The Analysis of Walker Financial Services, Inc.'s Holdings
Currently, Walker Financial Services, Inc. holds 42 types of securities in its portfolio with a total value $257.1M. In the most recent quarter, they have increased their positions in TFLO (+464.8K shares, valued at $23.5M), FLOT (+439.4K shares, valued at $22.4M), SCHB (+427.5K shares, valued at $11.0M); decreased their positions in AGG (-300.4K shares, valued at $30.1M), SPSB (-356.8K shares, valued at $10.8M), FBND (-219.1K shares, valued at $10.1M); initiated new positions in FLOT (+439.4K shares, valued at $22.4M), SCHB (+427.5K shares, valued at $11.0M), SCHR (+353.9K shares, valued at $8.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR1.2M shares-22.22%2025-09-302025-10-07
SPSB SPDR SERIES TRUST971.8K shares-26.86%2025-09-302025-10-07 TFLO ISHARES TR546.3K shares569.99%2025-09-302025-10-07 FLOT ISHARES TR439.4K sharesnew addition2025-09-302025-10-07 STIP ISHARES TR158.6K shares-5.66%2025-09-302025-10-07 AGG ISHARES TR157.4K shares-65.63%2025-09-302025-10-07 SPIB SPDR SERIES TRUST411.8K shares156.36%2025-09-302025-10-07 SCHB SCHWAB STRATEGIC TR427.5K sharesnew addition2025-09-302025-10-07 FBND FIDELITY MERRIMACK STR TR212.9K shares-50.72%2025-09-302025-10-07 SCHR SCHWAB STRATEGIC TR353.9K sharesnew addition2025-09-302025-10-07 QQQM INVESCO EXCH TRADED FD TR II32.3K sharesnew addition2025-09-302025-10-07 RSP INVESCO EXCHANGE TRADED FD T41.4K sharesnew addition2025-09-302025-10-07 VXUS VANGUARD STAR FDS95.2K shares-11.97%2025-09-302025-10-07 TBUX T ROWE PRICE ETF INC105.3K shares26.52%2025-09-302025-10-07 VGIT VANGUARD SCOTTSDALE FDS83.3K shares-10.11%2025-09-302025-10-07 MSFT MICROSOFT CORP7.0K shares-9.90%2025-09-302025-10-07 SHV ISHARES TR31.9K shares26.54%2025-09-302025-10-07 VUSB VANGUARD BD INDEX FDS69.8K shares26.40%2025-09-302025-10-07 BRK.B BERKSHIRE HATHAWAY INC DEL6.5K shares-11.34%2025-09-302025-10-07 SPTS SPDR SERIES TRUST97.2K shares26.03%2025-09-302025-10-07 IEMG ISHARES INC38.9K sharesnew addition2025-09-302025-10-07 VEA VANGUARD TAX-MANAGED FDS42.6K sharesnew addition2025-09-302025-10-07 QQQ INVESCO QQQ TR4.0K shares-12.29%2025-09-302025-10-07 KO COCA COLA CO29.4K shares-11.53%2025-09-302025-10-07 FSTA FIDELITY COVINGTON TRUST36.5K shares-10.43%2025-09-302025-10-07 AAPL APPLE INC6.7K shares-0.09%2025-09-302025-10-07 SCHX SCHWAB STRATEGIC TR36.0K shares-5.75%2025-09-302025-10-07 WMT WALMART INC8.0K shares0.01%2025-09-302025-10-07 JPM JPMORGAN CHASE & CO.1.8K shares0.06%2025-09-302025-10-07 SYY SYSCO CORP6.3K shares0.53%2025-09-302025-10-07 VRSK VERISK ANALYTICS INC2.0K shares0.20%2025-09-302025-10-07 SPY SPDR S&P 500 ETF TR593 shares-2.63%2025-09-302025-10-07 SCHZ SCHWAB STRATEGIC TR15.5K shares-9.57%2025-09-302025-10-07 VTI VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-07 VOO VANGUARD INDEX FDS565 shares3.86%2025-09-302025-10-07 IVV ISHARES TR509 shares4.09%2025-09-302025-10-07 NVDA NVIDIA CORPORATION1.4K shares-14.26%2025-09-302025-10-07 VB VANGUARD INDEX FDS998 shares-5.13%2025-09-302025-10-07 HD HOME DEPOT INC574 shares0.53%2025-09-302025-10-07 CVX CHEVRON CORP NEW1.5K shares-13.17%2025-09-302025-10-07 XOM EXXON MOBIL CORP1.9K shares-2.46%2025-09-302025-10-07 KR KROGER CO3.1K shares0.32%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available