0001214659-20-008716.txt : 20201019 0001214659-20-008716.hdr.sgml : 20201019 20201019135117 ACCESSION NUMBER: 0001214659-20-008716 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201019 DATE AS OF CHANGE: 20201019 EFFECTIVENESS DATE: 20201019 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: 201245882 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 09-30-2020 09-30-2020 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 10-15-2020 0 46 272712 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 28998 86287 SH SOLE 0 0 86287 AMAZON COM INC COM 023135106 749 238 SH SOLE 0 0 238 MICROSOFT CORP COM 594918104 251 1195 SH SOLE 0 0 1195 AT&T INC COM 00206R102 533 18682 SH SOLE 0 0 18682 PPG INDS INC COM 693506107 1729 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 376 6327 SH SOLE 0 0 6327 SPDR SER TR S&P 600 SMCP VAL 78464A300 4487 89581 SH SOLE 0 0 89581 SPDR SER TR S&P 600 SMCP GRW 78464A201 4312 73043 SH SOLE 0 0 73043 SPDR SER TR PRTFLO S&P500 GW 78464A409 5892 117576 SH SOLE 0 0 117576 SPDR SER TR PORTFOLI S&P1500 78464A805 3206 78413 SH SOLE 0 0 78413 PROCTER AND GAMBLE CO COM 742718109 229 1645 SH SOLE 0 0 1645 MARSH & MCLENNAN COS INC COM 571748102 346 3014 SH SOLE 0 0 3014 APPLE INC COM 037833100 1297 11199 SH SOLE 0 0 11199 SPDR SER TR PRTFLO S&P500 VL 78464A508 5506 182326 SH SOLE 0 0 182326 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1380 31919 SH SOLE 0 0 31919 VANGUARD INDEX FDS VALUE ETF 922908744 703 6728 SH SOLE 0 0 6728 VANGUARD INDEX FDS MID CAP ETF 922908629 5455 30947 SH SOLE 0 0 30947 VANGUARD INDEX FDS SM CP VAL ETF 922908611 773 6987 SH SOLE 0 0 6987 VANGUARD INDEX FDS SMALL CP ETF 922908751 4986 32419 SH SOLE 0 0 32419 VANGUARD INDEX FDS GROWTH ETF 922908736 748 3285 SH SOLE 0 0 3285 WESTELL TECHNOLOGIES INC CL A NEW 957541204 13 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1491 6939 SH SOLE 0 0 6939 ISHARES TR EAFE VALUE ETF 464288877 6041 149703 SH SOLE 0 0 149703 ISHARES TR EAFE GRWTH ETF 464288885 5918 65839 SH SOLE 0 0 65839 SPDR SER TR S&P 400 MDCP VAL 78464A839 4656 107299 SH SOLE 0 0 107299 VANGUARD INDEX FDS LARGE CAP ETF 922908637 300 1920 SH SOLE 0 0 1920 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1510 8385 SH SOLE 0 0 8385 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 606 5979 SH SOLE 0 0 5979 SPDR SER TR S&P 400 MDCP GRW 78464A821 4697 81852 SH SOLE 0 0 81852 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 287 5684 SH SOLE 0 0 5684 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7403 89138 SH SOLE 0 0 89138 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4728 50577 SH SOLE 0 0 50577 SPDR SER TR PORTFOLIO S&P400 78464A847 21252 651299 SH SOLE 0 0 651299 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 7067 193287 SH SOLE 0 0 193287 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6905 168816 SH SOLE 0 0 168816 ISHARES TR NATIONAL MUN ETF 464288414 3784 32641 SH SOLE 0 0 32641 FIRST MERCHANTS CORP COM 320817109 315 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 266 3549 SH SOLE 0 0 3549 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 27302 933099 SH SOLE 0 0 933099 SPDR SER TR PORTFOLIO AGRGTE 78464A649 26606 863543 SH SOLE 0 0 863543 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 506 6280 SH SOLE 0 0 6280 ISHARES TR SHRT NAT MUN ETF 464288158 963 8910 SH SOLE 0 0 8910 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 21861 352082 SH SOLE 0 0 352082 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6503 21137 SH SOLE 0 0 21137 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 18723 321788 SH SOLE 0 0 321788 SPDR SER TR PORTFOLIO S&P600 78468R853 21053 768916 SH SOLE 0 0 768916