Chief Compliance Officer

0001774437-24-000005.txt : 20240729 0001774437-24-000005.hdr.sgml : 20240729 20240729115335 ACCESSION NUMBER: 0001774437-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240729 DATE AS OF CHANGE: 20240729 EFFECTIVENESS DATE: 20240729 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: 241150144 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 06-30-2024 06-30-2024 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 07-29-2024 0 241 238166763 false INFORMATION TABLE 2 advocates2q24.xml Airbnb Inc COM 009066101 4701 31 SH SOLE 0 0 31 Altair Engineering Inc COM 021369103 4904 50 SH SOLE 0 0 50 Applied Materials Inc COM 038222105 1890 8 SH SOLE 0 0 8 Arista Networks Inc COM 040413106 3505 10 SH SOLE 0 0 10 Coupang Inc COM 22266T109 5238 250 SH SOLE 0 0 250 Crowdstrike Hldgs Inc COM 22788C105 22991 60 SH SOLE 0 0 60 Humana Inc COM 444859102 20551 55 SH SOLE 0 0 55 Icici Bank Ltd COM 45104G104 288 10 SH SOLE 0 0 10 Jd Com Inc COM 47215P106 1292 50 SH SOLE 0 0 50 Occidental Pete Corp COM 674599105 6303 100 SH SOLE 0 0 100 PALANTIR TECH INC COM CL A COM 69608A108 1267 50 SH SOLE 0 0 50 Real Estate Select Sector COM 81369Y860 3073 80 SH SOLE 0 0 80 Sigma Lithium Corp COM 826599102 84 7 SH SOLE 0 0 7 Synopsys Inc COM 871607107 7141 12 SH SOLE 0 0 12 Take Two Interactv COM 874054109 6220 40 SH SOLE 0 0 40 Tempus AI Inc COM 88023B103 14000 400 SH SOLE 0 0 400 Tractor Supply Comp COM 892356106 10800 40 SH SOLE 0 0 40 A G C O Corp COM 001084102 1407 11 SH SOLE 0 0 11 Academy Sports & Outdoor COM 00402L107 90866 1706 SH SOLE 0 0 1706 Accenture Ltd Cl A COM G1150G111 4551 15 SH SOLE 0 0 15 Aecom COM 00766T100 387111 4392 SH SOLE 0 0 4392 Aeva Technologies Inc COM 00835Q103 25 10 SH SOLE 0 0 10 Agilent Technologies Inc COM 00846U101 38370 296 SH SOLE 0 0 296 Airgain Incorporarated COM 00938A104 604 100 SH SOLE 0 0 100 Albemarle Corp COM 012653101 1146 12 SH SOLE 0 0 12 Allstate Corporation COM 020002101 63864 400 SH SOLE 0 0 400 Amazon Com Inc COM 023135106 84644 438 SH SOLE 0 0 438 American Beacon AHL Trend ETF COM 02368W309 54405 2171 SH SOLE 0 0 2171 Ametek Inc COM 031100100 8336 50 SH SOLE 0 0 50 Amgen Incorporated COM 031162100 5624 18 SH SOLE 0 0 18 Amphenol Corp Cl A COM 032095101 10106 150 SH SOLE 0 0 150 Annaly Capital Mgmt COM 035710409 572 30 SH SOLE 0 0 30 Apple Inc COM 037833100 1287208 6112 SH SOLE 0 0 6112 Aptargroup Inc COM 038336103 7041 50 SH SOLE 0 0 50 Ark Genomic Revolution COM 00214Q302 235 10 SH SOLE 0 0 10 Ast Spacemobile Inc COM 00217D100 4644 400 SH SOLE 0 0 400 Atif Holdings Ltd COM G0602B209 113 130 SH SOLE 0 0 130 Atrion Corp COM 049904105 5 0 SH SOLE 0 0 0 Aurinia Pharmaceutic COM 05156V102 1142 200 SH SOLE 0 0 200 Auto Data Processing COM 053015103 77574 325 SH SOLE 0 0 325 Azure Pwr Global Ltd COM V0393H103 77 100 SH SOLE 0 0 100 Baker Hughes Company Com CL A COM 05722G100 3517 100 SH SOLE 0 0 100 Bakkt Hldgs Inc COM 05759B107 378 20 SH SOLE 0 0 20 Blackline Inc COM 09239B109 1211 25 SH SOLE 0 0 25 Bloom Energy