0001214659-21-010589.txt : 20211019 0001214659-21-010589.hdr.sgml : 20211019 20211019104059 ACCESSION NUMBER: 0001214659-21-010589 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211019 DATE AS OF CHANGE: 20211019 EFFECTIVENESS DATE: 20211019 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: 211329893 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 09-30-2021 09-30-2021 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 10-16-2021 0 55 376355 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 48205 111892 SH SOLE 0 0 111892 AMAZON COM INC COM 023135106 1110 338 SH SOLE 0 0 338 DISNEY WALT CO COM 254687106 213 1257 SH SOLE 0 0 1257 MICROSOFT CORP COM 594918104 306 1087 SH SOLE 0 0 1087 UNITED PARCEL SERVICE INC CL B 911312106 2680 14715 SH SOLE 0 0 14715 AT&T INC COM 00206R102 328 12131 SH SOLE 0 0 12131 CITIGROUP INC COM NEW 172967424 277 3940 SH SOLE 0 0 3940 PPG INDS INC COM 693506107 2026 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 318 5892 SH SOLE 0 0 5892 SPDR SER TR S&P 600 SMCP VAL 78464A300 5389 65755 SH SOLE 0 0 65755 SPDR SER TR S&P 600 SMCP GRW 78464A201 4883 56045 SH SOLE 0 0 56045 SPDR SER TR PRTFLO S&P500 GW 78464A409 7457 116481 SH SOLE 0 0 116481 SPDR SER TR PORTFOLI S&P1500 78464A805 1987 37502 SH SOLE 0 0 37502 PROCTER AND GAMBLE CO COM 742718109 214 1530 SH SOLE 0 0 1530 JPMORGAN CHASE & CO COM 46625H100 223 1365 SH SOLE 0 0 1365 MARSH & MCLENNAN COS INC COM 571748102 463 3060 SH SOLE 0 0 3060 APPLE INC COM 037833100 1966 13892 SH SOLE 0 0 13892 SPDR SER TR PRTFLO S&P500 VL 78464A508 7505 192448 SH SOLE 0 0 192448 BATH & BODY WORKS INC COM 070830104 214 3396 SH SOLE 0 0 3396 EDWARDS LIFESCIENCES CORP COM 28176E108 234 2064 SH SOLE 0 0 2064 WORTHINGTON INDS INC COM 981811102 234 4447 SH SOLE 0 0 4447 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1939 38766 SH SOLE 0 0 38766 VANGUARD INDEX FDS VALUE ETF 922908744 843 6226 SH SOLE 0 0 6226 VANGUARD INDEX FDS MID CAP ETF 922908629 7253 30636 SH SOLE 0 0 30636 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1098 6487 SH SOLE 0 0 6487 VANGUARD INDEX FDS SMALL CP ETF 922908751 6921 31650 SH SOLE 0 0 31650 VANGUARD INDEX FDS GROWTH ETF 922908736 870 2997 SH SOLE 0 0 2997 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1788 6382 SH SOLE 0 0 6382 ISHARES TR EAFE VALUE ETF 464288877 7007 137796 SH SOLE 0 0 137796 ISHARES TR EAFE GRWTH ETF 464288885 6796 63828 SH SOLE 0 0 63828 SPDR SER TR S&P 400 MDCP VAL 78464A839 5653 85353 SH SOLE 0 0 85353 VANGUARD INDEX FDS LARGE CAP ETF 922908637 323 1608 SH SOLE 0 0 1608 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1851 7833 SH SOLE 0 0 7833 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 820 5877 SH SOLE 0 0 5877 SPDR SER TR S&P 400 MDCP GRW 78464A821 5251 69408 SH SOLE 0 0 69408 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 304 4993 SH SOLE 0 0 4993 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13837 168870 SH SOLE 0 0 168870 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6039 67521 SH SOLE 0 0 67521 SPDR SER TR PORTFOLIO S&P400 78464A847 35736 774169 SH SOLE 0 0 774169 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 13296 312625 SH SOLE 0 0 312625 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8794 174182 SH SOLE 0 0 174182 ISHARES TR NATIONAL MUN ETF 464288414 5822 50119 SH SOLE 0 0 50119 PHILIP MORRIS INTL INC COM 718172109 333 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 42937 1185775 SH SOLE 0 0 1185775 SPDR SER TR PORTFOLIO AGRGTE 78464A649 43248 1448839 SH SOLE 0 0 1448839 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 268 2628 SH SOLE 0 0 2628 ISHARES TR SHRT NAT MUN ETF 464288158 1508 14017 SH SOLE 0 0 14017 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 483 7872 SH SOLE 0 0 7872 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8414 21334 SH SOLE 0 0 21334 FACEBOOK INC CL A 30303M102 216 635 SH SOLE 0 0 635 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 24385 428101 SH SOLE 0 0 428101 SPDR SER TR PORTFOLIO S&P600 78468R853 36071 846728 SH SOLE 0 0 846728 APPLE INC COM 037833100 5 100 SH Call SOLE 0 0 100 AT&T INC COM 00206R102 5 700 SH Call SOLE 0 0 700 AMAZON COM INC COM 023135106 9 100 SH Call SOLE 0 0 100