Filling information for Walker Financial Services, Inc. as Treemap, investor disclosed 24 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
458140100 | 458140100 | INTEL CORP | COM | 1091626 | 32644 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 249294 | 1584 | |
316092303 | 316092303 | FIDELITY COVINGTON TRUST | CONSMR STAPLES | 5892894 | 129742 | |
808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 455449 | 9867 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 4131372 | 73669 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 782987 | 14951 | |
808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 517627 | 10770 | |
171484108 | 171484108 | CHURCHILL DOWNS INC | COM | 224429 | 1613 | |
78464A375 | 78464A375 | SPDR SER TR | PORTFOLIO INTRMD | 2932030 | 91312 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2258784 | 6624 | |
46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 19507589 | 199873 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1816063 | 4916 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 21523498 | 731097 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 256107 | 824 | |
037833100 | 037833100 | APPLE INC | COM | 496559 | 2560 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 3212548 | 9434 | |
464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 442549 | 4007 | |
444859102 | 444859102 | HUMANA INC | COM | 341961 | 765 | |
808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 12017487 | 229210 | |
931142103 | 931142103 | WALMART INC | COM | 497104 | 3163 | |
191216100 | 191216100 | COCA COLA CO | COM | 1307461 | 21711 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 20662113 | 284524 | |
808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 217546 | 4208 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 388798 | 2146 |