0001172661-24-001825.txt : 20240411 0001172661-24-001825.hdr.sgml : 20240411 20240411165314 ACCESSION NUMBER: 0001172661-24-001825 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Walker Financial Services, Inc. CENTRAL INDEX KEY: 0001965479 ORGANIZATION NAME: IRS NUMBER: 611275035 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23217 FILM NUMBER: 24839113 BUSINESS ADDRESS: STREET 1: 2451 INDUSTRIAL DR CITY: BOWLING GREEN STATE: KY ZIP: 42101-4082 BUSINESS PHONE: 8774999255 MAIL ADDRESS: STREET 1: 2451 INDUSTRIAL DR CITY: BOWLING GREEN STATE: KY ZIP: 42101-4082 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001965479 XXXXXXXX 03-31-2024 03-31-2024 false Walker Financial Services, Inc.

2451 Industrial Dr Bowling Green KY 42101-4082

13F HOLDINGS REPORT 028-23217 000145457 801-120466 N CARL JURGENS 270-843-9380 /s/ CARL JURGENS BOWLING GREEN KY 04-11-2024 0 27 121719529 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 484629 2826 SH SOLE 2826 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2790991 6637 SH SOLE 6637 0 0 CHEVRON CORP NEW COM 166764100 276011 1750 SH SOLE 1750 0 0 COCA COLA CO COM 191216100 1507802 24645 SH SOLE 24645 0 0 COSTCO WHSL CORP NEW COM 22160K105 206601 282 SH SOLE 282 0 0 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 1733016 36423 SH SOLE 36423 0 0 HOME DEPOT INC COM 437076102 203394 530 SH SOLE 530 0 0 INTEL CORP COM 458140100 1490181 33737 SH SOLE 33737 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2053405 4625 SH SOLE 4625 0 0 ISHARES TR CORE US AGGBD ET 464287226 21320060 217685 SH SOLE 217685 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 10219667 102783 SH SOLE 102783 0 0 ISHARES TR CORE S&P500 ETF 464287200 265262 505 SH SOLE 505 0 0 MICROSOFT CORP COM 594918104 3540158 8415 SH SOLE 8415 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 883406 14235 SH SOLE 14235 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 471903 10259 SH SOLE 10259 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 11979068 229660 SH SOLE 229660 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 26146666 324280 SH SOLE 324280 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 310804 594 SH SOLE 594 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 3422634 104700 SH SOLE 104700 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 22867944 768154 SH SOLE 768154 0 0 UNITED PARCEL SERVICE INC CL B 911312106 348953 2216 SH SOLE 2216 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 267019 555 SH SOLE 555 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 240020 1050 SH SOLE 1050 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2977292 50850 SH SOLE 50850 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 4710625 78120 SH SOLE 78120 0 0 VERISK ANALYTICS INC COM 92345Y106 471460 2000 SH SOLE 2000 0 0 WALMART INC COM 931142103 530558 8818 SH SOLE 8818 0 0