Universe · entity
MOLLER WEALTH PARTNERS
Institutional manager (13F) · CIK 1475271
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $502M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FLEXSHARES TR | $54M | 975,639 |
| 2 | SCHWAB STRATEGIC TR | $41M | 1,266,030 |
| 3 | VANGUARD MALVERN FDS | $39M | 783,398 |
| 4 | VANGUARD INDEX FDS | $36M | 136,177 |
| 5 | ISHARES TR | $27M | 41,031 |
| 6 | SCHWAB STRATEGIC TR | $27M | 961,046 |
| 7 | VANGUARD INDEX FDS | $24M | 79,846 |
| 8 | VANGUARD INTL EQUITY INDEX F | $21M | 482,983 |
| 9 | VANGUARD INDEX FDS | $21M | 240,633 |
| 10 | VANGUARD MUN BD FDS | $20M | 408,410 |
| 11 | DIMENSIONAL ETF TRUST | $20M | 477,655 |
| 12 | SCHWAB STRATEGIC TR | $19M | 385,828 |
| 13 | VANGUARD TAX-MANAGED FDS | $16M | 247,152 |
| 14 | VANGUARD INTL EQUITY INDEX F | $14M | 265,318 |
| 15 | SCHWAB STRATEGIC TR | $14M | 367,331 |
| 16 | VANGUARD INTL EQUITY INDEX F | $13M | 129,203 |
| 17 | VANGUARD INTL EQUITY INDEX F | $13M | 151,992 |
| 18 | ISHARES TR | $9M | 36,861 |
| 19 | WISDOMTREE TR | $8M | 92,054 |
| 20 | ISHARES TR | $8M | 71,256 |
| 21 | WISDOMTREE TR | $7M | 98,295 |
| 22 | SPDR SERIES TRUST | $7M | 292,630 |
| 23 | VANGUARD INTL EQUITY INDEX F | $6M | 39,591 |
| 24 | ISHARES TR | $6M | 57,979 |
| 25 | SCHWAB STRATEGIC TR | $5M | 107,112 |
| 26 | ISHARES TR | $5M | 66,740 |
| 27 | VANGUARD BD INDEX FDS | $4M | 45,023 |
| 28 | SCHWAB STRATEGIC TR | $2M | 64,837 |
| 29 | JPMORGAN CHASE & CO | $2M | 5,981 |
| 30 | ISHARES TR | $1M | 75,881 |
| 31 | JOHNSON & JOHNSON | $1M | 5,476 |
| 32 | SPDR SERIES TRUST | $1M | 13,105 |
| 33 | INVESCO EXCHANGE TRADED FD T | $1M | 22,071 |
| 34 | PROCTER & GAMBLE CO | $1M | 7,822 |
| 35 | WISDOMTREE TR | $1M | 18,397 |
| 36 | GE AEROSPACE | $1M | 3,680 |
| 37 | INVESCO EXCHANGE TRADED FD T | $923k | 29,228 |
| 38 | GE VERNOVA INC | $801k | 918 |
| 39 | INVESCO EXCH TRADED FD TR II | $725k | 40,396 |
| 40 | ISHARES TR | $616k | 6,439 |
| 41 | APPLIED MATLS INC | $563k | 1,647 |
| 42 | VANGUARD INDEX FDS | $536k | 1,671 |
| 43 | VANGUARD SCOTTSDALE FDS | $525k | 6,350 |
| 44 | ISHARES TR | $498k | 11,906 |
| 45 | EXXON MOBIL CORP | $459k | 2,706 |
| 46 | BERKSHIRE HATHAWAY INC DEL | $458k | 955 |
| 47 | STATE STR SPDR S&P 500 ETF T | $446k | 686 |
| 48 | PRICE T ROWE GROUP INC | $433k | 4,800 |
| 49 | VANGUARD WORLD FD | $417k | 1,530 |
| 50 | ILLINOIS TOOL WKS INC | $401k | 1,539 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.