Sponsored

The Analysis of WALLER FINANCIAL PLANNING GROUP, INC's Holdings & P&L

Currently, WALLER FINANCIAL PLANNING GROUP, INC holds 73 types of securities in its portfolio with a total value $453.1M. In the most recent quarter, they have increased their positions in EFV (+42.2K shares, valued at $3.1M), SPYG (+31.4K shares, valued at $3.1M), VBR (+10.1K shares, valued at $2.2M); decreased their positions in XLRE (-54.7K shares, valued at $2.2M), SPMD (-29.5K shares, valued at $1.7M), VNQ (-17.2K shares, valued at $1.5M); initiated new positions in SGOV (+2.9K shares, valued at $290.9K), N/A (+883 shares, valued at $253.2K), N/A (+1.6K shares, valued at $203.2K).

1M P&L

+14.2M+3.03%

3M P&L

-12.5M-2.53%

HY P&L

+18.5M+3.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A426.9M

96.4%

2Consumer Electronics4.8M

1.1%

3Integrated Freight & Logistics1.6M

0.4%

Top Industries by Stock Count

1N/A47 stocks

70.1%

2Integrated Freight & Logistics2 stocks

3.0%

3Banks - Diversified2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR108.9K shares2.69%2026-03-312026-04-03

EFV ISHARES TR511.3K shares8.99%2026-03-312026-04-03

SPYG SPDR SERIES TRUST384.6K shares8.89%2026-03-312026-04-03

VBR VANGUARD INDEX FDS157.3K shares6.84%2026-03-312026-04-03

SPYV SPDR SERIES TRUST595.9K shares4.60%2026-03-312026-04-03

IGEB ISHARES TR612.4K shares5.77%2026-03-312026-04-03

SPAB SPDR SERIES TRUST965.5K shares3.64%2026-03-312026-04-03

EFG ISHARES TR215.7K shares8.32%2026-03-312026-04-03

Sponsored

SCHD SCHWAB STRATEGIC TR744.3K shares5.18%2026-03-312026-04-03

SPDW SPDR INDEX SHS FDS281.2K shares-2.06%2026-03-312026-04-03

OMFL INVESCO EXCH TRD SLF IDX FD196.5K shares-9.77%2026-03-312026-04-03

SPSM SPDR SERIES TRUST222.1K shares-5.61%2026-03-312026-04-03

VEA VANGUARD TAX-MANAGED FDS159.5K shares-1.62%2026-03-312026-04-03

SPMD SPDR SERIES TRUST169.0K shares-14.87%2026-03-312026-04-03

VANGUARD INDEX FDS VANGUARD INDEX FDS14.3K shares6.01%2026-03-312026-04-03

VB VANGUARD INDEX FDS31.5K shares-4.54%2026-03-312026-04-03

Sponsored

VO VANGUARD INDEX FDS22.6K shares-18.60%2026-03-312026-04-03

VIG VANGUARD SPECIALIZED FUNDS29.7K shares3.53%2026-03-312026-04-03

AAPL APPLE INC18.9K shares0.47%2026-03-312026-04-03

XLRE SELECT SECTOR SPDR TR76.2K shares-41.77%2026-03-312026-04-03

MUB ISHARES TR27.0K shares3.31%2026-03-312026-04-03

BIV VANGUARD BD INDEX FDS36.0K shares2.20%2026-03-312026-04-03

SLYV SPDR SERIES TRUST26.2K shares-7.60%2026-03-312026-04-03

MDYV SPDR SERIES TRUST26.4K shares-16.96%2026-03-312026-04-03

Sponsored

SLYG SPDR SERIES TRUST23.2K shares-4.07%2026-03-312026-04-03

VNQ VANGUARD INDEX FDS23.5K shares-42.23%2026-03-312026-04-03

MDYG SPDR SERIES TRUST20.6K shares-19.29%2026-03-312026-04-03

FLOT ISHARES TR38.8K shares0.80%2026-03-312026-04-03

VUG VANGUARD INDEX FDS3.2K shares16.83%2026-03-312026-04-03

