$202 Million is the total value of MOLLER WEALTH PARTNERS's 43 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 57.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $29,472,000 | +10.3% | 252,635 | +4.6% | 14.58% | +15.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $20,525,000 | +6.9% | 99,218 | +2.5% | 10.15% | +12.2% |
| TLT | Buy | ISHARES TR20+ yr tr bd etf | $15,840,000 | +10.4% | 125,792 | +1.9% | 7.83% | +15.8% |
| PCY | New | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $14,087,000 | – | 500,249 | +100.0% | 6.97% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $2,082,000 | – | 67,986 | +100.0% | 1.03% | – |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $1,262,000 | +16.2% | 17,065 | +12.8% | 0.62% | +21.9% |
| GE | Buy | GENERAL ELECTRIC CO | $999,000 | -1.0% | 39,533 | +0.4% | 0.49% | +3.8% |
| XOM | Buy | EXXON MOBIL CORP | $798,000 | +6.3% | 8,631 | +8.1% | 0.40% | +11.6% |
| MRK | Buy | MERCK & CO INC NEW | $289,000 | -1.7% | 5,096 | +2.7% | 0.14% | +2.9% |
| PEP | New | PEPSICO INC | $222,000 | – | 2,344 | +100.0% | 0.11% | – |
| MCD | New | MCDONALDS CORP | $208,000 | – | 2,220 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 42 | Q3 2023 | 16.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 15.9% |
| ISHARES TR | 42 | Q3 2023 | 15.9% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 11.9% |
| ISHARES TR | 42 | Q3 2023 | 8.7% |
| VANGUARD MALVERN FDS | 42 | Q3 2023 | 10.1% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 10.9% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 6.3% |
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 14.8% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 9.3% |
View MOLLER WEALTH PARTNERS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-20 |
View MOLLER WEALTH PARTNERS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.