MOLLER WEALTH PARTNERS

Filed: 4/9/2025ACC: 0001475271-25-000006

📋 What this filing means

MOLLER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $404.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$404.43M

Total AUM (reported)

7.91M

Total Shares

Allocation by class

MORNSTAR UPSTR$41.63M10.3%

STRM INFPROIDX$31.92M7.9%

FUNDAMENTAL US S$30.52M7.5%

SMALL CP ETF$25.71M6.4%

CORE S&P500 ETF$22.21M5.5%

LARGE CAP ETF$21.98M5.4%

FUNDAMENTAL US L$19.16M4.7%

Portfolio Concentration

Top 3$104.07M25.7%

4–10$142.08M35.1%

11–25$130.05M32.2%

Rest$28.23M7.0%

Top 3 weight

25.7%

Top 10 weight

60.9%

Voting Authority Distribution

Total shares with voting rights: 7.91M

Sole

Full voting authority

2.77M

% of voting shares35.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.14M

% of voting shares64.9%

Investment Discretion (by position count)

Sole66

Shared0

Other0

Dominant voting typeNone · 64.9% of voting shares

Institutional Holdings66

Rows:

FLEXSHARES TR

SOLE

MORNSTAR UPSTR

Shares1.07M

TypeSH

Market value$41.63M

10.29%

Sole

437.06K

Shared

0.00

None

635.57K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares639.69K

TypeSH

Market value$31.92M

7.89%

Sole

178.53K

Shared

0.00

None

461.16K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares1.11M

TypeSH

Market value$30.52M

7.55%

Sole

386.38K

Shared

0.00

None

727.88K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares115.94K

TypeSH

Market value$25.71M

6.36%

Sole

50.24K

Shared

0.00

None

65.71K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares39.53K

TypeSH

Market value$22.21M

5.49%

Sole

17.09K

Shared

0.00

None

22.44K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares85.52K

TypeSH

Market value$21.98M

5.44%

Sole

59.38K

Shared

0.00

None

26.14K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares811.34K

TypeSH

Market value$19.16M

4.74%

Sole

225.63K

Shared

0.00

None

585.71K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares204.78K

TypeSH

Market value$18.54M

4.58%

Sole

72.22K

Shared

0.00

None

132.56K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares365.72K

TypeSH

Market value$18.15M

4.49%

Sole

160.62K

Shared

0.00

None

205.10K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares403.83K

TypeSH

Market value$16.34M

4.04%

Sole

111.83K

Shared

0.00

None

291.99K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares376.11K

TypeSH

Market value$15.82M

3.91%

Sole

106.21K

Shared

0.00

None

269.90K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares398.80K

TypeSH

Market value$14.41M

3.56%

Sole

130.28K

Shared

0.00

None

268.52K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares253.55K

TypeSH

Market value$12.89M

3.19%

Sole

114.33K

Shared

0.00

None

139.22K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares259.80K

TypeSH

Market value$11.76M

2.91%

Sole

96.10K

Shared

0.00

None

163.70K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares360.41K

TypeSH

Market value$11.10M

2.74%

Sole

112.43K

Shared

0.00

None

247.98K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares131K

TypeSH

Market value$9.20M

2.27%

Sole

35.94K

Shared

0.00

None

95.06K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares125.47K

TypeSH

Market value$9.09M

2.25%

Sole

32.20K

Shared

0.00

None

93.27K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares39.61K

TypeSH

Market value$7.90M

1.95%

Sole

30.98K

Shared

0.00

None

8.63K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares93.36K

TypeSH

Market value$7.41M

1.83%

Sole

53.43K

Shared

0.00

None

39.93K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares67.56K

TypeSH

Market value$7.12M

1.76%

Sole

18.89K

Shared

0.00

None

48.67K

WISDOMTREE TR

SOLE

INTL EQUITY FD

Shares112.74K

TypeSH

Market value$6.56M

1.62%

Sole

95.83K

Shared

0.00

None

16.91K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares62.59K

TypeSH

Market value$5.12M

1.26%

Sole

43.40K

Shared

0.00

None

19.18K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares36.31K

TypeSH

Market value$4.20M

1.04%

Sole

12.95K

Shared

0.00

None

23.36K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares47.92K

TypeSH

Market value$3.75M

0.93%

Sole

12.40K

Shared

0.00

None

35.52K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares63.85K

TypeSH

Market value$3.73M

0.92%

Sole

63.85K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FLEXSHARES TRSOLE	MORNSTAR UPSTR	1.07M	SH	$41.63M 10.29%	437.06K	635.57K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	639.69K	SH	$31.92M 7.89%	178.53K	461.16K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	1.11M	SH	$30.52M 7.55%	386.38K	727.88K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	115.94K	SH	$25.71M 6.36%	50.24K	65.71K
ISHARES TRSOLE	CORE S&P500 ETF	39.53K	SH	$22.21M 5.49%	17.09K	22.44K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	85.52K	SH	$21.98M 5.44%	59.38K	26.14K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	811.34K	SH	$19.16M 4.74%	225.63K	585.71K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	204.78K	SH	$18.54M 4.58%	72.22K	132.56K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	365.72K	SH	$18.15M 4.49%	160.62K	205.10K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	403.83K	SH	$16.34M 4.04%	111.83K	291.99K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	376.11K	SH	$15.82M 3.91%	106.21K	269.90K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	398.80K	SH	$14.41M 3.56%	130.28K	268.52K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	253.55K	SH	$12.89M 3.19%	114.33K	139.22K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	259.80K	SH	$11.76M 2.91%	96.10K	163.70K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	360.41K	SH	$11.10M 2.74%	112.43K	247.98K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	131K	SH	$9.20M 2.27%	35.94K	95.06K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	125.47K	SH	$9.09M 2.25%	32.20K	93.27K
ISHARES TRSOLE	RUSSELL 2000 ETF	39.61K	SH	$7.90M 1.95%	30.98K	8.63K
WISDOMTREE TRSOLE	US LARGECAP DIVD	93.36K	SH	$7.41M 1.83%	53.43K	39.93K
ISHARES TRSOLE	NATIONAL MUN ETF	67.56K	SH	$7.12M 1.76%	18.89K	48.67K
WISDOMTREE TRSOLE	INTL EQUITY FD	112.74K	SH	$6.56M 1.62%	95.83K	16.91K
ISHARES TRSOLE	MSCI EAFE ETF	62.59K	SH	$5.12M 1.26%	43.40K	19.18K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	36.31K	SH	$4.20M 1.04%	12.95K	23.36K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	47.92K	SH	$3.75M 0.93%	12.40K	35.52K
ISHARES TRSOLE	CORE S&P MCP ETF	63.85K	SH	$3.73M 0.92%	63.85K	0.00

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