MOLLER WEALTH PARTNERS
CIK 1475271 · Holdings on Mar 31, 2024 · First reported Apr 11, 2024
Top ten holdings
Q1 2024- GUNR10.39%
- FNDA8.15%
- VTIP7.25%
- VB7.11%
- VV6.43%
- IVV5.45%
- FNDX4.83%
- VNQ4.60%
- VNQI4.05%
- VTEB3.86%
Share classes counted separately62.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GUNRWeight increased · +0.43 pp9.96% → 10.39%Shares +70.64K (+8.18%)
- VNQWeight decreased · -0.26 pp4.86% → 4.60%Shares +1.30K (+0.67%)
- VBWeight increased · +0.17 pp6.94% → 7.11%Shares -482 (-0.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GUNRNT MSTAR GLBL NR ETFMORNSTAR UPSTR View history and evidence | $38.35M | 10.39% | 933.68K shares | 9.96% → 10.39%+0.43 pp +70.64K (+8.18%) | Added | ↗▾ |
| 02 | FNDASCHWAB FNDMNTL US SM CO ETFSCHWAB FDT US SC View history and evidence | $30.08M | 8.15% | 527.46K shares | 8.30% → 8.15%-0.15 pp -4.57K (-0.86%) | Reduced | ↗▾ |
| 03 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $26.75M | 7.25% | 558.48K shares | 7.23% → 7.25%+0.02 pp +18.18K (+3.36%) | Added | ↗▾ |
| 04 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $26.26M | 7.11% | 114.89K shares | 6.94% → 7.11%+0.17 pp -482 (-0.42%) | Reduced | ↗▾ |
| 05 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $23.72M | 6.43% | 98.94K shares | 6.34% → 6.43%+0.09 pp -4.24K (-4.11%) | Reduced | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $20.11M | 5.45% | 38.25K shares | 5.39% → 5.45%+0.06 pp -1.82K (-4.54%) | Reduced | ↗▾ |
| 07 | FNDXSCHWAB FNDMNTL US LRG CO ETFSCHWAB FDT US LG View history and evidence | $17.83M | 4.83% | 264.57K shares | 4.79% → 4.83%+0.04 pp -9.88K (-3.60%) | Reduced | ↗▾ |
| 08 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $16.99M | 4.60% | 196.49K shares | 4.86% → 4.60%-0.26 pp +1.30K (+0.67%) | Added | ↗▾ |
| 09 | VNQIVANGUARD GLBL EX-US REAL ESTGLB EX US ETF View history and evidence | $14.97M | 4.05% | 355.14K shares | 4.18% → 4.05%-0.13 pp +6.52K (+1.87%) | Added | ↗▾ |
| 10 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $14.24M | 3.86% | 281.50K shares | 3.96% → 3.86%-0.10 pp +6.18K (+2.24%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BND VANGUARD TOTAL BOND MARKET | Non-derivative | -177,377 | -$13.05M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1475271 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 369143240
}Research all 51 reported holdings.
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