WALLER FINANCIAL PLANNING GROUP, INC holdings history

Add to watchlist

89 is the total number of securities WALLER FINANCIAL PLANNING GROUP, INC has owned. The longest WALLER FINANCIAL PLANNING GROUP, INC has owned a single stock is 21 quarters.

WALLER FINANCIAL PLANNING GROUP, INC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPDW SPDR INDEX SHS FDS21219.84%11.50%13.64%Q4 2018Q4 202321
SPMD SPDR SER TR21217.57%9.05%10.10%Q4 2018Q4 202321
IVV ISHARES TR21215.28%8.88%13.46%Q4 2018Q4 202321
SPSM SPDR SER TR21217.12%8.76%10.16%Q4 2018Q4 202321
SPAB SPDR SER TR21214.35%7.48%11.52%Q4 2018Q4 202321
SPEM SPDR INDEX SHS FDS21212.06%3.46%4.84%Q4 2018Q4 202321
VEA VANGUARD TAX-MANAGED I...21212.34%2.71%3.66%Q4 2018Q4 202321
EFV ISHARES TR21211.73%2.54%4.28%Q4 2018Q4 202321
SPTM SPDR SER TR21210.23%2.51%8.71%Q4 2018Q4 202321
SPYV SPDR SER TR21211.34%2.35%3.84%Q4 2018Q4 202321
EFG ISHARES TR21211.45%2.33%4.06%Q4 2018Q4 202321
SPYG SPDR SER TR21211.22%2.16%3.44%Q4 2018Q4 202321
VO VANGUARD INDEX FDS21211.87%2.10%2.64%Q4 2018Q4 202321
VB VANGUARD INDEX FDS21211.82%2.09%2.85%Q4 2018Q4 202321
MDYV SPDR SER TR21211.15%1.98%3.41%Q4 2018Q4 202321
MDYG SPDR SER TR21211.09%1.92%3.48%Q4 2018Q4 202321
SLYV SPDR SER TR21211.06%1.81%2.99%Q4 2018Q4 202321
SLYG SPDR SER TR21211.02%1.76%3.05%Q4 2018Q4 202321
VOO VANGUARD INDEX FDS21210.60%1.68%2.64%Q4 2018Q4 202321
BIV VANGUARD BD INDEX FDS21210.40%1.08%1.87%Q4 2018Q4 202321
VWO VANGUARD INTL EQUITY I...21210.37%0.71%1.19%Q4 2018Q4 202321
PPG PPG INDS INC21210.47%0.65%1.00%Q4 2018Q4 202321
VBK VANGUARD INDEX FDS21210.21%0.55%1.17%Q4 2018Q4 202321
VOT VANGUARD INDEX FDS21210.28%0.52%0.84%Q4 2018Q4 202321
VBR VANGUARD INDEX FDS21210.20%0.43%1.21%Q4 2018Q4 202321
SUB ISHARES TR21210.16%0.43%1.11%Q4 2018Q4 202321
VTV VANGUARD INDEX FDS21210.10%0.35%1.11%Q4 2018Q4 202321
VUG VANGUARD INDEX FDS21210.16%0.29%0.67%Q4 2018Q4 202321
VOE VANGUARD INDEX FDS21210.12%0.26%0.48%Q4 2018Q4 202321
MMC MARSH & MCLENNAN COS INC21210.11%0.14%0.17%Q4 2018Q4 202321
VEU VANGUARD INTL EQUITY I...21210.07%0.14%0.33%Q4 2018Q4 202321
PM PHILIP MORRIS INTL INC21210.08%0.12%0.19%Q4 2018Q4 202321
AAPL APPLE INC1730.26%0.52%0.81%Q4 2018Q4 202320
AMZN AMAZON COM INC1730.23%0.28%0.42%Q4 2018Q4 202320
VT VANGUARD INTL EQUITY I...1430.06%0.40%1.26%Q4 2018Q4 202317
BNDX VANGUARD CHARLOTTE FDS16164.94%6.19%8.48%Q1 2020Q4 202316
MUB ISHARES TR16160.74%1.19%1.55%Q1 2020Q4 202316
VV VANGUARD INDEX FDS1510.06%0.38%1.08%Q4 2018Q4 202216
MSFT MICROSOFT CORP16160.06%0.09%0.12%Q1 2020Q4 202316
BSV VANGUARD BD INDEX FDS15150.46%2.00%3.92%Q2 2020Q4 202315
PG PROCTER & GAMBLE CO1410.06%0.07%0.11%Q4 2019Q4 202315
VZ VERIZON COMMUNICATIONS...14140.06%0.15%0.29%Q4 2018Q1 202214
T AT&T INC13130.06%0.18%0.32%Q4 2018Q4 202113
UPS UNITED PARCEL SERVICE INC1110.18%0.66%0.82%Q2 2020Q4 202312
