Chief Compliance Officer

0001774437-24-000003.txt : 20240501 0001774437-24-000003.hdr.sgml : 20240501 20240430174226 ACCESSION NUMBER: 0001774437-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Your Advocates Ltd., LLP CENTRAL INDEX KEY: 0001774437 ORGANIZATION NAME: IRS NUMBER: 203749192 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19685 FILM NUMBER: 24898873 BUSINESS ADDRESS: STREET 1: 920 MEMORIAL CITY WAY STREET 2: SUITE 250 CITY: HOUSTON STATE: TX ZIP: 77024 BUSINESS PHONE: 7138278014 MAIL ADDRESS: STREET 1: 920 MEMORIAL CITY WAY STREET 2: SUITE 250 CITY: HOUSTON STATE: TX ZIP: 77024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001774437 XXXXXXXX 03-31-2024 03-31-2024 Your Advocates Ltd., LLP

920 MEMORIAL CITY WAY SUITE 250 HOUSTON TX 77024

13F HOLDINGS REPORT 028-19685 000138612 801-65283 N Anna Banks Chief Compliance Officer 713-827-8014 Anna Banks Houston TX 04-30-2024 0 236 236914241 false INFORMATION TABLE 2 advocates1q24.xml Ares Coml Real Estat COM 04013V108 3725 500 SH SOLE 0 0 500 Atrion Corp COM 049904105 932 2 SH SOLE 0 0 2 Blackstone Mtg Tr COM 09257W100 9955 500 SH SOLE 0 0 500 Camden Property TRUST COM 133131102 19680 200 SH SOLE 0 0 200 Global X Superdividend COM 37950E549 1797 83 SH SOLE 0 0 83 Healthpeak Pptys Inc COM 42250P103 2813 150 SH SOLE 0 0 150 Innovator US Equity COM 45782C805 499643 17743 SH SOLE 0 0 17743 Park Hotels & Resorts In COM 700517105 2746 157 SH SOLE 0 0 157 Seadrill Ltd COM G7997W102 101 2 SH SOLE 0 0 2 Sector Spdr Engy Select COM 81369Y506 9516 101 SH SOLE 0 0 101 Sector Spdr Fincl Select COM 81369Y605 5200 123 SH SOLE 0 0 123 Stmicroelectronics Nv COM 861012102 216 5 SH SOLE 0 0 5 A G C O Corp COM 001084102 1407 11 SH SOLE 0 0 11 A T & T Inc New COM 00206R102 8800 500 SH SOLE 0 0 500 Academy Sports & Outdoor COM 00402L107 53011 785 SH SOLE 0 0 785 Accenture Ltd Cl A COM G1150G111 5199 15 SH SOLE 0 0 15 Aecom COM 00766T100 430767 4392 SH SOLE 0 0 4392 Aeva Technologies Inc COM 00835Q103 39 10 SH SOLE 0 0 10 Agilent Technologies Inc COM 00846U101 43071 296 SH SOLE 0 0 296 Airgain Incorporarated COM 00938A104 545 100 SH SOLE 0 0 100 Albemarle Corp COM 012653101 1581 12 SH SOLE 0 0 12 Allstate Corporation COM 020002101 69204 400 SH SOLE 0 0 400 Amazon Com Inc COM 023135106 65839 365 SH SOLE 0 0 365 American Beacon AHL Trend ETF COM 02368W309 32427 1335 SH SOLE 0 0 1335 AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA COM 025072877 5154 55 SH SOLE 0 0 55 Ametek Inc COM 031100100 9145 50 SH SOLE 0 0 50 Amgen Incorporated COM 031162100 5118 18 SH SOLE 