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Harris Oakmark Etf Trust shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Phil A. Younker & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 8.5k 28.36

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr State Street Glo (GAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Boeing Company (BA)

View all positions for Phil A. Younker & Associates

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
Wealth Enhancement Advisory Services
LPL Financial
Abound Financial
Raymond James Financial
Commonwealth Equity Services
AI Financial Services
Greater Midwest Financial Group
Clarkston Capital Partners
KWB Wealth
Steward Partners Investment Advisory
Royal Bank of Canada
U.S. Capital Wealth Advisors
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust