0001214659-20-000336.txt : 20200115 0001214659-20-000336.hdr.sgml : 20200115 20200115113611 ACCESSION NUMBER: 0001214659-20-000336 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200115 EFFECTIVENESS DATE: 20200115 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: 20527698 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 12-31-2019 12-31-2019 false WALLER FINANCIAL PLANNING GROUP, INC

941 Chatham Lane Suite 212 Columbus OH 43221

13F HOLDINGS REPORT 028-18994 N Jason Farris 614-457-7026 /s/ Jason Farris Columbus OH 01-13-2019 0 45 199502 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 12753 39454 SH SOLE 0 0 39454 AMAZON COM INC COM 023135106 484 262 SH SOLE 0 0 262 ALTRIA GROUP INC COM 02209S103 216 4336 SH SOLE 0 0 4336 AT&T INC COM 00206R102 585 14962 SH SOLE 0 0 14962 PPG INDS INC COM 693506107 1891 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 356 5806 SH SOLE 0 0 5806 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 5967 90806 SH SOLE 0 0 90806 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 6088 94357 SH SOLE 0 0 94357 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 6594 157349 SH SOLE 0 0 157349 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 17369 435756 SH SOLE 0 0 435756 PROCTER & GAMBLE CO COM 742718109 224 1796 SH SOLE 0 0 1796 MCDONALDS CORP COM 580135101 437 2211 SH SOLE 0 0 2211 MARSH & MCLENNAN COS INC COM 571748102 332 2978 SH SOLE 0 0 2978 VANGUARD INDEX FDS TOTAL STK MKT 922908769 500 3053 SH SOLE 0 0 3053 APPLE INC COM 037833100 785 2673 SH SOLE 0 0 2673 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 7651 219173 SH SOLE 0 0 219173 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 739 16618 SH SOLE 0 0 16618 VANGUARD INDEX FDS VALUE ETF 922908744 1362 11367 SH SOLE 0 0 11367 VANGUARD INDEX FDS MID CAP ETF 922908629 3905 21918 SH SOLE 0 0 21918 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1622 11830 SH SOLE 0 0 11830 VANGUARD INDEX FDS SMALL CP ETF 922908751 4226 25511 SH SOLE 0 0 25511 VANGUARD INDEX FDS GROWTH ETF 922908736 805 4419 SH SOLE 0 0 4419 WESTELL TECHNOLOGIES INC CL A NEW 957541204 9 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1918 9652 SH SOLE 0 0 9652 ISHARES TR EAFE VALUE ETF 464288877 8346 167146 SH SOLE 0 0 167146 ISHARES TR EAFE GRWTH ETF 464288885 8038 92957 SH SOLE 0 0 92957 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 6636 121138 SH SOLE 0 0 121138 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1811 12247 SH SOLE 0 0 12247 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1425 8975 SH SOLE 0 0 8975 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 835 7006 SH SOLE 0 0 7006 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 6761 118424 SH SOLE 0 0 118424 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 561 10434 SH SOLE 0 0 10434 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 837 9601 SH SOLE 0 0 9601 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 18675 515462 SH SOLE 0 0 515462 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4772 126959 SH SOLE 0 0 126959 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4929 111872 SH SOLE 0 0 111872 FIRST MERCHANTS CORP COM 320817109 567 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 348 4084 SH SOLE 0 0 4084 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 26929 858985 SH SOLE 0 0 858985 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 9014 306802 SH SOLE 0 0 306802 XPEL INC COM 98379L100 621 42400 SH SOLE 0 0 42400 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1977 24416 SH SOLE 0 0 24416 ISHARES TR SHRT NAT MUN ETF 464288158 1823 17073 SH SOLE 0 0 17073 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1367 4620 SH SOLE 0 0 4620 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 16412 502965 SH SOLE 0 0 502965