Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $355,969,218 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 72,732 | $40,868,345 | 11.48% | |
| 2. | Spdr Index Shs Fds | 918,310 | $33,435,662 | 9.39% | |
| 3. | Spdr Series Trust | 563,585 | $28,844,255 | 8.1% | |
| 4. | Spdr Ser Tr - PORTFOLIO S&P600 | 668,273 | $27,238,812 | 7.65% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 496,794 | $26,484,076 | 7.44% |
