0001172661-23-001941.txt : 20230510 0001172661-23-001941.hdr.sgml : 20230510 20230510095212 ACCESSION NUMBER: 0001172661-23-001941 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Walker Financial Services, Inc. CENTRAL INDEX KEY: 0001965479 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: 23904730 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 03-31-2023 03-31-2023 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 05-10-2023 0 24 97025998 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 365535 2217 SH SOLE 2216 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2041278 6611 SH SOLE 6611 0 0 CHEVRON CORP NEW COM 166764100 255749 1567 SH SOLE 1567 0 0 CHURCHILL DOWNS INC COM 171484108 207856 809 SH SOLE 808 0 0 COCA COLA CO COM 191216100 1275565 20564 SH SOLE 20563 0 0 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 5981854 132488 SH SOLE 132488 0 0 HOME DEPOT INC COM 437076102 219755 745 SH SOLE 744 0 0 HUMANA INC COM 444859102 371128 764 SH SOLE 764 0 0 INTEL CORP COM 458140100 1050559 32157 SH SOLE 32156 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1604001 4998 SH SOLE 4997 0 0 ISHARES TR SHORT TREAS BD 464288679 482559 4367 SH SOLE 4367 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 18573471 187176 SH SOLE 187175 0 0 MICROSOFT CORP COM 594918104 2665841 9247 SH SOLE 9246 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 464023 9892 SH SOLE 9891 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 931827 19099 SH SOLE 19098 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 19389476 265028 SH SOLE 265028 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 201531 4212 SH SOLE 4211 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12334008 230069 SH SOLE 230069 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 724506 14978 SH SOLE 14978 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 2899755 89251 SH SOLE 89250 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 20256471 683647 SH SOLE 683647 0 0 UNITED PARCEL SERVICE INC CL B 911312106 399897 2079 SH SOLE 2078 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3891632 70488 SH SOLE 70487 0 0 WALMART INC COM 931142103 437721 2969 SH SOLE 2968 0 0