BSV VANGUARD BD INDEX FDS17.2K shares-2.91%2026-03-312026-04-03

UPS UNITED PARCEL SERVICE INC13.7K shares0.75%2026-03-312026-04-03

AMZN AMAZON COM INC6.1K shares-3.95%2026-03-312026-04-03

Sponsored

SPTM SPDR SERIES TRUST15.8K shares2.05%2026-03-312026-04-03

SPTI SPDR SERIES TRUST41.8K shares0.06%2026-03-312026-04-03

GAM GENERAL AMERN INVS CO INC19.6K shares0.00%2026-03-312026-04-03

PG PROCTER AND GAMBLE CO7.2K shares1.84%2026-03-312026-04-03

NVDA NVIDIA CORPORATION5.3K shares-8.05%2026-03-312026-04-03

VWO VANGUARD INTL EQUITY INDEX F15.4K shares-7.09%2026-03-312026-04-03

SPEM SPDR INDEX SHS FDS17.7K shares0.00%2026-03-312026-04-03

VOT VANGUARD INDEX FDS3.2K shares-8.24%2026-03-312026-04-03

Sponsored

JPM JPMORGAN CHASE & CO.2.7K shares0.04%2026-03-312026-04-03

JEPI J P MORGAN EXCHANGE TRADED F12.6K shares83.19%2026-03-312026-04-03

MSFT MICROSOFT CORP1.8K shares25.38%2026-03-312026-04-03

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-11.09%2026-03-312026-04-03

VTV VANGUARD INDEX FDS3.1K shares36.49%2026-03-312026-04-03

XOM EXXON MOBIL CORP3.5K shares0.00%2026-03-312026-04-03

VBK VANGUARD INDEX FDS2.0K shares-4.45%2026-03-312026-04-03

JEPQ J P MORGAN EXCHANGE TRADED F10.5K shares150.12%2026-03-312026-04-03

Sponsored

MMC MARSH & MCLENNAN COS INC3.3K shares0.52%2026-03-312026-04-03

INTU INTUIT1.3K shares0.00%2026-03-312026-04-03

NFLX NETFLIX INC5.7K shares-3.01%2026-03-312026-04-03

SUB ISHARES TR4.4K shares15.18%2026-03-312026-04-03

BNDX VANGUARD CHARLOTTE FDS9.4K shares-9.50%2026-03-312026-04-03

NOC NORTHROP GRUMMAN CORP610 shares0.00%2026-03-312026-04-03

VEU VANGUARD INTL EQUITY INDEX F5.5K shares0.73%2026-03-312026-04-03

VOE VANGUARD INDEX FDS2.2K shares-11.92%2026-03-312026-04-03

Sponsored

PM PHILIP MORRIS INTL INC2.4K shares0.00%2026-03-312026-04-03

META META PLATFORMS INC661 shares0.15%2026-03-312026-04-03

TSLA TESLA INC924 shares0.54%2026-03-312026-04-03

VT VANGUARD INTL EQUITY INDEX F2.5K shares7.93%2026-03-312026-04-03

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL708 shares1.43%2026-03-312026-04-03

WMT WALMART INC2.7K shares0.04%2026-03-312026-04-03

DVY ISHARES TR2.1K shares22.23%2026-03-312026-04-03

BROADCOM INC BROADCOM INC953 shares0.00%2026-03-312026-04-03

Sponsored

SGOV ISHARES TR2.9K sharesnew addition2026-03-312026-04-03

VGIT VANGUARD SCOTTSDALE FDS4.7K shares-3.02%2026-03-312026-04-03

ALPHABET INC ALPHABET INC883 sharesnew addition2026-03-312026-04-03

KO COCA COLA CO3.3K shares0.00%2026-03-312026-04-03

FDX FEDEX CORP694 shares0.14%2026-03-312026-04-03

SYK STRYKER CORPORATION736 shares0.14%2026-03-312026-04-03

VV VANGUARD INDEX FDS768 shares-12.83%2026-03-312026-04-03

WFC WELLS FARGO CO NEW2.7K shares0.00%2026-03-312026-04-03

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K sharesnew addition2026-03-312026-04-03

