Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Phil A. Younker & Associates, Ltd. (CIK 2063635) reported $150.0M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHZ ($36.5M, 24.31%), SCHB ($26.6M, 17.76%), MINT ($19.7M, 13.14%), AOR ($11.4M, 7.57%), SCHD ($8.4M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $36.5M | 24.31% | 1.6M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $26.6M | 17.76% | 1.1M | Trimmed |
| 3 | MINT | PIMCO ETF TR | $19.7M | 13.14% | 196,010 | Added |
| 4 | AOR | ISHARES TR | $11.4M | 7.57% | 176,474 | Trimmed |
| 5 | SCHD | SCHWAB STRATEGIC TR | $8.4M | 5.62% | 274,492 | Added |
| 6 | GAL | SSGA ACTIVE ETF TR | $8.2M | 5.44% | 164,695 | Trimmed |
| 7 | SCHF | SCHWAB STRATEGIC TR | $7.2M | 4.81% | 291,215 | Added |
| 8 | SCHX | SCHWAB STRATEGIC TR | $3.5M | 2.34% | 136,750 | Hold |
| 9 | LQD | ISHARES TR | $3.3M | 2.18% | 30,015 | Added |
| 10 | SCHA | SCHWAB STRATEGIC TR | $3.0M | 2.01% | 103,747 | Added |
| 11 | SGOV | ISHARES TR | $3.0M | 1.97% | 29,394 | Trimmed |
| 12 | BTI | BRITISH AMERN TOB PLC | $2.8M | 1.87% | 47,871 | Added |
| 13 | SCHR | SCHWAB STRATEGIC TR | $2.0M | 1.34% | 80,465 | Added |
| 14 | BA | BOEING CO | $1.6M | 1.06% | 7,986 | Added |
| 15 | FNDF | SCHWAB STRATEGIC TR | $1.5M | 1.03% | 31,530 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $995,023 | 0.66% | 12,690 | Hold |
| 17 | SCHE | SCHWAB STRATEGIC TR | $944,644 | 0.63% | 28,669 | Added |
| 18 | IEF | ISHARES TR | $926,245 | 0.62% | 9,705 | Hold |
| 19 | AOK | ISHARES TR | $934,862 | 0.62% | 23,436 | Hold |
| 20 | XOM | EXXON MOBIL CORP | $878,480 | 0.59% | 5,178 | Added |
| 21 | IEI | ISHARES TR | $889,500 | 0.59% | 7,500 | Hold |
| 22 | BILS | SPDR SERIES TRUST | $780,107 | 0.52% | 7,845 | Trimmed |
| 23 | ALK | ALASKA AIR GROUP INC | $698,820 | 0.47% | 19,000 | Added |
| 24 | BIL | SPDR SERIES TRUST | $703,024 | 0.47% | 7,672 | Trimmed |
| 25 | FNDX | SCHWAB STRATEGIC TR | $704,772 | 0.47% | 25,306 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31