WC Walker & Associates, Inc.
Q4 2022 13F Holdings
- Locationfullerton, CA
- Num holdings
70
- Value ($000)
$188,775
- Date Filed02/23/2023
- Form type13F-HR
- CIK0001847258
- 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 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $22.11M | 12 % | 100,376 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.18M | 7 % | 44,807 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.41M | 7 % | 122,191 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $11.70M | 6 % | 114,335 | ||
AAPL APPLE INC | COM | 037833100 | $9.51M | 5 % | 63,847 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.82M | 5 % | 134,879 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $8.33M | 4 % | 77,911 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.39M | 4 % | 147,214 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.09M | 3 % | 20,235 | ||
MSI MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | $4.12M | 2 % | 15,596 |
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