0001172661-23-002364.txt : 20230606 0001172661-23-002364.hdr.sgml : 20230606 20230606111337 ACCESSION NUMBER: 0001172661-23-002364 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20230606 DATE AS OF CHANGE: 20230606 EFFECTIVENESS DATE: 20230606 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: 23995231 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 09-30-2022 09-30-2022 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 05-30-2023 0 20 107026208 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 386580 2797 SH SOLE 2797 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1905455 7136 SH SOLE 7136 0 0 COCA COLA CO COM 191216100 1175110 20977 SH SOLE 20977 0 0 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 5145174 128149 SH SOLE 128149 0 0 HOME DEPOT INC COM 437076102 202373 733 SH SOLE 733 0 0 HUMANA INC COM 444859102 291572 601 SH SOLE 601 0 0 INTEL CORP COM 458140100 741253 28764 SH SOLE 28764 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1432107 5358 SH SOLE 5358 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 16762209 174407 SH SOLE 174407 0 0 ISHARES TR SHORT TREAS BD 464288679 2204609 20042 SH SOLE 20042 0 0 MICROSOFT CORP COM 594918104 2247012 9648 SH SOLE 9648 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 501683 11072 SH SOLE 11072 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 11054985 229071 SH SOLE 229071 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 18983185 366471 SH SOLE 366471 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 18308119 275600 SH SOLE 275600 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 669203 15802 SH SOLE 15802 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 2670095 85252 SH SOLE 85252 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 18703756 640101 SH SOLE 640101 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3258206 71187 SH SOLE 71187 0 0 WALMART INC COM 931142103 383522 2957 SH SOLE 2957 0 0