Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $380,394,505 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 1,234,678 | $41,991,397 | 11.03% | |
| 2. | Spdr Ser Tr | 806,499 | $34,018,148 | 8.94% | |
| 3. | Spdr Series Trust | 693,518 | $33,788,202 | 8.88% | |
| 4. | Spdr Series Trust | 914,180 | $23,439,569 | 6.16% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 436,183 | $22,424,191 | 5.89% |
