MOLLER WEALTH PARTNERS holdings history

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102 is the total number of securities MOLLER WEALTH PARTNERS has owned. The longest MOLLER WEALTH PARTNERS has owned a single stock is 42 quarters.

MOLLER WEALTH PARTNERS historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VB VANGUARD INDEX FDS42425.50%9.14%16.92%Q2 2013Q3 202342
VNQ VANGUARD INDEX FDS42424.49%8.42%15.88%Q2 2013Q3 202342
IVV ISHARES TR42423.43%8.11%15.94%Q2 2013Q3 202342
VV VANGUARD INDEX FDS42426.19%7.68%11.94%Q2 2013Q3 202342
IWM ISHARES TR42422.48%4.82%8.71%Q2 2013Q3 202342
VTIP VANGUARD MALVERN FDS42421.18%4.39%10.12%Q2 2013Q3 202342
VWO VANGUARD INTL EQUITY I...42421.90%4.30%10.94%Q2 2013Q3 202342
VEA VANGUARD TAX-MANAGED I...42423.05%3.82%6.28%Q2 2013Q3 202342
BND VANGUARD BD INDEX FDS42420.33%2.90%14.80%Q2 2013Q3 202342
DWM WISDOMTREE TRUST42421.65%2.52%9.34%Q2 2013Q3 202342
DLN WISDOMTREE TRUST42420.69%1.32%2.54%Q2 2013Q3 202342
EFA ISHARES TR42420.61%1.17%2.24%Q2 2013Q3 202342
IJH ISHARES TR42420.67%1.01%1.49%Q2 2013Q3 202342
RWR SPDR SER TR42420.27%0.61%1.93%Q2 2013Q3 202342
DEM WISDOMTREE TRUST42420.08%0.49%1.20%Q2 2013Q3 202342
JNJ JOHNSON & JOHNSON42420.26%0.48%1.07%Q2 2013Q3 202342
PG PROCTER & GAMBLE CO42420.28%0.45%0.92%Q2 2013Q3 202342
EES WISDOMTREE TRUST42420.22%0.37%1.07%Q2 2013Q3 202342
TROW PRICE T ROWE GROUP INC42420.24%0.34%0.52%Q2 2013Q3 202342
XOM EXXON MOBIL CORP42420.07%0.25%0.60%Q2 2013Q3 202342
JPM JPMORGAN CHASE & CO30110.13%0.36%1.24%Q2 2013Q3 202341
APD AIR PRODS & CHEMS INC41410.12%0.17%0.27%Q3 2013Q3 202341
LQD ISHARES TR40400.07%0.16%0.64%Q2 2013Q1 202340
DES WISDOMTREE TRUST3630.06%0.30%0.74%Q2 2013Q3 202339
VPL VANGUARD INTL EQUITY I...2920.19%3.24%10.24%Q2 2013Q3 202337
GUNR FLEXSHARES TR36361.03%7.87%12.05%Q4 2014Q3 202336
VSS VANGUARD INTL EQUITY I...2710.22%3.03%9.85%Q2 2013Q3 202336
VGK VANGUARD INTL EQUITY I...2710.13%2.84%8.83%Q2 2013Q3 202335
GE v3310.08%0.33%0.92%Q2 2013Q1 202234
T AT&T INC34340.07%0.30%0.55%Q2 2013Q3 202134
COP CONOCOPHILLIPS2770.07%0.14%0.25%Q2 2013Q3 202234
PSX PHILLIPS 662510.07%0.11%0.20%Q4 2013Q3 202333
IGE ISHARES TR2910.08%3.48%10.99%Q2 2013Q4 202030
MMM 3M CO29290.09%0.19%0.56%Q4 2013Q4 202029
SJM SMUCKER J M CO1310.07%0.10%0.19%Q1 2015Q3 202327
GNR SPDR INDEX SHS FDS2060.11%1.02%3.05%Q3 2015Q1 202226
CME CME GROUP INC1560.09%0.30%0.76%Q2 2013Q2 202021
PHB POWERSHARES GLOBAL ETF...20200.89%1.87%8.28%Q2 2013Q1 201820
FNDA SCHWAB STRATEGIC TR19190.30%5.95%7.97%Q1 2019Q3 202319
FNDX SCHWAB STRATEGIC TR19190.30%3.63%4.68%Q1 2019Q3 202319
FNDF SCHWAB STRATEGIC TR19190.15%2.57%3.73%Q1 2019Q3 202319
FNDE SCHWAB STRATEGIC TR19190.10%1.84%2.59%Q1 2019Q3 202319
ITW ILLINOIS TOOL WKS INC1210.09%0.16%0.41%Q2 2013Q3 202319
KMT KENNAMETAL INC1090.08%0.12%0.17%Q2 2013Q2 201919
FNDC SCHWAB STRATEGIC TR18180.28%0.62%0.82%Q2 2019Q3 202318
PHB INVESCO EXCH TRADED FD...1610.09%3.02%8.13%Q2 2018Q4 202217
DD DU PONT E I DE NEMOURS...17170.36%0.52%0.70%Q2 2013Q2 201717
VTEB VANGUARD MUN BD FDS16160.58%3.36%6.88%Q4 2019Q3 202316
TLT ISHARES TR920.26%4.56%9.16%Q3 2014Q2 201915
VNQI VANGUARD INTL EQUITY I...15151.46%3.27%4.13%Q1 2020Q3 202315
