0001214659-21-007728.txt : 20210722 0001214659-21-007728.hdr.sgml : 20210722 20210722105214 ACCESSION NUMBER: 0001214659-21-007728 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210722 DATE AS OF CHANGE: 20210722 EFFECTIVENESS DATE: 20210722 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: 211106510 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 06-30-2021 06-30-2021 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 07-15-2021 0 53 373195 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 47687 110922 SH SOLE 0 0 110922 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 42600 1157913 SH SOLE 0 0 1157913 SPDR SER TR PORTFOLIO AGRGTE 78464A649 42140 1404191 SH SOLE 0 0 1404191 SPDR SER TR PORTFOLIO S&P600 78468R853 36115 821923 SH SOLE 0 0 821923 SPDR SER TR PORTFOLIO S&P400 78464A847 35665 755447 SH SOLE 0 0 755447 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 23796 416749 SH SOLE 0 0 416749 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13427 163425 SH SOLE 0 0 163425 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 12990 285484 SH SOLE 0 0 285484 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8927 173267 SH SOLE 0 0 173267 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8617 21898 SH SOLE 0 0 21898 SPDR SER TR PRTFLO S&P500 VL 78464A508 7447 188339 SH SOLE 0 0 188339 VANGUARD INDEX FDS MID CAP ETF 922908629 7272 30637 SH SOLE 0 0 30637 SPDR SER TR PRTFLO S&P500 GW 78464A409 7185 114095 SH SOLE 0 0 114095 VANGUARD INDEX FDS SMALL CP ETF 922908751 7048 31284 SH SOLE 0 0 31284 ISHARES TR EAFE VALUE ETF 464288877 6985 134951 SH SOLE 0 0 134951 ISHARES TR EAFE GRWTH ETF 464288885 6678 62252 SH SOLE 0 0 62252 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5733 63730 SH SOLE 0 0 63730 SPDR SER TR S&P 400 MDCP VAL 78464A839 5716 84659 SH SOLE 0 0 84659 ISHARES TR NATIONAL MUN ETF 464288414 5660 48292 SH SOLE 0 0 48292 SPDR SER TR S&P 600 SMCP VAL 78464A300 5633 65726 SH SOLE 0 0 65726 SPDR SER TR S&P 400 MDCP GRW 78464A821 5228 67446 SH SOLE 0 0 67446 SPDR SER TR S&P 600 SMCP GRW 78464A201 4845 54575 SH SOLE 0 0 54575 UNITED PARCEL SERVICE INC CL B 911312106 3060 14715 SH SOLE 0 0 14715 PPG INDS INC COM 693506107 2405 14164 SH SOLE 0 0 14164 SPDR SER TR PORTFOLI S&P1500 78464A805 2049 38690 SH SOLE 0 0 38690 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1988 36613 SH SOLE 0 0 36613 APPLE INC COM 037833100 1869 13649 SH SOLE 0 0 13649 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1849 6382 SH SOLE 0 0 6382 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1847 7813 SH SOLE 0 0 7813 ISHARES TR SHRT NAT MUN ETF 464288158 1405 13034 SH SOLE 0 0 13034 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1061 6112 SH SOLE 0 0 6112 AMAZON COM INC COM 023135106 1053 306 SH SOLE 0 0 306 VANGUARD INDEX FDS GROWTH ETF 922908736 860 2997 SH SOLE 0 0 2997 VANGUARD INDEX FDS VALUE ETF 922908744 856 6226 SH SOLE 0 0 6226 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 825 5870 SH SOLE 0 0 5870 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 512 8331 SH SOLE 0 0 8331 MARSH & MCLENNAN COS INC COM 571748102 429 3049 SH SOLE 0 0 3049 VANGUARD INDEX FDS LARGE CAP ETF 922908637 386 1922 SH SOLE 0 0 1922 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 352 5556 SH SOLE 0 0 5556 AT&T INC COM 00206R102 348 12084 SH SOLE 0 0 12084 PHILIP MORRIS INTL INC COM 718172109 348 3514 SH SOLE 0 0 3514 VERIZON COMMUNICATIONS INC COM 92343V104 315 5628 SH SOLE 0 0 5628 WORTHINGTON INDS INC COM 981811102 308 5027 SH SOLE 0 0 5027 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 272 2628 SH SOLE 0 0 2628 MICROSOFT CORP COM 594918104 250 923 SH SOLE 0 0 923 L BRANDS INC COM 501797104 245 3396 SH SOLE 0 0 3396 FACEBOOK INC CL A 30303M102 221 635 SH SOLE 0 0 635 PROCTER AND GAMBLE CO COM 742718109 220 1628 SH SOLE 0 0 1628 EDWARDS LIFESCIENCES CORP COM 28176E108 214 2064 SH SOLE 0 0 2064 NETFLIX INC COM 64110L106 202 382 SH SOLE 0 0 382 XPRESSPA GROUP INC COM 98420U703 31 20000 SH SOLE 0 0 20000 AMAZON COM INC COM 023135106 19 100 SH Call SOLE 0 0 100 XPRESSPA GROUP INC COM 98420U703 2 2000 SH Call SOLE 0 0 2000