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| Name: |
WALLER FINANCIAL PLANNING GROUP INC |
| City: |
COLUMBUS |
| State: |
OH |
| Zip: |
43221 |
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data |
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| Holdings
Found :
13 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
OMFL |
Oppenheimer Russell 1000 Dy... |
4 |
- |
$0.00 |
$27,977,000 |
506,555 |
7.45% |
5,553,000 |
70,372 |
0.563 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
5 |
- |
$536.73 |
$27,517,000 |
52,340 |
7.33% |
7,129,000 |
9,655 |
0.001 |
Closed - End Fund - E... |
|
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IGEB |
Ishares Edge Investment Gra... |
7 |
- |
$0.00 |
$21,257,000 |
473,950 |
5.66% |
-26,000 |
3,545 |
5.266 |
N/A |
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SCHD |
Schwab US Dividend Equity ETF |
9 |
- |
$77.89 |
$17,349,000 |
215,166 |
4.62% |
3,354,000 |
31,338 |
0.072 |
N/A |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
14 |
- |
$49.17 |
$6,606,000 |
131,866 |
1.76% |
1,514,000 |
22,661 |
0.004 |
Closed - End Fund - E... |
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SPYG |
SPDR Dow Jones Wilshire Lar... |
15 |
- |
$77.08 |
$6,070,000 |
82,975 |
1.62% |
1,445,000 |
11,880 |
0.004 |
Closed - End Fund - E... |
|
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VIG |
Vanguard Dividend Appreciat... |
18 |
- |
$181.31 |
$5,113,000 |
28,001 |
1.36% |
990,000 |
3,807 |
0.007 |
Closed - End Fund - Debt |
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MDYV |
streetTRACKS Series Trust -... |
20 |
- |
$73.31 |
$4,825,000 |
63,484 |
1.29% |
240,000 |
1,004 |
0.031 |
Closed - End Fund - E... |
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SLYV |
streetTRACKS Dow Jones US S... |
22 |
- |
$79.09 |
$4,457,000 |
53,716 |
1.19% |
193,000 |
2,532 |
0.135 |
Closed - End Fund - E... |
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MMC |
Marsh & McLennan Companies Inc |
42 |
- |
$209.99 |
$653,000 |
3,168 |
0.17% |
55,000 |
11 |
0.001 |
Insurance Brokers |
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MSFT |
Microsoft Corp |
43 |
- |
$423.85 |
$543,000 |
1,290 |
0.14% |
120,000 |
165 |
0 |
Application Software |
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PG |
Procter & Gamble Co |
49 |
- |
$167.06 |
$337,000 |
2,076 |
0.09% |
83,000 |
346 |
0 |
Cleaning Products |
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XOM |
Exxon Mobil Corp |
53 |
- |
$112.75 |
$299,000 |
2,569 |
0.08% |
76,000 |
337 |
0 |
Integrated Oil & Gas |
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