$257 Million is the total value of WALLER FINANCIAL PLANNING GROUP, INC's 47 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PPG | PPG INDS INC | $1,502,000 | +26.9% | 14,164 | 0.0% | 0.58% | -5.3% | |
| T | AT&T INC | $435,000 | +3.6% | 14,404 | 0.0% | 0.17% | -22.8% | |
| FRME | FIRST MERCHANTS CORP | $376,000 | +4.2% | 13,622 | 0.0% | 0.15% | -21.8% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $271,000 | +16.3% | 5,684 | 0.0% | 0.11% | -13.1% | |
| PM | PHILIP MORRIS INTL INC | $249,000 | -3.9% | 3,549 | 0.0% | 0.10% | -28.1% | |
| WSTL | WESTELL TECHNOLOGIES INCcl a new | $8,000 | 0.0% | 10,000 | 0.0% | 0.00% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR INDEX SHS FDS | 21 | Q4 2023 | 13.6% |
| SPDR SER TR | 21 | Q4 2023 | 10.1% |
| ISHARES TR | 21 | Q4 2023 | 13.5% |
| SPDR SER TR | 21 | Q4 2023 | 10.2% |
| SPDR SER TR | 21 | Q4 2023 | 11.5% |
| SPDR INDEX SHS FDS | 21 | Q4 2023 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 21 | Q4 2023 | 3.7% |
| ISHARES TR | 21 | Q4 2023 | 4.3% |
| SPDR SER TR | 21 | Q4 2023 | 8.7% |
| SPDR SER TR | 21 | Q4 2023 | 3.8% |
View WALLER FINANCIAL PLANNING GROUP, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-26 |
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.