WALLER FINANCIAL PLANNING GROUP, INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcolumbus, OH
- CIK0001736079
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $355.97 M | IVV, SPDW, SPMD, KRE | 13F-HR | Apr 2, 2025 | 000121465925005278 | ||
69 | $396.79 M | IVV, SPMD, KRE, SPDW | 13F-HR | Jan 3, 2025 | 000121465925000086 | ||
68 | $403.31 M | SPMD, KRE, SPDW, IVV | 13F-HR | Oct 2, 2024 | 000121465924017003 | ||
70 | $372.19 M | SPMD, KRE, SPDW, IVV | 13F-HR | Jul 2, 2024 | 000121465924011771 | ||
63 | $375.31 M | SPMD, KRE, SPDW, OMFL | 13F-HR | Apr 2, 2024 | 000121465924005883 | ||
61 | $380.39 M | SPDW, KRE, SPMD, KRE | 13F-HR | Jan 3, 2024 | 000121465924000112 | ||
55 | $343.80 M | SPDW, SPMD, KRE, KRE | 13F-HR | Oct 18, 2023 | 000121465923013625 | ||
56 | $362.62 M | SPDW, SPMD, KRE, KRE | 13F-HR | Jul 5, 2023 | 000121465923009273 | ||
56 | $352.81 M | SPDW, SPMD, KRE, KRE | 13F-HR | Apr 18, 2023 | 000121465923005561 | ||
53 | $344.66 M | SPDW, SPMD, KRE, IVV | 13F-HR | Jan 5, 2023 | 000121465923000254 | ||
57 | $326.92 M | SPDW, KRE, SPMD, IVV | 13F-HR | Oct 20, 2022 | 000121465922012493 | ||
51 | $341.75 M | SPDW, KRE, SPMD, IVV | 13F-HR | Jul 18, 2022 | 000121465922008924 | ||
51 | $377.42 M | IVV, SPDW, KRE, SPMD | 13F-HR | Apr 18, 2022 | 000121465922005357 | ||
53 | $399.27 M | IVV, SPDW, KRE, SPMD | 13F-HR | Jan 26, 2022 | 000121465922001119 | ||
55 | $376.36 M | IVV, KRE, SPDW, KRE | 13F-HR | Oct 19, 2021 | 000121465921010589 | ||
53 | $373.19 M | IVV, SPDW, KRE, KRE | 13F-HR | Jul 22, 2021 | 000121465921007728 | ||
48 | $348.08 M | IVV, KRE, SPDW, SPMD | 13F-HR | Apr 14, 2021 | 000121465921004169 | ||
45 | $320.66 M | IVV, SPDW, KRE, KRE | 13F-HR | Jan 14, 2021 | 000121465921000483 | ||
46 | $272.71 M | IVV, SPDW, KRE, VGSH | 13F-HR | Oct 19, 2020 | 000121465920008716 | ||
47 | $256.64 M | IVV, SPDW, KRE, VGSH | 13F-HR | Jul 14, 2020 | 000121465920006298 | ||
44 | $191.66 M | SPDW, IVV, BNDX, SPMD | 13F-HR | Apr 13, 2020 | 000121465920003314 | ||
45 | $199.50 M | SPDW, SPMD, SPDR SER TR, KRE | 13F-HR | Jan 15, 2020 | 000121465920000336 | ||
44 | $188.81 M | SPDW, SPMD, SPDR SER TR, KRE | 13F-HR | Oct 30, 2019 | 000121465919006714 | ||
43 | $179.75 M | SPDW, SPMD, SPDR SER TR, KRE | 13F-HR | Jul 16, 2019 | 000121465919004629 | ||
42 | $172.90 M | SPDW, SPMD, SPDR SER TR, KRE | 13F-HR | Apr 17, 2019 | 000121465919002774 | ||
42 | $144.70 M | SPDW, SPMD, SPDR SER TR, KRE | 13F-HR | Jan 30, 2019 | 000121465919000634 |