WALLER FINANCIAL PLANNING GROUP, INC

WALLER FINANCIAL PLANNING GROUP, INC manages $450M across a portfolio of 75 positions, exhibiting a clear focus on core equity exposure. Top holdings reveal significant allocations to broad market and factor-tilted ETFs, notably IVV at $72.6M and SPYG at $37.7M. The portfolio maintains substantial weightings in value and dividend-focused strategies, with EFV ($33.5M), SPYV ($32.4M), and VBR ($31.2M) anchoring the core structure. This positioning suggests a systematic, factor-aware approach targeting established market segments.

📌 Top Holdings