WALLER FINANCIAL PLANNING GROUP, INC
Q4 2024 13F Holdings
- Locationcolumbus, OH
- Num holdings
69
- Value ($000)
$396,790
- Date Filed01/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $47.57M | 12 % | 80,805 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $37.33M | 9 % | 682,611 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $36.49M | 9 % | 812,357 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $31.10M | 8 % | 911,132 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $29.97M | 8 % | 552,680 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $23.17M | 6 % | 927,279 | ||
IGEB ISHARES TR | INVESTMENT GRADE | 46435G219 | $22.33M | 6 % | 503,315 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.17M | 5 % | 471,334 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $18.55M | 5 % | 678,808 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.76M | 2 % | 36,463 |
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