0 0 18 Amphenol Corp Cl A COM 032095101 8651 75 SH SOLE 0 0 75 Annaly Capital Mgmt COM 035710409 591 30 SH SOLE 0 0 30 Apple Inc COM 037833100 1064033 6205 SH SOLE 0 0 6205 Aptargroup Inc COM 038336103 7195 50 SH SOLE 0 0 50 Ark Genomic Revolution COM 00214Q302 288 10 SH SOLE 0 0 10 Ast Spacemobile Inc COM 00217D100 1160 400 SH SOLE 0 0 400 Atif Holdings Ltd COM G0602B209 127 130 SH SOLE 0 0 130 Aurinia Pharmaceutic COM 05156V102 1002 200 SH SOLE 0 0 200 Auto Data Processing COM 053015103 81166 325 SH SOLE 0 0 325 Azure Pwr Global Ltd COM V0393H103 130 100 SH SOLE 0 0 100 Baker Hughes Company Com CL A COM 05722G100 3350 100 SH SOLE 0 0 100 Bakkt Hldgs Inc COM 05759B107 253 550 SH SOLE 0 0 550 Blackline Inc COM 09239B109 1615 25 SH SOLE 0 0 25 Bloom Energy Corp COM 093712107 618 55 SH SOLE 0 0 55 Boston Scientific Co COM 101137107 5411 79 SH SOLE 0 0 79 Bp Plc Adr COM 055622104 5652 150 SH SOLE 0 0 150 Broadcom Inc COM 11135F101 14580 11 SH SOLE 0 0 11 Calamp Corp COM 128126109 6 2 SH SOLE 0 0 2 Canadian Pac Railway COM 13645T100 3968 45 SH SOLE 0 0 45 Carnival Corp New COM 143658300 37664 2305 SH SOLE 0 0 2305 Caterpillar Inc COM 149123101 73286 200 SH SOLE 0 0 200 Centene Corp COM 15135B101 3689 47 SH SOLE 0 0 47 Centerpoint Energy Inc COM 15189T107 61652 2164 SH SOLE 0 0 2164 Chargepoint Hldgs Inc COM 15961R105 950 500 SH SOLE 0 0 500 Cheniere Energy Inc COM 16411Q101 23386 145 SH SOLE 0 0 145 Chimera Investment Corp COM 16934Q109 76019 16490 SH SOLE 0 0 16490 Cipher Mining Inc COM 17253J106 38625 7500 SH SOLE 0 0 7500 Coca Cola Company COM 191216100 51881 848 SH SOLE 0 0 848 Cognex Corp COM 192422103 5133 121 SH SOLE 0 0 121 Conocophillips COM 20825C104 934240 7340 SH SOLE 0 0 7340 Constellation Brand Cl A COM 21036P108 2718 10 SH SOLE 0 0 10 Corteva Inc COM 22052L104 46713 810 SH SOLE 0 0 810 Costco Whsl Corp New COM 22160K105 83520 114 SH SOLE 0 0 114 Cummins Inc COM 231021106 8840 30 SH SOLE 0 0 30 Cytosorbents Corpora COM 23283X206 238 250 SH SOLE 0 0 250 D X C Technology Com COM 23355L106 6087 287 SH SOLE 0 0 287 Danaher Corp Del COM 235851102 6243 25 SH SOLE 0 0 25 Defiance Next Gen COM 26922A289 816 21 SH SOLE 0 0 21 Dell Inc COM 24702R101 22822 200 SH SOLE 0 0 200 Denali Therapeutics I N COM 24823R105 2052 100 SH SOLE 0 0 100 Dexcom Inc COM 252131107 6103 44 SH SOLE 0 0 44 DFA Emerging Mkts Value ETF COM 25434V740 11085 427 SH SOLE 0 0 427 Dimensional ETF Emerg. Markets Core Equity COM 25434V732 26646664 1045377 SH SOLE 0 0 1045377 Dimensional ETF Int'l Core Equity 2 COM 25434V799 20736308 775189 SH SOLE 