Institutions / Moller Wealth Partners
Moller Wealth Partners
CIK 1475271 · Institution · as of Dec 31, 2025
Portfolio value
$477.53M
Positions
69
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 69 →
| Company | Value | % of portfolio |
|---|---|---|
| Flexshares Tr | $49.35M | 10.3% |
| Schwab Strategic Tr | $38.37M | 8.0% |
| Vanguard Malvern Fds | $35.11M | 7.4% |
| Vanguard Index Fds | $34.17M | 7.2% |
| Schwab Strategic Tr | $25.21M | 5.3% |
| iShares Tr | $24.85M | 5.2% |
| Vanguard Index Fds | $24.78M | 5.2% |
| Vanguard Intl Equity Index F | $20.56M | 4.3% |
| Vanguard Index Fds | $20.11M | 4.2% |
| Vanguard Mun Bd Fds | $18.67M | 3.9% |
| Dimensional ETF Trust | $18.45M | 3.9% |
| Schwab Strategic Tr | $17.36M | 3.6% |
| Vanguard Tax-Managed Fds | $15.52M | 3.3% |
| Vanguard Intl Equity Index F | $13.60M | 2.8% |
| Schwab Strategic Tr | $12.75M | 2.7% |
| Vanguard Intl Equity Index F | $12.35M | 2.6% |
| Vanguard Intl Equity Index F | $12.08M | 2.5% |
| iShares Tr | $8.24M | 1.7% |
| WisdomTree Trust | $7.83M | 1.6% |
| iShares Tr | $7.63M | 1.6% |
| WisdomTree Tr | $7.07M | 1.5% |
| iShares Tr | $5.55M | 1.2% |
| Vanguard Intl Equity Index F | $5.51M | 1.2% |
| Schwab Strategic Tr | $4.77M | 1.0% |
| iShares Tr | $4.44M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.