0001847258-22-000006.txt : 20220118 0001847258-22-000006.hdr.sgml : 20220118 20220118165525 ACCESSION NUMBER: 0001847258-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220118 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220118 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: 22535772 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 12-31-2021 12-31-2021 WC Walker & Associates, Inc.

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

13F HOLDINGS REPORT 028-21059 N william craig walker 7144468750 william craig walker Fullerton CA 01-18-2022 0 72 202217 false INFORMATION TABLE 2 WCWalkerAssociatesInc.xml 13F AGILON HEALTH INC COM 00857U107 1073 54711 SH SOLE 0 0 0 54711 AIR PRODS & CHEMS INC COM 009158106 2957 10150 SH SOLE 0 0 0 10150 ALPHABET INC CAP STK CL A 02079K305 979 351 SH SOLE 0 0 0 351 ALPHABET INC CAP STK CL C 02079K107 4026 1440 SH SOLE 0 0 0 1440 AMAZON COM INC COM 023135106 4255 1312 SH SOLE 0 0 0 1312 APPLE INC COM 037833100 10347 59785 SH SOLE 0 0 0 59785 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 284 876 SH SOLE 0 0 0 876 BEST BUY INC COM 086516101 2046 20448 SH SOLE 0 0 0 20448 BK OF AMERICA CORP COM 060505104 202 4214 SH SOLE 0 0 0 4214 BOEING CO COM 097023105 692 3064 SH SOLE 0 0 0 3064 CHEVRON CORP NEW COM 166764100 322 2493 SH SOLE 0 0 0 2493 CHUBB LIMITED COM H1467J104 2965 15108 SH SOLE 0 0 0 15108 CISCO SYS INC COM 17275R102 517 8431 SH SOLE 0 0 0 8431 CME GROUP INC COM 12572Q105 2941 13177 SH SOLE 0 0 0 13177 COMCAST CORP NEW CL A 20030N101 2572 49758 SH SOLE 0 0 0 49758 COSTCO WHSL CORP NEW COM 22160K105 356 708 SH SOLE 0 0 0 708 DARDEN RESTAURANTS INC COM 237194105 234 1636 SH SOLE 0 0 0 1636 DISNEY WALT CO COM 254687106 592 3896 SH SOLE 0 0 0 3896 EATON CORP PLC SHS G29183103 4072 23821 SH SOLE 0 0 0 23821 HOME DEPOT INC COM 437076102 3957 10637 SH SOLE 0 0 0 10637 INTERNATIONAL BUSINESS MACHS COM 459200101 268 1994 SH SOLE 0 0 0 1994 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3175 20315 SH SOLE 0 0 0 20315 INVESCO QQQ TR UNIT SER 1 46090E103 17990 47340 SH SOLE 0 0 0 47340 ISHARES INC CORE MSCI EMKT 46434G103 2646 43242 SH SOLE 0 0 0 43242 ISHARES TR CORE MSCI EAFE 46432F842 8385 112108 SH SOLE 0 0 0 112108 ISHARES TR CORE HIGH DV ETF 46429B663 8504 82166 SH SOLE 0 0 0 82166 ISHARES TR FLTG RATE NT ETF 46429B655 367 7229 SH SOLE 0 0 0 7229 ISHARES TR CORE DIV GRWTH 46434V621 8970 162034 SH SOLE 0 0 0 162034 ISHARES TR ESG AWR MSCI USA 46435G425 217 2070 SH SOLE 0 0 0 2070 ISHARES TR CORE US AGGBD ET 464287226 1295 11549 SH SOLE 0 0 0 11549 ISHARES TR TIPS BD ETF 464287176 8105 64373 SH SOLE 0 0 0 64373 