0 0 775189 Dimensional US Core COM 25434V625 54415768 927805 SH SOLE 0 0 927805 Dimensional US Small Cap ETF COM 25434V500 8740740 140211 SH SOLE 0 0 140211 Disney Walt Co COM 254687106 10401 85 SH SOLE 0 0 85 Dow Chemical Company COM 260543103 47618 822 SH SOLE 0 0 822 Draganfly Inc COM 26142Q205 57 300 SH SOLE 0 0 300 Du Pont E I De Nemour&Co COM 263534109 62179 811 SH SOLE 0 0 811 Duke Energy Corp New COM 26441C105 2321 24 SH SOLE 0 0 24 Enbridge Inc COM 29250N105 6404 177 SH SOLE 0 0 177 Estee Lauder Co Inc COM 518439104 1850 12 SH SOLE 0 0 12 Exxon Mobil Corporation COM 30231G102 2177169 18730 SH SOLE 0 0 18730 Fedex Corporation COM 31428X106 95904 331 SH SOLE 0 0 331 Fidelity Natl Info COM 31620M106 11201 151 SH SOLE 0 0 151 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund COM 33737A108 5616 49 SH SOLE 0 0 49 Fiserv Inc COM 337738108 7991 50 SH SOLE 0 0 50 Ford Motor Company New COM 345370860 22948 1728 SH SOLE 0 0 1728 Fortune Brands Innovatio COM 34964C106 2455 29 SH SOLE 0 0 29 Franklin Liberty International Aggregate Bond ETF COM 35473P611 925583 45753 SH SOLE 0 0 45753 Fubotv Inc COM 35953D104 3713 2350 SH SOLE 0 0 2350 Garmin Ltd COM H2906T109 29774 200 SH SOLE 0 0 200 GE HealthCare Technologies Inc Common Stock COM 36266G107 3727 41 SH SOLE 0 0 41 General Electric Company COM 369604103 61436 350 SH SOLE 0 0 350 General Mills Inc COM 370334104 17493 250 SH SOLE 0 0 250 General Motors Co COM 37045V100 9070 200 SH SOLE 0 0 200 Gilead Sciences Inc COM 375558103 21975 300 SH SOLE 0 0 300 GLOBAL X FDS GLOBAL X URANIUM ETF COM 37954Y871 1442 50 SH SOLE 0 0 50 Gxo Logistics Inc COM 36262G101 1236 23 SH SOLE 0 0 23 Hewlett-Packard Company COM 428236103 104954 3473 SH SOLE 0 0 3473 Home Depot Inc COM 437076102 63294 165 SH SOLE 0 0 165 Honeywell International COM 438516106 4719 23 SH SOLE 0 0 23 Hut Eight Mining Corp COM 44812T102 22080 2000 SH SOLE 0 0 2000 Illinois Tool Works Inc COM 452308109 6708 25 SH SOLE 0 0 25 Indie Semiconductor Inc COM 45569U101 3823 540 SH SOLE 0 0 540 Infineon Tech Ag COM 45662N103 1701 50 SH SOLE 0 0 50 Intel Corp COM 458140100 839 19 SH SOLE 0 0 19 Intuitive Machs Inc COM 46125A100 375 60 SH SOLE 0 0 60 Invesco ETF D TR WILDERHIL CLAN ETF COM 46137V134 7261 315 SH SOLE 0 0 315 iShare ESG Aware MSCI COM 46435U663 35775 888 SH SOLE 0 0 888 Ishares Core Msci COM 46434G103 1290 25 SH SOLE 0 0 25 iShares Core S&P 500 ETF COM 464287200 64139 122 SH SOLE 0 0 122 Ishares Core S&P Small COM 464287804 12268 111 SH SOLE 0 0 111 iShares Core S&P Total US Stock Mkt ETF COM 464287150 102041 