$167 Million is the total value of Your Advocates Ltd., LLP's 218 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | New | Schwab US Broad Market | $228,000 | – | 5,423 | +100.0% | 0.14% | – |
| New | Proshares Ultrapro Short | $13,000 | – | 220 | +100.0% | 0.01% | – | |
| DXJS | New | Wisdomtree Japan Hedged | $10,000 | – | 222 | +100.0% | 0.01% | – |
| New | DFA Emerging Mkts Value ETF | $9,000 | – | 427 | +100.0% | 0.01% | – | |
| IWM | New | IShares Russell 2000 | $5,000 | – | 28 | +100.0% | 0.00% | – |
| BP | New | Bp Plc Adr | $4,000 | – | 150 | +100.0% | 0.00% | – |
| IFNNY | New | Infineon Tech Ag | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SRS | New | ProShares UltraShort Real Estate | $1,000 | – | 25 | +100.0% | 0.00% | – |
| UVXY | New | ProShares Ultra VIX Short-Term Futures | $2,000 | – | 150 | +100.0% | 0.00% | – |
| VDC | New | Vanguard Consumer Staples | $1,000 | – | 5 | +100.0% | 0.00% | – |
| USDU | New | WisdomTree Bloomberg US Dllr Bullish ETF | $1,000 | – | 40 | +100.0% | 0.00% | – |
| BE | New | Bloom Energy Corp | $0 | – | 10 | +100.0% | 0.00% | – |
| New | Getty Images Hldgs Inc | $0 | – | 50 | +100.0% | 0.00% | – | |
| ATPAQ | New | Atp Oil & Gas Corp | $0 | – | 600 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Pimco Active Bond ETF | 19 | Q2 2024 | 26.4% |
| Schwab Intermediate Term US Treas | 19 | Q2 2024 | 25.9% |
| Schwab Fundamental Intl Lg Etf | 19 | Q2 2024 | 12.1% |
| Schwab Fundamental Emerg Mkts Lg Co ETF | 19 | Q2 2024 | 12.2% |
| Schwab Fundamental US Large Company ETF | 19 | Q2 2024 | 12.2% |
| Schwab International Equity ETF | 19 | Q2 2024 | 16.8% |
| Schwab Emerging Markets Equity ETF | 19 | Q2 2024 | 12.6% |
| Schwab US Large Cap ETF | 19 | Q2 2024 | 11.3% |
| Schwab Fundamental US Small Company ETF | 19 | Q2 2024 | 7.3% |
| Exxon Mobil Corporation | 19 | Q2 2024 | 0.9% |
View Your Advocates Ltd., LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-22 |
| 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 |
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.