Anna Banks

@Your Advocates Ltd., Llp

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$254.514M

Total holdings232

Assets growth rate6.87%

Assets growth rate (2-Q avg)3.7%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Your Advocates Ltd., Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Your Advocates Ltd., Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 254.514M in assets, with a quarterly growth rate of 6.87% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Anna Banks, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DCORDimensional Us Core Recent Activity Increased 0.76%	23.93%	$60.881M 961,178 shares@ $63.35 avg price	Increased 0.76%
DFICDimensional Etf Int'l Core Equity 2 Recent Activity Increased 2.86%	13.17%	$33.499M 1.19M shares@ $28.14 avg price	Increased 2.86%
DFEMDimensional Etf Emerg. Markets Core Equity Recent Activity Increased 3.38%	9.44%	$24.015M 853,110 shares@ $28.15 avg price	Increased 3.38%
DFASDimensional Us Small Cap Etf Recent Activity Increased 2.91%	6.93%	$17.625M 271,746 shares@ $64.87 avg price	Increased 2.91%
BSVVanguard Short-term Bond Etf Recent Activity Increased 0.91%	5.37%	$13.666M 173,666 shares@ $78.7 avg price	Increased 0.91%
FNDFSchwab Fundamental Intl Lg Co Etf Recent Activity Increased 2.82%	3.44%	$8.73M 233,620 shares@ $37.38 avg price	Increased 2.82%
FNDASchwab Fundamental Us Small Company Etf Recent Activity Increased 0.17%	2.18%	$5.541M 93,016 shares@ $59.57 avg price	Increased 0.17%
SCHXSchwab Us Large Cap Etf Recent Activity Increased 0.1%	0.25%	$616,925 9,092 shares@ $67.86 avg price	Increased 0.1%
SCHBSchwab Us Broad Market Recent Activity Increased 0.64%	0.15%	$371,520 5,585 shares@ $66.53 avg price	Increased 0.64%
MSFTMicrosoft Corp Recent Activity Increased 0.45%	0.08%	$194,927 453 shares@ $430.31 avg price	Increased 0.45%