Top 43 Walker Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 13.45% | 776.7K | $39.3M | +15.70%(+105.39K) | $50.60(-0.09%) | 2026-03-31 | |
| FLOT | ISHARES TR | 11.33% | 650.3K | $33.1M | +18.70%(+102.45K) | $51.02(-0.17%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 9.76% | 949.2K | $28.5M | -0.14%(-1.29K) | $29.73(+0.89%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 9.35% | 890.6K | $27.3M | -14.16%(-146.94K) | $26.54(+19.63%) | 2026-03-31 | |
| STIP | ISHARES TR | 7.61% | 215.0K | $22.2M | +14.43%(+27.12K) | $100.89(+2.80%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.74% | 784.7K | $19.7M | +26.32%(+163.49K) | $25.25(+13.10%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 5.36% | 467.1K | $15.7M | +7.55%(+32.79K) | $33.31(+0.35%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.16% | 78.6K | $15.1M | +26.03%(+16.23K) | $188.27(+7.78%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.93% | 60.6K | $14.4M | +27.76%(+13.17K) | $242.11(+21.50%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 4.5% | 528.4K | $13.2M | +19.25%(+85.31K) | $25.07(-1.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.64% | +11.33% |
| Top 20 Holdings Unweighted | +8.25% | +26.83% |
Sign up free to track Walker Financial Services, Inc., compare funds side by side, and get alerts the moment positions change.