$220 Million is the total value of MOLLER WEALTH PARTNERS's 48 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $29,669,000 | +8.6% | 396,437 | +2.5% | 13.48% | -3.2% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $20,124,000 | +17.7% | 181,039 | +13.1% | 9.14% | +4.8% |
| IVV | Buy | ISHAREScore s&p500 etf | $18,758,000 | +12.2% | 95,217 | +7.1% | 8.52% | -0.1% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $16,175,000 | +11.7% | 269,808 | +9.8% | 7.35% | -0.5% |
| PCY | New | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $13,514,000 | – | 463,448 | +100.0% | 6.14% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,288,000 | +91.3% | 238,533 | +80.0% | 4.68% | +70.4% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $3,661,000 | +142.5% | 58,817 | +130.1% | 1.66% | +116.1% |
| PHB | Buy | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $3,539,000 | +3.1% | 180,553 | +2.2% | 1.61% | -8.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $3,068,000 | +15.4% | 61,221 | +13.6% | 1.39% | +2.7% |
| PG | Buy | PROCTER & GAMBLE CO | $1,124,000 | -1.1% | 14,299 | +1.4% | 0.51% | -11.9% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $1,103,000 | +23.4% | 13,410 | +21.8% | 0.50% | +9.9% |
| AAPL | Buy | APPLE INC | $312,000 | -4.0% | 3,360 | +455.4% | 0.14% | -14.5% |
| ABT | Buy | ABBOTT LABS | $295,000 | +6.5% | 7,223 | +0.3% | 0.13% | -5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-11
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.