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CARL JURGENS

@Walker Financial Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$172.052MTotal holdings33
Assets growth rate16.35%Assets growth rate (2-Q avg)15.99%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Walker Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Walker Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 172.052M in assets, with a quarterly growth rate of 16.35% and a 2-quarter average growth rate of 15.99%. The portfolio is managed by CARL JURGENS, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Increased 28.67%
21.7%
$37.328M
385,225 shares@ $96.91 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 238.04%
20.77%
$35.734M
1.308M shares@ $27.33 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 26.18%
19.44%
$33.435M
1.12M shares@ $29.87 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 21.94%
9.43%
$16.223M
361,548 shares@ $44.88 avg price
STIPIshares Tr
Recent Activity
Increased 39.47%
8.22%
$14.138M
140,533 shares@ $100.61 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 9.66%
3.37%
$5.79M
98,260 shares@ $58.94 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 15.48%
2.75%
$4.716M
81,308 shares@ $58.01 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 7.4%
2.58%
$4.423M
135,012 shares@ $32.77 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.9%
1.96%
$3.362M
7,418 shares@ $453.28 avg price
KOCoca Cola Co
Recent Activity
Increased 5.23%
1.08%
$1.846M
29,653 shares@ $62.27 avg price