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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 Q4 2023 · Filed November 2, 2023 · Accession 0001774437-23-000005

Total Value
$167.6M
Positions
300
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (300)

#IssuerTicker / CUSIPSharesValue% of Filing
1Dimensional ETF Emerg. Markets Core Equity25434V7321,213,497$28.3M16.88%
2Dimensional ETF Int'l Core Equity 225434V7991,078,960$25.2M15.03%
3Schwab Fundamental US Large Company ETF808524771364,894$20.4M12.19%
4Schwab Fundamental Emerg Mkts Lg Co ETF808524730536,533$14.1M8.39%
5Vanguard Short-Term Bond ETF921937827176,099$13.2M7.90%
6SPDR Gold TrustGLD70,485$12.1M7.21%
7Schwab Intermediate Term US Treas808524854185,501$8.9M5.31%
8Pimco Active Bond ETF72201R77597,012$8.5M5.09%
9Dimensional US Small Cap ETF25434V500147,182$7.7M4.61%
10Schwab Fundamental Intl Lg Co ETF808524755238,492$7.6M4.51%
11Schwab Fundamental US Small Company ETF80852476398,167$4.8M2.84%
12Exxon Mobil CorporationXOM12,684$1.5M0.89%
13SPDR Portfolio Emerging Markets ETF78463X50943,594$1.5M0.87%
14Apple IncAAPL6,691$1.1M0.68%
15Schwab US Large Cap ETF80852420117,435$882,2340.53%
16WisdomTree Emerging Markets High Dividend ETFWT23,426$878,0250.52%
17S P D R S&P 500 Etf TrSPY1,923$821,9730.49%
18Franklin Liberty International Aggregate Bond ETFFGDL40,466$785,8500.47%
19Tesla Motors IncTSLA2,708$677,5960.40%
20Enterprise Prd Prtnrs Lp29379210722,481$615,2960.37%
21Dimensional U S Core25434V70822,327$584,9670.35%
22Ishares Tr Barclays Fund4642872265,660$532,2660.32%
23MARATHON PETE CORPMARA3,445$521,3660.31%
24PhillipsPSX4,299$516,5000.31%
25ConocophillipsCOP3,340$400,0790.24%
26Schlumberger LtdSLB6,835$398,4810.24%
27AecomACM4,556$378,3300.23%
28Ishares Gold EtfIAU9,833$344,0570.21%
29Schwab US Broad Market8085241025,510$274,6590.16%
30Microsoft CorpMSFT592$186,9240.11%
31Unitedhealth Group IncUNH350$176,4670.11%
32RBB FUND INC US TREASURY 3 MON TH BILL ETF74933W4523,231$161,7760.10%
33RBB Fund Inc Motley Fool Global Opportunity74933W6356,119$160,0730.10%
34STRATEGY SHARES NS 7HANDL IDX ETFSTRD7,453$142,4330.08%
35JP Morgan Betabuilders46641Q2582,994$139,8800.08%
36VANGUARD STAR FD TL INTL STK F ETF9219097682,056$110,0370.07%
37Marathon Oil CorpMARA4,043$108,1500.06%
38Moodys CorpMCO300$94,8510.06%
39Chimera Investment CorpCIMN16,510$90,1450.05%
40Hewlett-Packard CompanyHPE-PC3,473$89,2560.05%
41Fedex CorporationFDX331$87,6890.05%
42Vanguard Total Stock Mkt922908769409$86,8760.05%
43iShares Core S&P Total US Stock Mkt ETF464287150909$85,6190.05%
44Starbucks CorpSBUX914$83,4210.05%
45Auto Data ProcessingADP325$78,1890.05%
46ISHARES TRUST CORE INTL AGGR E TF46435G6721,385$67,5600.04%
47Costco Whsl Corp New22160K105114$64,4050.04%
