Walker Financial Services, Inc. Top Holdings and 13F Report (2024) → Could this Tiny Biotech End Disease Forever? (From Behind the Markets) (Ad) About Walker Financial Services, Inc.Investment ActivityWalker Financial Services, Inc. has $121.72 million in total holdings as of March 31, 2024.Walker Financial Services, Inc. owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 25.50% of the portfolio was purchased this quarter.About 6.90% of the portfolio was sold this quarter.This quarter, Walker Financial Services, Inc. has purchased 24 new stocks and bought additional shares in 15 stocks.Walker Financial Services, Inc. sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $26,146,666SPDR Portfolio Short Term Corporate Bond ETF $22,867,944iShares Core U.S. Aggregate Bond ETF $21,320,060Schwab U.S. TIPS ETF $11,979,068iShares 0-5 Year TIPS Bond ETF $10,219,667 Largest New Holdings this Quarter iShares Core U.S. Aggregate Bond ETF $21,320,060 HoldingVanguard Intermediate-Term Treasury Index ETF $2,977,292 HoldingVerisk Analytics $471,460 HoldingVanguard S&P 500 ETF $267,019 HoldingiShares Core S&P 500 ETF $265,262 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 217,685 shares (about $21.32M)Vanguard Intermediate-Term Treasury Index ETF 50,850 shares (about $2.98M)Schwab US Dividend Equity ETF 26,806 shares (about $2.16M)Schwab U.S. TIPS ETF 18,539 shares (about $966.99K)SPDR Portfolio Short Term Corporate Bond ETF 29,948 shares (about $891.55K) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 65,723 shares (about $6.53M)Fidelity MSCI Consumer Staples Index ETF 12,853 shares (about $611.55K)Microsoft 308 shares (about $129.57K)Home Depot 296 shares (about $113.59K)Schwab US Large-Cap ETF 186 shares (about $11.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWalker Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$26,146,666$2,161,365 ▲9.0%324,28021.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$22,867,944$891,552 ▲4.1%768,15418.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$21,320,060$21,320,060 ▲New Holding217,68517.5%FinanceSCHPSchwab U.S. TIPS ETF$11,979,068$966,994 ▲8.8%229,6609.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$10,219,667$6,534,808 ▼-39.0%102,7838.4%ETFVXUSVanguard Total International Stock ETF$4,710,625$344,734 ▲7.9%78,1203.9%ETFMSFTMicrosoft$3,540,158$129,574 ▼-3.5%8,4152.9%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,422,634$261,062 ▲8.3%104,7002.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,977,292$2,977,292 ▲New Holding50,8502.4%ETFBRK.BBerkshire Hathaway$2,790,991$62,657 ▲2.3%6,6372.3%FinanceQQQInvesco QQQ$2,053,405$14,207 ▲0.7%4,6251.7%FinanceFSTAFidelity MSCI Consumer Staples Index ETF$1,733,016$611,549 ▼-26.1%36,4231.4%ETFKOCoca-Cola$1,507,802$89,813 ▲6.3%24,6451.2%Consumer StaplesINTCIntel$1,490,181$77,166 ▲5.5%33,7371.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$883,406$11,543 ▼-1.3%14,2350.7%ETFWMTWalmart$530,558$354,327 ▲201.1%8,8180.4%Retail/WholesaleAAPLApple$484,629$13,376 ▲2.8%2,8260.4%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$471,903$19,412 ▲4.3%10,2590.4%ETFVRSKVerisk Analytics$471,460$471,460 ▲New Holding2,0000.4%Business ServicesUPSUnited Parcel Service$348,953$17,007 ▲5.1%2,2160.3%TransportationSPYSPDR S&P 500 ETF Trust$310,804$9,942 ▲3.3%5940.3%FinanceCVXChevron$276,011$1,419 ▲0.5%1,7500.2%Oils/EnergyVOOVanguard S&P 500 ETF$267,019$267,019 ▲New Holding5550.2%ETFIVViShares Core S&P 500 ETF$265,262$265,262 ▲New Holding5050.2%ETFVBVanguard Small-Cap ETF$240,020$240,020 ▲New Holding1,0500.2%ETFCOSTCostco Wholesale$206,601$206,601 ▲New Holding2820.2%Retail/WholesaleHDHome Depot$203,394$113,594 ▼-35.8%5300.2%Retail/WholesaleHUMHumana$0$364,170 ▼-100.0%00.0%MedicalCHDNChurchill Downs$0$216,242 ▼-100.0%00.0%Consumer DiscretionaryMCDMcDonald's$0$210,117 ▼-100.0%00.0%Retail/WholesaleSHViShares Short Treasury Bond ETF$0$207,635 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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