HoldingsChannel.com
Waller Financial Planning Group Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR INDEX SHS FDS (SPDW) 900,446 +41,461 $21,557
     SPDW900,446+41,461$21,557
ISHARES TR (IVV) 74,688 +35,234 $19,299
     IVV74,688+35,234$19,299
VANGUARD CHARLOTTE FDS (BNDX) 288,809 +288,809 $16,248
     BNDX288,809+288,809$16,248
SPDR SER TR (SPMD) 573,109 +57,647 $14,517
     SPMD573,109+57,647$14,517
SPDR SER TR (SPSM) 624,559 +121,594 $13,640
     SPSM624,559+121,594$13,640
SPDR SER TR (SPAB) 378,131 +71,329 $11,427
     SPAB378,131+71,329$11,427
ISHARES TR (EFV) 199,858 +32,712 $7,133
     EFV199,858+32,712$7,133
ISHARES TR (EFG) 94,324 +1,367 $6,707
     EFG94,324+1,367$6,707
SPDR SER TR (SPYV) 258,836 +39,663 $6,688
     SPYV258,836+39,663$6,688
VANGUARD TAX MANAGED INTL FD (VEA) 199,818 +87,946 $6,662
     VEA199,818+87,946$6,662
SPDR SER TR (SPYG) 184,213 +26,864 $6,584
     SPYG184,213+26,864$6,584
SPDR SER TR (MDYV) 153,012 +31,874 $5,395
     MDYV153,012+31,874$5,395
SPDR SER TR (MDYG) 124,385 +5,961 $5,326
     MDYG124,385+5,961$5,326
SPDR SER TR (SLYV) 126,134 +35,328 $5,154
     SLYV126,134+35,328$5,154
SPDR SER TR (SLYG) 109,286 +14,929 $5,047
     SLYG109,286+14,929$5,047
VANGUARD INDEX FDS (VOO) 20,372 +15,752 $4,824
     VOO20,372+15,752$4,824
VANGUARD INDEX FDS (VO) 36,038 +14,120 $4,744
     VO36,038+14,120$4,744
VANGUARD INDEX FDS (VB) 39,863 +14,352 $4,602
     VB39,863+14,352$4,602
SPDR SER TR (SPTM) 143,037 -292,719 $4,499
     SPTM143,037-292,719$4,499
SPDR INDEX SHS FDS (SPEM) 138,579 +11,620 $3,944
     SPEM138,579+11,620$3,944
VANGUARD BD INDEX FDS (BIV) 31,044 +21,443 $2,773
     BIV31,044+21,443$2,773
ISHARES TR (MUB) 18,774 +18,774 $2,122
     MUB18,774+18,774$2,122
VANGUARD INDEX FDS (VOT) 10,385 +1,410 $1,316
     VOT10,385+1,410$1,316
VANGUARD INDEX FDS (VBK) 8,262 -1,390 $1,242
     VBK8,262-1,390$1,242
VANGUARD INTL EQUITY INDEX F (VWO) 36,645 +20,027 $1,229
     VWO36,645+20,027$1,229
PPG INDS INC 14,164 UNCH $1,184
     PPG14,164UNCH$1,184
VANGUARD INDEX FDS (VBR) 9,505 -2,325 $844
     VBR9,505-2,325$844
VANGUARD INDEX FDS (VTV) 8,736 -2,631 $778
     VTV8,736-2,631$778
VANGUARD INDEX FDS (VOE) 9,356 +2,350 $761
     VOE9,356+2,350$761
APPLE INC 2,674 +1 $680
     AAPL2,674+1$680
VANGUARD INDEX FDS (VUG) 4,274 -145 $670
     VUG4,274-145$670
AMAZON COM INC 265 +3 $517
     AMZN265+3$517
XPEL INC 44,000 +1,600 $441
     XPEL44,000+1,600$441
AT&T INC 14,404 -558 $420
     T14,404-558$420
VANGUARD INTL EQUITY INDEX F (VT) 6,234 -18,182 $391
     VT6,234-18,182$391
FIRST MERCHANTS CORP 13,622 UNCH $361
     FRME13,622UNCH$361
VERIZON COMMUNICATIONS INC 6,360 +554 $342
     VZ6,360+554$342
ISHARES TR (SUB) 2,949 -14,124 $313
     SUB2,949-14,124$313
VANGUARD INDEX FDS (VV) 2,458 -9,789 $291
     VV2,458-9,789$291
PHILIP MORRIS INTL INC 3,549 -535 $259
     PM3,549-535$259
MARSH & MCLENNAN COS INC 2,990 +12 $258
     MMC2,990+12$258
VANGUARD INTL EQUITY INDEX F (VEU) 5,684 -4,750 $233
     VEU5,684-4,750$233
MICROSOFT CORP 1,440 +1,440 $227
     MSFT1,440+1,440$227

See Full List: All Stocks Held By Waller Financial Planning Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Waller Financial Planning Group Inc.

Size ($ in 1000's)
At 03/31/2020: $191,657
At 12/31/2019: $199,502

Waller Financial Planning Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Waller Financial Planning Group Inc. 13F filings. Link to 13F filings: SEC filings

Waller Financial Planning Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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