Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $435,818,631 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 79,589 | $53,268,814 | 12.22% | |
| 2. | Spdr Series Trust - PORTFOLIO S&P600 | 839,407 | $38,881,330 | 8.92% | |
| 3. | Spdr Series Trust | 679,846 | $38,880,378 | 8.92% | |
| 4. | Spdr Index Shs Fds | 892,195 | $38,177,035 | 8.76% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 597,670 | $36,015,610 | 8.26% |
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