Walker Financial Services, Inc.

Q3 2022 13F Holdings Report, Stock Holdings

Signature - Title
Carl Jurgens - CHIEF COMPLIANCE OFFICER
Location
Bowling Green, KY
Holdings as of
30 Sep 2022
Value $
$107,026,208
Num holdings
20
Filing time
06 Jun 2023, 11:13:37 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHP, SPSB, SCHD, STIP, and SCHO.
Previous filing
Q2 2022 - 06 Jun 2023
Next filing
Q4 2022 - 14 Jun 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
CARL JURGENS CHIEF COMPLIANCE OFFICER Bowling Green, Kentucky 30 May 2023