MOLLER WEALTH PARTNERS Portfolio Holdings - 13F Filings | 13F Fund Database
MOLLER WEALTH PARTNERS 13F Holdings
CIK 0001475271 · NORTHFIELD, IL
As of Sep 30, 2025, MOLLER WEALTH PARTNERS reported
70 positions worth $479.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| FlexShares Mstar Glbl Upstrm Nat Res ETF | GUNR | — | 1,103,642 | $48.3M | 10.08% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 1,234,398 | $38.5M | 8.02% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 702,581 | $35.6M | 7.42% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 132,769 | $33.8M | 7.04% |
| ISHARES CORE S&P 500 ETF | IVV | — | 39,224 | $26.3M | 5.48% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 938,733 | $24.7M | 5.15% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 79,891 | $24.6M | 5.13% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 438,007 | $20.9M | 4.36% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 219,565 | $20.1M | 4.19% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 437,529 |
|
8.7M3.90% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 367,697 |
8.4M | 3.84% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 402,984 |
7.3M | 3.61% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 261,337 |
5.7M | 3.27% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 261,272 |
4.2M | 2.95% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 366,489 |
3.3M | 2.76% |
| VANGUARD PACIFIC STOCK INDEX FUND | VPL | — | 135,079 |
1.9M | 2.47% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 147,225 |
1.7M | 2.45% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 37,444 | $9.1M | 1.89% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 74,345 | $7.9M | 1.65% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 89,099 | $7.8M | 1.62% |
| WISDOMTREE TR | — | — | 103,207 | $6.8M | 1.43% |
| ISHARES MSCI EAFE ETF | EFA | — | 59,398 | $5.5M | 1.16% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 38,262 | $5.5M | 1.14% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 106,871 | $4.8M | 0.99% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 67,205 | $4.4M | 0.91% |