885 SH SOLE 0 0 885 iShares ESG 1-5 Year USD Corporate Bond ETF COM 46435G243 10906 446 SH SOLE 0 0 446 iShares ESG Aware MSCI EAFE ETF COM 46435G516 36411 456 SH SOLE 0 0 456 iShares ESG MSCI USA Leaders ETF COM 46435U218 98173 1046 SH SOLE 0 0 1046 iShares ESG U.S. Aggregate Bond ETF COM 46435U549 14381 306 SH SOLE 0 0 306 Ishares Gold Etf COM 464285105 173669 4134 SH SOLE 0 0 4134 IShares Russell 2000 COM 464287655 9674 46 SH SOLE 0 0 46 iShares Russell Mid Cap COM 464287481 1027 9 SH SOLE 0 0 9 iShares S&P Euro COM 464287861 9074 163 SH SOLE 0 0 163 Ishares Tr Barclays Fund COM 464287226 478143 4882 SH SOLE 0 0 4882 ISHARES TRUST MICRO-CAP ETF COM 464288869 3393 28 SH SOLE 0 0 28 iShares Trust US Treasury Bond ETF COM 46429B267 66215 2908 SH SOLE 0 0 2908 JP Morgan Betabuilders COM 46641Q258 91477 1923 SH SOLE 0 0 1923 Jpmorgan Chase & Co COM 46625H100 30045 150 SH SOLE 0 0 150 Jpmorgn Hedgd Eqty Lad COM 46654Q724 8 0 SH SOLE 0 0 0 Keurig Dr Pepper Inc COM 49271V100 31 1 SH SOLE 0 0 1 Keysight Tech Inc COM 49338L103 21893 140 SH SOLE 0 0 140 Kyndryl Hldgs Inc COM 50155Q100 65 3 SH SOLE 0 0 3 Linde Plc COM G54950103 10 0 SH SOLE 0 0 0 Lowes Companies Inc COM 548661107 1 0 SH SOLE 0 0 0 Lululemon Athletica COM 550021109 2735 7 SH SOLE 0 0 7 Marathon Digital Holdings Inc COM 565788106 33870 1500 SH SOLE 0 0 1500 Marathon Oil Corp COM 565849106 30494 1076 SH SOLE 0 0 1076 MARATHON PETE CORP COM 56585A102 224068 1112 SH SOLE 0 0 1112 Market Vectors Etf TRUST COM 57060U100 11397 393 SH SOLE 0 0 393 Marqeta Inc COM 57142B104 8940 1500 SH SOLE 0 0 1500 Masterbrand Inc COM 57638P104 543 29 SH SOLE 0 0 29 Mc Donalds Corp COM 580135101 7049 25 SH SOLE 0 0 25 Medifast Inc COM 58470H101 275 7 SH SOLE 0 0 7 Microsoft Corp COM 594918104 238548 567 SH SOLE 0 0 567 Moodys Corp COM 615369105 117909 300 SH SOLE 0 0 300 Morgan Stanley COM 617446448 5273 56 SH SOLE 0 0 56 Nautilus Biotechnology COM 63909J108 441 150 SH SOLE 0 0 150 Netflix Inc COM 64110L106 3644 6 SH SOLE 0 0 6 Nike Inc Class B COM 654106103 10526 112 SH SOLE 0 0 112 NIO INC ADR COM 62914V106 1530 340 SH SOLE 0 0 340 Nuvve Hldg Corp COM 67079Y100 3 3 SH SOLE 0 0 3 Nvidia Corp COM 67066G104 63249 70 SH SOLE 0 0 70 Pfizer Incorporated COM 717081103 14055 506 SH SOLE 0 0 506 Pimco Active Bond ETF COM 72201R775 25145235 273734 SH SOLE 0 0 273734 Pinterest Inc COM 72352L106 5201 150 SH SOLE 0 0 150 Plug Power Inc New COM 72919P202 3904 1135 SH SOLE 0 0 1135 Pool Corp COM 73278L105 3228 8 SH SOLE 0 0 8 Procter & Gamble COM 742718109 4056 25 SH SOLE 0 0 25 Psychemedics Corp