This chart displays the top 10 holdings in Waller Financial Planning Group, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

The assets under management (AUM) of Waller Financial Planning Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 396.79M in assets, with a quarterly growth rate of -1.61% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Jason Farris, and others.