The Analysis of MOLLER WEALTH PARTNERS's Holdings
Currently, MOLLER WEALTH PARTNERS holds 69 types of securities in its portfolio with a total value $477.5M. In the most recent quarter, they have increased their positions in SPHY (+42.4K shares, valued at $1.0M), VNQ (+7.7K shares, valued at $683.8K), VNQI (+10.5K shares, valued at $483.1K); decreased their positions in IVV (-2.9K shares, valued at $2.0M), GUNR (-27.4K shares, valued at $1.3M), IWM (-4.0K shares, valued at $981.2K); initiated new positions in LLY (+192 shares, valued at $206.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GUNR FLEXSHARES TR1.1M shares-2.48%2025-12-312026-01-08
FNDA SCHWAB STRATEGIC TR1.2M shares-1.36%2025-12-312026-01-08 VTIP VANGUARD MALVERN FDS710.0K shares1.05%2025-12-312026-01-08 VB VANGUARD INDEX FDS132.5K shares-0.22%2025-12-312026-01-08 FNDX SCHWAB STRATEGIC TR926.6K shares-1.29%2025-12-312026-01-08 IVV ISHARES TR36.3K shares-7.49%2025-12-312026-01-08 VV VANGUARD INDEX FDS78.7K shares-1.47%2025-12-312026-01-08 VNQI VANGUARD INTL EQUITY INDEX F448.5K shares2.41%2025-12-312026-01-08 VNQ VANGUARD INDEX FDS227.3K shares3.52%2025-12-312026-01-08 VTEB VANGUARD MUN BD FDS371.2K shares0.95%2025-12-312026-01-08 DFCF DIMENSIONAL ETF TRUST433.5K shares-0.91%2025-12-312026-01-08 FNDF SCHWAB STRATEGIC TR384.0K shares-4.71%2025-12-312026-01-08 VEA VANGUARD TAX-MANAGED FDS248.5K shares-4.92%2025-12-312026-01-08 VWO VANGUARD INTL EQUITY INDEX F253.0K shares-3.15%2025-12-312026-01-08 FNDE SCHWAB STRATEGIC TR353.6K shares-3.50%2025-12-312026-01-08 VGK VANGUARD INTL EQUITY INDEX F147.7K shares0.30%2025-12-312026-01-08 VPL VANGUARD INTL EQUITY INDEX F133.6K shares-1.07%2025-12-312026-01-08 IWM ISHARES TR33.5K shares-10.65%2025-12-312026-01-08 DLN WISDOMTREE TR88.9K shares-0.23%2025-12-312026-01-08 MUB ISHARES TR71.3K shares-4.15%2025-12-312026-01-08 DWM WISDOMTREE TR102.8K shares-0.44%2025-12-312026-01-08 EFA ISHARES TR57.8K shares-2.66%2025-12-312026-01-08 VSS VANGUARD INTL EQUITY INDEX F38.5K shares0.49%2025-12-312026-01-08 FNDC SCHWAB STRATEGIC TR107.0K shares0.12%2025-12-312026-01-08 IJH ISHARES TR67.2K shares0.00%2025-12-312026-01-08 SPHY SPDR SERIES TRUST184.1K shares29.90%2025-12-312026-01-08 BSV VANGUARD BD INDEX FDS44.3K shares-3.80%2025-12-312026-01-08 SCHA SCHWAB STRATEGIC TR66.7K shares-0.49%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.5.8K shares0.02%2025-12-312026-01-08 XLG INVESCO EXCHANGE TRADED FD T25.4K shares-29.91%2025-12-312026-01-08 RWR SPDR SERIES TRUST13.1K shares-0.27%2025-12-312026-01-08 ICLN ISHARES TR76.0K shares-7.45%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO8.1K shares0.55%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE3.7K shares0.00%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON5.5K shares0.00%2025-12-312026-01-08 EES WISDOMTREE TR18.4K shares-0.24%2025-12-312026-01-08 PHB INVESCO EXCH TRADED FD TR II51.6K shares-0.85%2025-12-312026-01-08 PBW INVESCO EXCHANGE TRADED FD T30.5K shares-4.56%2025-12-312026-01-08 TROW PRICE T ROWE GROUP INC6.4K shares-11.10%2025-12-312026-01-08 ISCF ISHARES TR15.2K shares-2.35%2025-12-312026-01-08 GEV GE VERNOVA INC914 shares0.00%2025-12-312026-01-08 ESGD ISHARES TR5.7K shares0.00%2025-12-312026-01-08 VCIT VANGUARD SCOTTSDALE FDS6.3K shares-8.77%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR684 shares0.00%2025-12-312026-01-08 AMAT APPLIED MATLS INC1.6K shares0.00%2025-12-312026-01-08 VOT VANGUARD INDEX FDS1.5K shares-54.76%2025-12-312026-01-08 VHT VANGUARD WORLD FD1.4K shares-5.78%2025-12-312026-01-08 AAPL APPLE INC1.4K shares-0.42%2025-12-312026-01-08 ESGE ISHARES INC8.5K shares0.00%2025-12-312026-01-08 ITW ILLINOIS TOOL WKS INC1.5K shares-0.33%2025-12-312026-01-08 VYM VANGUARD WHITEHALL FDS2.5K shares-47.99%2025-12-312026-01-08 GS GOLDMAN SACHS GROUP INC379 shares0.00%2025-12-312026-01-08 ESML ISHARES TR7.2K shares0.29%2025-12-312026-01-08 XOM EXXON MOBIL CORP2.7K shares0.00%2025-12-312026-01-08 VTI VANGUARD INDEX FDS947 shares0.42%2025-12-312026-01-08 DEM WISDOMTREE TR6.1K shares-0.31%2025-12-312026-01-08 DES WISDOMTREE TR8.1K shares0.00%2025-12-312026-01-08 JPST J P MORGAN EXCHANGE TRADED F5.3K shares-9.07%2025-12-312026-01-08 EPS WISDOMTREE TR3.7K shares0.00%2025-12-312026-01-08 ESGU ISHARES TR1.8K shares-16.02%2025-12-312026-01-08 MSFT MICROSOFT CORP497 shares-0.20%2025-12-312026-01-08 SPYM SPDR SERIES TRUST3.0K shares0.00%2025-12-312026-01-08 PSX PHILLIPS 661.7K shares0.00%2025-12-312026-01-08 NVDA NVIDIA CORPORATION1.2K shares0.00%2025-12-312026-01-08 IEF ISHARES TR2.3K shares-18.01%2025-12-312026-01-08 T AT&T INC8.6K shares-1.60%2025-12-312026-01-08 LLY ELI LILLY & CO192 sharesnew addition2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available