The Analysis of Phil A. Younker & Associates, Ltd.'s Holdings
Currently, Phil A. Younker & Associates, Ltd. holds 36 types of securities in its portfolio with a total value $143.4M. In the most recent quarter, they have increased their positions in SCHZ (+262.2K shares, valued at $6.1M), MINT (+57.6K shares, valued at $5.8M), AOR (+45.2K shares, valued at $2.9M); decreased their positions in SGOV (-67.2K shares, valued at $6.7M), GAL (-20.7K shares, valued at $1.0M), BIL (-1.7K shares, valued at $151.0K); initiated new positions in BSV (+12.7K shares, valued at $1.0M), AOK (+23.4K shares, valued at $940.5K), OAKM (+8.5K shares, valued at $241.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHZ SCHWAB STRATEGIC TR1.5M shares21.74%2025-12-312026-01-27
SCHB SCHWAB STRATEGIC TR1.1M shares6.32%2025-12-312026-01-27 AOR ISHARES TR177.5K shares34.13%2025-12-312026-01-27 SCHO SCHWAB STRATEGIC TR402.1K shares5.03%2025-12-312026-01-27 GAL SSGA ACTIVE ETF TR169.5K shares-10.86%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR263.0K shares0.15%2025-12-312026-01-27 MINT PIMCO ETF TR66.6K shares644.59%2025-12-312026-01-27 SCHF SCHWAB STRATEGIC TR234.6K shares5.90%2025-12-312026-01-27 SGOV ISHARES TR51.8K shares-56.45%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR136.8K shares0.00%2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR101.2K shares16.01%2025-12-312026-01-27 BTI BRITISH AMERN TOB PLC45.4K shares1.10%2025-12-312026-01-27 BIL SPDR SERIES TRUST19.8K shares-7.69%2025-12-312026-01-27 FNDF SCHWAB STRATEGIC TR29.2K shares0.00%2025-12-312026-01-27 BA BOEING CO5.7K shares77.91%2025-12-312026-01-27 BSV VANGUARD BD INDEX FDS12.7K sharesnew addition2025-12-312026-01-27 LQD ISHARES TR9.0K shares0.00%2025-12-312026-01-27 AOK ISHARES TR23.4K sharesnew addition2025-12-312026-01-27 IEF ISHARES TR9.7K shares0.00%2025-12-312026-01-27 BILS SPDR SERIES TRUST9.3K shares0.00%2025-12-312026-01-27 IEI ISHARES TR7.5K shares0.00%2025-12-312026-01-27 SCHE SCHWAB STRATEGIC TR25.2K shares0.00%2025-12-312026-01-27 SCHR SCHWAB STRATEGIC TR27.5K shares-0.99%2025-12-312026-01-27 FNDX SCHWAB STRATEGIC TR25.3K shares0.00%2025-12-312026-01-27 XOM EXXON MOBIL CORP5.2K shares14.14%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR17.0K shares0.00%2025-12-312026-01-27 SCHV SCHWAB STRATEGIC TR12.7K shares0.00%2025-12-312026-01-27 GLD SPDR GOLD TR766 shares-1.92%2025-12-312026-01-27 BNDX VANGUARD CHARLOTTE FDS6.3K shares0.00%2025-12-312026-01-27 OAKM HARRIS OAKMARK ETF TRUST8.5K sharesnew addition2025-12-312026-01-27 V VISA INC675 shares0.00%2025-12-312026-01-27 ALK ALASKA AIR GROUP INC4.5K sharesnew addition2025-12-312026-01-27 AMZN AMAZON COM INC945 sharesnew addition2025-12-312026-01-27 COP CONOCOPHILLIPS2.3K shares0.00%2025-12-312026-01-27 JELD JELD-WEN HLDG INC32.0K shares45.45%2025-12-312026-01-27 THM INTERNATIONAL TOWER HILL MIN10.0K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available