0001214659-20-003314.txt : 20200413 0001214659-20-003314.hdr.sgml : 20200413 20200413144128 ACCESSION NUMBER: 0001214659-20-003314 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200413 DATE AS OF CHANGE: 20200413 EFFECTIVENESS DATE: 20200413 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: 20788573 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 03-31-2020 03-31-2020 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 Jason Farris Columbus OH 04-12-2020 0 44 191657 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 19299 74688 SH SOLE 0 0 74688 AMAZON COM INC COM 023135106 517 265 SH SOLE 0 0 265 MICROSOFT CORP COM 594918104 227 1440 SH SOLE 0 0 1440 AT&T INC COM 00206R102 420 14404 SH SOLE 0 0 14404 PPG INDS INC COM 693506107 1184 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 342 6360 SH SOLE 0 0 6360 SPDR SER TR S&P 600 SMCP VAL 78464A300 5154 126134 SH SOLE 0 0 126134 SPDR SER TR S&P 600 SMCP GRW 78464A201 5047 109286 SH SOLE 0 0 109286 SPDR SER TR PRTFLO S&P500 GW 78464A409 6584 184213 SH SOLE 0 0 184213 SPDR SER TR PORTFOLI S&P1500 78464A805 4499 143037 SH SOLE 0 0 143037 MARSH & MCLENNAN COS INC COM 571748102 258 2990 SH SOLE 0 0 2990 APPLE INC COM 037833100 680 2674 SH SOLE 0 0 2674 SPDR SER TR PRTFLO S&P500 VL 78464A508 6688 258836 SH SOLE 0 0 258836 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1229 36645 SH SOLE 0 0 36645 VANGUARD INDEX FDS VALUE ETF 922908744 778 8736 SH SOLE 0 0 8736 VANGUARD INDEX FDS MID CAP ETF 922908629 4744 36038 SH SOLE 0 0 36038 VANGUARD INDEX FDS SM CP VAL ETF 922908611 844 9505 SH SOLE 0 0 9505 VANGUARD INDEX FDS SMALL CP ETF 922908751 4602 39863 SH SOLE 0 0 39863 VANGUARD INDEX FDS GROWTH ETF 922908736 670 4274 SH SOLE 0 0 4274 WESTELL TECHNOLOGIES INC CL A NEW 957541204 8 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1242 8262 SH SOLE 0 0 8262 ISHARES TR EAFE VALUE ETF 464288877 7133 199858 SH SOLE 0 0 199858 ISHARES TR EAFE GRWTH ETF 464288885 6707 94324 SH SOLE 0 0 94324 SPDR SER TR S&P 400 MDCP VAL 78464A839 5395 153012 SH SOLE 0 0 153012 VANGUARD INDEX FDS LARGE CAP ETF 922908637 291 2458 SH SOLE 0 0 2458 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1316 10385 SH SOLE 0 0 10385 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 761 9356 SH SOLE 0 0 9356 SPDR SER TR S&P 400 MDCP GRW 78464A821 5326 124385 SH SOLE 0 0 124385 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 233 5684 SH SOLE 0 0 5684 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2773 31044 SH SOLE 0 0 31044 SPDR SER TR PORTFOLIO S&P400 78464A847 14517 573109 SH SOLE 0 0 573109 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3944 138579 SH SOLE 0 0 138579 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6662 199818 SH SOLE 0 0 199818 ISHARES TR NATIONAL MUN ETF 464288414 2122 18774 SH SOLE 0 0 18774 FIRST MERCHANTS CORP COM 320817109 361 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 259 3549 SH SOLE 0 0 3549 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 21557 900446 SH SOLE 0 0 900446 SPDR SER TR PORTFOLIO AGRGTE 78464A649 11427 378131 SH SOLE 0 0 378131 XPEL INC COM 98379L100 441 44000 SH SOLE 0 0 44000 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 391 6234 SH SOLE 0 0 6234 ISHARES TR SHRT NAT MUN ETF 464288158 313 2949 SH SOLE 0 0 2949 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4824 20372 SH SOLE 0 0 20372 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 16248 288809 SH SOLE 0 0 288809 SPDR SER TR PORTFOLIO S&P600 78468R853 13640 624559 SH SOLE 0 0 624559