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Anna Banks

Your Advocates Ltd., Llp

Assets Managed
$327.899M
Holdings
232
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
7.02%(2Q avg: 4.85%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Your Advocates Ltd., Llp's 2026 - Q1 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 327.899M in assets, with a quarterly growth rate of 7.02% and a 2-quarter average growth rate of 4.85%. The portfolio is managed by Anna Banks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 6.48%
23.37%
$76.624M
1.063M shares@ $72.09 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.75%
13.56%
$44.433M
1.251M shares@ $35.54 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.11%
9.25%
$30.306M
877,152 shares@ $34.55 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 15.12%
7.62%
$24.982M
1.003M shares@ $24.92 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 5.17%
7.53%
$24.668M
346,808 shares@ $71.13 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 9.05%
6.99%
$22.895M
682,626 shares@ $33.54 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 2.98%
6.53%
$21.393M
768,156 shares@ $27.86 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.91%
5.77%
$18.898M
43,919 shares@ $430.3 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 5.52%
5.07%
$16.611M
211,843 shares@ $78.41 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 2.48%
3.68%
$12.064M
246,557 shares@ $48.94 avg price

1-10 of 232