WALLER FINANCIAL PLANNING GROUP, INC

Institutional manager (13F) · CIK 1736079

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $445M

#	Issuer	Value	Shares
1	ISHARES TR	$71M	108,907
2	ISHARES TR	$38M	511,303
3	SPDR SERIES TRUST	$38M	384,599
4	VANGUARD INDEX FDS	$34M	157,323
5	SPDR SERIES TRUST	$34M	595,915
6	ISHARES TR	$28M	612,366
7	SPDR SERIES TRUST	$25M	965,511
8	ISHARES TR	$24M	215,672
9	SCHWAB STRATEGIC TR	$23M	744,302
10	SPDR INDEX SHS FDS	$13M	281,244
11	INVESCO EXCH TRD SLF IDX FD	$12M	196,483
12	SPDR SERIES TRUST	$11M	222,063
13	VANGUARD TAX-MANAGED FDS	$10M	159,464
14	SPDR SERIES TRUST	$10M	169,007
15	VANGUARD INDEX FDS	$9M	14,269
16	VANGUARD INDEX FDS	$8M	31,457
17	VANGUARD INDEX FDS	$6M	22,606
18	VANGUARD SPECIALIZED FUNDS	$6M	29,670
19	APPLE INC	$5M	18,932
20	SELECT SECTOR SPDR TR	$3M	76,232
21	ISHARES TR	$3M	26,953
22	VANGUARD BD INDEX FDS	$3M	36,001
23	SPDR SERIES TRUST	$2M	26,219
24	SPDR SERIES TRUST	$2M	26,351
25	SPDR SERIES TRUST	$2M	23,184
26	VANGUARD INDEX FDS	$2M	23,469
27	SPDR SERIES TRUST	$2M	20,645
28	ISHARES TR	$2M	38,841
29	VANGUARD INDEX FDS	$1M	3,165
30	VANGUARD BD INDEX FDS	$1M	17,206
31	UNITED PARCEL SERVICE INC	$1M	13,696
32	AMAZON COM INC	$1M	6,081
33	SPDR SERIES TRUST	$1M	15,848
34	SPDR SERIES TRUST	$1M	41,794
35	GENERAL AMERN INVS CO INC	$1M	19,563
36	PROCTER AND GAMBLE CO	$1M	7,156
37	NVIDIA CORPORATION	$932k	5,345
38	VANGUARD INTL EQUITY INDEX F	$833k	15,403
39	SPDR INDEX SHS FDS	$831k	17,718
40	VANGUARD INDEX FDS	$817k	3,175
41	JPMORGAN CHASE & CO.	$790k	2,685
42	J P MORGAN EXCHANGE TRADED F	$712k	12,558
43	MICROSOFT CORP	$667k	1,803
44	INVESCO QQQ TR	$657k	1,139
45	VANGUARD INDEX FDS	$608k	3,101
46	EXXON MOBIL CORP	$601k	3,541
47	VANGUARD INDEX FDS	$597k	1,975
48	J P MORGAN EXCHANGE TRADED F	$583k	10,505
49	MARSH & MCLENNAN COS INC	$568k	3,272
50	INTUIT	$550k	1,272

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.