Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $450,351,097 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 106,055 | $72,641,372 | 16.13% | |
| 2. | Spdr Series Trust | 353,198 | $37,686,227 | 8.37% | |
| 3. | Ishares Tr - EAFE VALUE ETF | 469,119 | $33,499,788 | 7.44% | |
| 4. | Spdr Series Trust | 569,686 | $32,363,862 | 7.19% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 147,254 | $31,186,925 | 6.93% |
Hedge Fund Resource Center 
