$103 Million is the total value of Walker Financial Services, Inc.'s 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 38.3% |
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 21.9% |
| FIDELITY COVINGTON TRUST | 7 | Q3 2023 | 6.2% |
| VANGUARD STAR FDS | 7 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 7 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 10.3% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q3 2023 | 2.3% |
| INVESCO QQQ TR | 7 | Q3 2023 | 2.0% |
| COCA COLA CO | 7 | Q3 2023 | 2.2% |
| ISHARES TR | 7 | Q3 2023 | 2.5% |
View Walker Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-05-10 |
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.