| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -6,004 | -100.0% | -0.06% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -1,778 | -100.0% | -0.07% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -3,260 | -100.0% | -0.07% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -7,868 | -100.0% | -0.08% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,024 | -100.0% | -0.08% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -6,790 | -100.0% | -0.08% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -10,768 | -100.0% | -0.10% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,568 | -100.0% | -0.10% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,661 | -100.0% | -0.10% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,460 | -100.0% | -0.11% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -3,633 | -100.0% | -0.13% | – | |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -16,187 | -100.0% | -0.16% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -2,000 | -100.0% | -0.18% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -7,200 | -100.0% | -0.24% | – |
| EES | Exit | WISDOMTREE TRus smallcap fund | $0 | – | -18,491 | -100.0% | -0.25% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -55,244 | -100.0% | -0.26% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -5,576 | -100.0% | -0.26% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -5,377 | -100.0% | -0.27% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -10,262 | -100.0% | -0.27% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -7,917 | -100.0% | -0.37% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -36,225 | -100.0% | -0.48% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -80,156 | -100.0% | -0.82% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -29,267 | -100.0% | -0.99% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -13,325 | -100.0% | -1.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -65,026 | -100.0% | -1.42% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -76,860 | -100.0% | -1.84% | – |
| DWM | Exit | WISDOMTREE TRintl equity fd | $0 | – | -121,354 | -100.0% | -1.86% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -106,611 | -100.0% | -1.96% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -101,216 | -100.0% | -1.98% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -96,337 | -100.0% | -2.05% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -74,121 | -100.0% | -2.42% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -44,703 | -100.0% | -2.51% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -311,259 | -100.0% | -2.59% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -223,514 | -100.0% | -2.78% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -231,409 | -100.0% | -3.22% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -159,793 | -100.0% | -3.54% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -370,940 | -100.0% | -3.73% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -244,522 | -100.0% | -3.74% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -333,978 | -100.0% | -4.13% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -186,926 | -100.0% | -4.49% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -262,933 | -100.0% | -4.68% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -38,857 | -100.0% | -5.30% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -102,814 | -100.0% | -6.39% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -112,057 | -100.0% | -6.73% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -509,980 | -100.0% | -7.66% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -512,926 | -100.0% | -7.90% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -817,420 | -100.0% | -10.50% | – |
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.