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Home > Institutional Investor > Waller Financial Planning Group, Inc > Profile

Instuitional Investor - Waller Financial Planning Group, Inc

Fund Profile
Filing Period:
Fund Name: Waller Financial Planning Group, Inc
Portfolio Value $492,636,905
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 112,983 $86,528,345 17.56%
2.
Spdr Series Trust
 KRE 374,184 $46,054,541 9.35%
3.
Ishares Tr - EAFE VALUE ETF
 549,236 $43,466,528 8.82%
4.
Spdr Series Trust
 KRE 613,847 $37,524,490 7.62%
5.
Vanguard Index Fds
 154,175 $35,619,044 7.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.