Walker Financial Services, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    bowling green, KY
  • CIK
    0001965479
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

33

$172.05M
AGG, SCHD, SPSB, FBND
13F-HR
Jan 15, 2025
000117266125000202

29

$147.89M
SCHD, AGG, SPSB, FBND
13F-HR
Oct 9, 2024
000117266124004189

26

$127.91M
SCHD, AGG, SPSB, SCHP
13F-HR
Jul 15, 2024
000117266124002762

27

$121.72M
SCHD, SPSB, AGG, SCHP
13F-HR
Apr 11, 2024
000117266124001825

24

$96.71M
SCHD, SPSB, STIP, SCHP
13F-HR
Jan 9, 2024
000117266124000109

22

$102.91M
SPSB, SCHD, STIP, SCHP
13F-HR
Oct 11, 2023
000117266123003380

24

$101.22M
SPSB, SCHD, STIP, SCHP
13F-HR
Jul 11, 2023
000117266123002484

24

$97.03M
SPSB, SCHD, STIP, SCHP
13F-HR
May 10, 2023
000117266123001941

24

$97.03M
SPSB, SCHD, STIP, SCHP
13F-HR
Jun 14, 2023
000117266123002374

20

$107.03M
SCHP, SPSB, SCHD, STIP
13F-HR
Jun 6, 2023
000117266123002364

25

$102.72M
SCHP, SCHD, GNMA, VANGUARD STAR FDS
13F-HR
Jun 6, 2023
000117266123002363

26

$108.92M
SCHP, SCHD, GNMA, VANGUARD STAR FDS
13F-HR
Jun 6, 2023
000117266123002362
Walker Financial Services, Inc. 13F Filings