HoldingsChannel.com
Waller Financial Planning Group Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR INDEX SHS FDS (SPDW) 795,304 +52,287 $23,501
     SPDW795,304+52,287$23,501
SPDR SERIES TRUST (SPMD) 489,111 +35,454 $16,591
     SPMD489,111+35,454$16,591
SPDR SERIES TRUST (SPTM) 412,960 +22,784 $15,350
     SPTM412,960+22,784$15,350
SPDR SERIES TRUST (SPSM) 475,772 +40,477 $14,559
     SPSM475,772+40,477$14,559
ISHARES TR (IVV) 38,405 +2,965 $11,557
     IVV38,405+2,965$11,557
SPDR SERIES TRUST (SPAB) 288,639 +23,320 $8,365
     SPAB288,639+23,320$8,365
ISHARES TR (EFV) 153,619 +8,417 $7,390
     EFV153,619+8,417$7,390
ISHARES TR (EFG) 90,310 +2,794 $7,270
     EFG90,310+2,794$7,270
SPDR SERIES TRUST (SPYV) 207,391 +11,433 $6,585
     SPYV207,391+11,433$6,585
SPDR SERIES TRUST (MDYG) 113,978 +2,422 $6,213
     MDYG113,978+2,422$6,213
SPDR SERIES TRUST (SPYG) 148,472 +6,880 $5,894
     SPYG148,472+6,880$5,894
SPDR SERIES TRUST (MDYV) 115,504 +3,634 $5,868
     MDYV115,504+3,634$5,868
SPDR SERIES TRUST (SLYG) 87,342 +3,000 $5,302
     SLYG87,342+3,000$5,302
SPDR SERIES TRUST (SLYV) 84,336 +4,262 $5,053
     SLYV84,336+4,262$5,053
VANGUARD TAX MANAGED INTL FD (VEA) 118,038 -7,739 $4,922
     VEA118,038-7,739$4,922
VANGUARD INDEX FDS (VB) 28,324 -977 $4,453
     VB28,324-977$4,453
VANGUARD INDEX FDS (VO) 24,736 -1,017 $4,198
     VO24,736-1,017$4,198
SPDR INDEX SHS FDS (SPEM) 113,940 +10,172 $4,088
     SPEM113,940+10,172$4,088
VANGUARD INTL EQUITY INDEX F (VT) 25,680 -1,382 $1,953
     VT25,680-1,382$1,953
VANGUARD INDEX FDS (VBK) 9,759 -681 $1,841
     VBK9,759-681$1,841
VANGUARD INDEX FDS (VV) 13,175 -494 $1,812
     VV13,175-494$1,812
ISHARES TR (SUB) 15,593 +100 $1,662
     SUB15,593+100$1,662
PPG INDS INC 14,164 UNCH $1,643
     PPG14,164UNCH$1,643
VANGUARD INDEX FDS (VBR) 12,145 -610 $1,578
     VBR12,145-610$1,578
VANGUARD INDEX FDS (VOT) 9,313 -528 $1,420
     VOT9,313-528$1,420
VANGUARD INDEX FDS (VTV) 11,639 -1,761 $1,310
     VTV11,639-1,761$1,310
VANGUARD INDEX FDS (VOO) 4,047 -11 $1,112
     VOO4,047-11$1,112
VANGUARD INDEX FDS (VUG) 5,264 -1,365 $885
     VUG5,264-1,365$885
VANGUARD INTL EQUITY INDEX F (VWO) 20,122 -2,967 $860
     VWO20,122-2,967$860
VANGUARD INDEX FDS (VOE) 7,217 -290 $812
     VOE7,217-290$812
VANGUARD BD INDEX FD INC (BIV) 8,357 -737 $717
     BIV8,357-737$717
VANGUARD INDEX FDS (VTI) 4,293 -3,559 $656
     VTI4,293-3,559$656
AMAZON COM INC 292 -30 $584
     AMZN292-30$584
VANGUARD INTL EQUITY INDEX F (VEU) 10,514 +1 $537
     VEU10,514+1$537
APPLE INC 2,571 +7 $519
     AAPL2,571+7$519
FIRST MERCHANTS CORP 13,622 UNCH $512
     FRME13,622UNCH$512
VERIZON COMMUNICATIONS INC 7,587 +200 $432
     VZ7,587+200$432
AT&T INC 12,790 +667 $428
     T12,790+667$428
JPMORGAN CHASE & CO 3,111 +3,111 $355
     JPM3,111+3,111$355
PHILIP MORRIS INTL INC 4,239 +500 $344
     PM4,239+500$344
MARSH & MCLENNAN COS INC 2,952 +13 $301
     MMC2,952+13$301
ALTRIA GROUP INC 6,106 +500 $301
     MO6,106+500$301

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 06/30/2019: $179,751
At 03/31/2019: $172,902

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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