0001214659-19-002774.txt : 20190417 0001214659-19-002774.hdr.sgml : 20190417 20190417170359 ACCESSION NUMBER: 0001214659-19-002774 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190417 DATE AS OF CHANGE: 20190417 EFFECTIVENESS DATE: 20190417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALLER FINANCIAL PLANNING GROUP, INC CENTRAL INDEX KEY: 0001736079 IRS NUMBER: 311143130 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18994 FILM NUMBER: 19753627 BUSINESS ADDRESS: STREET 1: 941 CHATHAM LANE STREET 2: SUITE 212 CITY: COLUMBUS STATE: OH ZIP: 43221 BUSINESS PHONE: (614) 457-7026 MAIL ADDRESS: STREET 1: 941 CHATHAM LANE STREET 2: SUITE 212 CITY: COLUMBUS STATE: OH ZIP: 43221 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001736079 XXXXXXXX 03-31-2019 03-31-2019 false WALLER FINANCIAL PLANNING GROUP, INC

941 CHATHAM LANE SUITE 212 COLUMBUS OH 43221

13F HOLDINGS REPORT 028-18994 N Jason Farris 614-457-7029 /s/ Jason Farris Columbus OH 04-17-2019 0 42 172902 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 10353 35440 SH SOLE 0 0 35440 AMAZON COM INC COM 023135106 600 322 SH SOLE 0 0 322 ALTRIA GROUP INC COM 02209S103 316 5606 SH SOLE 0 0 5606 AT&T INC COM 00206R102 391 12123 SH SOLE 0 0 12123 PPG INDS INC COM 693506107 1677 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 434 7387 SH SOLE 0 0 7387 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5034 80074 SH SOLE 0 0 80074 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 5155 84342 SH SOLE 0 0 84342 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 5380 141592 SH SOLE 0 0 141592 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 14093 390176 SH SOLE 0 0 390176 MARSH & MCLENNAN COS INC COM 571748102 281 2939 SH SOLE 0 0 2939 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1167 7852 SH SOLE 0 0 7852 APPLE INC COM 037833100 511 2564 SH SOLE 0 0 2564 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 6126 195958 SH SOLE 0 0 195958 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1012 23089 SH SOLE 0 0 23089 VANGUARD INDEX FDS VALUE ETF 922908744 1475 13400 SH SOLE 0 0 13400 VANGUARD INDEX FDS MID CAP ETF 922908629 4262 25753 SH SOLE 0 0 25753 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1698 12755 SH SOLE 0 0 12755 VANGUARD INDEX FDS SMALL CP ETF 922908751 4615 29301 SH SOLE 0 0 29301 VANGUARD INDEX FDS GROWTH ETF 922908736 1069 6629 SH SOLE 0 0 6629 WESTELL TECHNOLOGIES INC CL A NEW 957541204 22 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1926 10440 SH SOLE 0 0 10440 ISHARES TR EAFE VALUE ETF 464288877 7317 145202 SH SOLE 0 0 145202 ISHARES TR EAFE GRWTH ETF 464288885 6935 87516 SH SOLE 0 0 87516 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 5901 111870 SH SOLE 0 0 111870 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1821 13669 SH SOLE 0 0 13669 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1442 9841 SH SOLE 0 0 9841 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 837 7507 SH SOLE 0 0 7507 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 6014 111556 SH SOLE 0 0 111556 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 543 10513 SH SOLE 0 0 10513 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 757 9094 SH SOLE 0 0 9094 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 15651 453657 SH SOLE 0 0 453657 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3816 103768 SH SOLE 0 0 103768 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5286 125777 SH SOLE 0 0 125777 FIRST MERCHANTS CORP COM 320817109 532 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 322 3739 SH SOLE 0 0 3739 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 22283 743017 SH SOLE 0 0 743017 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 7514 265319 SH SOLE 0 0 265319 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2037 27062 SH SOLE 0 0 27062 ISHARES TR SHRT NAT MUN ETF 464288158 1639 15493 SH SOLE 0 0 15493 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1081 4058 SH SOLE 0 0 4058 SPDR SER TR PORTFOLIO SM ETF 78468R853 13577 435295 SH SOLE 0 0 435295