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Phil A. Younker & Associates, Ltd.

All holdings · as of Jun 30, 2026

29 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$32.84M1,419,85722.1%
SCHWAB STRATEGIC TR$26.82M926,21018.1%
PIMCO ETF TR$22.35M221,70215.1%
ISHARES TR$10.98M157,9917.4%
SCHWAB STRATEGIC TR$10.86M342,6077.3%
SSGA ACTIVE ETF TR$8.65M163,6105.8%
SCHWAB STRATEGIC TR$8.49M306,5015.7%
SCHWAB STRATEGIC TR$4.96M168,3963.3%
SCHWAB STRATEGIC TR$3.75M103,7472.5%
iShares MSCI UAE ETF$3.27M30,0152.2%
ISHARES TR$2.88M28,5731.9%
BRITISH AMERN TOB PLC$2.39M38,7121.6%
The Boeing Company$1.73M7,9861.2%
SCHWAB STRATEGIC TR$1.66M31,5301.1%
SCHWAB STRATEGIC TR$1.04M28,6690.7%
SCHWAB STRATEGIC TR$787.0K25,3060.5%
SPDR SERIES TRUST$779.6K7,8450.5%
SCHWAB STRATEGIC TR$712.4K28,8880.5%
SPDR SERIES TRUST$703.2K7,6740.5%
EXXON MOBIL CORP$572.7K4,1890.4%
MICROSOFT CORP$429.0K1,1500.3%
ISHARES TR$379.6K7,6090.3%
SPDR GOLD TR$282.2K7660.2%
MPLX LPMPLXMLP$253.5K4,5000.2%
Visa Inc$231.6K6750.2%
ISHARES TR$222.7K2,2820.2%
ISHARES TR$203.0K4,8950.1%
JELD-WEN Holding, Inc.$141.8K94,5000.1%
INTERNATIONAL TOWER HILL MINES LTD$19.9K10,0000.0%
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