WALLER FINANCIAL PLANNING GROUP, INC
Q4 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
75
- Value ($000)
$900,702
- Date Filed01/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $145.28M | 32 % | 212,110 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $75.37M | 17 % | 706,396 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $67M | 15 % | 938,238 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $64.73M | 14 % | 1,139,372 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $62.37M | 14 % | 294,508 | ||
ISHARES TR | INVESTMENT GRADE | 46435G219 | $52.87M | 12 % | 1,157,928 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $47.98M | 11 % | 1,863,256 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $45.37M | 10 % | 398,230 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $38.82M | 9 % | 1,415,342 | ||
INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $26.62M | 6 % | 435,516 |
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