Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Phil A. Younker & Associates, Ltd. > 13F Holdings

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

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,205,971 $28,304,139 21.68%
2.
Schwab Strategic Trust
 FNDF 1,070,724 $27,528,314 21.09%
3.
Ishares Tr
 119,044 $11,987,731 9.18%
4.
Schwab Strategic Trust
 FNDF 382,781 $9,339,856 7.15%
5.
Ssga Active Etf Tr - GLOBL ALLO ETF
 190,117 $9,338,210 7.15%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.