0001214659-22-005357.txt : 20220418 0001214659-22-005357.hdr.sgml : 20220418 20220418100752 ACCESSION NUMBER: 0001214659-22-005357 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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: 22831209 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 03-31-2022 03-31-2022 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 04-14-2022 0 51 377417 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 50806 111984 SH SOLE 0 0 111984 AMAZON COM INC COM 023135106 1134 348 SH SOLE 0 0 348 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246 698 SH SOLE 0 0 698 DISNEY WALT CO COM 254687106 223 1623 SH SOLE 0 0 1623 MICROSOFT CORP COM 594918104 341 1107 SH SOLE 0 0 1107 UNITED PARCEL SERVICE INC CL B 911312106 2915 13594 SH SOLE 0 0 13594 CITIGROUP INC COM NEW 172967424 228 4262 SH SOLE 0 0 4262 PPG INDS INC COM 693506107 1856 14164 SH SOLE 0 0 14164 VERIZON COMMUNICATIONS INC COM 92343V104 241 4729 SH SOLE 0 0 4729 SPDR SER TR S&P 600 SMCP VAL 78464A300 5529 66350 SH SOLE 0 0 66350 SPDR SER TR S&P 600 SMCP GRW 78464A201 4907 58538 SH SOLE 0 0 58538 SPDR SER TR PRTFLO S&P500 GW 78464A409 7408 111886 SH SOLE 0 0 111886 SPDR SER TR PORTFOLI S&P1500 78464A805 1908 34338 SH SOLE 0 0 34338 PROCTER AND GAMBLE CO COM 742718109 234 1530 SH SOLE 0 0 1530 MARSH & MCLENNAN COS INC COM 571748102 525 3081 SH SOLE 0 0 3081 APPLE INC COM 037833100 2449 14024 SH SOLE 0 0 14024 SPDR SER TR PRTFLO S&P500 VL 78464A508 7891 189011 SH SOLE 0 0 189011 EDWARDS LIFESCIENCES CORP COM 28176E108 243 2064 SH SOLE 0 0 2064 WORTHINGTON INDS INC COM 981811102 229 4447 SH SOLE 0 0 4447 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2345 50840 SH SOLE 0 0 50840 VANGUARD INDEX FDS VALUE ETF 922908744 875 5919 SH SOLE 0 0 5919 VANGUARD INDEX FDS MID CAP ETF 922908629 8121 34145 SH SOLE 0 0 34145 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1068 6071 SH SOLE 0 0 6071 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 215 1985 SH SOLE 0 0 1985 VANGUARD INDEX FDS SMALL CP ETF 922908751 7798 36691 SH SOLE 0 0 36691 VANGUARD INDEX FDS GROWTH ETF 922908736 841 2925 SH SOLE 0 0 2925 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1488 5995 SH SOLE 0 0 5995 ISHARES TR EAFE VALUE ETF 464288877 6964 138552 SH SOLE 0 0 138552 ISHARES TR EAFE GRWTH ETF 464288885 5940 61706 SH SOLE 0 0 61706 SPDR SER TR S&P 400 MDCP VAL 78464A839 5935 84327 SH SOLE 0 0 84327 VANGUARD INDEX FDS LARGE CAP ETF 922908637 335 1609 SH SOLE 0 0 1609 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1666 7476 SH SOLE 0 0 7476 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 861 5751 SH SOLE 0 0 5751 SPDR SER TR S&P 400 MDCP GRW 78464A821 5230 70476 SH SOLE 0 0 70476 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 288 4993 SH SOLE 0 0 4993 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11363 145864 SH SOLE 0 0 145864 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4655 56832 SH SOLE 0 0 56832 SPDR SER TR PORTFOLIO S&P400 78464A847 38099 807870 SH SOLE 0 0 807870 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 16383 423998 SH SOLE 0 0 423998 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 9998 208161 SH SOLE 0 0 208161 ISHARES TR NATIONAL MUN ETF 464288414 5145 46930 SH SOLE 0 0 46930 PHILIP MORRIS INTL INC COM 718172109 330 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 42554 1241367 SH SOLE 0 0 1241367 SPDR SER TR PORTFOLIO AGRGTE 78464A649 37834 1361419 SH SOLE 0 0 1361419 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 265 2621 SH SOLE 0 0 2621 ISHARES TR SHRT NAT MUN ETF 464288158 1222 11678 SH SOLE 0 0 11678 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 327 5515 SH SOLE 0 0 5515 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9978 24032 SH SOLE 0 0 24032 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 21616 412214 SH SOLE 0 0 412214 SPDR SER TR PORTFOLIO S&P600 78468R853 38353 911647 SH SOLE 0 0 911647 ARDELYX INC COM 039697107 12 11000 SH SOLE 0 0 11000