Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 324,280 | +26,806 | $26,147 |
SCHD | 324,280 | +26,806 | $26,147 |
SPDR SER TR (SPSB) | 768,154 | +29,948 | $22,868 |
SPSB | 768,154 | +29,948 | $22,868 |
ISHARES TR (AGG) | 217,685 | +217,685 | $21,320 |
AGG | 217,685 | +217,685 | $21,320 |
SCHWAB STRATEGIC TR | 229,660 | +18,539 | $11,979 |
SCHP | 229,660 | +18,539 | $11,979 |
ISHARES TR (STIP) | 102,783 | -65,723 | $10,220 |
STIP | 102,783 | -65,723 | $10,220 |
VANGUARD STAR FDS (VXUS) | 78,120 | +5,717 | $4,711 |
VXUS | 78,120 | +5,717 | $4,711 |
MICROSOFT CORP | 8,415 | -308 | $3,540 |
MSFT | 8,415 | -308 | $3,540 |
SPDR SER TR (SPIB) | 104,700 | +7,986 | $3,423 |
SPIB | 104,700 | +7,986 | $3,423 |
VANGUARD SCOTTSDALE FDS (VGIT) | 50,850 | +50,850 | $2,977 |
VGIT | 50,850 | +50,850 | $2,977 |
BERKSHIRE HATHAWAY INC DEL | $2,791 | ||
BRK.B | 6,637 | +149 | $2,791 |
INVESCO QQQ TR | 4,625 | +32 | $2,053 |
QQQ | 4,625 | +32 | $2,053 |
FIDELITY COVINGTON TRUST | 36,423 | -12,853 | $1,733 |
FSTA | 36,423 | -12,853 | $1,733 |
COCA COLA CO | 24,645 | +1,468 | $1,508 |
KO | 24,645 | +1,468 | $1,508 |
INTEL CORP | 33,737 | +1,747 | $1,490 |
INTC | 33,737 | +1,747 | $1,490 |
SCHWAB STRATEGIC TR | 14,235 | -186 | $883 |
SCHX | 14,235 | -186 | $883 |
WALMART INC | 8,818 | +5,889 | $531 |
WMT | 8,818 | +5,889 | $531 |
APPLE INC | 2,826 | +78 | $485 |
AAPL | 2,826 | +78 | $485 |
SCHWAB STRATEGIC TR | 10,259 | +422 | $472 |
SCHZ | 10,259 | +422 | $472 |
VERISK ANALYTICS INC | 2,000 | +2,000 | $471 |
VRSK | 2,000 | +2,000 | $471 |
UNITED PARCEL SERVICE INC | 2,216 | +108 | $349 |
UPS | 2,216 | +108 | $349 |
SPDR S&P 500 ETF TR (SPY) | 594 | +19 | $311 |
SPY | 594 | +19 | $311 |
CHEVRON CORP NEW | 1,750 | +9 | $276 |
CVX | 1,750 | +9 | $276 |
VANGUARD INDEX FDS (VOO) | 555 | +555 | $267 |
VOO | 555 | +555 | $267 |
ISHARES TR (IVV) | 505 | +505 | $265 |
IVV | 505 | +505 | $265 |
VANGUARD INDEX FDS (VB) | 1,050 | +1,050 | $240 |
VB | 1,050 | +1,050 | $240 |
COSTCO WHSL CORP NEW | 282 | +282 | $207 |
COST | 282 | +282 | $207 |
See Full List: All Stocks Held By Walker Financial Services Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Walker Financial Services Inc.
Size ($ in 1000's)
At 03/31/2024: $121,720 At 12/31/2023: $96,710 Walker Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walker Financial Services Inc. 13F filings. Link to 13F filings: SEC filings |