MOLLER WEALTH PARTNERS
68 holdingsFiling period: 2026-03-31Current AUM: $544.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GUNR | FLEXSHARES TR | 975.6K | $53.8M | $51.1M | 9.38% | -100,647 | 2026-03-31 |
| 2 | FNDA | SCHWAB STRATEGIC TR | 1.27M | $41.1M | $47.1M | 8.65% | +48.4K | 2026-03-31 |
| 3 | VTIP | VANGUARD MALVERN FDS | 783.4K | $39.1M | $38.9M | 7.15% | +73.4K | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 136.2K | $35.7M | $40.2M | 7.39% | +3.7K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 41.0K | $26.8M | $30.8M | 5.66% | +4.7K | 2026-03-31 |
| 6 | FNDX | SCHWAB STRATEGIC TR | 961.0K | $26.8M | $30.5M | 5.61% | +34.5K | 2026-03-31 |
| 7 | VV | VANGUARD INDEX FDS | 79.8K | $23.9M | $27.4M | 5.04% | +1.1K | 2026-03-31 |
| 8 | VNQI | VANGUARD INTL EQUITY INDEX F | 483.0K | $21.5M | $22.2M | 4.09% | +34.4K | 2026-03-31 |
| 9 | VNQ | VANGUARD INDEX FDS | 240.6K | $21.3M | $23.8M | 4.38% | +13.3K | 2026-03-31 |
| 10 | VTEB | VANGUARD MUN BD FDS | 408.4K | $20.4M | $20.3M | 3.72% | +37.2K | 2026-03-31 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | 477.7K | $20.2M | $19.8M | 3.64% | +44.1K | 2026-03-31 |
| 12 | FNDF | SCHWAB STRATEGIC TR | 385.8K | $18.9M | $20.8M | 3.83% | +1.8K | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 247.2K | $15.8M | $17.5M | 3.21% | -1,338 | 2026-03-31 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | 265.3K | $14.3M | $15.6M | 2.86% | +12.3K | 2026-03-31 |
| 15 | FNDE | SCHWAB STRATEGIC TR | 367.3K | $14.1M | $15.2M | 2.79% | +13.7K | 2026-03-31 |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | 129.2K | $12.6M | $14.1M | 2.59% | -4,427 | 2026-03-31 |
| 17 | VGK | VANGUARD INTL EQUITY INDEX F | 152.0K | $12.5M | $13.8M | 2.53% | +4.3K | 2026-03-31 |
| 18 | IWM | ISHARES TR | 36.9K | $9.1M | $10.7M | 1.97% | +3.4K | 2026-03-31 |
| 19 | DLN | WISDOMTREE TR | 92.1K | $8.2M | $9.1M | 1.67% | +3.2K | 2026-03-31 |
| 20 | MUB | ISHARES TR | 71.3K | $7.6M | $7.5M | 1.38% | -- | 2026-03-31 |
| 21 | DWM | WISDOMTREE TR | 98.3K | $6.9M | $7.4M | 1.36% | -4,462 | 2026-03-31 |
| 22 | SPHY | SPDR SERIES TRUST | 292.6K | $6.8M | $6.8M | 1.25% | +108.5K | 2026-03-31 |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | 39.6K | $5.8M | $6.0M | 1.09% | +1.1K | 2026-03-31 |
| 24 | EFA | ISHARES TR | 58.0K | $5.6M | $6.1M | 1.12% | +163 | 2026-03-31 |
| 25 | FNDC | SCHWAB STRATEGIC TR | 107.1K | $5.0M | $5.3M | 0.97% | +115 | 2026-03-31 |
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