Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Your Advocates Ltd., LLP

Quarter ended Q3 2023 · Filed August 1, 2023 · Accession 0001774437-23-000004

Total Value
$195.1M
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (281)

#IssuerTicker / CUSIPSharesValue% of Filing
1Dimensional ETF Emerg. Markets Core Equity25434V7321,179,669$28.4M14.54%
2Dimensional ETF Int'l Core Equity 225434V7991,097,879$26.6M13.66%
3Schwab US Large Cap ETF808524201420,179$22.0M11.28%
4Schwab Fundamental US Large Company ETF808524771374,229$21.5M11.04%
5Schwab Fundamental Emerg Mkts Lg Co ETF808524730564,583$15.1M7.75%
6Vanguard Short-Term Bond ETF921937827174,700$13.2M6.77%
7SPDR Gold TrustGLD69,968$12.5M6.39%
8Schwab Fundamental Intl Lg Co ETF808524755271,973$8.8M4.50%
9Schwab Intermediate Term US Treas808524854167,544$8.3M4.23%
10Pimco Active Bond ETF72201R77586,870$8.0M4.08%
11Dimensional US Small Cap ETF25434V500142,708$7.8M4.01%
12Schwab Fundamental US Small Company ETF808524763101,331$5.1M2.62%
13SPDR Portfolio Emerging Markets ETF78463X50960,570$2.1M1.07%
14Dimensional U S Core25434V70855,584$1.5M0.77%
15Exxon Mobil CorporationXOM12,970$1.4M0.71%
16Apple IncAAPL6,589$1.3M0.66%
17WisdomTree Emerging Markets High Dividend ETFWT26,167$1.0M0.51%
18S P D R S&P 500 Etf TrSPY2,117$938,3120.48%
19Franklin Liberty International Aggregate Bond ETFFGDL44,386$873,9600.45%
20Tesla Motors IncTSLA2,608$682,6960.35%
21Enterprise Prd Prtnrs Lp29379210722,069$581,5300.30%
22PhillipsPSX4,261$406,3750.21%
23AecomACM4,556$385,8480.20%
24Ishares Gold EtfIAU10,277$373,9800.19%
25Ishares Tr Barclays Fund4642872263,746$366,9210.19%
26ConocophillipsCOP3,247$336,4260.17%
27Schlumberger LtdSLB6,835$335,7350.17%
28Schwab US Broad Market8085241025,489$283,7680.15%
29Microsoft CorpMSFT592$201,6000.10%
30Unitedhealth Group IncUNH390$187,4500.10%
31Danaher Corp Del235851102765$183,6000.09%
32Schwab Emerging Markets Equity ETF8085247066,716$165,4180.08%
33RBB Fund Inc Motley Fool Global Opportunity74933W6356,119$163,4380.08%
34Schwab International Equity ETF8085248054,016$143,1670.07%
35iShares Core S&P Total US Stock Mkt ETF4642871501,439$140,7920.07%
36Hewlett-Packard CompanyHPE-PC3,923$120,4750.06%
37Moodys CorpMCO300$104,3160.05%
38SPDR Series Trust Portfolio Intermediate Term ETF78464A6723,418$96,6950.05%
39Chimera Investment CorpCIMN16,490$95,1470.05%
40Starbucks CorpSBUX914$90,5410.05%
41Ametek IncAME550$89,0340.05%
42Auto Data ProcessingADP400$87,9160.05%
43Fedex CorporationFDX341$84,5340.04%
44iShares ESG Advanced MSCI USA ETF46436E7672,310$83,0450.04%
45JP Morgan Betabuilders46641Q2581,708$80,3440.04%
46Amphenol Corp Cl A032095101900$76,4550.04%
47Nextera Energy IncNEE-PW900$66,7800.03%
48Agilent Technologies IncA546$65,6570.03%
49Amazon Com IncAMZN485$63,2250.03%
50iShares ESG Advanced MSCI EAFE ETF46436E7591,022$62,2500.03%
51Idex Corp45167R104280$60,2730.03%
52Coca Cola CompanyKO998$60,1000.03%
53Roper TechnologiesROP125$60,1000.03%
54Fiserv IncFISV450$56,7680.03%
55Thermo Fisher ScientificTMO100$52,1750.03%
56Kinder Morgan IncEP-PC3,000$51,6600.03%
57Aptargroup IncATR400$46,3440.02%
