$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DWM | WISDOMTREE TRdefa fd | $4,195,000 | +4.5% | 80,988 | 0.0% | 1.94% | -2.5% | |
| IJH | ISHARES TRcore s&p mcp etf | $1,786,000 | +4.9% | 11,754 | 0.0% | 0.82% | -2.0% | |
| DLN | WISDOMTREE TRlargecap divid | $1,539,000 | -1.2% | 20,996 | 0.0% | 0.71% | -7.7% | |
| DD | DU PONT E I DE NEMOURS & CO | $1,220,000 | -3.3% | 17,065 | 0.0% | 0.56% | -9.8% | |
| PG | PROCTER & GAMBLE CO | $1,123,000 | -10.0% | 13,701 | 0.0% | 0.52% | -16.0% | |
| GE | GENERAL ELECTRIC CO | $981,000 | -1.8% | 39,533 | 0.0% | 0.45% | -8.3% | |
| XOM | EXXON MOBIL CORP | $734,000 | -8.0% | 8,631 | 0.0% | 0.34% | -14.2% | |
| TROW | PRICE T ROWE GROUP INC | $648,000 | -5.7% | 8,000 | 0.0% | 0.30% | -12.1% | |
| WDAY | WORKDAY INCcl a | $633,000 | +3.4% | 7,500 | 0.0% | 0.29% | -3.6% | |
| MMM | 3M CO | $506,000 | +0.4% | 3,069 | 0.0% | 0.23% | -6.0% | |
| COP | CONOCOPHILLIPS | $352,000 | -9.7% | 5,653 | 0.0% | 0.16% | -15.5% | |
| APD | AIR PRODS & CHEMS INC | $303,000 | +5.2% | 2,000 | 0.0% | 0.14% | -1.4% | |
| MRK | MERCK & CO INC NEW | $293,000 | +1.4% | 5,096 | 0.0% | 0.14% | -5.6% | |
| LQD | ISHARES TRiboxx inv cp etf | $257,000 | +2.0% | 2,110 | 0.0% | 0.12% | -4.8% | |
| PSX | PHILLIPS 66 | $222,000 | +9.4% | 2,826 | 0.0% | 0.10% | +2.0% | |
| MCD | MCDONALDS CORP | $216,000 | +3.8% | 2,220 | 0.0% | 0.10% | -2.9% | |
| KMT | KENNAMETAL INC | $202,000 | -6.0% | 6,000 | 0.0% | 0.09% | -12.3% |
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.