The Analysis of Phil A. Younker & Associates, Ltd.'s Holdings


Currently, Phil A. Younker & Associates, Ltd. holds 33 types of securities in its portfolio with a total value $130.6M. In the most recent quarter, they have increased their positions in SCHZ (+355.7K shares, valued at $8.3M), SGOV (+55.5K shares, valued at $5.6M), SCHB (+146.6K shares, valued at $3.8M); decreased their positions in PM (-2.2K shares, valued at $364.3K), BTI (-6.2K shares, valued at $328.7K), BIL (-2.6K shares, valued at $238.8K); initiated new positions in LQD (+9.0K shares, valued at $1.0M), MINT (+8.9K shares, valued at $900.5K), SCHE (+25.2K shares, valued at $840.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHZ SCHWAB STRATEGIC TR1.2M shares41.84%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR1.1M shares15.87%2025-09-302025-10-24history
SGOV ISHARES TR119.0K shares87.35%2025-09-302025-10-24history
SCHO SCHWAB STRATEGIC TR382.8K shares20.92%2025-09-302025-10-24history
GAL SSGA ACTIVE ETF TR190.1K shares-1.67%2025-09-302025-10-24history
AOR ISHARES TR132.4K shares12.52%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR262.7K shares45.92%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR221.6K shares3.87%2025-09-302025-10-24history
Sponsored
SCHX SCHWAB STRATEGIC TR136.8K shares0.22%2025-09-302025-10-24history
SCHA SCHWAB STRATEGIC TR87.2K shares108.17%2025-09-302025-10-24history
BTI BRITISH AMERN TOB PLC44.9K shares-12.12%2025-09-302025-10-24history
BIL SPDR SERIES TRUST21.5K shares-10.81%2025-09-302025-10-24history
FNDF SCHWAB STRATEGIC TR29.2K shares16.78%2025-09-302025-10-24history
LQD ISHARES TR9.0K sharesnew addition2025-09-302025-10-24history
IEF ISHARES TR9.7K shares0.00%2025-09-302025-10-24history
BILS SPDR SERIES TRUST9.3K shares-1.37%2025-09-302025-10-24history
Sponsored
MINT PIMCO ETF TR8.9K sharesnew addition2025-09-302025-10-24history
IEI ISHARES TR7.5K shares0.00%2025-09-302025-10-24history
EEM ISHARES TR16.7K shares0.00%2025-09-302025-10-24history
SCHE SCHWAB STRATEGIC TR25.2K sharesnew addition2025-09-302025-10-24history
SCHR SCHWAB STRATEGIC TR27.8K shares-21.06%2025-09-302025-10-24history
BA BOEING CO3.2K shares19.66%2025-09-302025-10-24history
FNDX SCHWAB STRATEGIC TR25.3K shares9.28%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR17.0K shares0.00%2025-09-302025-10-24history
Sponsored
PM PHILIP MORRIS INTL INC3.2K shares-40.88%2025-09-302025-10-24history
XOM EXXON MOBIL CORP4.5K shares-7.86%2025-09-302025-10-24history
SCHV SCHWAB STRATEGIC TR12.7K shares0.00%2025-09-302025-10-24history
BNDX VANGUARD CHARLOTTE FDS6.3K shares0.00%2025-09-302025-10-24history
GLD SPDR GOLD TR781 shares3.99%2025-09-302025-10-24history
V VISA INC675 shares0.00%2025-09-302025-10-24history
COP CONOCOPHILLIPS2.3K sharesnew addition2025-09-302025-10-24history
JELD JELD-WEN HLDG INC22.0K sharesnew addition2025-09-302025-10-24history
Sponsored
THM INTERNATIONAL TOWER HILL MIN10.0K shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available