WALKER FINANCIAL SERVICES, INC.

CIK: 0001965479

Securities

Total Securities Securities Added Securities Removed Average Holding Period
24.00 2 1 6

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
96.71M 102.91M -6.20M -6.02 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
3.17M 2.20M -6.55M -6.55M -6.55M

SPSB

Inst. Shares Owned: 738.21K

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SCHD

Inst. Shares Owned: 297.47K

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SCHP

Inst. Shares Owned: 211.12K

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STIP

Inst. Shares Owned: 168.51K

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SPIB

Inst. Shares Owned: 96.71K

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VXUS

Inst. Shares Owned: 72.40K

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FSTA

Inst. Shares Owned: 49.28K

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INTC

Inst. Shares Owned: 31.99K

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KO

Inst. Shares Owned: 23.18K

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SCHX

Inst. Shares Owned: 14.42K

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SCHZ

Inst. Shares Owned: 9.84K

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MSFT

Inst. Shares Owned: 8.72K

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BRK-B

Inst. Shares Owned: 6.49K

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QQQN

Inst. Shares Owned: 4.59K

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WMT

Inst. Shares Owned: 2.93K

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AAPL

Inst. Shares Owned: 2.75K

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UPS

Inst. Shares Owned: 2.11K

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SHV

Inst. Shares Owned: 1.89K

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CVX

Inst. Shares Owned: 1.74K

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CHDN

Inst. Shares Owned: 1.60K

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HD

Inst. Shares Owned: 826.00

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HUM

Inst. Shares Owned: 795.00

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MCD

Inst. Shares Owned: 709.00

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SPY

Inst. Shares Owned: 575.00

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