0001847258-21-000010.txt : 20210706 0001847258-21-000010.hdr.sgml : 20210706 20210706150019 ACCESSION NUMBER: 0001847258-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210706 DATE AS OF CHANGE: 20210706 EFFECTIVENESS DATE: 20210706 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: 211073723 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 false false 0001847258 XXXXXXXX 06-30-2021 06-30-2021 WC Walker & Associates, Inc.

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

13F HOLDINGS REPORT 028-21059 N W. Craig Walker 17144468750 WCWALKER Fullerton X1 07-06-2021 0 68 190670 false INFORMATION TABLE 2 WCWalkerAssociatesInc_13f.xml MARATHON PETE CORP COM 56585A102 282 4618 SH SOLE 0 0 0 4618 DISNEY WALT CO COM 254687106 708 3996 SH SOLE 0 0 0 3996 SPDR S&P 500 ETF TR TR UNIT 78462F103 1342 3095 SH SOLE 0 0 0 3095 ISHARES TR TIPS BD ETF 464287176 6048 47308 SH SOLE 0 0 0 47308 COSTCO WHSL CORP NEW COM 22160K105 238 596 SH SOLE 0 0 0 596 ARK ETF TR INNOVATION ETF 00214Q104 3575 27897 SH SOLE 0 0 0 27897 UNION PAC CORP COM 907818108 2942 13092 SH SOLE 0 0 0 13092 MERCK & CO. INC COM 58933Y105 2245 28560 SH SOLE 0 0 0 28560 APPLE INC COM 037833100 9255 66128 SH SOLE 0 0 0 66128 AMAZON COM INC COM 023135106 4571 1302 SH SOLE 0 0 0 1302 QUALCOMM INC COM 747525103 271 1900 SH SOLE 0 0 0 1900 BOEING CO COM 097023105 726 3065 SH SOLE 0 0 0 3065 PROCTER AND GAMBLE CO COM 742718109 232 1706 SH SOLE 0 0 0 1706 ROKU INC COM CL A 77543R102 244 567 SH SOLE 0 0 0 567 WALMART INC COM 931142103 2592 18501 SH SOLE 0 0 0 18501 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2049 13907 SH SOLE 0 0 0 13907 JPMORGAN CHASE & CO COM 46625H100 3225 20668 SH SOLE 0 0 0 20668 ISHARES TR CORE S&P SCP ETF 464287804 12236 108773 SH SOLE 0 0 0 108773 COMCAST CORP NEW CL A 20030N101 2726 46656 SH SOLE 0 0 0 46656 ISHARES TR 1 3 YR TREAS BD 464287457 489 5675 SH SOLE 0 0 0 5675 SHOPIFY INC CL A 82509L107 584 399 SH SOLE 0 0 0 399 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1499 6883 SH SOLE 0 0 0 6883 CHEVRON CORP NEW COM 166764100 258 2431 SH SOLE 0 0 0 2431 EATON CORP PLC SHS G29183103 3542 23395 SH SOLE 0 0 0 23395 ISHARES INC CORE MSCI EMKT 46434G103 2879 43173 SH SOLE 0 0 0 43173 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 224 801 SH SOLE 0 0 0 801 ISHARES TR FLTG RATE NT ETF 46429B655 363 7135 SH SOLE 0 0 0 7135 PROSHARES TR S&P 500 DV ARIST 74348A467 2169 23767 SH SOLE 0 0 0 23767 LABORATORY CORP AMER HLDGS COM NEW 50540R409 200 721 SH SOLE 0 0 0 721 ISHARES TR CORE DIV GRWTH 46434V621 7781 152625 SH SOLE 0 0 0 152625 CME GROUP INC COM 12572Q105 2681 12555 SH SOLE 0 0 0 12555 ISHARES TR RUS MDCP VAL ETF 464287473 530 4567 SH SOLE 0 0 0 4567 FACEBOOK INC CL A 30303M102 4307 12143 SH SOLE 0 0 0 12143 LILLY ELI & CO COM 532457108 207 883 SH SOLE 0 0 0 883 HOME DEPOT INC COM 437076102 3295 10212 SH SOLE 0 0 0 10212 CHUBB LIMITED COM H1467J104 2310 14314 SH SOLE 0 0 0 14314 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2176 5595 SH SOLE 0 0 0 5595 ISHARES TR CORE US AGGBD ET 464287226 1197 10376 SH SOLE 0 0 0 10376 NVIDIA CORPORATION COM 67066G104 3702 4517 SH SOLE 0 0 0 4517 INVESCO QQQ TR UNIT SER 1 46090E103 17340 48350 SH SOLE 0 0 0 48350 VERIZON COMMUNICATIONS INC COM 92343V104 2215 39249 SH SOLE 0 0 0 39249 UNITEDHEALTH GROUP INC COM 91324P102 283 693 SH SOLE 0 0 0 693 NETFLIX INC COM 64110L106 3304 6188 SH SOLE 0 0 0 6188 TESLA INC COM 88160R101 426 627 SH SOLE 0 0 0 627 RH COM 74967X103 313 454 SH SOLE 0 0 0 454 INTERNATIONAL BUSINESS MACHS COM 459200101 279 1994 SH SOLE 0 0 0 1994 ISHARES TR RUSSELL 2000 ETF 464287655 667 2912 SH SOLE 0 0 0 2912 ISHARES TR CORE MSCI EAFE 46432F842 7728 102524 SH SOLE 0 0 0 102524 ISHARES TR RUS 1000 ETF 464287622 16818 68641 SH SOLE 0 0 0 68641 NORTHROP GRUMMAN CORP COM 666807102 207 562 SH SOLE 0 0 0 562 MICROSOFT CORP COM 594918104 5339 19229 SH SOLE 0 0 0 19229 SPDR GOLD TR GOLD SHS 78463V107 500 2988 SH SOLE 0 0 0 2988 ISHARES TR RUS MID CAP ETF 464287499 1361 17049 SH SOLE 0 0 0 17049 ALPHABET INC CAP STK CL A 02079K305 872 348 SH SOLE 0 0 0 348 MOTOROLA SOLUTIONS INC COM NEW 620076307 3370 15249 SH SOLE 0 0 0 15249 ALPHABET INC CAP STK CL C 02079K107 4132 1605 SH SOLE 0 0 0 1605 ISHARES TR MSCI EAFE ETF 464287465 625 7876 SH SOLE 0 0 0 7876 ISHARES TR RUS MD CP GR ETF 464287481 791 6954 SH SOLE 0 0 0 6954 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2052 33405 SH SOLE 0 0 0 33405 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4295 63326 SH SOLE 0 0 0 63326 BEST BUY INC COM 086516101 2178 18834 SH SOLE 0 0 0 18834 UNITED PARCEL SERVICE INC CL B 911312106 396 1871 SH SOLE 0 0 0 1871 MEDTRONIC PLC SHS G5960L103 2542 20042 SH SOLE 0 0 0 20042 ISHARES TR CORE HIGH DV ETF 46429B663 7533 77289 SH SOLE 0 0 0 77289 ISHARES TR CORE S&P500 ETF 464287200 231 531 SH SOLE 0 0 0 531 PAYPAL HLDGS INC COM 70450Y103 3865 13318 SH SOLE 0 0 0 13318 AIR PRODS & CHEMS INC COM 009158106 2828 9727 SH SOLE 0 0 0 9727 JOHNSON & JOHNSON COM 478160104 2280 13491 SH SOLE 0 0 0 13491