WALLER FINANCIAL PLANNING GROUP, INC - Q1 2020 holdings

$192 Million is the total value of WALLER FINANCIAL PLANNING GROUP, INC's 44 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .

 Value Shares↓ Weighting
PPG  PPG INDS INC$1,184,000
-37.4%
14,1640.0%0.62%
-34.8%
FRME  FIRST MERCHANTS CORP$361,000
-36.3%
13,6220.0%0.19%
-33.8%
WSTL  WESTELL TECHNOLOGIES INCcl a new$8,000
-11.1%
10,0000.0%0.00%
-20.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR INDEX SHS FDS21Q4 202313.6%
SPDR SER TR21Q4 202310.1%
ISHARES TR21Q4 202313.5%
SPDR SER TR21Q4 202310.2%
SPDR SER TR21Q4 202311.5%
SPDR INDEX SHS FDS21Q4 20234.8%
VANGUARD TAX-MANAGED INTL FD21Q4 20233.7%
ISHARES TR21Q4 20234.3%
SPDR SER TR21Q4 20238.7%
SPDR SER TR21Q4 20233.8%

View WALLER FINANCIAL PLANNING GROUP, INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-02
13F-HR2024-01-03
13F-HR2023-10-18
13F-HR2023-07-05
13F-HR2023-04-18
13F-HR2023-01-05
13F-HR2022-10-20
13F-HR2022-07-18
13F-HR2022-04-18
13F-HR2022-01-26

View WALLER FINANCIAL PLANNING GROUP, INC's complete filings history.

Compare quarters

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