0001214659-19-004629.txt : 20190716 0001214659-19-004629.hdr.sgml : 20190716 20190716122424 ACCESSION NUMBER: 0001214659-19-004629 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190716 DATE AS OF CHANGE: 20190716 EFFECTIVENESS DATE: 20190716 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: 19956636 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 06-30-2019 06-30-2019 false WALLER FINANCIAL PLANNING GROUP, INC

941 CHATHAM LANE SUITE 212 COLUMBUS OH 43221

13F HOLDINGS REPORT 028-18994 N Jason Farris 614-457-7026 /s/ Jason Farris COLUMBUS OH 07-15-2019 0 43 179751 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 11557 38405 SH SOLE 0 0 38405 AMAZON COM INC COM 023135106 584 292 SH SOLE 0 0 292 ALTRIA GROUP INC COM 02209S103 301 6106 SH SOLE 0 0 6106 AT&T INC COM 00206R102 428 12790 SH SOLE 0 0 12790 PPG INDS INC COM 693506107 1643 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 432 7587 SH SOLE 0 0 7587 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5053 84336 SH SOLE 0 0 84336 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 5302 87342 SH SOLE 0 0 87342 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 5894 148472 SH SOLE 0 0 148472 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 15350 412960 SH SOLE 0 0 412960 JPMORGAN CHASE & CO COM 46625H100 355 3111 SH SOLE 0 0 3111 MARSH & MCLENNAN COS INC COM 571748102 301 2952 SH SOLE 0 0 2952 VANGUARD INDEX FDS TOTAL STK MKT 922908769 656 4293 SH SOLE 0 0 4293 APPLE INC COM 037833100 519 2571 SH SOLE 0 0 2571 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 6585 207391 SH SOLE 0 0 207391 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 860 20122 SH SOLE 0 0 20122 VANGUARD INDEX FDS VALUE ETF 922908744 1310 11639 SH SOLE 0 0 11639 VANGUARD INDEX FDS MID CAP ETF 922908629 4198 24736 SH SOLE 0 0 24736 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1578 12145 SH SOLE 0 0 12145 VANGUARD INDEX FDS SMALL CP ETF 922908751 4453 28324 SH SOLE 0 0 28324 VANGUARD INDEX FDS GROWTH ETF 922908736 885 5264 SH SOLE 0 0 5264 WESTELL TECHNOLOGIES INC CL A NEW 957541204 18 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1841 9759 SH SOLE 0 0 9759 ISHARES TR EAFE VALUE ETF 464288877 7390 153619 SH SOLE 0 0 153619 ISHARES TR EAFE GRWTH ETF 464288885 7270 90310 SH SOLE 0 0 90310 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 5868 115504 SH SOLE 0 0 115504 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1812 13175 SH SOLE 0 0 13175 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1420 9313 SH SOLE 0 0 9313 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 812 7217 SH SOLE 0 0 7217 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 6213 113978 SH SOLE 0 0 113978 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 537 10514 SH SOLE 0 0 10514 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 717 8357 SH SOLE 0 0 8357 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 16591 489111 SH SOLE 0 0 489111 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4088 113940 SH SOLE 0 0 113940 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4922 118038 SH SOLE 0 0 118038 FIRST MERCHANTS CORP COM 320817109 512 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 344 4239 SH SOLE 0 0 4239 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 23501 795304 SH SOLE 0 0 795304 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 8365 288639 SH SOLE 0 0 288639 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1953 25680 SH SOLE 0 0 25680 ISHARES TR SHRT NAT MUN ETF 464288158 1662 15593 SH SOLE 0 0 15593 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1112 4047 SH SOLE 0 0 4047 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 14559 475772 SH SOLE 0 0 475772