58Home Depot IncHD146$45,3530.02%
59Carnival Corp NewCUKPF2,400$45,1920.02%
60Keysight Tech IncKEYS265$44,3740.02%
61Allstate CorporationALL-PJ400$43,6160.02%
62Ishares Esg Advanced46436E7421,155$40,9910.02%
63Quanta Services Inc74762E102206$40,4690.02%
64Costco Whsl Corp New22160K10574$39,8400.02%
65SPDR Portfolio Large Cap ETF78464A854751$39,1350.02%
66The Trade Desk Inc88339J105500$38,6100.02%
67Upstart Hldgs IncUPST1,030$36,8840.02%
68Graco IncGGG425$36,6990.02%
69Fortive Corp DiscFTV470$35,1420.02%
70Valero Energy Corp NewVLO290$34,0170.02%
71Verisk Analytics Inc ClaVRSK150$33,9050.02%
72Xylem IncXYL300$33,7860.02%
73iShare ESG Aware MSCI46435U663888$31,5250.02%
74Academy Sports & OutdoorASO550$29,7290.02%
75Landstar Sys IncLSTR150$28,8810.01%
76Spdr S&P Oil & Gas Expl & Prod78468R556222$28,6000.01%
77Procter & Gamble742718109183$27,7680.01%
78Merck & Co Inc NewMRK240$27,6940.01%
79Intel CorpINTC819$27,3870.01%
80The Charles Schwab CorpSCHW-PJ477$27,0480.01%
81General Electric CompanyGE230$25,2660.01%
82Ecolab IncECL135$25,2030.01%
83Gilead Sciences IncGILD300$23,1210.01%
84Rpm Interntnl749685103250$22,4330.01%
85Cheniere Energy IncLNG145$22,0920.01%
86Cummins IncCMI90$22,0640.01%
87Donaldson CoDCI350$21,8790.01%
88Jpmorgan Chase & CoVYLD150$21,8160.01%
89Garmin LtdGRMN200$20,8580.01%
90Doximity IncDOCS609$20,7180.01%
91Church & Dwight Co Inc ICHD200$20,0460.01%
92Fidelity Natl Info31620M106351$19,2000.01%
93Nordson CorpNDSN75$18,6140.01%
94iShares Core S&P 500 ETF46428720041$18,2740.01%
95Teleflex IncorporateTFX75$18,1520.01%
96Southwest Airlines844741108500$18,1050.01%
97Texas Instruments Inc882508104100$18,0020.01%
98Union Pacific CorpUNP85$17,3930.01%
99Pinnacle Finl Partnr72346Q104300$16,9950.01%
100Lockheed Martin CorpLMT37$16,8760.01%
101iShares Russell 1000 ETF46428762269$16,8180.01%
102Perficient Inc71375U101200$16,6660.01%
103United Rentals IncURI37$16,4790.01%
104Arthur J Gallagher&C36357610975$16,4680.01%
105iShares Trust US Treasury Bond ETF46429B267693$15,8700.01%
106iShares ESG Aware MSCI EAFE ETF46435G516213$15,5370.01%
107Regal Beloit CorpRRX100$15,3900.01%
108Commerce BancsharesCBSH310$15,0970.01%
109Spdr Doubleline Ttl Rtrn78467V848368$14,9210.01%
110iShares ESG MSCI USA Leaders ETF46435U218189$14,6410.01%
111Sun Life Financial IncSUNFF275$14,3330.01%
112U S Bancorp Del NewUSB-PS430$14,2070.01%
113Ishares Medical Devices464288810245$13,8330.01%
114iShares Russell 1000 Growth ETF46428761450$13,7590.01%
115Market Vectors Etf TRUST57060U100393$13,6530.01%
116Rockwell AutomationROK40$13,1780.01%
117Duke Energy Corp NewDUKB144$12,9230.01%
118Vmware Inc92856340288$12,6450.01%
119Pnc Finl Services Gp Inc693475105100$12,5950.01%
120Nike Inc Class BNKE112$12,3610.01%
121Schein Henry IncHSIC150$12,1650.01%
122IShares Russell 200046428765564$11,9850.01%
123Wisdomtree Japan HedgedWT222$11,8500.01%
124Nvent Electric PlcNVT215$11,1090.01%
125Boeing CoBA-PA52$11,0570.01%
126Schwab US Small Cap ETF808524607252$11,0560.01%
127Illinois Tool Works Inc45230810944$11,0070.01%
128Dell IncDELL200$10,8220.01%
129Republic Services76075910070$10,7220.01%