Corp COM 093712107 551 45 SH SOLE 0 0 45 Boston Scientific Co COM 101137107 6084 79 SH SOLE 0 0 79 Bp Plc Adr COM 055622104 5415 150 SH SOLE 0 0 150 Broadcom Inc COM 11135F101 17661 11 SH SOLE 0 0 11 Calamp Corp COM 128126109 1 2 SH SOLE 0 0 2 Canadian Pac Railway COM 13645T100 3543 45 SH SOLE 0 0 45 Carnival Corp New COM 143658300 43150 2305 SH SOLE 0 0 2305 Caterpillar Inc COM 149123101 66620 200 SH SOLE 0 0 200 Centene Corp COM 15135B101 3116 47 SH SOLE 0 0 47 Chargepoint Hldgs Inc COM 15961R105 755 500 SH SOLE 0 0 500 Cheniere Energy Inc COM 16411Q101 25350 145 SH SOLE 0 0 145 Chimera Investment Corp COM 16934Q109 70349 5496 SH SOLE 0 0 5496 Cipher Mining Inc COM 17253J106 31125 7500 SH SOLE 0 0 7500 Coca Cola Company COM 191216100 38063 598 SH SOLE 0 0 598 Cognex Corp COM 192422103 5658 121 SH SOLE 0 0 121 Conocophillips COM 20825C104 839553 7340 SH SOLE 0 0 7340 Constellation Brand Cl A COM 21036P108 2573 10 SH SOLE 0 0 10 Corteva Inc COM 22052L104 43691 810 SH SOLE 0 0 810 Costco Whsl Corp New COM 22160K105 50149 59 SH SOLE 0 0 59 Cummins Inc COM 231021106 8308 30 SH SOLE 0 0 30 Cytosorbents Corpora COM 23283X206 175 250 SH SOLE 0 0 250 D X C Technology Com COM 23355L106 5555 291 SH SOLE 0 0 291 Danaher Corp Del COM 235851102 6246 25 SH SOLE 0 0 25 Defiance Next Gen COM 26922A289 128 3 SH SOLE 0 0 3 Dell Inc COM 24702R101 27582 200 SH SOLE 0 0 200 Denali Therapeutics I N COM 24823R105 2322 100 SH SOLE 0 0 100 Dexcom Inc COM 252131107 4989 44 SH SOLE 0 0 44 DFA Emerging Mkts Value ETF COM 25434V740 11743 427 SH SOLE 0 0 427 Dimensional ETF Emerg. Markets Core Equity COM 25434V732 22059069 825255 SH SOLE 0 0 825255 Dimensional ETF Int'l Core Equity 2 COM 25434V799 30427137 1157365 SH SOLE 0 0 1157365 Dimensional US Core COM 25434V625 56782298 954004 SH SOLE 0 0 954004 Dimensional US Small Cap ETF COM 25434V500 15865301 264070 SH SOLE 0 0 264070 Disney Walt Co COM 254687106 8440 85 SH SOLE 0 0 85 Dow Chemical Company COM 260543103 43607 822 SH SOLE 0 0 822 Draganfly Inc COM 26142Q205 69 300 SH SOLE 0 0 300 Du Pont E I De Nemour&Co COM 263534109 65277 811 SH SOLE 0 0 811 Duke Energy Corp New COM 26441C105 2406 24 SH SOLE 0 0 24 Enbridge Inc COM 29250N105 6299 177 SH SOLE 0 0 177 Equitable Resources Inc COM 294549100 3698 100 SH SOLE 0 0 100 Estee Lauder Co Inc COM 518439104 1277 12 SH SOLE 0 0 12 Exxon Mobil Corporation COM 30231G102 2139366 18584 SH SOLE 0 0 18584 Fedex Corporation COM 31428X106 99247 331 SH SOLE 0 0 331 Fidelity Natl Info COM 31620M106 11379 151 SH SOLE 0 0 151 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund COM 33737A108 5663 49 SH SOLE 0 0 49 Fiserv Inc COM 337738108 7452 50 SH SOLE 0 0 50 Ford Motor Company New COM 345370860 2860 228 SH SOLE 0 0 228 Fortune Brands Innovatio COM 34964C106 1883 29 SH SOLE 0 0 29 Franklin BSP Capital Corp COM 35243J101 87898 5996 SH SOLE 0 0 5996 Franklin Liberty International Aggregate Bond ETF COM 35473P611 628750 31188 SH SOLE 0 0 31188 FTSE RAFI 1000 US Lg Cap COM 73935X583 60606 1597 SH SOLE 0 0 