account_balance

Investment manager · 13F filer · SEC CIK 2063635

Phil A. Younker & Associates, Ltd.

Reported value$157Mas of Sep 30, 2026
Positions27 2 new, 4 sold out
Top 10 weight92.1%SCHZ alone is 21%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHZ Schwab Strategic Tr 20.5% Added +2%
MINT Pimco ETF Tr 20.5% Added +44%
SCHB Schwab Strategic Tr 17.2% Held
SCHD Schwab Strategic Tr 7.9% Added +10%
AOR iShares Tr 6.8% Held
SCHF Schwab Strategic Tr 5.9% Added +10%
GAL Ssga Active ETF Tr 5.4% Held
SCHX Schwab Strategic Tr 3.2% Held
SCHA Schwab Strategic Tr 2.6% Added +21%
LQD iShares Tr 2.0% Held
FNDF Schwab Strategic Tr 1.6% Added +51%
SCHE Schwab Strategic Tr 1.1% Added +71%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • ALK $911K
  • ICSH $217K
arrow_upwardAdded
  • SCHE +71%
  • FNDF +51%
  • MINT +44%
  • SCHA +21%
arrow_downwardTrimmed
  • BTI −51%
  • BILS −36%
  • SCHR −4%
remove_circleSold out
  • SGOV $2.88M
  • BIL $703K
  • MSFT $429K
  • AOK $203K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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