News + Filings Holdings
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WALLER FINANCIAL PLANNING GROUP, INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Invesco Exchange-Traded Self-Indexed Fund Trust
| OMFL | Exchange Traded Fund | 432,479 | 432,479 | 21,182,813,000 | 21,182,813,000 | 5.84 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGEB | Common | 467,672 | 467,672 | 20,666,420,000 | 20,666,420,000 | 5.70 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 1,803 | 1,803 | 262,228,000 | 262,228,000 | 0.07 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 4,030 | 4,030 | 232,652,000 | 232,652,000 | 0.06 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VT | Common | 2,161 | 2,161 | 209,574,000 | 209,574,000 | 0.06 | |
Hist
| 06/30/2023 |
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