The Analysis of Walker Financial Services, Inc.'s Holdings
Currently, Walker Financial Services, Inc. holds 41 types of securities in its portfolio with a total value $276.0M. In the most recent quarter, they have increased their positions in TFLO (+125.0K shares, valued at $6.3M), FLOT (+108.4K shares, valued at $5.5M), SCHB (+193.7K shares, valued at $5.1M); decreased their positions in SCHD (-146.9K shares, valued at $4.0M), AGG (-32.9K shares, valued at $3.3M), FBND (-56.5K shares, valued at $2.6M); initiated new positions in N/A (+678 shares, valued at $234.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TFLO ISHARES TR671.3K shares22.87%2025-12-312026-01-28
SPSB SPDR SERIES TRUST950.5K shares-2.20%2025-12-312026-01-28 SCHD SCHWAB STRATEGIC TR1.0M shares-12.40%2025-12-312026-01-28 FLOT ISHARES TR547.8K shares24.67%2025-12-312026-01-28 STIP ISHARES TR187.9K shares18.47%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR621.2K shares45.31%2025-12-312026-01-28 SPIB SPDR SERIES TRUST434.4K shares5.48%2025-12-312026-01-28 AGG ISHARES TR124.5K shares-20.91%2025-12-312026-01-28 QQQM INVESCO EXCH TRADED FD TR II47.4K shares46.85%2025-12-312026-01-28 SCHR SCHWAB STRATEGIC TR443.1K shares25.19%2025-12-312026-01-28 FBND FIDELITY MERRIMACK STR TR156.4K shares-26.55%2025-12-312026-01-28 TBUX T ROWE PRICE ETF INC122.4K shares16.21%2025-12-312026-01-28 VXUS VANGUARD STAR FDS69.3K shares-27.20%2025-12-312026-01-28 SHV ISHARES TR37.1K shares16.14%2025-12-312026-01-28 VUSB VANGUARD BD INDEX FDS81.1K shares16.19%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS63.7K shares49.31%2025-12-312026-01-28 VGIT VANGUARD SCOTTSDALE FDS65.3K shares-21.63%2025-12-312026-01-28 IEMG ISHARES INC58.0K shares49.08%2025-12-312026-01-28 SPTS SPDR SERIES TRUST112.4K shares15.54%2025-12-312026-01-28 MSFT MICROSOFT CORP5.6K shares-19.35%2025-12-312026-01-28 AAPL APPLE INC6.7K shares-0.07%2025-12-312026-01-28 KO COCA COLA CO21.1K shares-28.28%2025-12-312026-01-28 FSTA FIDELITY COVINGTON TRUST25.5K shares-30.06%2025-12-312026-01-28 SCHX SCHWAB STRATEGIC TR35.6K shares-1.15%2025-12-312026-01-28 WMT WALMART INC7.8K shares-2.51%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.1.7K shares-5.36%2025-12-312026-01-28 SYY SYSCO CORP6.3K shares0.19%2025-12-312026-01-28 VRSK VERISK ANALYTICS INC2.0K shares0.15%2025-12-312026-01-28 CVX CHEVRON CORP NEW2.8K shares88.81%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR577 shares-2.70%2025-12-312026-01-28 VTI VANGUARD INDEX FDS1.1K shares-0.57%2025-12-312026-01-28 IVV ISHARES TR490 shares-3.73%2025-12-312026-01-28 SCHZ SCHWAB STRATEGIC TR13.2K shares-15.07%2025-12-312026-01-28 NVDA NVIDIA CORPORATION1.4K shares-0.29%2025-12-312026-01-28 VB VANGUARD INDEX FDS983 shares-1.50%2025-12-312026-01-28 BROADCOM INC BROADCOM INC678 sharesnew addition2025-12-312026-01-28 XOM EXXON MOBIL CORP1.9K shares1.73%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available