $59K | 0.02% | NEW | — | $148.61 | -33.1% |
| 57 | HD | Home Depot Inc | Consumer Cyclical | 146.0 | $59K | 0.02% | NEW | — | $405.19 | -26.7% |
| 58 | CTVA | Corteva Inc | Basic Materials | 810.0 | $55K | 0.02% | NEW | — | $67.63 | +16.8% |
| 59 | GEV | Ge Vernova Inc | Utilities | 87.0 | $53K | 0.02% | NEW | — | $614.90 | +66.1% |
| 60 | — | FTSE RAFI Internat'l Dev Mkts | — | 860.0 | $53K | 0.02% | NEW | — | $61.18 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
69.2%
Energy
16.6%
Technology
8.2%
Industrials
3.1%
Consumer Cyclical
1.5%
Healthcare
0.5%
Consumer Defensive
0.3%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%