Phil A. Younker & Associates, Ltd.: 13F holdings
CIK 20636352026Q2
| Positions | 29 |
|---|---|
| Reported value | $148.4m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHZ SCHWAB STRATEGIC TR | 1,419,857 | $32.8m | 22.1% |
| SCHB SCHWAB STRATEGIC TR | 926,210 | $26.8m | 18.1% |
| MINT PIMCO ETF TR | 221,702 | $22.3m | 15.1% |
| AOR ISHARES TR | 157,991 | $11.0m | 7.4% |
| SCHD SCHWAB STRATEGIC TR | 342,607 | $10.9m | 7.3% |
| SSGA ACTIVE ETF TR | 163,610 | $8.6m | 5.8% |
| SCHF SCHWAB STRATEGIC TR | 306,501 | $8.5m | 5.7% |
| SCHX SCHWAB STRATEGIC TR | 168,396 | $5.0m | 3.3% |
| SCHA SCHWAB STRATEGIC TR | 103,747 | $3.7m | 2.5% |
| LQD ISHARES TR | 30,015 | $3.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2063635")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.