1597 FTSE RAFI Internat'l Dev Mkts COM 73936T789 33394 686 SH SOLE 0 0 686 FTSE RAFI US 1500 Small Cap COM 73935X567 88981 2333 SH SOLE 0 0 2333 Fubotv Inc COM 35953D104 2914 2350 SH SOLE 0 0 2350 Garmin Ltd COM H2906T109 32584 200 SH SOLE 0 0 200 GE HealthCare Technologies Inc Common Stock COM 36266G107 3195 41 SH SOLE 0 0 41 Ge Vernova Inc COM 36828A101 14921 87 SH SOLE 0 0 87 General Electric Company COM 369604103 55640 350 SH SOLE 0 0 350 Gilead Sciences Inc COM 375558103 20583 300 SH SOLE 0 0 300 GLOBAL X FDS GLOBAL X URANIUM ETF COM 37954Y871 1448 50 SH SOLE 0 0 50 Google Inc Class A COM 38259P508 7337 40 SH SOLE 0 0 40 Gxo Logistics Inc COM 36262G101 1162 23 SH SOLE 0 0 23 Halliburton Co Hldg Co COM 406216101 351954 10419 SH SOLE 0 0 10419 Hewlett Packard COM 42824C109 1164 55 SH SOLE 0 0 55 Hewlett-Packard Company COM 428236103 123551 3528 SH SOLE 0 0 3528 Home Depot Inc COM 437076102 56800 165 SH SOLE 0 0 165 Hut Eight Mining Corp COM 44812T102 29980 2000 SH SOLE 0 0 2000 Illinois Tool Works Inc COM 452308109 5924 25 SH SOLE 0 0 25 Indie Semiconductor Inc COM 45569U101 3332 540 SH SOLE 0 0 540 Infineon Tech Ag COM 45662N103 1842 50 SH SOLE 0 0 50 Innovator US Equity COM 45782C805 515257 17743 SH SOLE 0 0 17743 Intel Corp COM 458140100 588 19 SH SOLE 0 0 19 Intuitive Machs Inc COM 46125A100 248 75 SH SOLE 0 0 75 Invesco ETF D TR WILDERHIL CLAN ETF COM 46137V134 5884 292 SH SOLE 0 0 292 iShare ESG Aware MSCI COM 46435U663 34210 889 SH SOLE 0 0 889 iShares Core S&P 500 ETF COM 464287200 66762 122 SH SOLE 0 0 122 Ishares Core S&P Small COM 464287804 13231 124 SH SOLE 0 0 124 iShares Core S&P Total US Stock Mkt ETF COM 464287150 105120 885 SH SOLE 0 0 885 iShares ESG 1-5 Year USD Corporate Bond ETF COM 46435G243 11523 471 SH SOLE 0 0 471 iShares ESG Aware MSCI EAFE ETF COM 46435G516 50000 635 SH SOLE 0 0 635 iShares ESG MSCI USA Leaders ETF COM 46435U218 101960 1046 SH SOLE 0 0 1046 iShares ESG U.S. Aggregate Bond ETF COM 46435U549 14243 306 SH SOLE 0 0 306 Ishares Gold Etf COM 464285105 143871 3275 SH SOLE 0 0 3275 IShares Russell 2000 COM 464287655 9333 46 SH SOLE 0 0 46 iShares Russell Mid Cap COM 464287481 993 9 SH SOLE 0 0 9 iShares S&P Euro COM 464287861 8926 163 SH SOLE 0 0 163 Ishares Tr Barclays Fund COM 464287226 372943 3842 SH SOLE 0 0 3842 iShares Trust US Treasury Bond ETF COM 46429B267 19704 873 SH SOLE 0 0 873 JP Morgan Betabuilders COM 46641Q258 101446 2147 SH SOLE 0 0 2147 Jpmorgan Chase & Co COM 46625H100 10113 50 SH SOLE 0 0 50 Keurig Dr Pepper Inc COM 49271V100 34 1 SH SOLE 0 0 1 Keysight Tech Inc COM 49338L103 19145 140 SH SOLE 0 0 140 Kyndryl Hldgs Inc COM 50155Q100 79 3 SH SOLE 0 0 3 Linde Plc COM G54950103 450 1 SH SOLE 0 0 1 Lowes Companies Inc COM 548661107 1 0 SH SOLE 0 0 0 Lululemon Athletica COM 550021109 2091 7 SH SOLE 0 0 7 Marathon Digital Holdings Inc COM 565788106 29775 1500 SH SOLE 0 0 1500 Marathon Oil Corp COM 565849106 30849 1076 SH SOLE 0 0 1076 MARATHON PETE CORP COM 56585A102 192910 1112 SH SOLE 0 0 1112 Market Vectors Etf