MOLLER WEALTH PARTNERS Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$452.9B
Holdings
69
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GUNRFLEXSHARES TR | 1,117,302 | $44.8B | 9.90% | |
| 2 | FNDASCHWAB STRATEGIC TR | 1,283,119 | $36.8B | 8.12% | |
| 3 | VTIPVANGUARD MALVERN FDS | 678,478 | $34.1B | 7.53% | |
| 4 | VBVANGUARD INDEX FDS | 135,343 | $32.1B | 7.08% | |
| 5 | IVVISHARES TR | 40,448 | $25.1B | 5.55% | |
| 6 | VVVANGUARD INDEX FDS | 84,325 | $24.1B | 5.31% | |
| 7 | FNDXSCHWAB STRATEGIC TR | 873,902 | $21.4B | 4.74% | |
| 8 | VNQIVANGUARD INTL EQUITY INDEX F | 424,160 | $19.6B | 4.32% | |
| 9 | VNQVANGUARD INDEX FDS | 216,341 | $19.3B | 4.25% | |
| 10 | VTEBVANGUARD MUN BD FDS | 360,832 | $17.7B | 3.91% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 413,606 | $17.5B | 3.86% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 405,639 | $16.2B | 3.58% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 260,918 | $14.9B | 3.28% | |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 269,931 | $13.4B | 2.95% | |
| 15 | FNDESCHWAB STRATEGIC TR | 375,874 | $12.4B | 2.74% | |
| 16 | VGKVANGUARD INTL EQUITY INDEX F | 144,799 | $11.2B | 2.48% | |
| 17 | VPLVANGUARD INTL EQUITY INDEX F | 134,961 | $11.1B | 2.45% | |
| 18 | IWMISHARES TR | 39,472 | $8.5B | 1.88% | |
| 19 | DLNWISDOMTREE TR | 92,805 | $7.6B | 1.68% | |
| 20 | MUBISHARES TR | 71,699 | $7.5B | 1.65% | |
| 21 | DWMWISDOMTREE TR | 106,914 | $6.8B | 1.50% | |
| 22 | EFAISHARES TR | 64,663 | $5.8B | 1.28% | |
| 23 | VSSVANGUARD INTL EQUITY INDEX F | 39,099 | $5.3B | 1.16% | |
| 24 | FNDCSCHWAB STRATEGIC TR | 108,766 | $4.6B | 1.01% | |
| 25 | IJHISHARES TR | 67,205 | $4.2B | 0.92% | |
| 26 | BSVVANGUARD BD INDEX FDS | 49,250 | $3.9B | 0.86% | |
| 27 | SPHYSPDR SERIES TRUST | 96,165 | $2.3B | 0.51% | |
| 28 | XLGINVESCO EXCHANGE TRADED FD T | 36,723 | $1.9B | 0.42% | |
| 29 | SCHASCHWAB STRATEGIC TR | 72,068 | $1.8B | 0.40% | |
| 30 | JPMJPMORGAN CHASE & CO. | 5,793 | $1.7B | 0.37% | |
| 31 | RWRSPDR SERIES TRUST | 14,078 | $1.4B | 0.30% | |
| 32 | PGPROCTER AND GAMBLE CO | 8,127 | $1.3B | 0.29% | |
| 33 | ICLNISHARES TR | 84,280 | $1.1B | 0.24% | |
| 34 | PHBINVESCO EXCH TRADED FD TR II | 51,881 | $957.7M | 0.21% | |
| 35 | VOTVANGUARD INDEX FDS | 3,336 | $948.9M | 0.21% | |
| 36 | GEGE AEROSPACE | 3,671 | $944.9M | 0.21% | |
| 37 | EESWISDOMTREE TR | 18,442 | $939.8M | 0.21% | |
| 38 | JNJJOHNSON & JOHNSON | 5,461 | $834.2M | 0.18% | |
| 39 | VYMVANGUARD WHITEHALL FDS | 6,013 | $801.6M | 0.18% | |
| 40 | PBWINVESCO EXCHANGE TRADED FD T | 37,709 | $751.2M | 0.17% | |
| 41 | TROWPRICE T ROWE GROUP INC | 7,205 | $695.3M | 0.15% | |
| 42 | ESGDISHARES TR | 5,730 | $511.2M | 0.11% | |
| 43 | GEVGE VERNOVA INC | 914 | $483.6M | 0.11% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 945 | $459.1M | 0.10% | |
| 45 | SPYSPDR S&P 500 ETF TR | 684 | $422.6M | 0.09% | |
| 46 | EWGISHARES INC | 9,965 | $421.6M | 0.09% | |
| 47 | BSCRINVESCO EXCH TRD SLF IDX FD | 20,000 | $393.0M | 0.09% | |
| 48 | ITWILLINOIS TOOL WKS INC | 1,521 | $376.1M | 0.08% | |
| 49 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,812 | $345.2M | 0.08% | |
| 50 | ESGEISHARES INC | 8,626 | $337.9M | 0.07% | |
| 51 | DGROISHARES TR | 4,879 | $312.0M | 0.07% | |
| 52 | VHTVANGUARD WORLD FD | 1,249 | $310.1M | 0.07% | |
| 53 | VOOVANGUARD INDEX FDS | 538 | $305.6M | 0.07% | |
| 54 | AMATAPPLIED MATLS INC | 1,644 | $301.0M | 0.07% | |
| 55 | DEMWISDOMTREE TR | 6,639 | $300.7M | 0.07% | |
| 56 | ESMLISHARES TR | 7,176 | $296.6M | 0.07% | |
| 57 | AAPLAPPLE INC | 1,426 | $292.6M | 0.06% | |
| 58 | XOMEXXON MOBIL CORP | 2,689 | $289.9M | 0.06% | |
| 59 | DESWISDOMTREE TR | 9,086 | $288.6M | 0.06% | |
| 60 | VTIVANGUARD INDEX FDS | 941 | $285.9M | 0.06% | |
| 61 | ESGUISHARES TR | 2,103 | $284.5M | 0.06% | |
| 62 | GSGOLDMAN SACHS GROUP INC | 379 | $268.2M | 0.06% | |
| 63 | TAT&T INC | 8,752 | $253.3M | 0.06% | |
| 64 | CTVACORTEVA INC | 3,310 | $246.7M | 0.05% | |
| 65 | MSFTMICROSOFT CORP | 490 | $243.5M | 0.05% | |
| 66 | EPSWISDOMTREE TR | 3,730 | $238.8M | 0.05% | |
| 67 | SPYMSPDR SERIES TRUST | 2,984 | $216.9M | 0.05% | |
| 68 | NDQINVESCO QQQ TR | 384 | $212.0M | 0.05% | |
| 69 | PSXPHILLIPS 66 | 1,748 | $208.5M | 0.05% |