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| Name: |
Walker Financial Services Inc. |
| City: |
Bowling Green |
| State: |
KY |
| Zip: |
42101-4082 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGG |
iShares Barclays Agency Bond |
3 |
New |
$96.58 |
$21,320,000 |
217,685 |
17.52% |
21,320,000 |
217,685 |
0.003 |
Closed - End Fund - E... |
|
|
VGIT |
Vanguard Intermediate -Ter |
9 |
New |
$57.78 |
$2,977,000 |
50,850 |
2.45% |
2,977,000 |
50,850 |
0.006 |
Closed - End Fund - Debt |
|
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VRSK |
Verisk Analytics, Inc. |
19 |
New |
$251.58 |
$471,000 |
2,000 |
0.39% |
471,000 |
2,000 |
0.001 |
Business Services |
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VOO |
Vanguard S&P 500 Etf |
23 |
New |
$486.73 |
$267,000 |
555 |
0.22% |
267,000 |
555 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
24 |
New |
$532.15 |
$265,000 |
505 |
0.22% |
265,000 |
505 |
0 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
25 |
New |
$222.59 |
$240,000 |
1,050 |
0.2% |
240,000 |
1,050 |
0.001 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
26 |
New |
$809.73 |
$207,000 |
282 |
0.17% |
207,000 |
282 |
0 |
Discount, Variety Stores |
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