MW

MOLLER WEALTH PARTNERS

13F
MOLLER WEALTH PARTNERS
Last update 2024-10-09 65 Stocks (4 new)
Value $400.00 Mil Turnover 1 %
Countries:
Top Holdings: GUNR(9.85%)FNDA(7.87%)VTIP(7.18%)VB(6.72%)VV(6.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
MOLLER WEALTH PARTNERS Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GUNR 		FlexShares Global Upstream Natural Resources Index Fund
955,652
39420.650
+2.37%
9.850
+0.23%
0.700
+1.66%
-2.95%
5652.511
 
FNDA 		Schwab Fundamental U.S. Small Company ETF
528,631
31490.540
-0.64%
7.870
-0.05%
0.350
+13.35%
+14.13%
9709.271
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
582,685
28732.220
+2.16%
7.180
+0.15%
0.260
+0.70%
+2.95%
11042.916
 
VB 		Vanguard Small Cap ETF
113,401
26899.800
-1.57%
6.720
-0.11%
0.050
+15.03%
+18.66%
63030.413
 
VV 		Vanguard Large Cap ETF
92,309
24304.040
-1.73%
6.070
-0.11%
0.070
+12.85%
+26.06%
38254.126
 
IVV 		iShares Core S&P 500 ETF
40,552
23391.340
-0.60%
5.850
-0.04%
0.000
+12.66%
+25.86%
566290.956
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
264,482
18979.250
-0.02%
4.740
0%
0.110
+10.66%
+19.66%
17785.023
 
VNQ 		Vanguard Real Estate Index Fund ETF
193,015
18803.520
-3.50%
4.700
-0.16%
0.050
+5.75%
+8.51%
35724.643
 
VNQI 		Vanguard Global ex-U.S. Real Estate ETF
371,073
17407.050
-0.54%
4.350
-0.02%
0.500
+3.01%
+2.14%
3476.027
 
VTEB 		Vanguard Tax-Exempt Bond ETF
311,338
15915.600
+5.27%
3.980
+0.20%
0.050
+0.04%
-1.00%
33962.074
 

MOLLER WEALTH PARTNERS's Historical Top Holdings Breakdowns

MOLLER WEALTH PARTNERS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GUNR 		FlexShares Global Upstream Natural Resources Index Fund2024-09-30Add
+0.23%
●
38.51 ($40.14) 41.48
$39.74
-1.00%
Add 2.37%
955,652
22,112
VTEB 		Vanguard Tax-Exempt Bond ETF2024-09-30Add
+0.20%
●
49.93 ($50.68) 51.15
$50.54
-0.28%
Add 5.27%
311,338
15,591
PAVE 		Global X U.S. Infrastructure Development ETF2024-09-30Sold Out
-0.19%
●
36.39 ($38.45) 41.16
$45.09
17.27%
Sold Out
0
-18,975
XLU 		Utilities Select Sector SPDR ETF2024-09-30New Buy
+0.17%
●
67.67 ($74.19) 80.78
$79.18
6.73%
New holding
8,255
8,255
DXJ 		WisdomTree Japan Hedged Equity Fund2024-09-30Sold Out
-0.17%
●
91.43 ($106.22) 117.51
$109.58
3.16%
Sold Out
0
-5,772
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Reduce
-0.16%
●
82.97 ($92.08) 98.97
$95.88
4.13%
Reduce -3.5%
193,015
-7,004
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Add
+0.15%
●
48.06 ($48.7) 49.39
$48.89
0.39%
Add 2.16%
582,685
12,326
VB 		Vanguard Small Cap ETF2024-09-30Reduce
-0.11%
●
214.77 ($227.22) 237.72
$253.14
11.41%
Reduce -1.57%
113,401
-1,811
VV 		Vanguard Large Cap ETF2024-09-30Reduce
-0.11%
●
236.92 ($253.7) 263.4
$275.00
8.40%
Reduce -1.73%
92,309
-1,623
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30Add
+0.09%
●
117.9 ($123.45) 128.2
$132.50
7.33%
Add 75.65%
6,543
2,818

MOLLER WEALTH PARTNERS Total Holding History ($B)

To

MOLLER WEALTH PARTNERS's Asset Allocation

To

MOLLER WEALTH PARTNERS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MOLLER WEALTH PARTNERS's Hypothetical Growth since 2024-09-30

MOLLER WEALTH PARTNERS's Yearly Returns

Year Portfolio % % Excess Gain %

MOLLER WEALTH PARTNERS's Holdings Heat Map

Size field:

MOLLER WEALTH PARTNERS's Holdings Bubble Chart

MOLLER WEALTH PARTNERS News

  • 1

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