Instuitional Investor - Waller Financial Planning Group, Inc
Fund Profile
Filing Period:
| Fund Name: | Waller Financial Planning Group, Inc |
| Portfolio Value | $396,789,820 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 80,805 | $47,568,350 | 11.98% | |
| 2. | Spdr Series Trust | 682,611 | $37,331,978 | 9.4% | |
| 3. | Spdr Ser Tr | 812,357 | $36,491,077 | 9.19% | |
| 4. | Spdr Index Shs Fds | 911,132 | $31,096,930 | 7.83% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 552,680 | $29,971,861 | 7.55% |
