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Entity | Shares/Amount Change | Position Value Change |
DFCF |
+317,677 | +$13,327 | CTVA |
+3,900 | +$225 |
Entity | Shares/Amount Change | Position Value Change |
BND |
-177,377 | -$13,046 |
Entity | Shares/Amount Change | Position Value Change |
GUNR |
+70,639 | +$3,005 | IJH |
+53,299 | +$354 | VTIP |
+18,176 | +$1,087 | PBW |
+7,474 | -$2 | VWO |
+6,754 | +$443 | VNQI |
+6,522 | +$118 | VTEB |
+6,179 | +$189 | FNDE |
+4,998 | +$343 | ICLN |
+3,853 | -$64 | MUB |
+2,300 | +$193 |
Entity | Shares/Amount Change | Position Value Change |
FNDX |
-9,877 | +$830 | BSV |
-5,503 | -$443 | FNDA |
-4,574 | +$633 | VV |
-4,244 | +$1,212 | DLN |
-3,815 | +$314 | VEA |
-3,159 | +$394 | FNDF |
-3,017 | +$600 | SCHA |
-2,996 | -$55 | IVV |
-1,819 | +$971 |
Size ($ in 1000's)
At 03/31/2024: $369,147 At 12/31/2023: $354,789
Moller Wealth Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moller Wealth Partners 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Moller Wealth Partners to be as follows, presented in the
table below with each row detailing each Moller Wealth Partners position, ordered by largest to smallest position size.
The all-stocks-held-by-Moller Wealth Partners table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Moller Wealth Partners as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | SMUCKER J M CO |
1,778 |
+0 |
$224 | SJM | 1,778 | UNCH | $224 | VANGUARD BD INDEX FDS |
0 |
-177,377 |
$0 (exited) | BND | 0 | -177,377 | $0 |
See Summary: Moller Wealth Partners Top Holdings
See Details: Top 10 Stocks Held By Moller Wealth Partners
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