Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $413,704,819 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 80,202 | $49,797,147 | 12.04% | |
| 2. | Spdr Index Shs Fds | 906,904 | $36,720,554 | 8.88% | |
| 3. | Spdr Series Trust | 668,292 | $36,341,732 | 8.78% | |
| 4. | Spdr Ser Tr - PORTFOLIO S&P600 | 827,462 | $35,249,879 | 8.52% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 592,265 | $34,221,064 | 8.27% |
