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CIK 0001736079 • 6 13F filings • Apr 2, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.3M | 0.4% | 6,913 SH | |
| APPLE INC | COM | $5.4M | 1.5% | 24,149 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $242K | 0.1% | 455 SH | |
| BROADCOM INC | COM | $319K | 0.1% | 1,904 SH | |
| COCA COLA CO | COM | $248K | 0.1% | 3,460 SH | |
| COSTCO WHSL CORP NEW | COM | $281K | 0.1% | 297 SH | |
| EXXON MOBIL CORP | COM | $570K | 0.2% | 4,791 SH | |
| INTUIT | COM | $1.0M | 0.3% | 1,633 SH | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $26.5M | 7.4% | 496,794 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $430K | 0.1% | 916 SH | |
| ISHARES TR | CORE S&P500 ETF | $40.9M | 11.5% | 72,732 SH | |
| ISHARES TR | EAFE GRWTH ETF | $5.0M | 1.4% | 49,599 SH | |
| ISHARES TR | EAFE VALUE ETF | $5.8M | 1.6% | 98,975 SH | |
| ISHARES TR | FLTG RATE NT ETF | $2.0M | 0.6% | 39,490 SH | |
| ISHARES TR | INVESTMENT GRADE | $22.0M | 6.2% | 488,616 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.8M | 0.8% | 26,613 SH | |
| ISHARES TR | S&P 100 ETF | $214K | 0.1% | 790 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $422K | 0.1% | 3,997 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $381K | 0.1% | 6,663 SH | |
| JOHNSON & JOHNSON | COM | $203K | 0.1% | 1,225 SH | |
| JPMORGAN CHASE & CO. | COM | $795K | 0.2% | 3,243 SH | |
| MARSH & MCLENNAN COS INC | COM | $784K | 0.2% | 3,214 SH | |
| META PLATFORMS INC | CL A | $468K | 0.1% | 811 SH | |
| MICROSOFT CORP | COM | $684K | 0.2% | 1,823 SH | |
| NETFLIX INC | COM | $585K | 0.2% | 627 SH | |
| NORTHROP GRUMMAN CORP | COM | $332K | 0.1% | 649 SH | |
| NVIDIA CORPORATION | COM | $564K | 0.2% | 5,200 SH | |
| PHILIP MORRIS INTL INC | COM | $389K | 0.1% | 2,450 SH | |
| PPG INDS INC | COM | $1.4M | 0.4% | 12,664 SH | |
| PROCTER AND GAMBLE CO | COM | $2.0M | 0.6% | 11,687 SH | |
| QUALCOMM INC | COM | $262K | 0.1% | 1,708 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $16.1M | 4.5% | 576,519 SH | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $19.8M | 5.6% | 474,255 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $33.4M | 9.4% | 918,310 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.0M | 0.3% | 26,203 SH | |
| SPDR SER TR | PORTFLI INTRMDIT | $1.2M | 0.3% | 40,664 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $1.1M | 0.3% | 16,875 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $22.0M | 6.2% | 862,627 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $28.8M | 8.1% | 563,585 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $27.2M | 7.7% | 668,273 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $6.6M | 1.8% | 81,866 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $6.8M | 1.9% | 133,121 SH | |
| SPDR SER TR | S&P 400 MDCP GRW | $3.3M | 0.9% | 41,757 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $4.1M | 1.1% | 52,612 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $3.2M | 0.9% | 39,119 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $3.7M | 1.0% | 47,089 SH | |
| STRYKER CORPORATION | COM | $274K | 0.1% | 735 SH | |
| TESLA INC | COM | $286K | 0.1% | 1,103 SH | |
| UNITED PARCEL SERVICE INC | CL B | $1.5M | 0.4% | 13,594 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.7M | 0.8% | 34,903 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.5M | 0.4% | 18,529 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $631K | 0.2% | 12,921 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $897K | 0.3% | 2,419 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $229K | 0.1% | 891 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $939K | 0.3% | 3,838 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $442K | 0.1% | 2,755 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $7.2M | 2.0% | 27,983 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.8M | 1.1% | 42,170 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.2M | 2.0% | 13,933 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $759K | 0.2% | 4,073 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.0M | 2.0% | 31,727 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $692K | 0.2% | 2,747 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $601K | 0.2% | 3,481 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $292K | 0.1% | 4,812 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.0M | 0.3% | 22,507 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $252K | 0.1% | 2,178 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $302K | 0.1% | 5,089 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.5M | 1.6% | 28,446 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.6M | 2.4% | 169,971 SH | |
| WALMART INC | COM | $415K | 0.1% | 4,725 SH | |
| WELLS FARGO CO NEW | COM | $226K | 0.1% | 3,151 SH |
| Q3 2025 |
| 13F-HR |
| 0001214659-25-014790 |
| $435.8M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008295 | $485.6M | View |
| Jul 2, 2025 | Q2 2025 | 13F-HR | 0001214659-25-009926 | $413.7M | View |
| Apr 3, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004321 | $453.1M | View |
| Apr 2, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005278 | $356.0M | View |