The Analysis of WALLER FINANCIAL PLANNING GROUP, INC's Holdings
Currently, WALLER FINANCIAL PLANNING GROUP, INC holds 75 types of securities in its portfolio with a total value $450.4M. In the most recent quarter, they have increased their positions in VBR (+143.4K shares, valued at $30.4M), SPYG (+251.2K shares, valued at $26.8M), EFV (+370.2K shares, valued at $26.4M); decreased their positions in SPSM (-604.1K shares, valued at $28.3M), SPMD (-481.3K shares, valued at $27.9M), SPDW (-605.0K shares, valued at $26.9M); initiated new positions in GAM (+19.6K shares, valued at $1.1M), DVY (+1.8K shares, valued at $247.0K), JEPQ (+4.2K shares, valued at $244.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR106.1K shares33.25%2025-12-312026-01-13
SPYG SPDR SERIES TRUST353.2K shares246.21%2025-12-312026-01-13 EFV ISHARES TR469.1K shares374.22%2025-12-312026-01-13 SPYV SPDR SERIES TRUST569.7K shares234.75%2025-12-312026-01-13 VBR VANGUARD INDEX FDS147.3K shares3765.95%2025-12-312026-01-13 IGEB ISHARES TR579.0K shares14.40%2025-12-312026-01-13 SPAB SPDR SERIES TRUST931.6K shares3.56%2025-12-312026-01-13 EFG ISHARES TR199.1K shares282.54%2025-12-312026-01-13 SCHD SCHWAB STRATEGIC TR707.7K shares-3.52%2025-12-312026-01-13 OMFL INVESCO EXCH TRD SLF IDX FD217.8K shares-63.57%2025-12-312026-01-13 SPDW SPDR INDEX SHS FDS287.2K shares-67.81%2025-12-312026-01-13 SPMD SPDR SERIES TRUST198.5K shares-70.80%2025-12-312026-01-13 SPSM SPDR SERIES TRUST235.3K shares-71.97%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS162.1K shares-7.03%2025-12-312026-01-13 VB VANGUARD INDEX FDS33.0K shares-9.47%2025-12-312026-01-13 VO VANGUARD INDEX FDS27.8K shares-10.68%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS28.7K shares-6.86%2025-12-312026-01-13 XLRE SELECT SECTOR SPDR TR130.9K shares-73.33%2025-12-312026-01-13 AAPL APPLE INC18.8K shares-0.49%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS40.6K shares-10.47%2025-12-312026-01-13 MUB ISHARES TR26.1K shares0.06%2025-12-312026-01-13 BIV VANGUARD BD INDEX FDS35.2K shares-8.31%2025-12-312026-01-13 MDYV SPDR SERIES TRUST31.7K shares-50.14%2025-12-312026-01-13 SLYV SPDR SERIES TRUST28.4K shares-53.27%2025-12-312026-01-13 MDYG SPDR SERIES TRUST25.6K shares-50.61%2025-12-312026-01-13 SLYG SPDR SERIES TRUST24.2K shares-51.48%2025-12-312026-01-13 FLOT ISHARES TR38.5K shares4.37%2025-12-312026-01-13 AMZN AMAZON COM INC6.3K shares0.99%2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS17.7K shares0.97%2025-12-312026-01-13 UPS UNITED PARCEL SERVICE INC13.6K shares0.00%2025-12-312026-01-13 VUG VANGUARD INDEX FDS2.7K shares-2.03%2025-12-312026-01-13 PPG PPG INDS INC12.8K shares0.79%2025-12-312026-01-13 SPTM SPDR SERIES TRUST15.5K shares-0.82%2025-12-312026-01-13 SPTI SPDR SERIES TRUST41.8K shares6.14%2025-12-312026-01-13 GAM GENERAL AMERN INVS CO INC19.6K sharesnew addition2025-12-312026-01-13 NVDA NVIDIA CORPORATION5.8K shares1.98%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO7.0K shares1.31%2025-12-312026-01-13 VOT VANGUARD INDEX FDS3.5K shares-9.16%2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F16.6K shares-13.07%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.2.7K shares0.04%2025-12-312026-01-13 INTU INTUIT1.3K shares0.00%2025-12-312026-01-13 SPEM SPDR INDEX SHS FDS17.7K shares-8.88%2025-12-312026-01-13 MSFT MICROSOFT CORP1.4K shares-2.18%2025-12-312026-01-13 VBK VANGUARD INDEX FDS2.1K shares-3.64%2025-12-312026-01-13 MMC MARSH & MCLENNAN COS INC3.3K shares0.49%2025-12-312026-01-13 NFLX NETFLIX INC5.9K shares910.48%2025-12-312026-01-13 BNDX VANGUARD CHARLOTTE FDS10.3K shares11.89%2025-12-312026-01-13 VOE VANGUARD INDEX FDS2.5K shares-11.99%2025-12-312026-01-13 META META PLATFORMS INC660 shares0.46%2025-12-312026-01-13 VTV VANGUARD INDEX FDS2.3K shares-29.96%2025-12-312026-01-13 XOM EXXON MOBIL CORP3.5K shares-12.05%2025-12-312026-01-13 TSLA TESLA INC919 shares1.32%2025-12-312026-01-13 SUB ISHARES TR3.8K shares-4.54%2025-12-312026-01-13 VEU VANGUARD INTL EQUITY INDEX F5.5K shares-0.31%2025-12-312026-01-13 JEPI J P MORGAN EXCHANGE TRADED F6.9K shares-10.39%2025-12-312026-01-13 PM PHILIP MORRIS INTL INC2.4K shares0.00%2025-12-312026-01-13 NOC NORTHROP GRUMMAN CORP610 shares0.00%2025-12-312026-01-13 BROADCOM INC BROADCOM INC953 shares-21.24%2025-12-312026-01-13 VT VANGUARD INTL EQUITY INDEX F2.3K shares-0.04%2025-12-312026-01-13 WMT WALMART INC2.7K shares-1.82%2025-12-312026-01-13 VGIT VANGUARD SCOTTSDALE FDS4.9K shares3.26%2025-12-312026-01-13 VV VANGUARD INDEX FDS881 shares-3.08%2025-12-312026-01-13 SYK STRYKER CORPORATION735 shares0.00%2025-12-312026-01-13 WFC WELLS FARGO CO NEW2.7K shares0.00%2025-12-312026-01-13 DVY ISHARES TR1.8K sharesnew addition2025-12-312026-01-13 JEPQ J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2025-12-312026-01-13 VGSH VANGUARD SCOTTSDALE FDS4.0K sharesnew addition2025-12-312026-01-13 KO COCA COLA CO3.3K shares0.00%2025-12-312026-01-13 CGDV CAPITAL GROUP DIVIDEND VALUE5.0K sharesnew addition2025-12-312026-01-13 ALPHABET INC ALPHABET INC673 sharesnew addition2025-12-312026-01-13 FDX FEDEX CORP693 sharesnew addition2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available