$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EPS | WISDOMTREE TRearning 500 fd | $1,791,000 | +4.5% | 24,888 | 0.0% | 0.89% | +9.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $1,702,000 | +5.9% | 11,754 | 0.0% | 0.84% | +11.2% | |
| EES | WISDOMTREE TRsmlcap earn fd | $1,102,000 | +8.7% | 13,326 | 0.0% | 0.54% | +14.0% | |
| DES | WISDOMTREE TRsmallcap divid | $893,000 | +9.2% | 12,594 | 0.0% | 0.44% | +14.5% | |
| TROW | PRICE T ROWE GROUP INC | $687,000 | +9.6% | 8,000 | 0.0% | 0.34% | +14.9% | |
| WDAY | WORKDAY INCcl a | $612,000 | -1.1% | 7,500 | 0.0% | 0.30% | +3.8% | |
| COP | CONOCOPHILLIPS | $390,000 | -9.9% | 5,653 | 0.0% | 0.19% | -5.4% | |
| IJR | ISHARES TRcore s&p scp etf | $377,000 | +9.3% | 3,308 | 0.0% | 0.19% | +14.1% | |
| APD | AIR PRODS & CHEMS INC | $288,000 | +10.8% | 2,000 | 0.0% | 0.14% | +15.4% | |
| LQD | ISHARES TRiboxx inv cp etf | $252,000 | +1.2% | 2,110 | 0.0% | 0.12% | +6.8% | |
| KMT | KENNAMETAL INC | $215,000 | -13.3% | 6,000 | 0.0% | 0.11% | -9.4% | |
| PSX | PHILLIPS 66 | $203,000 | -11.7% | 2,826 | 0.0% | 0.10% | -7.4% |
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.