0001214659-22-012493.txt : 20221020 0001214659-22-012493.hdr.sgml : 20221020 20221020162630 ACCESSION NUMBER: 0001214659-22-012493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221020 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221020 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: 221321433 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 09-30-2022 09-30-2022 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 10-20-2022 0 58 326921 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 28715 80065 SH SOLE 0 0 80065 AMAZON COM INC COM 023135106 993 8786 SH SOLE 0 0 8786 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 201 753 SH SOLE 0 0 753 INVESCO QQQ TR UNIT SER 1 46090E103 235 878 SH SOLE 0 0 878 INTEL CORP COM 458140100 83 3224 SH SOLE 0 0 3224 MICROSOFT CORP COM 594918104 271 1165 SH SOLE 0 0 1165 UNITED PARCEL SERVICE INC CL B 911312106 2196 13594 SH SOLE 0 0 13594 CITIGROUP INC COM NEW 172967424 215 5163 SH SOLE 0 0 5163 PPG INDS INC COM 693506107 1568 14164 SH SOLE 0 0 14164 SPDR SER TR S&P 600 SMCP VAL 78464A300 4516 67263 SH SOLE 0 0 67263 SPDR SER TR S&P 600 SMCP GRW 78464A201 4211 61822 SH SOLE 0 0 61822 SPDR SER TR PRTFLO S&P500 GW 78464A409 5984 119439 SH SOLE 0 0 119439 SPDR SER TR PORTFOLI S&P1500 78464A805 1177 26680 SH SOLE 0 0 26680 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2670 19751 SH SOLE 0 0 19751 BK OF AMERICA CORP COM 060505104 18 600 SH SOLE 0 0 600 PROCTER AND GAMBLE CO COM 742718109 218 1730 SH SOLE 0 0 1730 INTUIT COM 461202103 628 1622 SH SOLE 0 0 1622 MARSH & MCLENNAN COS INC COM 571748102 463 3102 SH SOLE 0 0 3102 APPLE INC COM 037833100 2032 14701 SH SOLE 0 0 14701 SPDR SER TR PRTFLO S&P500 VL 78464A508 6311 182981 SH SOLE 0 0 182981 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2660 72910 SH SOLE 0 0 72910 NORTHROP GRUMMAN CORP COM 666807102 219 465 SH SOLE 0 0 465 VANGUARD INDEX FDS VALUE ETF 922908744 676 5475 SH SOLE 0 0 5475 VANGUARD INDEX FDS MID CAP ETF 922908629 7073 37624 SH SOLE 0 0 37624 VANGUARD INDEX FDS SM CP VAL ETF 922908611 883 6157 SH SOLE 0 0 6157 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3207 40001 SH SOLE 0 0 40001 VANGUARD INDEX FDS SMALL CP ETF 922908751 6937 40588 SH SOLE 0 0 40588 VANGUARD INDEX FDS GROWTH ETF 922908736 672 3142 SH SOLE 0 0 3142 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1175 6022 SH SOLE 0 0 6022 ISHARES TR EAFE VALUE ETF 464288877 5643 146466 SH SOLE 0 0 146466 ISHARES TR EAFE GRWTH ETF 464288885 4941 68089 SH SOLE 0 0 68089 SPDR SER TR S&P 400 MDCP VAL 78464A839 4774 82573 SH SOLE 0 0 82573 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1213 7111 SH SOLE 0 0 7111 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 730 5994 SH SOLE 0 0 5994 SPDR SER TR S&P 400 MDCP GRW 78464A821 4443 73614 SH SOLE 0 0 73614 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 220 4956 SH SOLE 0 0 4956 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2009 26847 SH SOLE 0 0 26847 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3312 45069 SH SOLE 0 0 45069 SPDR SER TR PORTFOLIO S&P400 78464A847 30577 792964 SH SOLE 0 0 792964 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 15224 490452 SH SOLE 0 0 490452 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8454 232504 SH SOLE 0 0 232504 ISHARES TR NATIONAL MUN ETF 464288414 2769 26995 SH SOLE 0 0 26995 PHILIP MORRIS INTL INC COM 718172109 300 3614 SH SOLE 0 0 3614 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 34596 1340916 SH SOLE 0 0 1340916 SPDR SER TR PORTFOLIO AGRGTE 78464A649 18446 739338 SH SOLE 0 0 739338 ISHARES TR SHRT NAT MUN ETF 464288158 629 6128 SH SOLE 0 0 6128 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 254 4396 SH SOLE 0 0 4396 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6221 18950 SH SOLE 0 0 18950 ISHARES TR FLTG RATE NT ETF 46429B655 18671 371417 SH SOLE 0 0 371417 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 12090 181991 SH SOLE 0 0 181991 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 20305 425403 SH SOLE 0 0 425403 SPDR SER TR PORTFOLIO S&P600 78468R853 30579 897808 SH SOLE 0 0 897808 ARDELYX INC COM 039697107 13 11000 SH SOLE 0 0 11000 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 14289 396800 SH SOLE 0 0 396800 INTEL CORP COM 458140100 5 15000 SH Call SOLE 0 0 15000 MICROSOFT CORP COM 594918104 4 200 SH Call SOLE 0 0 200 BK OF AMERICA CORP COM 060505104 2 5000 SH Call SOLE 0 0 5000 BK OF AMERICA CORP COM 060505104 1 10000 SH Call SOLE 0 0 10000