TRUST COM 57060U100 11397 393 SH SOLE 0 0 393 Marqeta Inc COM 57142B104 8220 1500 SH SOLE 0 0 1500 Masterbrand Inc COM 57638P104 426 29 SH SOLE 0 0 29 Mc Donalds Corp COM 580135101 6371 25 SH SOLE 0 0 25 Medifast Inc COM 58470H101 593 27 SH SOLE 0 0 27 Microsoft Corp COM 594918104 201574 451 SH SOLE 0 0 451 Moderna Inc COM 60770K107 2969 25 SH SOLE 0 0 25 Moodys Corp COM 615369105 126279 300 SH SOLE 0 0 300 Morgan Stanley COM 617446448 5443 56 SH SOLE 0 0 56 Nautilus Biotechnology COM 63909J108 351 150 SH SOLE 0 0 150 Netflix Inc COM 64110L106 4049 6 SH SOLE 0 0 6 Nike Inc Class B COM 654106103 15978 212 SH SOLE 0 0 212 NIO INC ADR COM 62914V106 1414 340 SH SOLE 0 0 340 Nuvve Hldg Corp COM 67079Y100 2 3 SH SOLE 0 0 3 Nvidia Corp COM 67066G104 113657 920 SH SOLE 0 0 920 Pimco Active Bond ETF COM 72201R775 18255105 200429 SH SOLE 0 0 200429 Pinterest Inc COM 72352L106 9916 225 SH SOLE 0 0 225 Plug Power Inc New COM 72919P202 2645 1135 SH SOLE 0 0 1135 Pool Corp COM 73278L105 2459 8 SH SOLE 0 0 8 Procter & Gamble COM 742718109 4123 25 SH SOLE 0 0 25 Psychemedics Corp COM 744375205 5929 2450 SH SOLE 0 0 2450 Quanta Services Inc COM 74762E102 99857 393 SH SOLE 0 0 393 RBB Fund Inc Motley Fool Global Opportunity COM 74933W635 108648 3693 SH SOLE 0 0 3693 Relay Therapeutics Inc COM 75943R102 652 100 SH SOLE 0 0 100 Republic Services COM 760759100 8745 45 SH SOLE 0 0 45 Retail Opportunity Investment Corp COM 76131N101 2486 200 SH SOLE 0 0 200 Rivian Automotive Inc COM 76954A103 228 17 SH SOLE 0 0 17 Roblox Corp Com CL A COM 771049103 18605 500 SH SOLE 0 0 500 Rocket Laboratory Usa In COM 773122106 3936 820 SH SOLE 0 0 820 Rxo Inc COM 74982T103 601 23 SH SOLE 0 0 23 S P D R S&P 500 Etf Tr COM 78462F103 1067944 1962 SH SOLE 0 0 1962 Sap SE Ordf COM D66992104 99906 492 SH SOLE 0 0 492 Schlumberger Ltd COM 806857108 233871 4957 SH SOLE 0 0 4957 Schwab Emerging Markets Equity ETF COM 808524706 31607 1190 SH SOLE 0 0 1190 Schwab Fundamental Emerg Mkts Lg Co ETF COM 808524730 6800504 229980 SH SOLE 0 0 229980 Schwab Fundamental Intl Lg Co ETF COM 808524755 7959801 227228 SH SOLE 0 0 227228 Schwab Fundamental US Large Company ETF COM 808524771 16653068 248627 SH SOLE 0 0 248627 Schwab Fundamental US Small Company ETF COM 808524763 5100215 92866 SH SOLE 0 0 92866 Schwab Intermediate Term US Treas COM 808524854 18289636 375018 SH SOLE 0 0 375018 Schwab International Equity ETF COM 808524805 38 1 SH SOLE 0 0 1 Schwab US Broad Market COM 808524102 348913 5550 SH SOLE 0 0 5550 Schwab US Large Cap ETF COM 808524201 583601 9083 SH SOLE 0 0 9083 Seadrill Ltd COM G7997W102 103 2 SH SOLE 0 0 2 Sector Spdr Engy Select COM 81369Y506 28552 313 SH SOLE 0 0 313 Sector Spdr Fincl Select COM 81369Y605 5918 144 SH SOLE 0 0 144 Service Now Inc COM 81762P102 3933 5 SH SOLE 0 0 5 Shapeways Holdings Inc COM 81947T102 53 75 SH SOLE 0 0 75 Shopify Inc COM 82509L107 33025 500 SH SOLE 0 0 500 Snowflake Inc COM 833445109 2837 21 SH SOLE 0 0 21 Sonos Inc COM 83570H108 295 20 SH SOLE 0 0 20 SPDR Gold Trust