ISHARES TR MSCI EAFE ETF 464287465 653 8265 SH SOLE 0 0 0 8265 ISHARES TR CORE S&P SCP ETF 464287804 12437 109587 SH SOLE 0 0 0 109587 ISHARES TR CORE S&P500 ETF 464287200 248 531 SH SOLE 0 0 0 531 ISHARES TR RUS 1000 ETF 464287622 22694 88019 SH SOLE 0 0 0 88019 ISHARES TR RUSSELL 2000 ETF 464287655 524 2446 SH SOLE 0 0 0 2446 ISHARES TR RUS MID CAP ETF 464287499 1295 16183 SH SOLE 0 0 0 16183 ISHARES TR RUS MD CP GR ETF 464287481 460 4417 SH SOLE 0 0 0 4417 ISHARES TR RUS MDCP VAL ETF 464287473 516 4229 SH SOLE 0 0 0 4229 ISHARES TR 1 3 YR TREAS BD 464287457 470 5520 SH SOLE 0 0 0 5520 JOHNSON & JOHNSON COM 478160104 2405 14327 SH SOLE 0 0 0 14327 JPMORGAN CHASE & CO COM 46625H100 3395 21502 SH SOLE 0 0 0 21502 LILLY ELI & CO COM 532457108 215 883 SH SOLE 0 0 0 883 MARATHON OIL CORP COM 565849106 292 15000 SH SOLE 0 0 0 15000 MARATHON PETE CORP COM 56585A102 553 7394 SH SOLE 0 0 0 7394 MEDTRONIC PLC SHS G5960L103 2320 21375 SH SOLE 0 0 0 21375 MERCK & CO INC COM 58933Y105 2503 30753 SH SOLE 0 0 0 30753 META PLATFORMS INC CL A 30303M102 4154 12516 SH SOLE 0 0 0 12516 MICROSOFT CORP COM 594918104 5851 18863 SH SOLE 0 0 0 18863 MOTOROLA SOLUTIONS INC COM NEW 620076307 3932 15658 SH SOLE 0 0 0 15658 NETFLIX INC COM 64110L106 3311 6299 SH SOLE 0 0 0 6299 NORTHROP GRUMMAN CORP COM 666807102 227 562 SH SOLE 0 0 0 562 NVIDIA CORPORATION COM 67066G104 4791 17784 SH SOLE 0 0 0 17784 PAYPAL HLDGS INC COM 70450Y103 1489 8343 SH SOLE 0 0 0 8343 PROCTER AND GAMBLE CO COM 742718109 244 1524 SH SOLE 0 0 0 1524 PROSHARES TR S&P 500 DV ARIST 74348A467 2184 22420 SH SOLE 0 0 0 22420 QUALCOMM INC COM 747525103 401 2123 SH SOLE 0 0 0 2123 RH COM 74967X103 203 454 SH SOLE 0 0 0 454 SHOPIFY INC CL A 82509L107 280 254 SH SOLE 0 0 0 254 SPDR GOLD TR GOLD SHS 78463V107 449 2648 SH SOLE 0 0 0 2648 SPDR S&P 500 ETF TR TR UNIT 78462F103 1368 2945 SH SOLE 0 0 0 2945 SPDR SER TR PORTFOLIO S&P500 78464A854 211 3869 SH SOLE 0 0 0 3869 TESLA INC COM 88160R101 596 568 SH SOLE 0 0 0 568 UNION PAC CORP COM 907818108 3346 13588 SH SOLE 0 0 0 13588 UNITED PARCEL SERVICE INC CL B 911312106 386 1871 SH SOLE 0 0 0 1871 UNITEDHEALTH GROUP INC COM 91324P102 325 693 SH SOLE 0 0 0 693 VANGUARD INDEX FDS TOTAL STK MKT 922908769 434 1848 SH SOLE 0 0 0 1848 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4571 69722 SH SOLE 0 0 0 69722 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1992 32889 SH SOLE 0 0 0 32889 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 204 810 SH SOLE 0 0 0 810 VERIZON COMMUNICATIONS INC COM 92343V104 2142 40210 SH SOLE 0 0 0 40210 WALMART INC COM 931142103 2835 19543 SH SOLE 0 0 0 19543