StockDriftsStockDriftsTop 36 Phil A. Younker & Associates, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 24.31% | 1.57M | $36.5M | +6.95%(+101.96K) | $23.29(-0.88%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 17.76% | 1.06M | $26.6M | -6.80%(-77.40K) | $22.95(+21.76%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 13.14% | 196.0K | $19.7M | +194.36%(+129.42K) | $100.48(-0.03%) | 2026-03-31 | |
| AOR | ISHARES TR | 7.57% | 176.5K | $11.4M | -0.60%(-1.07K) | $60.30(+12.65%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.62% | 274.5K | $8.4M | +4.35%(+11.45K) | $27.55(+15.04%) | 2026-03-31 | |
| GAL | SSGA ACTIVE ETF TR | 5.44% | 164.7K | $8.2M | -2.81%(-4.77K) | $44.85(+17.40%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.81% | 291.2K | $7.2M | +24.11%(+56.58K) | $20.75(+28.43%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.34% | 136.8K | $3.5M | +0.00%(+0) | $22.91(+24.42%) | 2026-03-31 | |
| LQD | ISHARES TR | 2.18% | 30.0K | $3.3M | +234.50%(+21.04K) | $109.87(-1.11%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 2.01% | 103.7K | $3.0M | +2.53%(+2.56K) | $26.55(+24.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.63% | +11.30% |
| Top 20 Holdings Unweighted | +4.22% | +13.21% |
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