Walker Financial Services, Inc.
Q2 2025 13F Holdings
- Locationbowling green, KY
- Num holdings
37
- Value ($000)
$220,002
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $45.41M | 21 % | 457,781 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $40.36M | 18 % | 1,522,859 | ||
SPSB SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $40.11M | 18 % | 1,328,635 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $19.76M | 9 % | 431,992 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $17.30M | 8 % | 168,147 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $7.47M | 3 % | 108,182 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.54M | 3 % | 92,641 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $5.39M | 3 % | 160,620 | ||
TBUX T ROWE PRICE ETF INC | ULTRA SHRT TRM | 87283Q701 | $4.14M | 2 % | 83,258 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $4.13M | 2 % | 81,545 |
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