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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 $341,434,005
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,057,524 $53,584,748 15.69%
2.
Ishares Tr - FLTG RATE NT ETF
 809,153 $41,307,304 12.1%
3.
Spdr Series Trust
 KRE 1,011,818 $29,939,696 8.77%
4.
Schwab Strategic Trust
 SCHD 1,010,661 $29,622,490 8.68%
5.
Ishares Tr - 0-5 YR TIPS ETF
 267,767 $26,696,432 7.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.