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  Name: WALLER FINANCIAL PLANNING GROUP INC
  City: COLUMBUS
  State: OH
  Zip: 43221
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $375,315,000
  Total Value Change : $-5,080,000
  Securities Held Change : 2
   
All Securities Held : 63
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (UPS)1 Year Chart         UPS United Parcel Service Inc 31 - $149.24 $2,020,000 13,594 0.54% -117,000 0 0.002    AirDelivery & Freight...
   (PPG)1 Year Chart         PPG PPG Industries Inc 32 - $134.44 $1,835,000 12,664 0.49% -59,000 0 0.005    Conglomerates
   (INTU)1 Year Chart         INTU Intuit Inc 36 - $661.18 $1,061,000 1,633 0.28% 40,000 0 0.001    Application Software
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 41 - $350.63 $689,000 2,002 0.18% 67,000 0 0.001    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 47 - $621.10 $369,000 607 0.1% 73,000 0 0    Music & Video Stores
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 54 - $57.31 $289,000 4,936 0.08% 12,000 0 0.001    Closed - End Fund - F...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 58 - $177.81 $238,000 1,354 0.06% -98,000 0 0    Auto Manufacturers
   (ABX)1 Year Chart         ABX Barrick Gold Corp (USA) 63 - $17.89 $169,000 10,177 0.05% -15,000 0 0.001    Gold

      8 Records Found
  1    
Page 1 of 1
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