WALLER FINANCIAL PLANNING GROUP, INC
Q1 2026 13F Holdings
- Locationcolumbus, OH
- Num holdings
74
- Value ($000)
$453,085
- Date Filed 04/03/2026
- Form type13F-HR
- CIK 0001736079
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $71.14M | 16 % | 108,907 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $38.02M | 8 % | 511,303 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $37.66M | 8 % | 384,599 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $34.18M | 8 % | 157,323 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $33.72M | 7 % | 595,915 | ||
ISHARES TR | INVESTMENT GRADE | 46435G219 | $27.59M | 6 % | 612,366 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $24.74M | 6 % | 965,511 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $24.02M | 5 % | 215,672 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $22.84M | 5 % | 744,302 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $12.84M | 3 % | 281,244 |
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