Phil A. Younker & Associates, Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PA Phil A. Younker & Associates, Ltd. | Institutional Filer | ▲ 4.57% | $150.0M | 36 |
Current Portfolio Holdings
Showing all 36 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | — | 1.6M | $36.5M | 24.31% |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 1.1M | $26.6M | 17.76% |
| 3 | MINT | PIMCO ETF TR | — | 196K | $19.7M | 13.14% |
| 4 | AOR | ISHARES TR | — | 176K | $11.4M | 7.57% |
| 5 | SCHD | SCHWAB STRATEGIC TR | — | 274K | $8.4M | 5.62% |
| 6 | GAL | SSGA ACTIVE ETF TR | — | 165K | $8.2M | 5.44% |
| 7 | SCHF | SCHWAB STRATEGIC TR | — | 291K | $7.2M | 4.81% |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 137K | $3.5M | 2.34% |
| 9 | LQD | ISHARES TR | — | 30K | $3.3M | 2.18% |
| 10 | SCHA | SCHWAB STRATEGIC TR | — | 104K | $3.0M | 2.01% |
| 11 | SGOV | ISHARES TR | — | 29K | $3.0M | 1.97% |
| 12 | BTI | British American Tobacco p.l.c. | Consumer Defensive | 48K | $2.8M | 1.87% |
| 13 | SCHR | SCHWAB STRATEGIC TR | — | 80K | $2.0M | 1.34% |
| 14 | BA | The Boeing Company | Industrials | 8K | $1.6M | 1.06% |
| 15 | FNDF | SCHWAB STRATEGIC TR | — | 32K | $1.5M | 1.03% |
Showing 1 to 15 of 36 holdings