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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 $96,710,179
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 297,474 $22,646,730 23.41%
2.
Spdr Series Trust
 738,206 $21,983,767 22.73%
3.
Ishares Tr
 168,506 $16,613,016 17.17%
4.
Schwab Strategic Trust
 FNDF 211,121 $11,020,506 11.39%
5.
Vanguard Star Fds
 72,403 $4,196,453 4.33%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)