SCHA SCHWAB STRATEGIC TR14140.48%0.79%1.18%Q2 2020Q3 202314
ICLN ISHARES TR1220.04%0.26%0.35%Q4 2018Q3 202314
AAPL APPLE INC610.10%0.18%0.53%Q4 2013Q4 202014
PBW INVESCO EXCHANGE TRADE...13130.08%0.16%0.25%Q3 2020Q3 202313
BSV VANGUARD BD INDEX FDS11110.10%1.11%2.04%Q1 2021Q3 202311
EPS WISDOMTREE TRUST920.06%0.70%1.02%Q2 2013Q1 202211
WDAY WORKDAY INC820.13%0.29%0.38%Q2 2013Q1 201910
MUB ISHARES TR720.10%1.87%4.70%Q1 2020Q3 20239
IJR ISHARES TR990.16%0.20%0.31%Q2 2013Q2 20159
SCHX SCHWAB STRATEGIC TR810.09%0.12%0.19%Q4 2015Q1 20189
DOW DOW INC710.07%0.08%0.09%Q4 2019Q1 20239
AMGN AMGEN INC610.44%0.82%1.07%Q2 2013Q4 20208
MMC MARSH & MCLENNAN COS INC610.28%0.38%0.62%Q2 2013Q4 20208
ABBV ABBVIE INC420.10%0.20%0.39%Q4 2013Q1 20198
MRK MERCK & CO INC NEW510.09%0.16%0.35%Q1 2014Q4 20188
GENERAL ELECTRIC CO620.08%0.11%0.13%Q3 2021Q3 20238
ESGE ISHARES INC880.08%0.08%0.09%Q4 2021Q3 20238
DWDP DOWDUPONT INC770.30%0.40%0.64%Q3 2017Q1 20197
PCY POWERSHARES GLOBAL ETF...416.14%7.72%9.23%Q2 2014Q3 20166
EEM ISHARES TR510.08%0.16%0.22%Q3 2017Q4 20196
PEP PEPSICO INC210.10%0.14%0.30%Q1 2014Q4 20186
VHT VANGUARD WORLD FDS660.08%0.08%0.09%Q2 2022Q3 20236
CTVA CORTEVA INC660.07%0.07%0.08%Q1 2022Q2 20236
GLD SPDR GOLD TRUST320.11%4.73%10.60%Q2 2016Q2 20195
MCD MCDONALDS CORP210.10%0.22%0.60%Q4 2014Q4 20185
NEE NEXTERA ENERGY INC550.10%0.11%0.12%Q2 2019Q2 20205
PBW POWERSHARES ETF TRUST550.02%0.02%0.02%Q2 2016Q2 20175
ABT ABBOTT LABS310.13%0.19%0.33%Q1 2014Q4 20184
ESGD ISHARES TR440.07%0.07%0.08%Q4 2022Q3 20234
MSFT MICROSOFT CORP110.08%0.16%0.31%Q4 2017Q2 20203
DD DUPONT DE NEMOURS INC330.11%0.13%0.15%Q2 2019Q4 20193
SCHD SCHWAB STRATEGIC TR330.07%0.07%0.07%Q4 2021Q2 20223
ESML ISHARES TR210.06%0.07%0.07%Q1 2022Q3 20233
PDBC INVESCO ACTIVELY MANAG...227.12%7.52%7.92%Q2 2018Q3 20182
DBC POWERSHARES DB CMDTY I...225.64%5.73%5.82%Q4 2016Q1 20172
PCY INVESCO EXCHNG TRADED ...220.98%2.80%4.61%Q1 2019Q2 20192
PDBC POWERSHARES ACT MANG C...220.62%0.64%0.66%Q4 2016Q1 20172
CDW CDW CORP220.30%0.37%0.44%Q4 2018Q1 20192
CWEN CLEARWAY ENERGY INC220.28%0.34%0.41%Q4 2018Q1 20192
SCHH SCHWAB STRATEGIC TR110.19%0.21%0.24%Q4 2015Q3 20162
SPTL SPDR SERIES TRUST220.14%0.15%0.16%Q4 2015Q1 20162
IBM INTERNATIONAL BUSINESS...110.11%0.13%0.15%Q1 2014Q4 20182
CWENA CLEARWAY ENERGY INC220.08%0.10%0.12%Q4 2018Q1 20192
MBFI MB FINANCIAL INC NEW110.32%0.32%0.32%Q4 2018Q4 20181
PXH POWERSHARES GLOBAL ETF...110.21%0.21%0.21%Q2 2013Q2 20131
KO COCA COLA CO110.19%0.19%0.19%Q4 2018Q4 20181
HON HONEYWELL INTL INC110.18%0.18%0.18%Q4 2018Q4 20181
DRW WISDOMTREE TRUST110.16%0.16%0.16%Q2 2013Q2 20131
MDU MDU RES GROUP INC110.11%0.11%0.11%Q1 2014Q1 20141
FITB FIFTH THIRD BANCORP110.10%0.10%0.10%Q4 2020Q4 20201
ESGU ISHARES TR110.06%0.06%0.06%Q2 2023Q2 20231
BHTG BIOHITECH GLOBAL INC110.01%0.01%0.01%Q4 2020Q4 20201
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of MOLLER WEALTH PARTNERS.

The conviction is calculated by counting the number of quarters a security has been reported by MOLLER WEALTH PARTNERS. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that MOLLER WEALTH PARTNERS owns currently or has owned in the past.