48iShares Trust US Treasury Bond ETF46429B2672,908$64,0920.04%
49Amazon Com IncAMZN495$62,9240.04%
50SPDR Series Trust Portfolio Intermediate Term ETF78464A6722,253$62,0250.04%
51Schwab Emerging Markets Equity ETF8085247062,540$60,8110.04%
52Coca Cola CompanyKO998$55,8680.03%
53Caterpillar IncCAT200$54,6000.03%
54iShares Core S&P 500 ETF464287200122$52,3900.03%
55Home Depot IncHD165$49,8560.03%
56Allstate CorporationALL-PJ400$44,5640.03%
57The Southern CompanySOMN650$42,0860.03%
58The Trade Desk Inc88339J105520$40,6380.02%
59Vanguard MSCI EAFE ETF921943858928$40,5720.02%
60Quanta Services Inc74762E102206$38,5360.02%
61Toast Inc Class ATOST2,000$37,4600.02%
62Bp Plc AdrBPPFF887$34,3450.02%
63Vanguard Bond Index ETF921937835490$34,1920.02%
64Agilent Technologies IncA296$33,0990.02%
65Carnival Corp NewCUKPF2,400$32,9280.02%
66Spdr S&P Oil & Gas Expl & Prod78468R556222$32,8360.02%
67AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA025072877391$30,4780.02%
68Nvidia CorpNVDA70$30,4490.02%
69iShare ESG Aware MSCI46435U663888$29,8660.02%
70Academy Sports & OutdoorASO551$26,0410.02%
71The Charles Schwab CorpSCHW-PJ453$24,8840.01%
72Cheniere Energy IncLNG145$24,0640.01%
73JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF46641Q654474$23,9130.01%
74Vanguard Value922908744168$23,1720.01%
75A T & T Inc NewT-PC1,532$23,0110.01%
76Gilead Sciences IncGILD300$22,4820.01%
77Garmin LtdGRMN200$21,0400.01%
78iShares ESG Aware MSCI EAFE ETF46435G516290$20,0500.01%
79Hut Eight Mining CorpHUT10,000$19,5000.01%
80Vanguard S&P 500 ETF SHS92290836348$18,8500.01%
81Keysight Tech IncKEYS140$18,5230.01%
82ISHARES TRUST MICRO-CAP ETF464288869179$17,9180.01%
83Market Vectors Etf TRUST57060U100654$17,5990.01%
84Cipher Mining Inc17253J1067,500$17,4750.01%
85Union Pacific CorpUNP85$17,3090.01%
86VANGUARD TOTAL INT BD ETF92203J407345$16,5010.01%
87United Rentals IncURI37$16,4490.01%
88Lockheed Martin CorpLMT37$15,1000.01%
89Vmware Inc Xxx928STK04588$14,6500.01%
90iShares ESG MSCI USA Leaders ETF46435U218189$14,2610.01%
91Valero Energy Corp NewVLO100$14,1710.01%
92Ishares Core Dividend46434V621283$14,0170.01%
93General Electric CompanyGE125$13,8190.01%
94Dell IncDELL200$13,7800.01%
95Southwest Airlines844741108500$13,5350.01%
96Sun Life Financial IncSUNFF275$13,4200.01%
97iShares Russell 1000 Growth ETF46428761450$13,3000.01%
98Doximity IncDOCS609$12,9230.01%
99Wisdomtree Japan HedgedWT444$12,7520.01%
100Marathon Digital Holdings IncMARA1,500$12,7500.01%
101IShares Russell 200046428765564$11,3110.01%
102SPDR Portfolio Large Cap ETF78464A854216$10,8560.01%
103Nike Inc Class BNKE112$10,7090.01%
104iShares Global Infrastructure ETF464288372247$10,6930.01%
105Ishares Core S&P Small464287804111$10,4710.01%
