MOLLER WEALTH PARTNERS - Q3 2021 holdings

$303 Million is the total value of MOLLER WEALTH PARTNERS's 47 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .

 Value Shares↓ Weighting
NewGENERAL ELECTRIC CO$381,0003,695
+100.0%
0.13%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-10-20
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS42Q3 202316.9%
VANGUARD INDEX FDS42Q3 202315.9%
ISHARES TR42Q3 202315.9%
VANGUARD INDEX FDS42Q3 202311.9%
ISHARES TR42Q3 20238.7%
VANGUARD MALVERN FDS42Q3 202310.1%
VANGUARD INTL EQUITY INDEX F42Q3 202310.9%
VANGUARD TAX-MANAGED INTL FD42Q3 20236.3%
VANGUARD BD INDEX FDS42Q3 202314.8%
WISDOMTREE TRUST42Q3 20239.3%

View MOLLER WEALTH PARTNERS's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-11
13F-HR2024-01-10
13F-HR2023-10-16
13F-HR2023-07-17
13F-HR2023-04-17
13F-HR2023-01-18
13F-HR2022-10-20
13F-HR2022-07-21
13F-HR2022-04-14
13F-HR2022-01-20

View MOLLER WEALTH PARTNERS's complete filings history.

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