VGSH VANGUARD SCOTTSDALE FDS810.06%1.65%9.00%Q2 2020Q2 202311
WOR WORTHINGTON INDS INC550.06%0.07%0.09%Q1 2021Q4 202310
FRME FIRST MERCHANTS CORP990.12%0.23%0.32%Q4 2018Q4 20209
VNQ VANGUARD INDEX FDS880.06%1.00%1.32%Q1 2022Q4 20238
JPM JPMORGAN CHASE & CO420.05%0.10%0.20%Q2 2019Q4 20238
C CITIGROUP INC610.05%0.06%0.07%Q3 2021Q4 20238
WSTL WESTELL TECHNOLOGIES INC880.00%0.01%0.01%Q4 2018Q3 20208
XLRE SELECT SECTOR SPDR TR774.16%4.64%5.08%Q2 2022Q4 20237
SCHD SCHWAB STRATEGIC TR773.68%3.79%3.96%Q2 2022Q4 20237
FLOT ISHARES TR770.71%2.77%5.71%Q2 2022Q4 20237
VIG VANGUARD SPECIALIZED F...770.73%0.92%1.08%Q2 2022Q4 20237
INTU INTUIT770.18%0.21%0.27%Q2 2022Q4 20237
QQQ INVESCO QQQ TR660.07%0.11%0.14%Q3 2022Q4 20236
NOC NORTHROP GRUMMAN CORP660.06%0.07%0.08%Q3 2022Q4 20236
VTI VANGUARD INDEX FDS550.25%0.50%0.92%Q4 2018Q4 20195
XOM EXXON MOBIL CORP550.06%0.06%0.07%Q4 2022Q4 20235
FB META PLATFORMS INC320.05%0.06%0.06%Q2 2021Q4 20235
OMFL INVESCO EXCH TRD SLF I...445.56%5.77%5.90%Q1 2023Q4 20234
IGEB ISHARES TR445.60%5.69%5.76%Q1 2023Q4 20234
XPEL XPEL INC440.23%0.26%0.31%Q3 2019Q2 20204
MO ALTRIA GROUP INC310.11%0.16%0.19%Q4 2018Q4 20194
EW EDWARDS LIFESCIENCES CORP440.06%0.06%0.07%Q2 2021Q1 20224
ARDX ARDELYX INC440.00%0.00%0.00%Q4 2021Q3 20224
BRKB BERKSHIRE HATHAWAY INC...210.06%0.06%0.06%Q1 2022Q4 20223
DIS DISNEY WALT CO330.05%0.06%0.06%Q3 2021Q1 20223
AMZN AMAZON COM INC210.00%0.00%0.01%Q2 2021Q2 20223
LB L BRANDS INC220.07%0.07%0.08%Q1 2021Q2 20212
NFLX NETFLIX INC110.05%0.07%0.08%Q2 2021Q4 20232
BATH & BODY WORKS INC220.06%0.06%0.06%Q3 2021Q4 20212
INTC INTEL CORP110.02%0.04%0.06%Q3 2022Q4 20232
XSPA XPRESSPA GROUP INC220.01%0.01%0.01%Q1 2021Q2 20212
T AT&T INC110.00%0.00%0.00%Q1 2021Q3 20212
AAPL APPLE INC110.00%0.00%0.00%Q3 2021Q2 20222
APPLE INC110.65%0.65%0.65%Q3 2019Q3 20191
MCD MCDONALDS CORP110.22%0.22%0.22%Q4 2019Q4 20191
TSLA TESLA INC110.09%0.09%0.09%Q4 2023Q4 20231
BND VANGUARD BD INDEX FDS110.06%0.06%0.06%Q1 2023Q1 20231
GLD SPDR GOLD TR110.06%0.06%0.06%Q1 2023Q1 20231
GOLD BARRICK GOLD CORP110.05%0.05%0.05%Q4 2023Q4 20231
HBAN HUNTINGTON BANCSHARES INC110.04%0.04%0.04%Q4 2023Q4 20231
BAC BK OF AMERICA CORP110.01%0.01%0.01%Q3 2022Q3 20221
INTC INTEL CORP110.00%0.00%0.00%Q3 2022Q3 20221
BAC BK OF AMERICA CORP110.00%0.00%0.00%Q3 2022Q3 20221
MSFT MICROSOFT CORP110.00%0.00%0.00%Q3 2022Q3 20221
XSPA XPRESSPA GROUP INC110.00%0.00%0.00%Q2 2021Q2 20211
 Download

The securities at the top of the list , including SPDR INDEX SHS FDS, SPDR SER TR, and ISHARES TR, are the highest-conviction holdings of WALLER FINANCIAL PLANNING GROUP, INC.

The conviction is calculated by counting the number of quarters a security has been reported by WALLER FINANCIAL PLANNING GROUP, INC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WALLER FINANCIAL PLANNING GROUP, INC owns currently or has owned in the past.