106Du Pont E I De Nemour&Co263534109140$10,4430.01%
107Vanguard Mega Cap Growth92191081645$10,2110.01%
108DFA Emerging Mkts Value ETF25434V740427$10,1070.01%
109Boeing CoBA-PA52$10,0370.01%
110EA SERIES TRUST FREEDOM 100 EM ETF02072L607344$9,7390.01%
111Ishares Tr Barclays Bond464287457117$9,4730.01%
112Vanguard Mid Cap ETF92290862945$9,3710.01%
113Marqeta IncMQ1,500$8,9700.01%
114Vanguard Mid Cap Value92290851265$8,5120.01%
115iShares Core S&P Mid-Cap ETF46428720034$8,4780.01%
116Fidelity Natl Info31620M106151$8,3460.00%
117Vanguard Msci Emerging922042858205$8,0380.00%
118Dow Chemical CompanyDOW151$7,7860.00%
119iShares S&P Euro464287861163$7,7800.00%
120Ishares Russell46428759851$7,7430.00%
121Ametek IncAME50$7,3880.00%
122Arista Networks IncANET40$7,3570.00%
123Jpmorgan Chase & CoVYLD50$7,2510.00%
124Schwab US Small Cap ETF808524607175$7,2340.00%
125Corteva IncCTVA139$7,1110.00%
126Cummins IncCMI30$6,8540.00%
127Disney Walt Co25468710683$6,7270.00%
128Toyota Motor Corp OrdTOYOF375$6,7240.00%
129Mc Donalds CorpMCD25$6,5860.00%
130Republic Services76075910045$6,4130.00%
131Amphenol Corp Cl A03209510175$6,2990.00%
132Fubotv IncFUBO2,350$6,2750.00%
133Aptargroup IncATR50$6,2520.00%
134Visa Inc Cl AV27$6,2100.00%
135Danaher Corp Del23585110225$6,2030.00%
136INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN ETFIVZ191$6,0030.00%
137D X C Technology ComDXC287$5,9780.00%
138Enbridge IncENNPF177$5,9370.00%
139Verisk Analytics Inc ClaVRSK25$5,9060.00%
140Sales Force.com INCCRM29$5,8810.00%
141Broadcom IncAVGO7$5,8140.00%
142Illinois Tool Works Inc45230810925$5,7580.00%
143Travelers CompaniesTRV35$5,7160.00%
144Fiserv IncFISV50$5,6480.00%
145Psychemedics CorpPMDI1,400$5,5580.00%
146Stryker CorpSYK20$5,4650.00%
147U S Bancorp Del NewUSB-PS165$5,4550.00%
148Cognex CorpCGNX121$5,1350.00%
149Thermo Fisher ScientificTMO10$5,0620.00%
150iShares Russell Mid Cap46428748154$4,9330.00%
151Amgen IncorporatedAMGN18$4,8380.00%
152Accenture Ltd Cl AACN15$4,6070.00%
153Morgan StanleyMS-PQ56$4,5740.00%
154Xylem IncXYL50$4,5520.00%
155Spdr S&P Oil & Gas Equip78464A74847$4,5020.00%
156Pinterest IncPINS160$4,3250.00%
157Schwab International Equity ETF808524805124$4,2050.00%
158Honeywell International43851610623$4,2020.00%
159Boston Scientific CoBSX79$4,1710.00%
160SCHWAB STRATEGIC TR SCHWB FDT INT SC ETFBM8Q5M903129$4,1460.00%
161Dexcom IncDXCM44$4,1050.00%
162Warner Brothers DiscoverWBD370$4,0180.00%
163Chipotle Mexican GrlCMG2$3,6640.00%
164Procter & Gamble74271810925$3,6470.00%
165Tuttle Capital Short Innovation ETF19423L56590$3,5700.00%
166Baker Hughes Company Com CL ABKR100$3,5320.00%
167Indie Semiconductor IncINDI540$3,4020.00%
168Rocket Laboratory Usa InRKLB770$3,3730.00%
