$217 Million is the total value of MOLLER WEALTH PARTNERS's 44 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $31,124,000 | +5.6% | 253,952 | +0.5% | 14.37% | -1.4% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $22,179,000 | – | 361,926 | +100.0% | 10.24% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $20,921,000 | +1.9% | 100,664 | +1.5% | 9.66% | -4.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $12,453,000 | +5.2% | 100,125 | +1.2% | 5.75% | -1.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,133,000 | +3.5% | 272,393 | +1.4% | 5.14% | -3.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $7,938,000 | +16.8% | 199,302 | +11.0% | 3.66% | +9.0% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $3,644,000 | +75.0% | 122,143 | +79.7% | 1.68% | +63.3% |
| PHB | Buy | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $2,894,000 | +1.8% | 152,581 | +0.9% | 1.34% | -5.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,022,000 | +114.7% | 16,863 | +121.6% | 0.47% | +100.9% |
| AAPL | Buy | APPLE INC | $475,000 | +109.3% | 3,820 | +85.9% | 0.22% | +95.5% |
| SJM | New | SMUCKER J M CO | $206,000 | – | 1,781 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-08
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.