$134 Million is the total value of MOLLER WEALTH PARTNERS's 41 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 45 | Q2 2024 | 16.9% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 15.9% |
| ISHARES TR | 45 | Q2 2024 | 15.9% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 11.9% |
| ISHARES TR | 45 | Q2 2024 | 8.7% |
| VANGUARD MALVERN FDS | 45 | Q2 2024 | 10.1% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 10.9% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 6.3% |
| WISDOMTREE TRUST | 45 | Q2 2024 | 9.3% |
| WISDOMTREE TRUST | 45 | Q2 2024 | 2.5% |
View MOLLER WEALTH PARTNERS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-01 |
| 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 |
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.