COM 744375205 7179 2450 SH SOLE 0 0 2450 Quanta Services Inc COM 74762E102 121586 468 SH SOLE 0 0 468 RBB Fund Inc Motley Fool Global Opportunity COM 74933W635 137244 4528 SH SOLE 0 0 4528 Relay Therapeutics Inc COM 75943R102 830 100 SH SOLE 0 0 100 Republic Services COM 760759100 8615 45 SH SOLE 0 0 45 Retail Opportunity Investment Corp COM 76131N101 2564 200 SH SOLE 0 0 200 Rivian Automotive Inc COM 76954A103 186 17 SH SOLE 0 0 17 Roblox Corp Com CL A COM 771049103 19090 500 SH SOLE 0 0 500 Rocket Laboratory Usa In COM 773122106 3370 820 SH SOLE 0 0 820 Rxo Inc COM 74982T103 503 23 SH SOLE 0 0 23 S P D R S&P 500 Etf Tr COM 78462F103 1024791 1959 SH SOLE 0 0 1959 Sap SE Ordf COM D66992104 95797 492 SH SOLE 0 0 492 Schlumberger Ltd COM 806857108 271693 4957 SH SOLE 0 0 4957 Schwab Emerging Markets Equity ETF COM 808524706 30051 1190 SH SOLE 0 0 1190 Schwab Fundamental Emerg Mkts Lg Co ETF COM 808524730 11206652 403698 SH SOLE 0 0 403698 Schwab Fundamental Intl Lg Co ETF COM 808524755 6009370 168755 SH SOLE 0 0 168755 Schwab Fundamental US Large Company ETF COM 808524771 16338011 242440 SH SOLE 0 0 242440 Schwab Fundamental US Small Company ETF COM 808524763 4788710 83968 SH SOLE 0 0 83968 Schwab Intermediate Term US Treas COM 808524854 23117671 471308 SH SOLE 0 0 471308 Schwab International Equity ETF COM 808524805 72 2 SH SOLE 0 0 2 Schwab US Broad Market COM 808524102 338813 5550 SH SOLE 0 0 5550 Schwab US Large Cap ETF COM 808524201 713418 11496 SH SOLE 0 0 11496 Schwab US Small Cap ETF COM 808524607 33 1 SH SOLE 0 0 1 Service Now Inc COM 81762P102 3812 5 SH SOLE 0 0 5 Shapeways Holdings Inc COM 81947T102 149 75 SH SOLE 0 0 75 Shopify Inc COM 82509L107 30868 400 SH SOLE 0 0 400 Snowflake Inc COM 833445109 1778 11 SH SOLE 0 0 11 Sonos Inc COM 83570H108 381 20 SH SOLE 0 0 20 SPDR Gold Trust COM 78463V107 12509833 60810 SH SOLE 0 0 60810 SPDR Portfolio Developed World ex-US ETF COM 78463X889 36 1 SH SOLE 0 0 1 SPDR Portfolio Emerging Markets ETF COM 78463X509 996804 27544 SH SOLE 0 0 27544 SPDR Portfolio Large Cap ETF COM 78464A854 62 1 SH SOLE 0 0 1 Spdr S&P Oil & Gas Equip COM 78464A748 4375 47 SH SOLE 0 0 47 Spdr S&P Oil & Gas Expl & Prod COM 78468R556 34394 222 SH SOLE 0 0 222 SPDR Series Trust Portfolio Intermediate Term ETF COM 78464A672 144732 5136 SH SOLE 0 0 5136 SPDR Series Trust Portfolio Small Cap ETF COM 78468R853 43 1 SH SOLE 0 0 1 Spirit Airlines Inc COM COM 848577102 1681 100 SH SOLE 0 0 100 Starbucks Corp COM 855244109 83530 914 SH SOLE 0 0 914 Strategy Shares NS 7HANDL IDX ETF COM 86280R506 0 0 SH