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Home > Institutional Investor > Walker Financial Services, Inc. > Profile

Instuitional Investor - Walker Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Walker Financial Services, Inc.
Portfolio Value $172,052,008
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 385,225 $37,328,315 21.69%
2.
Schwab Strategic Trust
 FNDF 1,307,997 $35,734,498 20.76%
3.
Spdr Series Trust
 1,119,711 $33,434,584 19.43%
4.
Fidelity Merrimack Str Tr
 361,548 $16,222,673 9.42%
5.
Ishares Tr
 140,533 $14,137,688 8.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)