Phil A. Younker & Associates, Ltd. - Portfolio overview

Phil A. Younker & Associates, Ltd. has 40 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Industrials.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB STRATEGIC TR, 22.65%
2. SCHB - SCHWAB STRATEGIC TR, 16.55%
3. MINT - PIMCO ETF TR, 12.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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