IVV

ISHARES TR

2.69%

Shares108.9K

Event2026-03-31

Filed2026-04-03

EFV

ISHARES TR

8.99%

Shares511.3K

Event2026-03-31

Filed2026-04-03

SPYG

SPDR SERIES TRUST

8.89%

Shares384.6K

Event2026-03-31

Filed2026-04-03

VBR

VANGUARD INDEX FDS

6.84%

Shares157.3K

Event2026-03-31

Filed2026-04-03

SPYV

SPDR SERIES TRUST

4.60%

Shares595.9K

Event2026-03-31

Filed2026-04-03

IGEB

ISHARES TR

5.77%

Shares612.4K

Event2026-03-31

Filed2026-04-03

SPAB

SPDR SERIES TRUST

3.64%

Shares965.5K

Event2026-03-31

Filed2026-04-03

EFG

ISHARES TR

8.32%

Shares215.7K

Event2026-03-31

Filed2026-04-03

SCHD

SCHWAB STRATEGIC TR

5.18%

Shares744.3K

Event2026-03-31

Filed2026-04-03

SPDW

SPDR INDEX SHS FDS

-2.06%

Shares281.2K

Event2026-03-31

Filed2026-04-03

OMFL

INVESCO EXCH TRD SLF IDX FD

-9.77%

Shares196.5K

Event2026-03-31

Filed2026-04-03

SPSM

SPDR SERIES TRUST

-5.61%

Shares222.1K

Event2026-03-31

Filed2026-04-03

VEA

VANGUARD TAX-MANAGED FDS

-1.62%

Shares159.5K

Event2026-03-31

Filed2026-04-03

SPMD

SPDR SERIES TRUST

-14.87%

Shares169.0K

Event2026-03-31

Filed2026-04-03

VANGUARD INDEX FDS

6.01%

Shares14.3K

Event2026-03-31

Filed2026-04-03

VANGUARD INDEX FDS

-4.54%

Shares31.5K

Event2026-03-31

Filed2026-04-03

VANGUARD INDEX FDS

-18.60%

Shares22.6K

Event2026-03-31

Filed2026-04-03

VIG

VANGUARD SPECIALIZED FUNDS

3.53%

Shares29.7K

Event2026-03-31

Filed2026-04-03

AAPL

APPLE INC

0.47%

Shares18.9K

Event2026-03-31

Filed2026-04-03

XLRE

SELECT SECTOR SPDR TR

-41.77%

Shares76.2K

Event2026-03-31

Filed2026-04-03

MUB

ISHARES TR

3.31%

Shares27.0K

Event2026-03-31

Filed2026-04-03

BIV

VANGUARD BD INDEX FDS

2.20%

Shares36.0K

Event2026-03-31

Filed2026-04-03

SLYV

SPDR SERIES TRUST

-7.60%

Shares26.2K

Event2026-03-31

Filed2026-04-03

MDYV

SPDR SERIES TRUST

-16.96%

Shares26.4K

Event2026-03-31

Filed2026-04-03

SLYG

SPDR SERIES TRUST

-4.07%

Shares23.2K

Event2026-03-31

Filed2026-04-03

VNQ

VANGUARD INDEX FDS

-42.23%

Shares23.5K

Event2026-03-31

Filed2026-04-03

MDYG

SPDR SERIES TRUST

-19.29%

Shares20.6K

Event2026-03-31

Filed2026-04-03

FLOT

ISHARES TR

0.80%

Shares38.8K

Event2026-03-31

Filed2026-04-03

VUG

VANGUARD INDEX FDS

16.83%

Shares3.2K

Event2026-03-31

Filed2026-04-03

BSV

VANGUARD BD INDEX FDS

-2.91%

Shares17.2K

Event2026-03-31

Filed2026-04-03

UPS

UNITED PARCEL SERVICE INC

0.75%

Shares13.7K

Event2026-03-31

Filed2026-04-03

AMZN

AMAZON COM INC

-3.95%

Shares6.1K

Event2026-03-31

Filed2026-04-03

SPTM

SPDR SERIES TRUST

2.05%

Shares15.8K

Event2026-03-31

Filed2026-04-03

SPTI

SPDR SERIES TRUST

0.06%

Shares41.8K

Event2026-03-31

Filed2026-04-03

GAM

GENERAL AMERN INVS CO INC

0.00%

Shares19.6K

Event2026-03-31

Filed2026-04-03

PROCTER AND GAMBLE CO

1.84%

Shares7.2K

Event2026-03-31

Filed2026-04-03

NVDA

NVIDIA CORPORATION

-8.05%

Shares5.3K

Event2026-03-31

Filed2026-04-03

VWO

VANGUARD INTL EQUITY INDEX F

-7.09%

Shares15.4K

Event2026-03-31

Filed2026-04-03

SPEM

SPDR INDEX SHS FDS

0.00%

Shares17.7K

Event2026-03-31

Filed2026-04-03

VOT

VANGUARD INDEX FDS

-8.24%

Shares3.2K

Event2026-03-31

Filed2026-04-03

JPM

JPMORGAN CHASE & CO.

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-03

JEPI

J P MORGAN EXCHANGE TRADED F

83.19%

Shares12.6K

Event2026-03-31

Filed2026-04-03

MSFT

MICROSOFT CORP

25.38%

Shares1.8K

Event2026-03-31

Filed2026-04-03

INVESCO QQQ TR

-11.09%

Shares1.1K

Event2026-03-31

Filed2026-04-03

VTV

VANGUARD INDEX FDS

36.49%

Shares3.1K

Event2026-03-31

Filed2026-04-03

XOM

EXXON MOBIL CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-03

VBK

VANGUARD INDEX FDS

-4.45%

Shares2.0K

Event2026-03-31

Filed2026-04-03

JEPQ

J P MORGAN EXCHANGE TRADED F

150.12%

Shares10.5K

Event2026-03-31

Filed2026-04-03

MMC

MARSH & MCLENNAN COS INC

0.52%

Shares3.3K

Event2026-03-31

Filed2026-04-03

INTU

INTUIT

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-03

NFLX

NETFLIX INC

-3.01%

Shares5.7K

Event2026-03-31

Filed2026-04-03

SUB

ISHARES TR

15.18%

Shares4.4K

Event2026-03-31

Filed2026-04-03

BNDX

VANGUARD CHARLOTTE FDS

-9.50%

Shares9.4K

Event2026-03-31

Filed2026-04-03

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares610

Event2026-03-31

Filed2026-04-03

VEU

VANGUARD INTL EQUITY INDEX F

0.73%

Shares5.5K

Event2026-03-31

Filed2026-04-03

VOE

VANGUARD INDEX FDS

-11.92%

Shares2.2K

Event2026-03-31

Filed2026-04-03

PHILIP MORRIS INTL INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-03