MOLLER WEALTH PARTNERS: 13F holdings
CIK 14752712026Q2
| Positions | 75 |
|---|
| Reported value | $552.8m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 75 (+8 vs prior quarter) |
|---|
| Reported value | $552.8m (+9.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GUNR FLEXSHARES TR | 1,048,389 | $51.7m | 9.3% |
| FNDA SCHWAB STRATEGIC TR | 1,229,114 | $46.8m | 8.5% |
| VTIP VANGUARD MALVERN FDS | 807,517 | $40.6m | 7.3% |
| VB VANGUARD INDEX FDS | 132,140 | $40.1m | 7.2% |
| IVV ISHARES TR | 40,463 | $30.3m | 5.5% |
| FNDX SCHWAB STRATEGIC TR | 958,661 | $29.8m | 5.4% |
| VV VANGUARD INDEX FDS | 78,984 | $27.2m | 4.9% |
| VNQI VANGUARD INTL EQUITY INDEX F | 511,167 | $22.9m | 4.1% |
| VTEB VANGUARD MUN BD FDS | 425,059 | $21.5m | 3.9% |
| DFCF DIMENSIONAL ETF TRUST | 497,866 | $21.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1475271")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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