MW

MOLLER WEALTH PARTNERS

13F
MOLLER WEALTH PARTNERS
Last update 2025-04-09 66 Stocks (6 new)
Value $404.00 Mil Turnover 7 %
Countries:
Top Holdings: GUNR(10.29%)VTIP(7.89%)FNDA(7.55%)VB(6.36%)IVV(5.49%)
Summary Stock Picks Current Portfolio
MOLLER WEALTH PARTNERS Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GUNR 		FlexShares Global Upstream Natural Resources Index Fund
1,072,627
41,628.7
+4.70%
10.290
+0.46%
0.850
+1.19%
+5.58%
4,682.6
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
639,687
31,920.4
+6.05%
7.890
+0.45%
0.240
+2.41%
+3.38%
13,425.0
 
FNDA 		Schwab Fundamental U.S. Small Company ETF
1,114,261
30,519.6
+11.39%
7.550
+0.77%
0.360
-11.13%
-8.79%
8,087.7
 
VB 		Vanguard Small Cap ETF
115,943
25,710.3
+8.57%
6.360
+0.50%
0.040
-10.77%
-7.29%
65,368.4
 
IVV 		iShares Core S&P 500 ETF
39,526
22,209.6
+2.80%
5.490
+0.15%
0.000
-5.55%
-2.98%
574,809.5
 
VV 		Vanguard Large Cap ETF
85,521
21,981.5
-3.10%
5.440
-0.19%
0.050
-5.67%
-2.85%
42,553.8
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
811,340
19,155.7
+5.85%
4.740
+0.26%
0.110
-5.47%
-1.68%
17,030.3
 
VNQ 		Vanguard Real Estate Index Fund ETF
204,780
18,540.8
+6.64%
4.580
+0.29%
0.050
+0.09%
+1.74%
37,151.3
 
VTEB 		Vanguard Tax-Exempt Bond ETF
365,718
18,146.9
+8.99%
4.490
+0.37%
0.050
-1.35%
-1.35%
36,878.3
 
VNQI 		Vanguard Global ex-U.S. Real Estate ETF
403,826
16,338.8
+8.99%
4.040
+0.33%
0.520
+8.37%
+9.91%
3,143.7
 

MOLLER WEALTH PARTNERS's Historical Top Holdings Breakdowns

MOLLER WEALTH PARTNERS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDA 		Schwab Fundamental U.S. Small Company ETF2025-03-31Add
+0.77%
●
26.85 ($29.26) 30.99
$27.04
-7.59%
Add 11.39%
1,114,261
113,945
VB 		Vanguard Small Cap ETF2025-03-31Add
+0.50%
●
217.89 ($238.81) 252.64
$221.87
-7.09%
Add 8.57%
115,943
9,152
GUNR 		FlexShares Global Upstream Natural Resources Index Fund2025-03-31Add
+0.46%
●
36.65 ($38.16) 39.57
$38.13
-0.08%
Add 4.7%
1,072,627
48,108
VTIP 		Vanguard Short-Term Inflation-Protected Securities2025-03-31Add
+0.45%
●
48.43 ($49.09) 49.9
$49.96
1.77%
Add 6.05%
639,687
36,489
VPL 		Vanguard FTSE Pacific ETF2025-03-31Add
+0.42%
●
69.87 ($73.28) 75.62
$76.39
4.24%
Add 23.25%
125,471
23,671
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Add
+0.37%
●
49.25 ($50.03) 50.66
$48.92
-2.22%
Add 8.99%
365,718
30,172
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.34%
●
40.79 ($41.67) 42.32
$41.67
0%
Add 9.62%
376,107
32,999
VGK 		Vanguard FTSE Europe ETF2025-03-31Add
+0.33%
●
63.07 ($68.94) 73.5
$74.18
7.60%
Add 16.77%
131,004
18,810
VNQI 		Vanguard Global ex-U.S. Real Estate ETF2025-03-31Add
+0.33%
●
38.22 ($40.21) 41.19
$43.48
8.13%
Add 8.99%
403,826
33,302
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Add
+0.29%
●
85.55 ($90.76) 94.34
$89.71
-1.16%
Add 6.64%
204,780
12,753

MOLLER WEALTH PARTNERS Total Holding History ($B)

To

MOLLER WEALTH PARTNERS's Asset Allocation

To

MOLLER WEALTH PARTNERS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MOLLER WEALTH PARTNERS's Hypothetical Growth since 2025-03-31

MOLLER WEALTH PARTNERS's Yearly Returns

Year Portfolio % % Excess Gain %

MOLLER WEALTH PARTNERS's Holdings Heat Map

Size field:

MOLLER WEALTH PARTNERS's Holdings Bubble Chart

MOLLER WEALTH PARTNERS News

  • 1

Discussions on MOLLER WEALTH PARTNERS

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.