$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | Exit | ABBOTT LABS | $0 | – | -7,243 | -100.0% | -0.14% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -5,128 | -100.0% | -0.20% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -7,522 | -100.0% | -0.20% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -11,700 | -100.0% | -0.29% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -8,282 | -100.0% | -0.55% | – |
| CME | Exit | CME GROUP INC | $0 | – | -16,166 | -100.0% | -0.61% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -58,159 | -100.0% | -1.63% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -70,376 | -100.0% | -1.83% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -53,611 | -100.0% | -2.58% | – |
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.