Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — | FTSE RAFI US 1500 Small Cap | — | 1,145.0 | $52K | 0.02% | NEW | — | $45.42 | — |
| 62 | UNH | Unitedhealth Group Inc | Healthcare | 150.0 | $52K | 0.02% | NEW | — | $345.30 | +23.2% |
| 63 | DIA | Spdr Dow Jones Indl Avg | Financial Services | 111.0 | $51K | 0.02% | NEW | — | $463.79 | +13.8% |
| 64 | IWM | IShares Russell 2000 | — | 204.0 | $49K | 0.02% | NEW | — | $241.96 | +23.0% |
| 65 | GRMN | Garmin Ltd | Technology | 200.0 | $49K | 0.02% | NEW | — | $246.22 | -2.5% |
| 66 | XLE | Sector Spdr Engy Select | — | 511.0 | $46K | 0.01% | NEW | — | $89.27 | -40.4% |
| 67 | NVDA | Nvidia Corp | Technology | 244.0 | $46K | 0.01% | NEW | — | $186.58 | +4.4% |
| 68 | — | Rocket Laboratory Usa In | — | 910.0 | $44K | 0.01% | NEW | — | $47.91 | — |
| 69 | ESML | iShare ESG Aware MSCI | — | 960.0 | $43K | 0.01% | NEW | — | $45.08 | +21.7% |
| 70 | — | Rail Vision Ltd | — | 100,000.0 | $43K | 0.01% | NEW | — | $0.43 | — |
| 71 | SCHE | Schwab Emerging Markets Equity ETF | — | 1,189.0 | $40K | 0.01% | NEW | — | $33.37 | +7.4% |
| 72 | VHT | Vanguard Health Care | — | 151.0 | $39K | 0.01% | NEW | — | $259.38 | +18.9% |
| 73 | A | Agilent Technologies Inc | Healthcare | 296.0 | $38K | 0.01% | NEW | — | $128.35 | +1.8% |
| 74 | COST | Costco Whsl Corp New | Consumer Defensive | 40.0 | $37K | 0.01% | NEW | — | $925.62 | +2.8% |
| 75 | IEMG | Ishares Core Msci | — | 553.0 | $36K | 0.01% | NEW | — | $65.92 | +21.1% |
| 76 | VO | Vanguard Mid Cap ETF | — | 124.0 | $36K | 0.01% | NEW | — | $293.74 | -72.6% |
| 77 | AVGO | Broadcom Inc | Technology | 110.0 | $36K | 0.01% | NEW | — | $329.91 | +9.3% |
| 78 | URI | United Rentals Inc | Industrials | 37.0 | $35K | 0.01% | NEW | — | $954.65 | +15.1% |
| 79 | CQP | Cheniere Energy Inc | Energy | 145.0 | $34K | 0.01% | NEW | — | $234.98 | -73.9% |
| 80 | GOVT | iShares Trust US Treasury Bond ETF | — | 1,446.0 | $33K | 0.01% | NEW | — | $23.12 | -1.9% |
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%