HoldingsChannel.com
Waller Financial Planning Group Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR INDEX SHS FDS (SPDW) 858,985 +8,808 $26,929
     SPDW858,985+8,808$26,929
SPDR SERIES TRUST (SPMD) 515,462 +12,857 $18,675
     SPMD515,462+12,857$18,675
SPDR SERIES TRUST (SPTM) 435,756 +2,552 $17,369
     SPTM435,756+2,552$17,369
SPDR SERIES TRUST (SPSM) 502,965 +6,966 $16,412
     SPSM502,965+6,966$16,412
ISHARES TR (IVV) 39,454 +60 $12,753
     IVV39,454+60$12,753
SPDR SERIES TRUST (SPAB) 306,802 +490 $9,014
     SPAB306,802+490$9,014
ISHARES TR (EFV) 167,146 +3,106 $8,346
     EFV167,146+3,106$8,346
ISHARES TR (EFG) 92,957 +123 $8,038
     EFG92,957+123$8,038
SPDR SERIES TRUST (SPYV) 219,173 +2,810 $7,651
     SPYV219,173+2,810$7,651
SPDR SERIES TRUST (MDYG) 118,424 -440 $6,761
     MDYG118,424-440$6,761
SPDR SERIES TRUST (MDYV) 121,138 +566 $6,636
     MDYV121,138+566$6,636
SPDR SERIES TRUST (SPYG) 157,349 +2,345 $6,594
     SPYG157,349+2,345$6,594
SPDR SERIES TRUST (SLYG) 94,357 +3,362 $6,088
     SLYG94,357+3,362$6,088
SPDR SERIES TRUST (SLYV) 90,806 +2,042 $5,967
     SLYV90,806+2,042$5,967
VANGUARD TAX MANAGED INTL FD (VEA) 111,872 -4,031 $4,929
     VEA111,872-4,031$4,929
SPDR INDEX SHS FDS (SPEM) 126,959 +2,565 $4,772
     SPEM126,959+2,565$4,772
VANGUARD INDEX FDS (VB) 25,511 -1,000 $4,226
     VB25,511-1,000$4,226
VANGUARD INDEX FDS (VO) 21,918 -810 $3,905
     VO21,918-810$3,905
VANGUARD INTL EQUITY INDEX F (VT) 24,416 +1,431 $1,977
     VT24,416+1,431$1,977
VANGUARD INDEX FDS (VBK) 9,652 -110 $1,918
     VBK9,652-110$1,918
PPG INDS INC 14,164 UNCH $1,891
     PPG14,164UNCH$1,891
ISHARES TR (SUB) 17,073 +75 $1,823
     SUB17,073+75$1,823
VANGUARD INDEX FDS (VV) 12,247 -34 $1,811
     VV12,247-34$1,811
VANGUARD INDEX FDS (VBR) 11,830 -245 $1,622
     VBR11,830-245$1,622
VANGUARD INDEX FDS (VOT) 8,975 -20 $1,425
     VOT8,975-20$1,425
VANGUARD INDEX FDS (VOO) 4,620 +553 $1,367
     VOO4,620+553$1,367
VANGUARD INDEX FDS (VTV) 11,367 -92 $1,362
     VTV11,367-92$1,362
VANGUARD BD INDEX FD INC (BIV) 9,601 +529 $837
     BIV9,601+529$837
VANGUARD INDEX FDS (VOE) 7,006 -25 $835
     VOE7,006-25$835
VANGUARD INDEX FDS (VUG) 4,419 UNCH $805
     VUG4,419UNCH$805
APPLE INC 2,673 +2,673 $785
     AAPL2,673+2,673$785
VANGUARD INTL EQUITY INDEX F (VWO) 16,618 -500 $739
     VWO16,618-500$739
XPEL INC 42,400 -3,000 $621
     XPEL42,400-3,000$621
AT&T INC 14,962 -794 $585
     T14,962-794$585
FIRST MERCHANTS CORP 13,622 UNCH $567
     FRME13,622UNCH$567
VANGUARD INTL EQUITY INDEX F (VEU) 10,434 UNCH $561
     VEU10,434UNCH$561
VANGUARD INDEX FDS (VTI) 3,053 -260 $500
     VTI3,053-260$500
AMAZON COM INC 262 +262 $484
     AMZN262+262$484
MCDONALDS CORP 2,211 +2,211 $437
     MCD2,211+2,211$437
VERIZON COMMUNICATIONS INC 5,806 UNCH $356
     VZ5,806UNCH$356
PHILIP MORRIS INTL INC 4,084 -120 $348
     PM4,084-120$348
MARSH & MCLENNAN COS INC 2,978 +13 $332
     MMC2,978+13$332
PROCTER & GAMBLE CO 1,796 +1,796 $224
     PG1,796+1,796$224
ALTRIA GROUP INC 4,336 +4,336 $216
     MO4,336+4,336$216

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 12/31/2019: $199,502
At 09/30/2019: $188,815

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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