0001172661-23-003380.txt : 20231011 0001172661-23-003380.hdr.sgml : 20231011 20231011090913 ACCESSION NUMBER: 0001172661-23-003380 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231011 DATE AS OF CHANGE: 20231011 EFFECTIVENESS DATE: 20231011 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: 231319514 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 09-30-2023 09-30-2023 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 10-11-2023 0 22 102909421 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 472504 2760 SH SOLE 2760 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2389046 6820 SH SOLE 6820 0 0 CHEVRON CORP NEW COM 166764100 250666 1487 SH SOLE 1487 0 0 COCA COLA CO COM 191216100 1293329 23103 SH SOLE 23103 0 0 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 3229700 75850 SH SOLE 75850 0 0 HOME DEPOT INC COM 437076102 250183 828 SH SOLE 828 0 0 HUMANA INC COM 444859102 372258 765 SH SOLE 765 0 0 INTEL CORP COM 458140100 1229276 34579 SH SOLE 34579 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1775839 4957 SH SOLE 4957 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 19726872 203538 SH SOLE 203538 0 0 ISHARES TR SHORT TREAS BD 464288679 446350 4040 SH SOLE 4040 0 0 MICROSOFT CORP COM 594918104 2992101 9476 SH SOLE 9476 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 11925291 236191 SH SOLE 236191 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 730300 14433 SH SOLE 14433 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 436380 9866 SH SOLE 9866 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 22528836 318384 SH SOLE 318384 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 369245 7710 SH SOLE 7710 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 3094674 98400 SH SOLE 98400 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 24447798 833827 SH SOLE 833827 0 0 UNITED PARCEL SERVICE INC CL B 911312106 344214 2106 SH SOLE 2106 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 4144096 77431 SH SOLE 77431 0 0 WALMART INC COM 931142103 460463 2879 SH SOLE 2879 0 0