WALLER FINANCIAL PLANNING GROUP, INC - Q3 2022 holdings

$327 Million is the total value of WALLER FINANCIAL PLANNING GROUP, INC's 58 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .

 Value Shares↓ Weighting
UPS  UNITED PARCEL SERVICE INCcl b$2,196,000
-11.5%
13,5940.0%0.67%
-7.4%
PPG  PPG INDS INC$1,568,000
-3.2%
14,1640.0%0.48%
+1.3%
VEU  VANGUARD INTL EQUITY INDEX Fallwrld ex us$220,000
-11.3%
4,9560.0%0.07%
-8.2%
ARDX  ARDELYX INC$13,000
+116.7%
11,0000.0%0.00%
+100.0%
Original filings

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

  • View 13F-HR filed 2022-10-20
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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