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Portfolio (Quarterly) Guide ↗

Phil A. Younker & Associates, Ltd.

· CIK 0002063635
13F Portfolio $148M AUM 29 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 5 Added 9 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHZ SCHWAB STRATEGIC TR 1,419,857.0 $32.8M 22.13% -150K -9.6% $23.13 -1.5%
2 SCHB SCHWAB STRATEGIC TR 926,210.0 $26.8M 18.08% -135K -12.7% $28.96 +2.6%
3 AOR ISHARES TR 157,991.0 $11.0M 7.40% -18K -10.5% $69.50 +0.6%
4 GAL SSGA ACTIVE ETF TR 163,610.0 $8.6M 5.83% -1K -0.7% $52.84 +1.9%
5 SGOV ISHARES TR 28,573.0 $2.9M 1.94% -821.0 -2.8% $100.67 +0.0%
6 BTI BRITISH AMERN TOB PLC Consumer Defensive 38,712.0 $2.4M 1.61% -9K -19.1% $61.76 -9.1%
7 SCHR SCHWAB STRATEGIC TR 28,888.0 $712K 0.48% -52K -64.1% $24.66 -1.3%
8 XOM EXXON MOBIL CORP Energy 4,189.0 $573K 0.39% -989.0 -19.1% $136.72 +14.6%
9 AOK ISHARES TR 4,895.0 $203K 0.14% -19K -79.1% $41.48 -0.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 39.5%
Industrials 30.9%
Energy 13.7%
Financial Services 8.5%
Technology 7.1%
Basic Materials 0.3%