Walker Financial Services

Walker Financial Services as of March 31, 2025

Portfolio Holdings for Walker Financial Services

Walker Financial Services holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 22.4 $43M 433k 98.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 20.6 $39M 1.4M 27.96
Spdr Ser Tr Portfolio Short (SPSB) 19.6 $37M 1.2M 30.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.6 $18M 402k 45.65
Ishares Tr 0-5 Yr Tips Etf (STIP) 8.5 $16M 157k 103.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $6.6M 106k 62.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.8 $5.3M 89k 59.40
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.6 $5.0M 150k 33.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.8M 7.1k 532.58
Microsoft Corporation (MSFT) 1.5 $2.9M 7.7k 375.37
Coca-Cola Company (KO) 1.2 $2.2M 31k 71.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.0M 4.3k 468.96
Fidelity Covington Trust Consmr Staples (FSTA) 1.0 $2.0M 39k 51.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $901k 41k 22.08
Apple (AAPL) 0.4 $736k 3.3k 222.16
Wal-Mart Stores (WMT) 0.4 $700k 8.0k 87.79
Verisk Analytics (VRSK) 0.3 $600k 2.0k 297.63
JPMorgan Chase & Co. (JPM) 0.2 $435k 1.8k 245.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $396k 17k 23.16
SYSCO Corporation (SYY) 0.2 $335k 4.5k 75.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $330k 590.00 559.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $293k 1.1k 274.75
Chevron Corporation (CVX) 0.2 $291k 1.7k 167.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $280k 544.00 514.19
Ishares Tr Core S&p500 Etf (IVV) 0.1 $275k 489.00 561.53
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $241k 4.9k 49.64
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $241k 4.7k 50.66
Vanguard Index Fds Small Cp Etf (VB) 0.1 $233k 1.1k 221.75
Kroger (KR) 0.1 $230k 3.4k 67.68
Amazon (AMZN) 0.1 $211k 1.1k 190.26
Home Depot (HD) 0.1 $208k 568.00 366.41