SOLE 0 0 0 Stryker Corp COM 863667101 7157 20 SH SOLE 0 0 20 Sun Life Financial Inc COM 866796105 15010 275 SH SOLE 0 0 275 Tesla Motors Inc COM 88160R101 413985 2355 SH SOLE 0 0 2355 The Charles Schwab Corp COM 808513105 32073 443 SH SOLE 0 0 443 The Southern Company COM 842587107 46651 650 SH SOLE 0 0 650 The Trade Desk Inc COM 88339J105 43710 500 SH SOLE 0 0 500 Thermo Fisher Scientific COM 883556102 5812 10 SH SOLE 0 0 10 Toast Inc Class A COM 888787108 49840 2000 SH SOLE 0 0 2000 Travelers Companies COM 89417E109 8055 35 SH SOLE 0 0 35 Trimble Navigation Ltd COM 896239100 2188 34 SH SOLE 0 0 34 U S Bancorp Del New COM 902973304 7376 165 SH SOLE 0 0 165 Union Pacific Corp COM 907818108 20904 85 SH SOLE 0 0 85 United Rentals Inc COM 911363109 26681 37 SH SOLE 0 0 37 United States Oil Fund, COM 91232N207 2362 30 SH SOLE 0 0 30 Unitedhealth Group Inc COM 91324P102 147421 298 SH SOLE 0 0 298 Valero Energy Corp New COM 91913Y100 17069 100 SH SOLE 0 0 100 Vanguard Bond Index ETF COM 921937835 7771 107 SH SOLE 0 0 107 Vanguard Mega Cap Growth COM 921910816 12897 45 SH SOLE 0 0 45 Vanguard Mid Cap ETF COM 922908629 1249 5 SH SOLE 0 0 5 Vanguard Mid Cap Value COM 922908512 9043 58 SH SOLE 0 0 58 Vanguard MSCI EAFE ETF COM 921943858 41039 818 SH SOLE 0 0 818 Vanguard Short-Term Bond ETF COM 921937827 11807450 154004 SH SOLE 0 0 154004 Vanguard Small Cap Etf COM 922908751 40689 178 SH SOLE 0 0 178 VANGUARD STAR FD TL INTL STK F ETF COM 921909768 5668 94 SH SOLE 0 0 94 Vanguard Total Int Bond ETF COM 92203J407 3099 63 SH SOLE 0 0 63 Vanguard Total Stock Mkt COM 922908769 18453 71 SH SOLE 0 0 71 Vanguard Value COM 922908744 25243 155 SH SOLE 0 0 155 Veralto Corp COM 92338C103 709 8 SH SOLE 0 0 8 Verisk Analytics Inc Cla COM 92345Y106 5893 25 SH SOLE 0 0 25 Verizon Communications COM 92343V104 1091 26 SH SOLE 0 0 26 Viatris Inc COM 92556V106 72 6 SH SOLE 0 0 6 Village Farms Intl COM 92707Y108 868 700 SH SOLE 0 0 700 Virgin Galactic Hldgs In COM 92766K106 266 180 SH SOLE 0 0 180 Warner Brothers Discover COM 934423104 1048 120 SH SOLE 0 0 120 Weatherford Intl COM G48833118 1962 17 SH SOLE 0 0 17 Welltower Inc COM 95040Q104 23360 250 SH SOLE 0 0 250 WisdomTree Bloomberg US Dllr Bullish ETF COM 97717W471 4192 160 SH SOLE 0 0 160 WisdomTree Emerging Markets High Dividend ETF COM 97717W315 512803 12256 SH SOLE 0 0 12256 Wisdomtree Japan Hedged COM 97717W521 14870 444 SH SOLE 0 0 444 Xylem Inc COM 98419M100 6462 50 SH SOLE 0 0 50 Zions Bancorp COM 989701107 175 4 SH SOLE 0 0 4 Zk Intl Group Co Ltd COM G9892K100 580 1000 SH SOLE 0 0 1000