Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $453,084,712 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 108,907 | $71,139,285 | 15.7% | |
| 2. | Ishares Tr - EAFE VALUE ETF | 511,303 | $38,015,378 | 8.39% | |
| 3. | Spdr Series Trust | 384,599 | $37,656,045 | 8.31% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 157,323 | $34,178,423 | 7.54% | |
| 5. | Spdr Series Trust | 595,915 | $33,716,869 | 7.44% |
Hedge Fund Resource Center 
