0001214659-23-000254.txt : 20230105 0001214659-23-000254.hdr.sgml : 20230105 20230105143934 ACCESSION NUMBER: 0001214659-23-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230105 DATE AS OF CHANGE: 20230105 EFFECTIVENESS DATE: 20230105 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: 23510799 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 X0202 13F-HR LIVE false false false 0001736079 XXXXXXXX 12-31-2022 12-31-2022 false WALLER FINANCIAL PLANNING GROUP, INC

941 CHATHAM LANE SUITE 212 COLUMBUS OH 43221

13F HOLDINGS REPORT 028-18994 000159564 028-18994 N Jason Farris 614-457-7026 Jason Farris Columbus OH 01-05-2023 0 53 344658846 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 30956769 80573 SH SOLE 0 0 80573 AMAZON COM INC COM 023135106 833616 9924 SH SOLE 0 0 9924 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 222717 721 SH SOLE 0 0 721 INVESCO QQQ TR UNIT SER 1 46090E103 233528 877 SH SOLE 0 0 877 MICROSOFT CORP COM 594918104 279390 1165 SH SOLE 0 0 1165 UNITED PARCEL SERVICE INC CL B 911312106 2363181 13594 SH SOLE 0 0 13594 CITIGROUP INC COM NEW 172967424 234789 5191 SH SOLE 0 0 5191 PPG INDS INC COM 693506107 1780981 14164 SH SOLE 0 0 14164 SPDR SER TR S&P 600 SMCP VAL 78464A300 4663985 62840 SH SOLE 0 0 62840 SPDR SER TR S&P 600 SMCP GRW 78464A201 4455691 61679 SH SOLE 0 0 61679 SPDR SER TR PRTFLO S&P500 GW 78464A409 6064591 119688 SH SOLE 0 0 119688 SPDR SER TR PORTFOLI S&P1500 78464A805 1277437 27013 SH SOLE 0 0 27013 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3241238 21345 SH SOLE 0 0 21345 EXXON MOBIL CORP COM 30231G102 209570 1900 SH SOLE 0 0 1900 PROCTER AND GAMBLE CO COM 742718109 262199 1730 SH SOLE 0 0 1730 INTUIT COM 461202103 631315 1622 SH SOLE 0 0 1622 MARSH & MCLENNAN COS INC COM 571748102 515103 3113 SH SOLE 0 0 3113 APPLE INC COM 037833100 1910411 14703 SH SOLE 0 0 14703 SPDR SER TR PRTFLO S&P500 VL 78464A508 7019606 180499 SH SOLE 0 0 180499 WORTHINGTON INDS INC COM 981811102 230931 4646 SH SOLE 0 0 4646 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4090015 104926 SH SOLE 0 0 104926 NORTHROP GRUMMAN CORP COM 666807102 250981 460 SH SOLE 0 0 460 VANGUARD INDEX FDS VALUE ETF 922908744 673074 4795 SH SOLE 0 0 4795 VANGUARD INDEX FDS MID CAP ETF 922908629 7326582 35948 SH SOLE 0 0 35948 VANGUARD INDEX FDS SM CP VAL ETF 922908611 961927 6057 SH SOLE 0 0 6057 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4549349 55157 SH SOLE 0 0 55157 VANGUARD INDEX FDS SMALL CP ETF 922908751 7161547 39019 SH SOLE 0 0 39019 VANGUARD INDEX FDS GROWTH ETF 922908736 653717 3068 SH SOLE 0 0 3068 VANGUARD INDEX FDS SML CP GRW ETF 922908595 819200 4085 SH SOLE 0 0 4085 ISHARES TR EAFE VALUE ETF 464288877 6680633 145611 SH SOLE 0 0 145611 ISHARES TR EAFE GRWTH ETF 464288885 5644503 67389 SH SOLE 0 0 67389 SPDR SER TR S&P 400 MDCP VAL 78464A839 5290278 81741 SH SOLE 0 0 81741 VANGUARD INDEX FDS LARGE CAP ETF 922908637 200176 1149 SH SOLE 0 0 1149 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1184719 6591 SH SOLE 0 0 6591 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 590893 4369 SH SOLE 0 0 4369 SPDR SER TR S&P 400 MDCP GRW 78464A821 4663120 71367 SH SOLE 0 0 71367 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 247491 4936 SH SOLE 0 0 4936 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1655011 21985 SH SOLE 0 0 21985 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2576131 34663 SH SOLE 0 0 34663 SPDR SER TR PORTFOLIO S&P400 78464A847 34037660 800886 SH SOLE 0 0 800886 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 15336672 465312 SH SOLE 0 0 465312 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9493760 226203 SH SOLE 0 0 226203 ISHARES TR NATIONAL MUN ETF 464288414 2536806 24041 SH SOLE 0 0 24041 PHILIP MORRIS INTL INC COM 718172109 365773 3614 SH SOLE 0 0 3614 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 40149510 1352291 SH SOLE 0 0 1352291 SPDR SER TR PORTFOLIO AGRGTE 78464A649 16719612 665325 SH SOLE 0 0 665325 ISHARES TR SHRT NAT MUN ETF 464288158 573722 5502 SH SOLE 0 0 5502 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6502039 18506 SH SOLE 0 0 18506 ISHARES TR FLTG RATE NT ETF 46429B655 16821402 334222 SH SOLE 0 0 334222 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 13655173 180767 SH SOLE 0 0 180767 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17977832 379039 SH SOLE 0 0 379039 SPDR SER TR PORTFOLIO S&P600 78468R853 33556593 907671 SH SOLE 0 0 907671 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 14325897 387920 SH SOLE 0 0 387920