MOLLER WEALTH PARTNERS Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$404.4B
Holdings
66
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GUNRFLEXSHARES TR | 1,072,627 | $41.6B | 10.29% | |
| 2 | VTIPVANGUARD MALVERN FDS | 639,687 | $31.9B | 7.89% | |
| 3 | FNDASCHWAB STRATEGIC TR | 1,114,261 | $30.5B | 7.55% | |
| 4 | VBVANGUARD INDEX FDS | 115,943 | $25.7B | 6.36% | |
| 5 | IVVISHARES TR | 39,526 | $22.2B | 5.49% | |
| 6 | VVVANGUARD INDEX FDS | 85,521 | $22.0B | 5.44% | |
| 7 | FNDXSCHWAB STRATEGIC TR | 811,340 | $19.2B | 4.74% | |
| 8 | VNQVANGUARD INDEX FDS | 204,780 | $18.5B | 4.58% | |
| 9 | VTEBVANGUARD MUN BD FDS | 365,718 | $18.1B | 4.49% | |
| 10 | VNQIVANGUARD INTL EQUITY INDEX F | 403,826 | $16.3B | 4.04% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 376,107 | $15.8B | 3.91% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 398,795 | $14.4B | 3.56% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 253,550 | $12.9B | 3.19% | |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 259,796 | $11.8B | 2.91% | |
| 15 | FNDESCHWAB STRATEGIC TR | 360,414 | $11.1B | 2.74% | |
| 16 | VGKVANGUARD INTL EQUITY INDEX F | 131,004 | $9.2B | 2.27% | |
| 17 | VPLVANGUARD INTL EQUITY INDEX F | 125,471 | $9.1B | 2.25% | |
| 18 | IWMISHARES TR | 39,610 | $7.9B | 1.95% | |
| 19 | DLNWISDOMTREE TR | 93,356 | $7.4B | 1.83% | |
| 20 | MUBISHARES TR | 67,564 | $7.1B | 1.76% | |
| 21 | DWMWISDOMTREE TR | 112,739 | $6.6B | 1.62% | |
| 22 | EFAISHARES TR | 62,587 | $5.1B | 1.26% | |
| 23 | VSSVANGUARD INTL EQUITY INDEX F | 36,308 | $4.2B | 1.04% | |
| 24 | BSVVANGUARD BD INDEX FDS | 47,918 | $3.8B | 0.93% | |
| 25 | IJHISHARES TR | 63,854 | $3.7B | 0.92% | |
| 26 | FNDCSCHWAB STRATEGIC TR | 101,966 | $3.7B | 0.91% | |
| 27 | XLGINVESCO EXCHANGE TRADED FD T | 38,491 | $1.8B | 0.44% | |
| 28 | SCHASCHWAB STRATEGIC TR | 75,114 | $1.8B | 0.44% | |
| 29 | JPMJPMORGAN CHASE & CO. | 5,976 | $1.5B | 0.36% | |
| 30 | PGPROCTER AND GAMBLE CO | 8,372 | $1.4B | 0.35% | |
| 31 | RWRSPDR SER TR | 14,194 | $1.4B | 0.35% | |
| 32 | VYMVANGUARD WHITEHALL FDS | 10,689 | $1.4B | 0.34% | |
| 33 | PHBINVESCO EXCH TRADED FD TR II | 51,862 | $936.6M | 0.23% | |
| 34 | ICLNISHARES TR | 80,932 | $924.2M | 0.23% | |
| 35 | EESWISDOMTREE TR | 18,442 | $900.7M | 0.22% | |
| 36 | JNJJOHNSON & JOHNSON | 5,377 | $891.7M | 0.22% | |
| 37 | VOTVANGUARD INDEX FDS | 3,406 | $833.4M | 0.21% | |
| 38 | FLTRVANECK ETF TRUST | 30,657 | $783.3M | 0.19% | |
| 39 | GEGE AEROSPACE | 3,633 | $727.1M | 0.18% | |
| 40 | TROWPRICE T ROWE GROUP INC | 7,200 | $661.5M | 0.16% | |
| 41 | SPYSPDR S&P 500 ETF TR | 1,151 | $643.9M | 0.16% | |
| 42 | SPHYSPDR SER TR | 25,326 | $593.1M | 0.15% | |
| 43 | PBWINVESCO EXCHANGE TRADED FD T | 33,240 | $523.2M | 0.13% | |
| 44 | ESGDISHARES TR | 5,732 | $468.2M | 0.12% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 877 | $467.1M | 0.12% | |
| 46 | BSCRINVESCO EXCH TRD SLF IDX FD | 20,000 | $391.8M | 0.10% | |
| 47 | EWGISHARES INC | 9,800 | $363.4M | 0.09% | |
| 48 | ITWILLINOIS TOOL WKS INC | 1,460 | $362.1M | 0.09% | |
| 49 | ESGEISHARES INC | 9,520 | $332.7M | 0.08% | |
| 50 | VHTVANGUARD WORLD FD | 1,244 | $329.4M | 0.08% | |
| 51 | XOMEXXON MOBIL CORP | 2,505 | $297.9M | 0.07% | |
| 52 | DESWISDOMTREE TR | 9,086 | $290.4M | 0.07% | |
| 53 | DEMWISDOMTREE TR | 6,683 | $281.2M | 0.07% | |
| 54 | ESMLISHARES TR | 7,289 | $280.0M | 0.07% | |
| 55 | GEVGE VERNOVA INC | 908 | $277.2M | 0.07% | |
| 56 | VOOVANGUARD INDEX FDS | 538 | $276.5M | 0.07% | |
| 57 | DGROISHARES TR | 4,466 | $275.9M | 0.07% | |
| 58 | FLOTISHARES TR | 5,350 | $273.1M | 0.07% | |
| 59 | ESGUISHARES TR | 2,156 | $262.8M | 0.06% | |
| 60 | PSXPHILLIPS 66 | 2,096 | $258.8M | 0.06% | |
| 61 | VTIVANGUARD INDEX FDS | 941 | $258.5M | 0.06% | |
| 62 | TAT&T INC | 8,707 | $246.2M | 0.06% | |
| 63 | CTVACORTEVA INC | 3,900 | $245.4M | 0.06% | |
| 64 | IGVISHARES TR | 2,700 | $240.3M | 0.06% | |
| 65 | EPSWISDOMTREE TR | 3,730 | $221.1M | 0.05% | |
| 66 | SJMSMUCKER J M CO | 1,778 | $210.5M | 0.05% |