130Stryker CorpSYK35$10,6780.01%
131Vanguard Mega Cap Growth92191081645$10,5890.01%
132DFA Emerging Mkts Value ETF25434V740427$10,4060.01%
133Du Pont E I De Nemour&Co263534109140$10,0020.01%
134Johnson & JohnsonJNJ60$9,9310.01%
135KB HomeKBH190$9,8250.01%
136Broadcom IncAVGO11$9,5420.00%
137Palo Alto NetworksPANW36$9,1980.00%
138D X C Technology ComDXC325$8,6840.00%
139Ishares Core Msci46434G103176$8,6750.00%
140Catalent Inc148806102200$8,6720.00%
141iShares S&P Euro464287861163$8,2380.00%
142Ishares Russell46428759851$8,0490.00%
143Dow Chemical CompanyDOW151$8,0420.00%
144Corteva IncCTVA139$7,9650.00%
145Travelers CompaniesTRV45$7,8150.00%
146Hewlett PackardHPE-PC450$7,5600.00%
147Mc Donalds CorpMCD25$7,4600.00%
148Generac Holdings IncGNRC50$7,4570.00%
149Disney Walt Co25468710683$7,4100.00%
150Zebra TechnologiesZBRA25$7,3960.00%
151Marqeta IncMQ1,500$7,3050.00%
152Ziff Davis IncZD100$7,0060.00%
153Dominion Energy IncD134$6,9400.00%
154Waste Management94106L10940$6,9370.00%
155Cognex CorpCGNX121$6,7780.00%
156Vanguard Total Stock Mkt92290876930$6,6080.00%
157Enbridge IncENNPF177$6,5760.00%
158Arista Networks IncANET40$6,4820.00%
159Visa Inc Cl AV27$6,4120.00%
160Western Alliance BncWAL-PA175$6,3820.00%
161GE HealthCare Technologies Inc Common StockGEHC75$6,0930.00%
162Vanguard Intl Eqty Etf922042676150$6,0290.00%
163Toyota Motor Corp OrdTOYOF375$6,0190.00%
164D T E Energy CompanyDTK53$5,8310.00%
165Dexcom IncDXCM44$5,6540.00%
166S&P Global IncSPGI14$5,6120.00%
167Bp Plc AdrBPPFF150$5,2940.00%
168iShares Russell Mid Cap46428748154$5,2180.00%
169Indie Semiconductor IncINDI540$5,0760.00%
170Sales Force.com INCCRM24$5,0700.00%
171Fubotv IncFUBO2,350$4,8880.00%
172Morgan StanleyMS-PQ56$4,7820.00%
173Becton Dickinson & CoBDX18$4,7520.00%
174Vanguard MSCI EAFE ETF921943858102$4,7100.00%
175Honeywell International43851610623$4,6940.00%
176Accenture Ltd Cl AACN15$4,6290.00%
177Pimco Dynamic Income Cf72201Y101245$4,5940.00%
178Chargepoint Hldgs IncCHPT500$4,3950.00%
179Chipotle Mexican GrlCMG2$4,2780.00%
180Boston Scientific CoBSX79$4,2730.00%
181Pinterest IncPINS150$4,1010.00%
182Amgen IncorporatedAMGN18$3,9960.00%
183Rocket Laboratory Usa InRKLB650$3,9000.00%
184Spdr S&P Oil & Gas Equip78464A74847$3,6740.00%
185Canadian Pac Railway13645T10045$3,6350.00%
186Transdigm Group IncTDG4$3,5770.00%
187Ford Motor Company New345370860225$3,4040.00%
188NIO INC ADRNIOIF340$3,2950.00%
189Williams Companies969457100100$3,2630.00%
190Tuttle Capital Short Innovation ETF19423L56590$3,2530.00%
191Centene CorpCNC47$3,1700.00%
192Baker Hughes Company Com CL ABKR100$3,1610.00%
193Assurant IncAIZN25$3,1430.00%
194Cosan S ACSAN210$3,1330.00%
195Wells Fargo & Co New94974610173$3,0980.00%
196Pool CorpPOOL8$2,9970.00%
197Denali Therapeutics I NDNLI100$2,9510.00%
198Service Now IncNOW5$2,8100.00%
199Retail Opportunity Investment Corp76131N101200$2,7020.00%
200Albemarle CorpALB-PA12$2,6770.00%
201Lululemon AthleticaLULU7$2,6500.00%
202Netflix IncNFLX6$2,6430.00%
203The Cigna Group1255231009$2,5250.00%
204Constellation Brand Cl ASTZ10$2,4610.00%
205Estee Lauder Co Inc51843910412$2,3570.00%