COM 78463V107 12462840 57964 SH SOLE 0 0 57964 SPDR Portfolio Developed World ex-US ETF COM 78463X889 35 1 SH SOLE 0 0 1 SPDR Portfolio Emerging Markets ETF COM 78463X509 23016 611 SH SOLE 0 0 611 SPDR Portfolio Large Cap ETF COM 78464A854 64 1 SH SOLE 0 0 1 Spdr S&P Oil & Gas Equip COM 78464A748 4270 47 SH SOLE 0 0 47 Spdr S&P Oil & Gas Expl & Prod COM 78468R556 32294 222 SH SOLE 0 0 222 SPDR Series Trust Portfolio Intermediate Term ETF COM 78464A672 134020 4783 SH SOLE 0 0 4783 SPDR Series Trust Portfolio Small Cap ETF COM 78468R853 42 1 SH SOLE 0 0 1 Spirit Airlines Inc COM COM 848577102 1681 100 SH SOLE 0 0 100 Spotify Technology COM L8681T102 3765 12 SH SOLE 0 0 12 Starbucks Corp COM 855244109 71155 914 SH SOLE 0 0 914 Stmicroelectronics Nv COM 861012102 196 5 SH SOLE 0 0 5 Strategy Shares NS 7HANDL IDX ETF COM 86280R506 0 0 SH SOLE 0 0 0 Stryker Corp COM 863667101 6805 20 SH SOLE 0 0 20 Sun Life Financial Inc COM 866796105 13472 275 SH SOLE 0 0 275 Tesla Motors Inc COM 88160R101 465414 2352 SH SOLE 0 0 2352 The Charles Schwab Corp COM 808513105 31353 434 SH SOLE 0 0 434 The Southern Company COM 842587107 46563 600 SH SOLE 0 0 600 The Trade Desk Inc COM 88339J105 58602 600 SH SOLE 0 0 600 Thermo Fisher Scientific COM 883556102 5530 10 SH SOLE 0 0 10 Toast Inc Class A COM 888787108 51540 2000 SH SOLE 0 0 2000 Travelers Companies COM 89417E109 7117 35 SH SOLE 0 0 35 Trimble Navigation Ltd COM 896239100 1901 34 SH SOLE 0 0 34 U S Bancorp Del New COM 902973304 6551 165 SH SOLE 0 0 165 Union Pacific Corp COM 907818108 19232 85 SH SOLE 0 0 85 United Rentals Inc COM 911363109 23929 37 SH SOLE 0 0 37 United States Oil Fund, COM 91232N207 2388 30 SH SOLE 0 0 30 Unitedhealth Group Inc COM 91324P102 151759 298 SH SOLE 0 0 298 Valero Energy Corp New COM 91913Y100 15676 100 SH SOLE 0 0 100 Vanguard Mega Cap Growth COM 921910816 70697 225 SH SOLE 0 0 225 Vanguard Mid Cap ETF COM 922908629 1211 5 SH SOLE 0 0 5 Vanguard Mid Cap Value COM 922908512 8725 58 SH SOLE 0 0 58 Vanguard MSCI EAFE ETF COM 921943858 38449 778 SH SOLE 0 0 778 Vanguard Short-Term Bond ETF COM 921937827 13200348 172104 SH SOLE 0 0 172104 Vanguard Small Cap Etf COM 922908751 38811 178 SH SOLE 0 0 178 Vanguard Value COM 922908744 24864 155 SH SOLE 0 0 155 Veralto Corp COM 92338C103 764 8 SH SOLE 0 0 8 Verisk Analytics Inc Cla COM 92345Y106 6739 25 SH SOLE 0 0 25 Verizon Communications COM 92343V104 1072 26 SH SOLE 0 0 26 Viatris Inc COM 92556V106 64 6 SH SOLE 0 0 6 Village Farms Intl COM 92707Y108 714 700 SH SOLE 0 0 700 Virgin Galactic Hldgs In COM 92766K106 76 9 SH SOLE 0 0 9 Weatherford Intl COM G48833118 2082 17 SH SOLE 0 0 17 WisdomTree Bloomberg US Dllr Bullish ETF COM 97717W471 4334 160 SH SOLE 0 0 160 WisdomTree Emerging Markets High Dividend ETF COM 97717W315 259439 5990 SH SOLE 0 0 5990 Wisdomtree Japan Hedged COM 97717W521 15496 444 SH SOLE 0 0 444 Xylem Inc COM 98419M100 6782 50 SH SOLE 0 0 50 Zions Bancorp COM 989701107 2 0 SH SOLE 0 0 0 Zk Intl Group Co Ltd COM G9892K100 550 1000 SH SOLE 0 0 1000