Walker Financial Services, Inc. at 2023-06-30

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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