0001847258-21-000007.txt : 20210222 0001847258-21-000007.hdr.sgml : 20210222 20210222150422 ACCESSION NUMBER: 0001847258-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210222 DATE AS OF CHANGE: 20210222 EFFECTIVENESS DATE: 20210222 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WC Walker & Associates, Inc. CENTRAL INDEX KEY: 0001847258 IRS NUMBER: 330758157 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21059 FILM NUMBER: 21659803 BUSINESS ADDRESS: STREET 1: 623 N. HARBOR BLVD. FULLERTON CA 92832 CITY: FULLERTON STATE: CA ZIP: 92832 BUSINESS PHONE: 17144468750 MAIL ADDRESS: STREET 1: 623 N. HARBOR BLVD. FULLERTON CA 92832 CITY: FULLERTON STATE: CA ZIP: 92832 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001847258 XXXXXXXX 12-31-2020 12-31-2020 WC Walker & Associates, Inc.

623 N. HARBOR BLVD. FULLERTON CA 92832 FULLERTON CA 92832

13F HOLDINGS REPORT 028-21059 N William Craig Walker 17144468750 william craig walker Fullerton CA 02-22-2021 0 1 183000 false INFORMATION TABLE 2 0001847258.xml DISNEY WALT CO COM 254687106 795 4330 SH SOLE 0 0 0 4330 SPDR S&P 500 ETF TR TR UNIT 78462F103 1201 3079 SH SOLE 0 0 0 3079 ISHARES TR TIPS BD ETF 464287176 5056 40157 SH SOLE 0 0 0 40157 COSTCO WHSL CORP NEW COM 22160K105 211 596 SH SOLE 0 0 0 596 UNION PAC CORP COM 907818108 2618 12524 SH SOLE 0 0 0 12524 ARK ETF TR INNOVATION ETF 00214Q104 2714 17782 SH SOLE 0 0 0 17782 QUALCOMM INC COM 747525103 246 1700 SH SOLE 0 0 0 1700 MERCK & CO. INC COM 58933Y105 1961 26385 SH SOLE 0 0 0 26385 APPLE INC COM 037833100 9190 70762 SH SOLE 0 0 0 70762 ISHARES TR MSCI USA MIN VOL 46429B697 2384 35524 SH SOLE 0 0 0 35524 AMAZON COM INC COM 023135106 4105 1263 SH SOLE 0 0 0 1263 BOEING CO COM 097023105 666 3062 SH SOLE 0 0 0 3062 PROCTER AND GAMBLE CO COM 742718109 217 1706 SH SOLE 0 0 0 1706 ROKU INC COM CL A 77543R102 240 513 SH SOLE 0 0 0 513 WALMART INC COM 931142103 2430 17565 SH SOLE 0 0 0 17565 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1529 11243 SH SOLE 0 0 0 11243 COMCAST CORP NEW CL A 20030N101 2324 44607 SH SOLE 0 0 0 44607 ISHARES TR CORE S&P SCP ETF 464287804 11777 111115 SH SOLE 0 0 0 111115 JPMORGAN CHASE & CO COM 46625H100 2979 20126 SH SOLE 0 0 0 20126 SHOPIFY INC CL A 82509L107 561 391 SH SOLE 0 0 0 391 ISHARES TR 1 3 YR TREAS BD 464287457 490 5674 SH SOLE 0 0 0 5674 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1673 6348 SH SOLE 0 0 0 6348 ISHARES TR FLTG RATE NT ETF 46429B655 402 7914 SH SOLE 0 0 0 7914 EATON CORP PLC SHS G29183103 2933 22951 SH SOLE 0 0 0 22951 ISHARES INC CORE MSCI EMKT 46434G103 2647 38338 SH SOLE 