Walker Financial Services, Inc.
Q4 2024 13F Holdings
- Locationbowling green, KY
- Num holdings
33
- Value ($000)
$172,052
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001965479
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $37.33M | 22 % | 385,225 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $35.73M | 21 % | 1,307,997 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $33.43M | 19 % | 1,119,711 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.22M | 9 % | 361,548 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $14.14M | 8 % | 140,533 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $5.79M | 3 % | 98,260 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $4.72M | 3 % | 81,308 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $4.42M | 3 % | 135,012 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.48M | 2 % | 8,256 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.36M | 2 % | 7,418 |
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