WALLER FINANCIAL PLANNING GROUP, INC
Q2 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
71
- Value ($000)
$413,705
- Date Filed07/02/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $49.80M | 12 % | 80,202 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $36.72M | 9 % | 906,904 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $36.34M | 9 % | 668,292 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $35.25M | 9 % | 827,462 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $34.22M | 8 % | 592,265 | ||
IGEB ISHARES TR | INVESTMENT GRADE | 46435G219 | $22.50M | 5 % | 495,159 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $22.45M | 5 % | 876,859 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.99M | 5 % | 482,707 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.31M | 5 % | 728,852 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.04M | 2 % | 176,054 |
Rows Per Page
10
- 10
- 50
- 100