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 | $225 |
See Full List: All Stocks Held By Moller Wealth Partners
— Including:
Biggest new positions
Biggest exits
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See Details: Top 10 Stocks Held By Moller Wealth Partners
Size ($ 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 |