Moller Wealth Partners
All holdings · as of Dec 31, 2025
| 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% |
| SPDR SERIES TRUST | $4.36M | 0.9% |
| VANGUARD BD INDEX FDS | $3.49M | 0.7% |
| SCHWAB STRATEGIC TR | $1.90M | 0.4% |
| JPMORGAN CHASE & CO | $1.87M | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $1.51M | 0.3% |
| SPDR SERIES TRUST | $1.28M | 0.3% |
| ISHARES TR | $1.25M | 0.3% |
| PROCTER & GAMBLE Co | $1.16M | 0.2% |
| GENERAL ELECTRIC CO | $1.13M | 0.2% |
| JOHNSON & JOHNSON | $1.13M | 0.2% |
| WISDOMTREE TR | $1.05M | 0.2% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $958.9K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $932.2K | 0.2% |
| T Rowe Price Group Inc | $655.7K | 0.1% |
| ISHARES TR | $631.9K | 0.1% |
| GE Vernova Inc. | $597.4K | 0.1% |
| ISHARES TR | $544.9K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $528.7K | 0.1% |
| Warren E. Buffett | $472.0K | 0.1% |
| SPDR S&P 500 ETF TR | $466.4K | 0.1% |
| APPLIED MATERIALS INC /DE | $423.3K | 0.1% |
| VANGUARD INDEX FDS | $413.6K | 0.1% |
| VANGUARD WORLD FD | $394.4K | 0.1% |
| Apple Inc. | $385.8K | 0.1% |
| ISHARES INC | $375.2K | 0.1% |