0001214659-22-001119.txt : 20220126 0001214659-22-001119.hdr.sgml : 20220126 20220126100427 ACCESSION NUMBER: 0001214659-22-001119 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 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: 22556238 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 12-31-2021 12-31-2021 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 01-18-2022 0 53 399266 INFORMATION TABLE 2 infotable.xml ISHARES TR NATIONAL MUN ETF 464288414 6174 53092 SH SOLE 0 0 53092 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 280 2609 SH SOLE 0 0 2609 ISHARES TR SHRT NAT MUN ETF 464288158 1656 15422 SH SOLE 0 0 15422 DISNEY WALT CO COM 254687106 213 1377 SH SOLE 0 0 1377 VANGUARD INDEX FDS LARGE CAP ETF 922908637 355 1608 SH SOLE 0 0 1608 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 9440 184873 SH SOLE 0 0 184873 AMAZON COM INC COM 023135106 1094 328 SH SOLE 0 0 328 APPLE INC COM 037833100 2414 13593 SH SOLE 0 0 13593 AT&T INC COM 00206R102 218 8851 SH SOLE 0 0 8851 VANGUARD INDEX FDS GROWTH ETF 922908736 959 2990 SH SOLE 0 0 2990 PROCTER AND GAMBLE CO COM 742718109 250 1530 SH SOLE 0 0 1530 EDWARDS LIFESCIENCES CORP COM 28176E108 267 2064 SH SOLE 0 0 2064 PHILIP MORRIS INTL INC COM 718172109 334 3514 SH SOLE 0 0 3514 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13908 172062 SH SOLE 0 0 172062 SPDR SER TR S&P 600 SMCP VAL 78464A300 5474 64613 SH SOLE 0 0 64613 JPMORGAN CHASE & CO COM 46625H100 216 1365 SH SOLE 0 0 1365 SPDR SER TR S&P 600 SMCP GRW 78464A201 5093 54868 SH SOLE 0 0 54868 VANGUARD INDEX FDS VALUE ETF 922908744 895 6081 SH SOLE 0 0 6081 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 306 4993 SH SOLE 0 0 4993 SPDR SER TR S&P 400 MDCP VAL 78464A839 5986 84191 SH SOLE 0 0 84191 VANGUARD INDEX FDS MID CAP ETF 922908629 7951 31210 SH SOLE 0 0 31210 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1658 5885 SH SOLE 0 0 5885 MARSH & MCLENNAN COS INC COM 571748102 534 3070 SH SOLE 0 0 3070 VANGUARD INDEX FDS SMALL CP ETF 922908751 7485 33120 SH SOLE 0 0 33120 CITIGROUP INC COM NEW 172967424 274 4542 SH SOLE 0 0 4542 BATH & BODY WORKS INC COM 070830104 237 3396 SH SOLE 0 0 3396 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9681 22176 SH SOLE 0 0 22176 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 841 5597 SH SOLE 0 0 5597 SPDR SER TR PORTFOLIO S&P400 78464A847 39130 786685 SH SOLE 0 0 786685 VERIZON COMMUNICATIONS INC COM 92343V104 246 4729 SH SOLE 0 0 4729 MICROSOFT CORP COM 594918104 366 1087 SH SOLE 0 0 1087 SPDR SER TR PORTFOLIO AGRGTE 78464A649 42918 1448937 SH SOLE 0 0 1448937 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 15921 383738 SH SOLE 0 0 383738 META PLATFORMS INC CL A 30303M102 214 635 SH SOLE 0 0 635 SPDR SER TR PRTFLO S&P500 GW 78464A409 7934 109477 SH SOLE 0 0 109477 SPDR SER TR PORTFOLIO S&P600 78468R853 38755 867200 SH SOLE 0 0 867200 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 44492 1219634 SH SOLE 0 0 1219634 ISHARES TR EAFE VALUE ETF 464288877 6945 137820 SH SOLE 0 0 137820 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2247 45433 SH SOLE 0 0 45433 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 366 6019 SH SOLE 0 0 6019 ISHARES TR CORE S&P500 ETF 464287200 53085 111291 SH SOLE 0 0 111291 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7482 85387 SH SOLE 0 0 85387 ISHARES TR EAFE GRWTH ETF 464288885 6501 58947 SH SOLE 0 0 58947 SPDR SER TR S&P 400 MDCP GRW 78464A821 5542 67976 SH SOLE 0 0 67976 UNITED PARCEL SERVICE INC CL B 911312106 3068 14315 SH SOLE 0 0 14315 SPDR SER TR PRTFLO S&P500 VL 78464A508 8021 190967 SH SOLE 0 0 190967 ARDELYX INC COM 039697107 12 11000 SH SOLE 0 0 11000 WORTHINGTON INDS INC COM 981811102 243 4447 SH SOLE 0 0 4447 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 24035 435741 SH SOLE 0 0 435741 PPG INDS INC COM 693506107 2442 14164 SH SOLE 0 0 14164 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1898 7456 SH SOLE 0 0 7456 SPDR SER TR PORTFOLI S&P1500 78464A805 2138 36577 SH SOLE 0 0 36577 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1072 5992 SH SOLE 0 0 5992