Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab Intermediate Term US Treas | 16 | Q3 2023 | 25.9% |
Pimco Active Bond ETF | 16 | Q3 2023 | 26.4% |
Schwab Fundamental Intl Lg Etf | 16 | Q3 2023 | 12.1% |
Schwab Fundamental Emerg Mkts Lg Co ETF | 16 | Q3 2023 | 12.2% |
Schwab International Equity ETF | 16 | Q3 2023 | 16.8% |
Schwab Fundamental US Large Company ETF | 16 | Q3 2023 | 12.2% |
Schwab Emerging Markets Equity ETF | 16 | Q3 2023 | 12.6% |
Schwab US Large Cap ETF | 16 | Q3 2023 | 11.3% |
Schwab Fundamental US Small Company ETF | 16 | Q3 2023 | 7.3% |
Schwab US Small Cap ETF | 16 | Q3 2023 | 6.8% |
View Your Advocates Ltd., LLP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-01 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-11 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-21 |
View Your Advocates Ltd., LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.