Your Advocates Ltd., LLP

RIA/Wealth

Your Advocates Ltd., LLP is a RIA/Wealth based in Houston, TX led by Anna Rogge Banks, reporting $374.5M in AUM as of Q3 2025 with 91% ETF concentration, 89% concentrated in top 10 holdings, 24% allocation to DCOR, and minimal technology exposure.

CCOAnna Rogge Banks

Portfolio Value: $298.3M
Positions: 217
Top Holding: DCOR at 24.31%
Last Reported: Q3 2025

Address920 Memorial City Way, Suite 250, Houston, TX, 77024, United States

Top Holdings

Largest long holdings in Your Advocates Ltd., LLP's portfolio (89.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 DCOR Dimensional US Core Equity 1 DCOR	ETF ETF	$72.5M	24.31%	+$170.8K Bought	— 1.0M shares	Q4 2023 Held for 1y 11m
2 Dimensional International Core Equity 2 DFIC	ETF ETF	$40.0M	13.40%	-$603.0K Sold	— 1.2M shares	Q1 2023 Held for 2y 8m
3 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$28.1M	9.41%	-$196.5K Sold	— 875.3K shares	Q1 2023 Held for 2y 8m
4 Dimensional U.S. Small Cap DFAS	ETF ETF	$22.3M	7.49%	+$401.7K Bought	— 326.3K shares	Q4 2022 Held for 2y 11m
5 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	ETF ETF	$21.0M	7.05%	+$21.0M Bought	— 620.2K shares	Q3 2025 Held for 2 months
6 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$20.5M	6.89%	+$668.1K Bought	— 817.3K shares	Q4 2019 Held for 5y 11m
7 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$20.0M	6.70%	+$12.2K Bought	— 759.9K shares	Q4 2019 Held for 5y 11m
8 GLD SPDR Gold Trust GLD	Unknown Unknown	$16.9M	5.66%	-$540.3K Sold	— 47.5K shares	Q4 2022 Held for 2y 11m
9 Vanguard Short-Term Bond BSV	ETF ETF	$15.0M	5.04%	+$512.8K Bought	— 190.6K shares	Q4 2021 Held for 3y 11m
10 FNDF Schwab Fundamental International Equity FNDF	ETF ETF	$10.5M	3.51%	-$151.3K Sold	— 243.8K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Your Advocates Ltd., LLP's latest filing

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Market Value

$298.3M

Prior: $278.0M

Q/Q Change

+7.28%

+$20.2M

Net Flows % of MV

-6.41%

Turnover Ratio

4.55%

New Purchases

16 stocks

$65.0K

Added To

44 stocks

+$2.8M

Sold Out Of

8 stocks

$43.2K

Reduced Holdings

15 stocks

-$22.0M

Increased Positions

Position	Shares Δ	Change
1 Invesco FTSE RAFI Emerging Markets PXH	New	0 → 655.0 +$16.7K
2 Celestica CLS	New	0 → 273.0 +$12.2K
3 BitMine Immersion Technologies, Inc. BMNR	New	0 → 200.0 +$10.4K
4 Consumer Staples Select Sector SPDR Fund XLP	New	0 → 100.0 +$7.8K
5 Citigroup C	New	0 → 50.0 +$5.1K

Decreased Positions

Position	Shares Δ	Change
1 Magnolia Oil & Gas Corporation MGY	Sold	1.0K → 0 −$22.6K
2 Tempus AI, Inc. TEM	Sold	120.0 → 0 −$7.6K
3 Applied Materials AMAT	Sold	29.0 → 0 −$5.3K
4 Chipotle Mexican Grill CMG	Sold	70.0 → 0 −$3.9K
5 e.l.f. Beauty ELF	Sold	25.0 → 0 −$3.1K