Phil A. Younker & Associates, Ltd. Top Holdings and 13F Report (2025) About Phil A. Younker & Associates, Ltd.Investment ActivityPhil A. Younker & Associates, Ltd. has $101.44 million in total holdings as of June 30, 2025.Phil A. Younker & Associates, Ltd. owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 6.69% of the portfolio was sold this quarter.This quarter, Phil A. Younker & Associates, Ltd. has purchased 30 new stocks and bought additional shares in 8 stocks.Phil A. Younker & Associates, Ltd. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Broad Market ETF $22,020,946Schwab U.S. Aggregate Bond ETF $19,759,903SPDR SSgA Global Allocation ETF $9,087,029Schwab Short-Term U.S. Treasury ETF $7,717,513iShares Core 60/40 Balanced Allocation ETF $7,243,526 Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 14,239 shares (about $1.43M)Boeing 1,010 shares (about $211.63K)British American Tobacco 4,426 shares (about $209.48K)Schwab US Large-Cap ETF 1,000 shares (about $24.44K)Schwab U.S. Large-Cap Value ETF 660 shares (about $18.26K) Largest Sales this Quarter Schwab U.S. Aggregate Bond ETF 108,306 shares (about $2.52M)Schwab US Broad Market ETF 80,051 shares (about $1.91M)Schwab Short-Term U.S. Treasury ETF 44,942 shares (about $1.10M)SPDR Bloomberg 1-3 Month T-Bill ETF 6,056 shares (about $555.51K)Philip Morris International 2,995 shares (about $545.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhil A. Younker & Associates, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$22,020,946$1,907,615 ▼-8.0%924,08521.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$19,759,903$2,517,031 ▼-11.3%850,25419.5%ETFGALSPDR SSgA Global Allocation ETF$9,087,029$59,594 ▼-0.7%193,3489.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$7,717,513$1,095,686 ▼-12.4%316,5517.6%ETFAORiShares Core 60/40 Balanced Allocation ETF$7,243,526$87,491 ▼-1.2%117,6477.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$6,397,943$1,433,725 ▲28.9%63,5416.3%ETFSCHDSchwab US Dividend Equity ETF$4,770,216$1,617 ▲0.0%180,0084.7%ETFSCHFSchwab International Equity ETF$4,713,731$44 ▼0.0%213,2914.6%ETFSCHXSchwab US Large-Cap ETF$3,334,838$24,440 ▲0.7%136,4503.3%ETFBTIBritish American Tobacco$2,418,548$209,481 ▲9.5%51,1002.4%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,208,749$555,512 ▼-20.1%24,0792.2%ETFSCHASchwab US Small-Cap ETF$1,060,1210.0%41,9021.0%ETFFNDFSchwab Fundamental International Equity ETF$1,001,7010.0%25,0301.0%ETFPMPhilip Morris International$1,000,619$545,478 ▼-35.3%5,4941.0%Consumer StaplesMOAltria Group$963,401$14,951 ▲1.6%16,4320.9%Consumer StaplesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$942,0990.0%9,4750.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$929,4480.0%9,7050.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$893,1750.0%7,5000.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$881,1060.0%35,2020.9%ETFEEMiShares MSCI Emerging Markets ETF$805,4150.0%16,6960.8%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$568,2480.0%23,1560.6%ETFBABoeing$559,678$211,634 ▲60.8%2,6710.6%AerospaceXOMExxon Mobil$529,633$1,509 ▲0.3%4,9130.5%EnergySCHGSchwab U.S. Large-Cap Growth ETF$496,1030.0%16,9840.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$350,302$18,262 ▲5.5%12,6600.3%ETFBNDXVanguard Total International Bond ETF$309,4380.0%6,2500.3%ETFVVisa$239,6590.0%6750.2%Business ServicesGLDSPDR Gold Shares$228,927$4,572 ▼-2.0%7510.2%FinanceINTERNATIONAL TOWER HILL MIN$8,5550.0%10,0000.0%COMREKRRekor Systems$0$8,867 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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