Phil A. Younker & Associates, Ltd.
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$150M
Holdings
37
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHZ
SCHWAB STRATEGIC TR
Held since at least Q1 2024
24.3%
02
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
17.8%
03
$MINT
PIMCO ETF TR
Held since at least Q1 2024
13.1%
04
$AOR
ISHARES TR
Held since at least Q1 2024
7.6%
05
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.6%
06
$GAL
SSGA ACTIVE ETF TR
Held since at least Q1 2024
5.4%
07
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.8%
08
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.3%
09
$LQD
ISHARES TR
Held since at least Q1 2024
2.2%
10
$SCHA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:37 UTC.