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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 1,570,095 $36,457,606 24.31%
2.
Schwab Strategic Trust
 FNDF 1,060,992 $26,630,890 17.76%
3.
Pimco Etf Trust
 196,010 $19,712,710 13.14%
4.
Ishares Tr
 176,474 $11,356,102 7.57%
5.
Schwab Strategic Trust
 FNDF 274,492 $8,421,410 5.62%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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