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Size ($ in 1000's)
At 03/31/2024: $369,147
At 12/31/2023: $354,789
Moller Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moller Wealth Partners 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Moller Wealth Partners top holdings by largest position size, as per the latest 13f filing made by Moller Wealth Partners.
In the Moller Wealth Partners-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Moller Wealth Partners in that top holding, then the share count change between reporting periods, and finally the Moller Wealth Partners top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| FLEXSHARES TR (GUNR) |
933,679 |
+70,639 |
$38,346 | | GUNR | 933,679 | +70,639 | $38,346 | | SCHWAB STRATEGIC TR |
527,457 |
-4,574 |
$30,081 | | FNDA | 527,457 | -4,574 | $30,081 | | VANGUARD MALVERN FDS (VTIP) |
558,479 |
+18,176 |
$26,746 | | VTIP | 558,479 | +18,176 | $26,746 | | VANGUARD INDEX FDS (VB) |
114,894 |
-482 |
$26,264 | | VB | 114,894 | -482 | $26,264 | | VANGUARD INDEX FDS (VV) |
98,945 |
-4,244 |
$23,723 | | VV | 98,945 | -4,244 | $23,723 | | ISHARES TR (IVV) |
38,246 |
-1,819 |
$20,107 | | IVV | 38,246 | -1,819 | $20,107 | | SCHWAB STRATEGIC TR |
264,567 |
-9,877 |
$17,829 | | FNDX | 264,567 | -9,877 | $17,829 | | VANGUARD INDEX FDS (VNQ) |
196,487 |
+1,300 |
$16,992 | | VNQ | 196,487 | +1,300 | $16,992 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
355,142 |
+6,522 |
$14,966 | | VNQI | 355,142 | +6,522 | $14,966 | | VANGUARD MUN BD FDS (VTEB) |
281,497 |
+6,179 |
$14,244 | | VTEB | 281,497 | +6,179 | $14,244 | | DIMENSIONAL ETF TRUST (DFCF) |
317,677 |
+317,677 |
$13,327 | | DFCF | 317,677 | +317,677 | $13,327 | | SCHWAB STRATEGIC TR |
373,287 |
-3,017 |
$13,293 | | FNDF | 373,287 | -3,017 | $13,293 | | VANGUARD TAX MANAGED FDS (VEA) |
240,075 |
-3,159 |
$12,045 | | VEA | 240,075 | -3,159 | $12,045 | | VANGUARD INTL EQUITY INDEX F (VWO) |
246,688 |
+6,754 |
$10,304 | | VWO | 246,688 | +6,754 | $10,304 | | SCHWAB STRATEGIC TR |
335,126 |
+4,998 |
$9,303 | | FNDE | 335,126 | +4,998 | $9,303 | | ISHARES TR (IWM) |
43,402 |
-443 |
$9,128 | | IWM | 43,402 | -443 | $9,128 | | VANGUARD INTL EQUITY INDEX F (VPL) |
102,233 |
-1,508 |
$7,773 | | VPL | 102,233 | -1,508 | $7,773 | | VANGUARD INTL EQUITY INDEX F (VGK) |
113,482 |
-1,131 |
$7,642 | | VGK | 113,482 | -1,131 | $7,642 | | ISHARES TR (MUB) |
68,664 |
+2,300 |
$7,388 | | MUB | 68,664 | +2,300 | $7,388 | | WISDOMTREE TR |
97,532 |
-3,815 |
$7,041 | | DLN | 97,532 | -3,815 | $7,041 | | WISDOMTREE TR |
121,216 |
UNCH |
$6,643 | | DWM | 121,216 | UNCH | $6,643 | | ISHARES TR (EFA) |
65,005 |
-21 |
$5,191 | | EFA | 65,005 | -21 | $5,191 | | VANGUARD BD INDEX FDS (BSV) |
53,190 |
-5,503 |
$4,078 | | BSV | 53,190 | -5,503 | $4,078 | | ISHARES TR (IJH) |
66,624 |
+53,299 |
$4,047 | | IJH | 66,624 | +53,299 | $4,047 | | VANGUARD INTL EQUITY INDEX F (VSS) |
31,120 |
+169 |
$3,636 | | VSS | 31,120 | +169 | $3,636 | | SCHWAB STRATEGIC TR |
87,311 |
+1,056 |
$3,097 | | FNDC | 87,311 | +1,056 | $3,097 | | SCHWAB STRATEGIC TR |
43,449 |
-2,996 |
$2,139 | | SCHA | 43,449 | -2,996 | $2,139 | | SPDR SER TR (RWR) |
14,224 |
UNCH |
$1,341 | | RWR | 14,224 | UNCH | $1,341 | | PROCTER AND GAMBLE CO |
7,917 |
UNCH |
$1,285 | | PG | 7,917 | UNCH | $1,285 | | JPMORGAN CHASE & CO |
5,576 |
UNCH |
$1,117 | | JPM | 5,576 | UNCH | $1,117 | | ISHARES TR (ICLN) |
78,225 |
+3,853 |
$1,094 | | ICLN | 78,225 | +3,853 | $1,094 | | WISDOMTREE TR |
18,491 |
UNCH |
$927 | | EES | 18,491 | UNCH | $927 | | PRICE T ROWE GROUP INC |
7,200 |
UNCH |
$878 | | TROW | 7,200 | UNCH | $878 | | JOHNSON & JOHNSON |
5,377 |
UNCH |
$851 | | JNJ | 5,377 | UNCH | $851 | | INVESCO EXCHANGE TRADED FD T (PBW) |
33,575 |
+7,474 |
$774 | | PBW | 33,575 | +7,474 | $774 | | INVESCO EXCH TRADED FD TR II (PHB) |
36,481 |
+1,702 |
$661 | | PHB | 36,481 | +1,702 | $661 | | GENERAL ELECTRIC CO |
3,633 |
UNCH |
$638 | | GE | 3,633 | UNCH | $638 | | PHILLIPS 66 |
2,568 |
UNCH |
$419 | | PSX | 2,568 | UNCH | $419 | | AIR PRODS & CHEMS INC |
1,726 |
-274 |
$418 | | APD | 1,726 | -274 | $418 | | ILLINOIS TOOL WKS INC |
1,460 |
UNCH |
$392 | | ITW | 1,460 | UNCH | $392 | | WISDOMTREE TR |
11,378 |
-454 |
$372 | | DES | 11,378 | -454 | $372 | | EXXON MOBIL CORP |
2,661 |
UNCH |
$309 | | XOM | 2,661 | UNCH | $309 | | WISDOMTREE TR |
6,790 |
UNCH |
$284 | | DEM | 6,790 | UNCH | $284 | | VANGUARD WORLD FD (VHT) |
1,035 |
+3 |
$280 | | VHT | 1,035 | +3 | $280 | | ISHARES INC (ESGE) |
8,658 |
+594 |
$279 | | ESGE | 8,658 | +594 | $279 | | ISHARES TR (ESGD) |
3,296 |
+11 |
$263 | | ESGD | 3,296 | +11 | $263 | | VANGUARD INDEX FDS (VOO) |
538 |
UNCH |
$259 | | VOO | 538 | UNCH | $259 | | ISHARES TR (ESML) |
6,260 |
+91 |
$252 | | ESML | 6,260 | +91 | $252 | | WISDOMTREE TR |
4,194 |
UNCH |
$232 | | EPS | 4,194 | UNCH | $232 | | CORTEVA INC |
3,900 |
+3,900 |
$225 | | CTVA | 3,900 | +3,900 | $225 |
See Full List: All Stocks Held By Moller Wealth Partners
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Moller Wealth Partners
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