0001214659-21-000483.txt : 20210114 0001214659-21-000483.hdr.sgml : 20210114 20210114142854 ACCESSION NUMBER: 0001214659-21-000483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210114 DATE AS OF CHANGE: 20210114 EFFECTIVENESS DATE: 20210114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALLER FINANCIAL PLANNING GROUP, INC CENTRAL INDEX KEY: 0001736079 IRS NUMBER: 311143130 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18994 FILM NUMBER: 21528403 BUSINESS ADDRESS: STREET 1: 941 CHATHAM LANE STREET 2: SUITE 212 CITY: COLUMBUS STATE: OH ZIP: 43221 BUSINESS PHONE: (614) 457-7026 MAIL ADDRESS: STREET 1: 941 CHATHAM LANE STREET 2: SUITE 212 CITY: COLUMBUS STATE: OH ZIP: 43221 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001736079 XXXXXXXX 12-31-2020 12-31-2020 false WALLER FINANCIAL PLANNING GROUP, INC

941 CHATHAM LANE SUITE 212 COLUMBUS OH 43221

13F HOLDINGS REPORT 028-18994 N Jason Farris 614-457-7026 Jason Farris Columbus OH 01-13-2021 0 45 320659 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 38422 102353 SH SOLE 0 0 102353 AMAZON COM INC COM 023135106 782 240 SH SOLE 0 0 240 MICROSOFT CORP COM 594918104 205 923 SH SOLE 0 0 923 AT&T INC COM 00206R102 283 9852 SH SOLE 0 0 9852 PPG INDS INC COM 693506107 2043 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 301 5128 SH SOLE 0 0 5128 SPDR SER TR S&P 600 SMCP VAL 78464A300 5149 77793 SH SOLE 0 0 77793 SPDR SER TR S&P 600 SMCP GRW 78464A201 4719 61793 SH SOLE 0 0 61793 SPDR SER TR PRTFLO S&P500 GW 78464A409 5632 101870 SH SOLE 0 0 101870 SPDR SER TR PORTFOLI S&P1500 78464A805 2344 50855 SH SOLE 0 0 50855 PROCTER AND GAMBLE CO COM 742718109 234 1681 SH SOLE 0 0 1681 MARSH & MCLENNAN COS INC COM 571748102 354 3027 SH SOLE 0 0 3027 APPLE INC COM 037833100 1594 12013 SH SOLE 0 0 12013 SPDR SER TR PRTFLO S&P500 VL 78464A508 6483 188502 SH SOLE 0 0 188502 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1768 35286 SH SOLE 0 0 35286 VANGUARD INDEX FDS VALUE ETF 922908744 748 6290 SH SOLE 0 0 6290 VANGUARD INDEX FDS MID CAP ETF 922908629 6544 31651 SH SOLE 0 0 31651 VANGUARD INDEX FDS SM CP VAL ETF 922908611 972 6838 SH SOLE 0 0 6838 VANGUARD INDEX FDS SMALL CP ETF 922908751 6282 32268 SH SOLE 0 0 32268 VANGUARD INDEX FDS GROWTH ETF 922908736 742 2929 SH SOLE 0 0 2929 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1816 6786 SH SOLE 0 0 6786 ISHARES TR EAFE VALUE ETF 464288877 6763 143288 SH SOLE 0 0 143288 ISHARES TR EAFE GRWTH ETF 464288885 6045 59906 SH SOLE 0 0 59906 SPDR SER TR S&P 400 MDCP VAL 78464A839 5419 97636 SH SOLE 0 0 97636 VANGUARD INDEX FDS LARGE CAP ETF 922908637 338 1920 SH SOLE 0 0 1920 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1741 8208 SH SOLE 0 0 8208 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 702 5900 SH SOLE 0 0 5900 SPDR SER TR S&P 400 MDCP GRW 78464A821 5024 72460 SH SOLE 0 0 72460 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 329 5636 SH SOLE 0 0 5636 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12288 148232 SH SOLE 0 0 148232 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5669 61059 SH SOLE 0 0 61059 SPDR SER TR PORTFOLIO S&P400 78464A847 30250 748753 SH SOLE 0 0 748753 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 10239 242870 SH SOLE 0 0 242870 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8229 174303 SH SOLE 0 0 174303 ISHARES TR NATIONAL MUN ETF 464288414 4931 42073 SH SOLE 0 0 42073 FIRST MERCHANTS CORP COM 320817109 510 13622 SH SOLE 0 0 13622 PHILIP MORRIS INTL INC COM 718172109 291 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 36568 1083509 SH SOLE 0 0 1083509 SPDR SER TR PORTFOLIO AGRGTE 78464A649 34703 1127089 SH SOLE 0 0 1127089 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 623 6735 SH SOLE 0 0 6735 ISHARES TR SHRT NAT MUN ETF 464288158 1086 10047 SH SOLE 0 0 10047 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 971 15763 SH SOLE 0 0 15763 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8021 23338 SH SOLE 0 0 23338 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 21530 367728 SH SOLE 0 0 367728 SPDR SER TR PORTFOLIO S&P600 78468R853 30972 865140 SH SOLE 0 0 865140