Walker Financial Services, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Walker Financial Services, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | TFLO | ISHARES TR | 13.45% | 39.325 M $ | 776704 | 2025/03/31 | 114.123 K $ | 0.34 % |
| 2026/03/31 | FLOT | ISHARES TR | 11.33% | 33.132 M $ | 650280 | 2025/09/30 | 49.304 K $ | 0.18 % |
| 2026/03/31 | SPSB | SPDR SERIES TRUST | 9.76% | 28.542 M $ | 949179 | 2022/06/30 | -123.560 K $ | -0.43 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 9.35% | 27.325 M $ | 890640 | 2022/03/31 | 3.372 M $ | 11.85 % |
| 2026/03/31 | STIP | ISHARES TR | 7.61% | 22.242 M $ | 215048 | 2022/06/30 | 195.449 K $ | 1.02 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 6.74% | 19.695 M $ | 784673 | 2025/09/30 | -701.935 K $ | -4.31 % |
| 2026/03/31 | SPIB | SPDR SERIES TRUST | 5.36% | 15.668 M $ | 467142 | 2022/06/30 | -117.275 K $ | -0.80 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 5.16% | 15.085 M $ | 78601 | 2025/09/30 | 22.452 K $ | 0.19 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 4.93% | 14.401 M $ | 60605 | 2025/09/30 | -725.755 K $ | -6.05 % |
| 2026/03/31 | SCHR | SCHWAB STRATEGIC TR | 4.50% | 13.161 M $ | 528356 | 2025/09/30 | -75.318 K $ | -0.68 % |
| 2026/03/31 | AGG | ISHARES TR | 3.13% | 9.136 M $ | 92036 | 2024/03/31 | -75.919 K $ | -0.61 % |
| 2026/03/31 | TBUX | T ROWE PRICE ETF INC | 2.12% | 6.197 M $ | 124568 | 2025/03/31 | -12.240 K $ | -0.20 % |
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 1.81% | 5.290 M $ | 115949 | 2024/09/30 | -65.681 K $ | -0.91 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 1.74% | 5.078 M $ | 79239 | 2025/09/30 | 102.487 K $ | 2.58 % |
| 2026/03/31 | IEMG | ISHARES INC | 1.70% | 4.983 M $ | 71442 | 2025/09/30 | 146.628 K $ | 3.76 % |
| 2026/03/31 | SHV | ISHARES TR | 1.42% | 4.158 M $ | 37666 | 2025/06/30 | 8.901 K $ | 0.22 % |
| 2026/03/31 | VUSB | VANGUARD BD INDEX FDS | 1.40% | 4.090 M $ | 82150 | 2025/06/30 | -4.056 K $ | -0.10 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 1.30% | 3.788 M $ | 49119 | 2022/03/31 | 115.774 K $ | 2.21 % |
| 2026/03/31 | SPTS | SPDR SERIES TRUST | 1.14% | 3.339 M $ | 114441 | 2025/06/30 | -11.235 K $ | -0.34 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 0.99% | 2.882 M $ | 48393 | 2024/03/31 | -24.799 K $ | -0.63 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.57% | 1.679 M $ | 4535 | 2022/03/31 | -639.177 K $ | -23.46 % |
| 2026/03/31 | AAPL | APPLE INC | 0.54% | 1.572 M $ | 6192 | 2022/03/31 | -121.177 K $ | -6.65 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.51% | 1.501 M $ | 3133 | 2022/03/31 | -105.149 K $ | -4.67 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.40% | 1.172 M $ | 2031 | 2022/03/31 | -101.327 K $ | -6.04 % |
| 2026/03/31 | KO | COCA COLA CO | 0.39% | 1.149 M $ | 15108 | 2022/03/31 | 129.425 K $ | 8.78 % |
| 2026/03/31 | WMT | WALMART INC | 0.33% | 973.249 K $ | 7831 | 2022/03/31 | 100.579 K $ | 11.55 % |
| 2026/03/31 | FSTA | FIDELITY COVINGTON TRUST | 0.32% | 939.318 K $ | 17950 | 2022/03/31 | 80.110 K $ | 6.38 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.31% | 912.189 K $ | 35577 | 2022/03/31 | -45.201 K $ | -4.72 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.17% | 507.911 K $ | 1727 | 2024/09/30 | -47.112 K $ | -8.71 % |
| 2026/03/31 | SYY | SYSCO CORP | 0.14% | 399.725 K $ | 5604 | 2024/09/30 | -14.808 K $ | -3.20 % |
| 2026/03/31 | VRSK | VERISK ANALYTICS INC | 0.13% | 385.391 K $ | 2031 | 2024/03/31 | -68.728 K $ | -15.17 % |
| 2026/03/31 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.13% | 381.201 K $ | 1302 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.13% | 374.087 K $ | 575 | 2023/12/31 | -18.221 K $ | -4.63 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.12% | 346.620 K $ | 580 | 2024/03/31 | -16.180 K $ | -4.71 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.12% | 337.181 K $ | 1051 | 2025/03/31 | -15.182 K $ | -4.31 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.11% | 331.266 K $ | 1953 | 2025/06/30 | 95.631 K $ | 40.97 % |
| 2026/03/31 | IVV | ISHARES TR | 0.11% | 320.914 K $ | 491 | 2024/03/31 | -15.547 K $ | -4.63 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.11% | 311.424 K $ | 1505 | 2022/12/31 | 152.572 K $ | 35.75 % |
| 2026/03/31 | SCHZ | SCHWAB STRATEGIC TR | 0.11% | 308.414 K $ | 13282 | 2022/03/31 | -1.978 K $ | -0.64 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.09% | 258.359 K $ | 986 | 2024/03/31 | 3.902 K $ | 1.54 % |
| 2026/03/31 | KR | KROGER CO | 0.08% | 227.089 K $ | 3138 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.08% | 219.276 K $ | 1257 | 2024/12/31 | -16.540 K $ | -6.49 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.07% | 217.357 K $ | 661 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |