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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 $148,389,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,419,857 $32,841,292 22.13%
2.
Schwab Strategic Trust
 SCHD 926,210 $26,823,033 18.08%
3.
Pimco Etf Trust
 MINT 221,702 $22,349,730 15.06%
4.
Ishares Tr
 157,991 $10,980,374 7.4%
5.
Schwab Strategic Trust
 SCHD 342,607 $10,864,079 7.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.