206Aci Worldwide IncACIW100$2,3170.00%
207Southwestern Energy Co845467109369$2,2180.00%
208Defiance Next Gen26922A28965$2,1990.00%
209Vontier CorpVNT68$2,1900.00%
210Norwegian Cruise LinNCLH100$2,1770.00%
211Fortune Brands InnovatioFBIN29$2,0870.00%
212Infineon Tech AgIFNNF50$2,0670.00%
213Aurinia PharmaceuticAUPH200$1,9360.00%
214United States Oil Fund,UNTCW30$1,9070.00%
215Ast Spacemobile IncASTS400$1,8800.00%
216Activision Blizzard Inc00507V10922$1,8550.00%
217Trimble Navigation LtdTRMB34$1,8000.00%
218Take Two InteractvTTWO12$1,7660.00%
219Spirit Airlines Inc COM848577102100$1,6810.00%
220WisdomTree Bloomberg US Dllr Bullish ETFWT60$1,5910.00%
221Sculptor Cap Mgmt811246107170$1,5040.00%
222Kb Finl Group Inc48241A10540$1,4560.00%
223Gxo Logistics IncGXO23$1,4450.00%
224A G C O CorpAGCO11$1,4070.00%
225A F L A C IncAFL20$1,3960.00%
226Donnelley Finl Solut25787G10030$1,3660.00%
227Xpo Logistics IncXPO23$1,3570.00%
228Blackline IncBL25$1,3460.00%
229Dt Midstream IncDTM26$1,2890.00%
230Emagin Corp29076N206650$1,2870.00%
231Relay Therapeutics IncRLAY100$1,2560.00%
232Delta Air Lines Inc NewDAL26$1,2360.00%
233Weatherford IntlG4883311817$1,1290.00%
234GLOBAL X FDS GLOBAL X URANIUM ETF37954Y87150$1,0850.00%
235Marathon Oil CorpMARA47$1,0820.00%
236Verizon CommunicationsVZ26$9670.00%
237A T & T Inc NewT-PC60$9570.00%
238Cytosorbents CorporaCTSO250$8980.00%
239Spdr S&P Biotech ETF78464A87010$8320.00%
240Devon Energy Cp New25179M10317$8220.00%
241Zk Intl Group Co LtdG9892K1001,000$7300.00%
242Virgin Galactic Hldgs InSPCE180$6980.00%
243Conmed CorpCNMD5$6790.00%
244Annaly Capital MgmtNLY-PJ30$6000.00%
245Ishares S&P Mid Cap4642876068$6000.00%
246Westlake Chemical CorpWLK5$5970.00%
247Nautilus BiotechnologyNAUT150$5810.00%
248Bloom Energy CorpBE35$5720.00%
249General Motors Co37045V10014$5400.00%
250Airgain IncorporaratedAIRG100$5400.00%
251Rxo IncRXO23$5210.00%
252Plug Power Inc NewPLUG50$5200.00%
253Bakkt Hldgs IncBKKT-WT410$5040.00%
254Organon & CoOGN24$4990.00%
255Village Farms Intl92707Y108700$4200.00%
256Intuitive Machs IncLUNR50$4100.00%
257Zions Bancorp98970110715$4030.00%
258Draganfly IncDPRO300$3840.00%
259Ark Genomic Revolution00214Q30210$3410.00%
260Masterbrand IncMBC29$3370.00%
261Sonos IncSONO20$3270.00%
262Rivian Automotive IncRIVN17$2830.00%
263Shapeways Holdings Inc81947T10275$2820.00%
264Atif Holdings LtdZBAI130$1910.00%
265ProShares Ultra VIX Short-Term FuturesZSL10$1850.00%
266Azure Pwr Global LtdV0393H103100$1770.00%
267Warner Brothers DiscoverWBD14$1760.00%
268Wabtec9297401081$1100.00%
269Weatherford Intl 23 WtG48833126192$810.00%
270Yunji IncYJ50$790.00%
271Aeva Technologies IncAEVA50$630.00%
272Viatris IncVTRS6$600.00%
273Nuvve Hldg CorpNVVE100$600.00%
274Kyndryl Hldgs IncKD3$400.00%
275SPDR Series Trust Portfolio Small Cap ETF78468R8531$390.00%
276SPDR Portfolio Developed World ex-US ETF78463X8891$330.00%
277Calamp Corp12812610928$300.00%
278iShares ESG U.S. Aggregate Bond ETF46435U5491$270.00%
279iShares ESG 1-5 Year USD Corporate Bond ETF46435G2431$120.00%
280Oncorus Inc68236R103100$40.00%
281Lowes Companies Inc5486611070$10.00%