| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 23.4% |
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 38.3% |
| VANGUARD STAR FDS | 10 | Q2 2024 | 4.3% |
| FIDELITY COVINGTON TRUST | 10 | Q2 2024 | 6.2% |
| MICROSOFT CORP | 10 | Q2 2024 | 3.4% |
| BERKSHIRE HATHAWAY INC DEL | 10 | Q2 2024 | 2.4% |
| INVESCO QQQ TR | 10 | Q2 2024 | 2.0% |
| COCA COLA CO | 10 | Q2 2024 | 2.2% |
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 0.8% |
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 0.7% |
View Walker Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| N-PX | 2024-07-08 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-06-14 |
| 13F-HR | 2023-06-06 |
| 13F-HR | 2023-06-06 |
| 13F-HR | 2023-06-06 |
View Walker Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.