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Home > Institutional Investor > Phil A. Younker & Associates, Ltd. > Profile

Instuitional Investor - Phil A. Younker & Associates, Ltd.

Fund Profile
Filing Period:
Fund Name: Phil A. Younker & Associates, Ltd.
Portfolio Value $101,593,490
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 958,560 $22,200,250 21.85%
2.
Schwab Strategic Trust
 FNDF 1,004,136 $21,619,048 21.28%
3.
Schwab Strategic Trust
 FNDF 361,493 $8,798,740 8.66%
4.
Ssga Active Etf Tr - GLOBL ALLO ETF
 194,616 $8,723,098 8.59%
5.
Ishares Tr
 119,068 $6,854,745 6.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)