StockDriftsStockDriftsTop 50 Your Advocates Ltd., LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCOR | Dimensional US Core | 23.37% | 1.06M | $76.6M | +6.47%(+64.63K) | $53.00(+51.44%) | 2026-03-31 | |
| DFIC | Dimensional ETF Int'l Core Equity 2 | 13.55% | 1.25M | $44.4M | +2.74%(+33.41K) | $24.85(+53.25%) | 2026-03-31 | |
| DFEM | Dimensional ETF Emerg. Markets Core Equity | 9.24% | 877.2K | $30.3M | +1.11%(+9.62K) | $23.53(+71.73%) | 2026-03-31 | |
| SCHR | Schwab Intermediate Term US Treas | 7.62% | 1.00M | $25.0M | +15.11%(+131.66K) | $25.46(-3.08%) | 2026-03-31 | |
| DFAS | Dimensional US Small Cap ETF | 7.52% | 346.8K | $24.7M | +5.16%(+17.02K) | $58.40(+30.98%) | 2026-03-31 | |
| SPIB | SPDR Intermediate Term Corporate | 6.98% | 682.6K | $22.9M | +9.05%(+56.65K) | $33.73(-0.89%) | 2026-03-31 | |
| FNDX | Schwab Fundamental US Large Company ETF | 6.52% | 768.2K | $21.4M | +2.98%(+22.21K) | $18.29(+66.69%) | 2026-03-31 | |
| GLD | SPDR Gold Trust | 5.76% | 43.9K | $18.9M | -1.92%(-859) | $151.79(+183.61%) | 2026-03-31 | |
| BSV | Vanguard Short-Term Bond ETF | 5.07% | 211.8K | $16.6M | +5.52%(+11.08K) | $80.03(-2.53%) | 2026-03-31 | |
| FNDF | Schwab Fundamental Intl Lg Co ETF | 3.68% | 246.6K | $12.1M | +2.47%(+5.95K) | $30.71(+74.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.89% | +40.07% |
| Top 20 Holdings Unweighted | +12.26% | +41.48% |
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