0001847258-22-000012.txt : 20220718 0001847258-22-000012.hdr.sgml : 20220718 20220718151937 ACCESSION NUMBER: 0001847258-22-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221089103 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 06-30-2022 06-30-2022 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 07-18-2022 0 70 170210 false INFORMATION TABLE 2 WCWalkerAssociatesInc.xml AIR PRODS & CHEMS INC COM 009158106 2346 10418 SH SOLE 0 0 0 10418 ALPHABET INC CAP STK CL A 02079K305 937 8380 SH SOLE 0 0 0 8380 ALPHABET INC CAP STK CL C 02079K107 3254 28860 SH SOLE 0 0 0 28860 AMAZON COM INC COM 023135106 3115 27433 SH SOLE 0 0 0 27433 APPLE INC COM 037833100 9186 61172 SH SOLE 0 0 0 61172 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 287 1032 SH SOLE 0 0 0 1032 BEST BUY INC COM 086516101 1517 20938 SH SOLE 0 0 0 20938 BOEING CO COM 097023105 493 3336 SH SOLE 0 0 0 3336 CHEVRON CORP NEW COM 166764100 342 2487 SH SOLE 0 0 0 2487 CHUBB LIMITED COM H1467J104 2801 15205 SH SOLE 0 0 0 15205 CISCO SYS INC COM 17275R102 544 12635 SH SOLE 0 0 0 12635 CME GROUP INC COM 12572Q105 2686 13302 SH SOLE 0 0 0 13302 COMCAST CORP NEW CL A 20030N101 2053 50208 SH SOLE 0 0 0 50208 COSTCO WHSL CORP NEW COM 22160K105 508 971 SH SOLE 0 0 0 971 DARDEN RESTAURANTS INC COM 237194105 352 3009 SH SOLE 0 0 0 3009 DEVON ENERGY CORP NEW COM 25179M103 415 7880 SH SOLE 0 0 0 7880 DISNEY WALT CO COM 254687106 371 3896 SH SOLE 0 0 0 3896 EATON CORP PLC SHS G29183103 3092 23969 SH SOLE 0 0 0 23969 HOME DEPOT INC COM 437076102 3114 10651 SH SOLE 0 0 0 10651 INTERNATIONAL BUSINESS MACHS COM 459200101 279 1994 SH SOLE 0 0 0 1994 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2902 24180 SH SOLE 0 0 0 24180 INVESCO QQQ TR UNIT SER 1 46090E103 13405 45926 SH SOLE 0 0 0 45926 ISHARES INC CORE MSCI EMKT 46434G103 2066 43622 SH SOLE 0 0 0 43622 ISHARES TR CORE MSCI EAFE 46432F842 6578 113759 SH SOLE 0 0 0 113759 ISHARES TR CORE DIV GRWTH 46434V621 7494 155241 SH SOLE 0 0 0 155241 ISHARES TR ESG AWR MSCI USA 46435G425 498 5810 SH SOLE 0 0 0 5810 ISHARES TR EAFE VALUE ETF 464288877 211 5037 SH SOLE 0 0 0 5037 ISHARES TR CORE HIGH DV ETF 46429B663 9359 93514 SH SOLE 0 0 0 93514 ISHARES TR FLTG RATE NT ETF 46429B655 316 6314 SH SOLE 0 0 0 6314 ISHARES TR CORE US AGGBD ET 464287226 1144 11188 SH SOLE 0 0 0 11188 ISHARES TR TIPS BD ETF 464287176 9938 86705 SH SOLE 0 0 0 86705 ISHARES TR 1 3 YR TREAS BD 464287457 408 4946 SH SOLE 0 0 0 4946 ISHARES TR MSCI EAFE ETF 464287465 507 8265 SH SOLE 0 0 0 8265 ISHARES TR CORE S&P MCP ETF 464287507 571 2484 SH SOLE 0 0 0 2484 ISHARES TR CORE S&P SCP ETF 464287804 10561 113386 SH SOLE 0 0 0 113386 ISHARES TR CORE S&P500 ETF 464287200 208 538 SH SOLE 0 0 0 538 ISHARES TR RUS 1000 ETF 464287622 19723 92992 SH SOLE 0 0 0 92992 ISHARES TR RUSSELL 2000 ETF 464287655 286 1655 SH SOLE 0 0 0 1655 ISHARES TR RUS MID CAP ETF 464287499 1004 15294 SH SOLE 0 0 0 15294 ISHARES TR RUS MD CP GR ETF 464287481 359 4417 SH SOLE 0 0 0 4417 ISHARES TR RUS MDCP VAL ETF 464287473 434 4229 SH SOLE 0 0 0 4229 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2694 70460 SH SOLE 0 0 0 70460 JOHNSON & JOHNSON COM 478160104 2591 14536 SH SOLE 0 0 0 14536 JPMORGAN CHASE & CO COM 46625H100 2481 21964 SH SOLE 0 0 0 21964 LILLY ELI & CO COM 532457108 293 883 SH SOLE 0 0 0 883 LOCKHEED MARTIN CORP COM 539830109 203 508 SH SOLE 0 0 0 508 MARATHON OIL CORP COM 565849106 313 15000 SH SOLE 0 0 0 15000 MARATHON PETE CORP COM 56585A102 995 11788 SH SOLE 0 0 0 11788 MEDTRONIC PLC SHS G5960L103 1992 22348 SH SOLE 0 0 0 22348 MERCK & CO INC COM 58933Y105 2943 30990 SH SOLE 0 0 0 30990 META PLATFORMS INC CL A 30303M102 2128 12920 SH SOLE 0 0 0 12920 MICROSOFT CORP COM 594918104 4849 18888 SH SOLE 0 0 0 18888 MOTOROLA SOLUTIONS INC COM NEW 620076307 3357 15612 SH SOLE 0 0 0 15612 NETFLIX INC COM 64110L106 231 1221 SH SOLE 0 0 0 1221 NORTHROP GRUMMAN CORP COM 666807102 259 562 SH SOLE 0 0 0 562 NVIDIA CORPORATION COM 67066G104 2774 17599 SH SOLE 0 0 0 17599 PROCTER AND GAMBLE CO COM 742718109 221 1524 SH SOLE 0 0 0 1524 PROSHARES TR S&P 500 DV ARIST 74348A467 1891 22025 SH SOLE 0 0 0 22025 QUALCOMM INC COM 747525103 306 2123 SH SOLE 0 0 0 2123 SPDR GOLD TR GOLD SHS 78463V107 490 3084 SH SOLE 0 0 0 3084 SPDR S&P 500 ETF TR TR UNIT 78462F103 1127 2926 SH SOLE 0 0 0 2926 SPDR SER TR PORTFOLIO S&P500 78464A854 636 14041 SH SOLE 0 0 0 14041 TESLA INC COM 88160R101 883 1226 SH SOLE 0 0 0 1226 UNION PAC CORP COM 907818108 2842 13588 SH SOLE 0 0 0 13588 UNITED PARCEL SERVICE INC CL B 911312106 342 1872 SH SOLE 0 0 0 1872 UNITEDHEALTH GROUP INC COM 91324P102 483 912 SH SOLE 0 0 0 912 VANGUARD INDEX FDS TOTAL STK MKT 922908769 313 1625 SH SOLE 0 0 0 1625 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2215 37707 SH SOLE 0 0 0 37707 VERIZON COMMUNICATIONS INC COM 92343V104 2104 41247 SH SOLE 0 0 0 41247 WALMART INC COM 931142103 2590 20069 SH SOLE 0 0 0 20069