Phil A. Younker & Associates, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Phil A. Younker & Associates, Ltd. held in its portfolio 35 assets valued at $143,411,472 (i.e. $143.41M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($34.31M), SCHWAB STRATEGIC TR ($29.86M), and ISHARES TR ($11.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Phil A. Younker & Associates, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1468133 | 34310268 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 1138394 | 29860086 | US BRD MKT ETF |
| ISHARES TR | 177547 | 11542330 | CORE 60/40 BALAN |
| SCHWAB STRATEGIC TR | 402053 | 9798032 | SHT TM US TRES |
| SSGA ACTIVE ETF TR | 169463 | 8379931 | STATE STREET GLO |
| SCHWAB STRATEGIC TR | 263047 | 7215389 | US DIVIDEND EQ |
| PIMCO ETF TR | 66589 | 6681540 | ENHAN SHRT MA AC |
| SCHWAB STRATEGIC TR | 234637 | 5640673 | INTL EQTY ETF |
| ISHARES TR | 51842 | 5203888 | 0-3 MNTH TREASRY |
| SCHWAB STRATEGIC TR | 136750 | 3679942 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 101187 | 2881806 | US SML CAP ETF |
| SPDR SERIES TRUST | 29169 | 2738751 | STATE STREET SPD |
| BRITISH AMERN TOB PLC | 45402 | 2570666 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 29230 | 1321488 | FUNDAMENTAL INTL |
| BOEING CO | 5686 | 1234568 | COM |
| VANGUARD BD INDEX FDS | 12690 | 1000099 | SHORT TRM BOND |
| ISHARES TR | 8973 | 988735 | IBOXX INV CP ETF |
| ISHARES TR | 23436 | 940487 | CORE 30/70 CONSE |
| ISHARES TR | 9705 | 933233 | 7-10 YR TRSY BD |
| ISHARES TR | 7500 | 895125 | 3 7 YR TREAS BD |
| SCHWAB STRATEGIC TR | 25180 | 824645 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 27514 | 690051 | INT-TRM U.S TRES |
| SCHWAB STRATEGIC TR | 25306 | 688576 | FUNDAMENTAL US L |
| EXXON MOBIL CORP | 5167 | 621786 | COM |
| SCHWAB STRATEGIC TR | 16984 | 554018 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 12660 | 374863 | US LCAP VA ETF |
| SPDR GOLD TR | 766 | 303573 | GOLD SHS |
| VANGUARD CHARLOTTE FDS | 6250 | 302000 | TOTAL INT BD ETF |
| HARRIS OAKMARK ETF TRUST | 8500 | 241060 | OAKMARK U S LRG |
| VISA INC | 675 | 236729 | COM CL A |
| ALASKA AIR GROUP INC | 4500 | 226350 | COM |
| AMAZON COM INC | 945 | 218125 | COM |
| CONOCOPHILLIPS | 2300 | 215339 | COM |
| JELD-WEN HLDG INC | 32000 | 78720 | COM |
| INTERNATIONAL TOWER HILL MIN | 10000 | 18600 | COM |
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