0001214659-20-006298.txt : 20200714 0001214659-20-006298.hdr.sgml : 20200714 20200714151838 ACCESSION NUMBER: 0001214659-20-006298 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200714 DATE AS OF CHANGE: 20200714 EFFECTIVENESS DATE: 20200714 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: 201027102 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 06-30-2020 06-30-2020 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 07-14-2020 0 47 256644 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 26180 84536 SH SOLE 0 0 84536 AMAZON COM INC COM 023135106 657 238 SH SOLE 0 0 238 MICROSOFT CORP COM 594918104 240 1180 SH SOLE 0 0 1180 UNITED PARCEL SERVICE INC CL B 911312106 465 4181 SH SOLE 0 0 4181 AT&T INC COM 00206R102 435 14404 SH SOLE 0 0 14404 PPG INDS INC COM 693506107 1502 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 334 6060 SH SOLE 0 0 6060 SPDR SER TR S&P 600 SMCP VAL 78464A300 4456 90710 SH SOLE 0 0 90710 SPDR SER TR S&P 600 SMCP GRW 78464A201 4227 74444 SH SOLE 0 0 74444 SPDR SER TR PRTFLO S&P500 GW 78464A409 5401 120242 SH SOLE 0 0 120242 SPDR SER TR PORTFOLI S&P1500 78464A805 3097 81979 SH SOLE 0 0 81979 MARSH & MCLENNAN COS INC COM 571748102 322 3002 SH SOLE 0 0 3002 APPLE INC COM 037833100 945 2590 SH SOLE 0 0 2590 SPDR SER TR PRTFLO S&P500 VL 78464A508 5366 185158 SH SOLE 0 0 185158 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1295 32702 SH SOLE 0 0 32702 VANGUARD INDEX FDS VALUE ETF 922908744 670 6728 SH SOLE 0 0 6728 VANGUARD INDEX FDS MID CAP ETF 922908629 5105 31142 SH SOLE 0 0 31142 VANGUARD INDEX FDS SM CP VAL ETF 922908611 753 7038 SH SOLE 0 0 7038 VANGUARD INDEX FDS SMALL CP ETF 922908751 4759 32655 SH SOLE 0 0 32655 VANGUARD INDEX FDS GROWTH ETF 922908736 664 3285 SH SOLE 0 0 3285 WESTELL TECHNOLOGIES INC CL A NEW 957541204 8 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1385 6939 SH SOLE 0 0 6939 ISHARES TR EAFE VALUE ETF 464288877 6047 151290 SH SOLE 0 0 151290 ISHARES TR EAFE GRWTH ETF 464288885 5554 66826 SH SOLE 0 0 66826 SPDR SER TR S&P 400 MDCP VAL 78464A839 4604 107994 SH SOLE 0 0 107994 VANGUARD INDEX FDS LARGE CAP ETF 922908637 297 2079 SH SOLE 0 0 2079 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1440 8725 SH SOLE 0 0 8725 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 572 5979 SH SOLE 0 0 5979 SPDR SER TR S&P 400 MDCP GRW 78464A821 4463 82976 SH SOLE 0 0 82976 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 271 5684 SH SOLE 0 0 5684 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5296 63710 SH SOLE 0 0 63710 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4241 45504 SH SOLE 0 0 45504 SPDR SER TR PORTFOLIO S&P400 78464A847 19888 636420 SH SOLE 0 0 636420 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 6376 190549 SH SOLE 0 0 190549 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 6668 171909 SH SOLE 0 0 171909 ISHARES TR NATIONAL MUN ETF 464288414 3586 31073 SH SOLE 0 0 31073 FIRST MERCHANTS CORP COM 320817109 376 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 249 3549 SH SOLE 0 0 3549 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 25258 914494 SH SOLE 0 0 914494 SPDR SER TR PORTFOLIO AGRGTE 78464A649 24575 796340 SH SOLE 0 0 796340 XPEL INC COM 98379L100 649 41500 SH SOLE 0 0 41500 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 469 6272 SH SOLE 0 0 6272 ISHARES TR SHRT NAT MUN ETF 464288158 646 5987 SH SOLE 0 0 5987 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 23102 371421 SH SOLE 0 0 371421 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5678 20033 SH SOLE 0 0 20033 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 18029 312306 SH SOLE 0 0 312306 SPDR SER TR PORTFOLIO S&P600 78468R853 20044 754377 SH SOLE 0 0 754377