169Ishares Esg Aware Msci46434G863111$3,3610.00%
170Canadian Pac Railway13645T10045$3,3480.00%
171Centene CorpCNC47$3,2370.00%
172Ishares Tr Barclays Bond46428743236$3,1930.00%
173NIO INC ADRNIOIF340$3,0740.00%
174iShares MSCI USA ESG Select ETF46428880234$3,0590.00%
175iShares Russell 1000 ETF46428762213$3,0540.00%
176Wells Fargo & Co New94974610173$2,9900.00%
177Pool CorpPOOL8$2,8490.00%
178Schwab Internatnal Small80852488887$2,8060.00%
179Ford Motor Company New345370860225$2,7950.00%
180Service Now IncNOW5$2,7950.00%
181American Beacon AHL Trend ETF02368W309105$2,7920.00%
182GE HealthCare Technologies Inc Common StockGEHC41$2,7900.00%
183Lululemon AthleticaLULU7$2,6990.00%
184Linde PlcLIN7$2,6060.00%
185Vanguard Long Term Bond92193779338$2,5480.00%
186Constellation Brand Cl ASTZ10$2,5130.00%
187Vanguard Information92204A7026$2,4890.00%
188Chargepoint Hldgs IncCHPT500$2,4850.00%
189Retail Opportunity Investment Corp76131N101200$2,4760.00%
190United States Oil Fund,UNTCW30$2,4260.00%
191Southwestern Energy Co845467109369$2,3800.00%
192Vanguard Small Cap Etf92290875112$2,2690.00%
193Netflix IncNFLX6$2,2660.00%
194Duke Energy Corp NewDUKB24$2,1180.00%
195Denali Therapeutics I NDNLI100$2,0630.00%
196Defiance Next Gen26922A28966$2,0510.00%
197Albemarle CorpALB-PA12$2,0400.00%
198Vanguard Energy Etf92204A30616$2,0280.00%
199Sculptor Cap Mgmt811246107170$1,9760.00%
200Vanguard Industrials92204A60310$1,9500.00%
201Ishares National Muni46428841418$1,8460.00%
202Trimble Navigation LtdTRMB34$1,8310.00%
203Vanguard Consumer Staples92204A20710$1,8270.00%
204Fortune Brands InnovatioFBIN29$1,8030.00%
205SCHWAB STRATEGIC TR US REIT ET F808524847100$1,7750.00%
206Estee Lauder Co Inc51843910412$1,7350.00%
207Xpo Logistics IncXPO23$1,7170.00%
208Take Two InteractvTTWO12$1,6850.00%
209Spirit Airlines Inc COM848577102100$1,6810.00%
210Snowflake IncSNOW11$1,6800.00%
211Infineon Tech AgIFNNF50$1,6590.00%
212VANGUARD UTILITIES ETF92204A87613$1,6580.00%
213WisdomTree Bloomberg US Dllr Bullish ETFWT60$1,6570.00%
214Norwegian Cruise LinNCLH100$1,6480.00%
215Kb Finl Group Inc48241A10540$1,6440.00%
216VANGUARD TAX EXEMPT BD ETF92290774634$1,6350.00%
217Aurinia PharmaceuticAUPH200$1,5540.00%
218Weatherford IntlG4883311817$1,5360.00%
219Ast Spacemobile IncASTS400$1,5200.00%
220A G C O CorpAGCO11$1,4070.00%
221Blackline IncBL25$1,3870.00%
222GLOBAL X FDS GLOBAL X URANIUM ETF37954Y87150$1,3520.00%
223Gxo Logistics IncGXO23$1,3490.00%
224Emagin Corp29076N206650$1,2940.00%
225Ishares Core Msci46434G10325$1,1900.00%
226DBX ETF TRUST XTRACK INTL REAL ETF23305184650$9750.00%
227Verizon CommunicationsVZ26$8430.00%
228Relay Therapeutics IncRLAY100$8410.00%
229Vanguard Small Cap Value9229086115$7970.00%
230Spdr S&P Biotech ETF78464A87010$7300.00%
