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Home > Institutional Investor > Phil A. Younker & Associates, Ltd. > Profile

Instuitional Investor - Phil A. Younker & Associates, Ltd.

Fund Profile
Filing Period:
Fund Name: Phil A. Younker & Associates, Ltd.
Portfolio Value $100,051,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,082,816 $24,579,923 24.57%
2.
Schwab Strategic Trust
 FNDF 983,037 $22,314,940 22.3%
3.
Schwab Strategic Trust
 FNDF 391,599 $9,421,872 9.42%
4.
Ssga Active Etf Tr - GLOBL ALLO ETF
 198,620 $8,775,045 8.77%
5.
Ishares Tr - GRWT ALLOCAT ETF
 121,111 $6,942,083 6.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)