$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 107.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | Exit | Ishares Core S&P Small | $0 | – | -4 | -100.0% | 0.00% | – |
| BB | Exit | Blackberry Ltd | $0 | – | -300 | -100.0% | -0.00% | – |
| RBLX | Exit | Roblox Corp Com CL A | $0 | – | -37 | -100.0% | -0.00% | – |
| ASTR | Exit | Astra Space Inc | $0 | – | -525 | -100.0% | -0.00% | – |
| BAND | Exit | Bandwidth Inc | $0 | – | -30 | -100.0% | -0.00% | – |
| RJA | Exit | ELEMENTS Rogers Intl Commodity Ag | $0 | – | -180 | -100.0% | -0.00% | – |
| BBY | Exit | Best Buy Inc | $0 | – | -35 | -100.0% | -0.00% | – |
| X | Exit | United States Steel Corp | $0 | – | -215 | -100.0% | -0.00% | – |
| ZNGA | Exit | Zynga Inc | $0 | – | -300 | -100.0% | -0.00% | – |
| IEMG | Exit | Ishares Core Msci | $0 | – | -174 | -100.0% | -0.01% | – |
| J | Exit | Jacobs Engineering | $0 | – | -90 | -100.0% | -0.01% | – |
| VCIT | Exit | Vanguard Intermediate | $0 | – | -200 | -100.0% | -0.01% | – |
| SHAG | Exit | Wisdomtree Yld Enhn U S | $0 | – | -407 | -100.0% | -0.01% | – |
| SSG | Exit | Proshares Ultrashort | $0 | – | -1,000 | -100.0% | -0.02% | – |
| SMN | Exit | Proshares Ultrashort | $0 | – | -2,700 | -100.0% | -0.02% | – |
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.