Walker Financial Services, Inc.
Q1 2025 13F Holdings
- Locationbowling green, KY
- Num holdings
31
- Value ($000)
$190,806
- Date Filed05/01/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $42.79M | 22 % | 432,524 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $39.38M | 21 % | 1,408,378 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $37.34M | 20 % | 1,240,617 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $18.37M | 10 % | 402,333 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $16.21M | 9 % | 156,640 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $6.60M | 4 % | 106,301 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.30M | 3 % | 89,287 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $4.97M | 3 % | 149,613 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.78M | 2 % | 7,102 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.88M | 2 % | 7,670 |
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