231Bloom Energy CorpBE55$7290.00%
232Zk Intl Group Co LtdG9892K1001,000$7100.00%
233Intel CorpINTC19$6750.00%
234Westlake Chemical CorpWLK5$6230.00%
235Electronic Arts IncEA5$6020.00%
236Ishares S&P Mid Cap4642876068$5780.00%
237Nextera Energy IncNEE-PW10$5730.00%
238Annaly Capital MgmtNLY-PJ30$5640.00%
239Village Farms Intl92707Y108700$5600.00%
240Medifast IncMED7$5240.00%
241Ishares Core Msci Eafe46432F8428$5150.00%
242Shopify IncSHOP9$4910.00%
243Bakkt Hldgs IncBKKT-WT410$4800.00%
244Nautilus BiotechnologyNAUT150$4740.00%
245Cytosorbents CorporaCTSO250$4700.00%
246Zions Bancorp98970110713$4660.00%
247Weatherford Intl 23 WtG48833126192$4610.00%
248Rxo IncRXO23$4540.00%
249Midcap Financiall Investment C03761U50233$4540.00%
250Intuitive Machs IncLUNR120$4380.00%
251Atrion Corp0499041051$4130.00%
252Rivian Automotive IncRIVN17$4130.00%
253Spdr Nuveen Bloomberg78468R7219$3930.00%
254Axos Finl IncAX10$3790.00%
255Airgain IncorporaratedAIRG100$3670.00%
256Roku Inc Com CL AROKU5$3530.00%
257Masterbrand IncMBC29$3520.00%
258Virgin Galactic Hldgs InSPCE180$3240.00%
259Etsy IncETSY5$3230.00%
260Twilio IncTWLO5$2930.00%
261Ark Genomic Revolution00214Q30210$2790.00%
262Vanguard Intl Eqty Etf9220426767$2730.00%
263Plug Power Inc NewPLUG35$2660.00%
264Sonos IncSONO20$2580.00%
265Shapeways Holdings Inc81947T10275$2410.00%
266Draganfly IncDPRO300$2310.00%
267Appian Corp 00500APPN5$2280.00%
268Docusign IncDOCU5$2100.00%
269Camping World Holdings ICWH10$2040.00%
270Staar Surgical CoSTAA5$2010.00%
271Vanguard Emerging Mkt9219468853$1770.00%
272Orchid Island Cap68571X30120$1700.00%
273ProShares Ultra VIX Short-Term FuturesZSL10$1620.00%
274Ready Cap CorpRC-PE16$1620.00%
275Atif Holdings LtdZBAI130$1600.00%
276Upstart Hldgs IncUPST5$1430.00%
277Upwork IncUPWK10$1140.00%
278Fastly IncFSLY5$960.00%
279Teladoc IncTDOC5$930.00%
280iShares JPM USD Emerging Market Bond ETF4642882811$830.00%
281Azure Pwr Global LtdV0393H103100$670.00%
282Acres Coml Rlty CorpACR-PD8$660.00%
283Viatris IncVTRS6$590.00%
284Lemonade IncLMND5$580.00%
285Invesco S&P 500 QualityIVZ1$500.00%
286Vanguard Shrt Inf Prot9220208051$470.00%
287Kyndryl Hldgs IncKD3$450.00%
288Aeva Technologies IncAEVA50$380.00%
289SPDR Series Trust Portfolio Small Cap ETF78468R8531$370.00%
290Redfin Corp75737F1085$350.00%
291Yunji IncYJ50$350.00%
292Nuvve Hldg CorpNVVE100$340.00%
293SPDR Portfolio Developed World ex-US ETF78463X8891$310.00%
294iShares ESG U.S. Aggregate Bond ETF46435U5491$260.00%
295Peloton Interactive IncPTON5$250.00%
296iShares ESG 1-5 Year USD Corporate Bond ETF46435G2431$120.00%
297Fsd Pharma Inc Fsd Pha35954B20610$120.00%
298Calamp Corp12812610928$110.00%
299Oncorus Inc68236R103100$30.00%
300Lowes Companies Inc5486611070$10.00%