0001214659-22-008924.txt : 20220718 0001214659-22-008924.hdr.sgml : 20220718 20220718101321 ACCESSION NUMBER: 0001214659-22-008924 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221088485 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 06-30-2022 06-30-2022 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 07-15-2022 0 51 341750 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 29992 79104 SH SOLE 0 0 79104 AMAZON COM INC COM 023135106 955 8995 SH SOLE 0 0 8995 MICROSOFT CORP COM 594918104 289 1127 SH SOLE 0 0 1127 UNITED PARCEL SERVICE INC CL B 911312106 2481 13594 SH SOLE 0 0 13594 CITIGROUP INC COM NEW 172967424 231 5013 SH SOLE 0 0 5013 PPG INDS INC COM 693506107 1620 14164 SH SOLE 0 0 14164 SPDR SER TR S&P 600 SMCP VAL 78464A300 4797 66243 SH SOLE 0 0 66243 SPDR SER TR S&P 600 SMCP GRW 78464A201 4344 61616 SH SOLE 0 0 61616 SPDR SER TR PRTFLO S&P500 GW 78464A409 6225 119069 SH SOLE 0 0 119069 SPDR SER TR PORTFOLI S&P1500 78464A805 1240 26669 SH SOLE 0 0 26669 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2483 17305 SH SOLE 0 0 17305 PROCTER AND GAMBLE CO COM 742718109 220 1530 SH SOLE 0 0 1530 INTUIT COM 461202103 664 1722 SH SOLE 0 0 1722 MARSH & MCLENNAN COS INC COM 571748102 480 3091 SH SOLE 0 0 3091 APPLE INC COM 037833100 1949 14254 SH SOLE 0 0 14254 SPDR SER TR PRTFLO S&P500 VL 78464A508 6709 182223 SH SOLE 0 0 182223 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2867 68825 SH SOLE 0 0 68825 VANGUARD INDEX FDS VALUE ETF 922908744 722 5476 SH SOLE 0 0 5476 VANGUARD INDEX FDS MID CAP ETF 922908629 7163 36366 SH SOLE 0 0 36366 VANGUARD INDEX FDS SM CP VAL ETF 922908611 896 5982 SH SOLE 0 0 5982 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2759 30284 SH SOLE 0 0 30284 VANGUARD INDEX FDS SMALL CP ETF 922908751 6806 38648 SH SOLE 0 0 38648 VANGUARD INDEX FDS GROWTH ETF 922908736 647 2905 SH SOLE 0 0 2905 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1138 5777 SH SOLE 0 0 5777 ISHARES TR EAFE VALUE ETF 464288877 6148 141657 SH SOLE 0 0 141657 ISHARES TR EAFE GRWTH ETF 464288885 5201 64621 SH SOLE 0 0 64621 SPDR SER TR S&P 400 MDCP VAL 78464A839 4971 82166 SH SOLE 0 0 82166 VANGUARD INDEX FDS LARGE CAP ETF 922908637 205 1192 SH SOLE 0 0 1192 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1232 7027 SH SOLE 0 0 7027 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 731 5644 SH SOLE 0 0 5644 SPDR SER TR S&P 400 MDCP GRW 78464A821 4444 72895 SH SOLE 0 0 72895 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 248 4956 SH SOLE 0 0 4956 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2278 29672 SH SOLE 0 0 29672 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2894 37268 SH SOLE 0 0 37268 SPDR SER TR PORTFOLIO S&P400 78464A847 31263 787692 SH SOLE 0 0 787692 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 16533 475490 SH SOLE 0 0 475490 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 8778 215150 SH SOLE 0 0 215150 ISHARES TR NATIONAL MUN ETF 464288414 3341 31408 SH SOLE 0 0 31408 PHILIP MORRIS INTL INC COM 718172109 347 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 35909 1245122 SH SOLE 0 0 1245122 SPDR SER TR PORTFOLIO AGRGTE 78464A649 21380 811374 SH SOLE 0 0 811374 ISHARES TR SHRT NAT MUN ETF 464288158 572 5461 SH SOLE 0 0 5461 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6597 19019 SH SOLE 0 0 19019 ISHARES TR FLTG RATE NT ETF 46429B655 19309 386791 SH SOLE 0 0 386791 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 13023 181814 SH SOLE 0 0 181814 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 21497 433928 SH SOLE 0 0 433928 SPDR SER TR PORTFOLIO S&P600 78468R853 32118 892674 SH SOLE 0 0 892674 ARDELYX INC COM 039697107 6 11000 SH SOLE 0 0 11000 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 15043 368154 SH SOLE 0 0 368154 APPLE INC COM 037833100 3 100 SH Call SOLE 0 0 100 AMAZON COM INC COM 023135106 2 300 SH Call SOLE 0 0 300