WALLER FINANCIAL PLANNING GROUP, INC
Q1 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
72
- Value ($000)
$355,969
- Date Filed04/02/2025
- Form type13F-HR
- CIK0001736079
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $40.87M | 12 % | 72,732 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $33.44M | 9 % | 918,310 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $28.84M | 8 % | 563,585 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $27.24M | 8 % | 668,273 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $26.48M | 7 % | 496,794 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $22.03M | 6 % | 862,627 | ||
IGEB ISHARES TR | INVESTMENT GRADE | 46435G219 | $21.99M | 6 % | 488,616 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.85M | 6 % | 474,255 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $16.12M | 5 % | 576,519 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.64M | 2 % | 169,971 |
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