0 0 0 38338 PROSHARES TR S&P 500 DV ARIST 74348A467 1958 24062 SH SOLE 0 0 0 24062 CME GROUP INC COM 12572Q105 2331 11948 SH SOLE 0 0 0 11948 ISHARES TR CORE DIV GRWTH 46434V621 7199 155930 SH SOLE 0 0 0 155930 FACEBOOK INC CL A 30303M102 3077 11764 SH SOLE 0 0 0 11764 ISHARES TR RUS MDCP VAL ETF 464287473 720 6848 SH SOLE 0 0 0 6848 HOME DEPOT INC COM 437076102 2813 10058 SH SOLE 0 0 0 10058 CHUBB LIMITED COM H1467J104 2250 13659 SH SOLE 0 0 0 13659 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2003 4800 SH SOLE 0 0 0 4800 ISHARES TR CORE US AGGBD ET 464287226 627 5413 SH SOLE 0 0 0 5413 VERIZON COMMUNICATIONS INC COM 92343V104 2057 36446 SH SOLE 0 0 0 36446 NETFLIX INC COM 64110L106 3255 6026 SH SOLE 0 0 0 6026 NVIDIA CORPORATION COM 67066G104 2421 4054 SH SOLE 0 0 0 4054 UNITEDHEALTH GROUP INC COM 91324P102 225 693 SH SOLE 0 0 0 693 INVESCO QQQ TR UNIT SER 1 46090E103 16763 50639 SH SOLE 0 0 0 50639 AMGEN INC COM 031162100 1631 7038 SH SOLE 0 0 0 7038 TESLA INC COM 88160R101 490 627 SH SOLE 0 0 0 627 INTERNATIONAL BUSINESS MACHS COM 459200101 237 1994 SH SOLE 0 0 0 1994 RH COM 74967X103 229 454 SH SOLE 0 0 0 454 ISHARES TR RUS 1000 ETF 464287622 15345 68974 SH SOLE 0 0 0 68974 ISHARES TR RUSSELL 2000 ETF 464287655 406 1804 SH SOLE 0 0 0 1804 ISHARES TR CORE MSCI EAFE 46432F842 6927 95682 SH SOLE 0 0 0 95682 MICROSOFT CORP COM 594918104 4461 18511 SH SOLE 0 0 0 18511 ISHARES TR RUS MID CAP ETF 464287499 1357 18281 SH SOLE 0 0 0 18281 SPDR GOLD TR GOLD SHS 78463V107 601 3596 SH SOLE 0 0 0 3596 ALPHABET INC CAP STK CL A 02079K305 589 282 SH SOLE 0 0 0 282 MOTOROLA SOLUTIONS INC COM NEW 620076307 2700 14772 SH SOLE 0 0 0 14772 ALPHABET INC CAP STK CL C 02079K107 3505 1668 SH SOLE 0 0 0 1668 ISHARES TR MSCI EAFE ETF 464287465 601 7876 SH SOLE 0 0 0 7876 ISHARES TR RUS MD CP GR ETF 464287481 1153 10432 SH SOLE 0 0 0 10432 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2100 34096 SH SOLE 0 0 0 34096 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4129 60317 SH SOLE 0 0 0 60317 BEST BUY INC COM 086516101 2098 17783 SH SOLE 0 0 0 17783 UNITED PARCEL SERVICE INC CL B 911312106 300 1870 SH SOLE 0 0 0 1870 MEDTRONIC PLC SHS G5960L103 2154 19003 SH SOLE 0 0 0 19003 ISHARES TR CORE S&P500 ETF 464287200 208 531 SH SOLE 0 0 0 531 ISHARES TR CORE HIGH DV ETF 46429B663 6916 76476 SH SOLE 0 0 0 76476 PAYPAL HLDGS INC COM 70450Y103 3838 13377 SH SOLE 0 0 0 13377 JOHNSON & JOHNSON COM 478160104 392 2403 SH SOLE 0 0 0 2403 AIR PRODS & CHEMS INC COM 009158106 2448 9278 SH SOLE 0 0 0 9278 GABELLI EQUITY TR INC COM 362397101 65 10078 SH SOLE 0 0 0 10078