WALLER FINANCIAL PLANNING GROUP, INC - Portfolio overview

WALLER FINANCIAL PLANNING GROUP, INC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-03.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.59%
2. EFV - ISHARES TR, 8.33%
3. SPYG - SPDR SERIES TRUST, 8.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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