$145 Million is the total value of WALLER FINANCIAL PLANNING GROUP, INC's 42 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 13.6% |
| SPDR SER TR | 23 | Q2 2024 | 10.1% |
| SPDR SER TR | 23 | Q2 2024 | 10.2% |
| ISHARES TR | 23 | Q2 2024 | 13.5% |
| SPDR SER TR | 23 | Q2 2024 | 11.5% |
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 3.7% |
| ISHARES TR | 23 | Q2 2024 | 4.3% |
| SPDR SER TR | 23 | Q2 2024 | 8.7% |
| SPDR SER TR | 23 | Q2 2024 | 3.8% |
View WALLER FINANCIAL PLANNING GROUP, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-02 |
| 13F-HR | 2024-04-02 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-05 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-18 |
View WALLER FINANCIAL PLANNING GROUP, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.