MOLLER WEALTH PARTNERS

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Northfield, IL
CIK
0001475271
Alternate names
MOLLER FINANCIAL SERVICES
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 51 369,143 GUNR, FNDA, VTIP, VB 13F-HR 4/11/2024 000147527124000005
Q4 2023 50 354,788 GUNR, FNDA, VTIP, VB 13F-HR 1/10/2024 000147527124000003
Q3 2023 47 314,706 GUNR, FNDA, VTIP, VB 13F-HR 10/16/2023 000147527123000009
Q2 2023 49 327,353 GUNR, FNDA, VTIP, VB 13F-HR 7/17/2023 000147527123000006
Q1 2023 49 324,218 GUNR, VTIP, FNDA, VB 13F-HR 4/17/2023 000147527123000004
Q4 2022 48 311,272 GUNR, VTIP, FNDA, VB 13F-HR 1/18/2023 000147527123000002
Q3 2022 47 277,609 GUNR, VTIP, FNDA, VTEB 13F-HR 10/20/2022 000147527122000008
Q2 2022 49 294,932 GUNR, VTIP, FNDA, VV 13F-HR 7/21/2022 000147527122000006
Q1 2022 53 321,591 GUNR, VTIP, VV, FNDA 13F-HR 4/14/2022 000147527122000004
Q4 2021 49 313,396 GUNR, VTIP, FNDA, VV 13F-HR 1/20/2022 000147527122000002
Q3 2021 47 302,537 GUNR, VV, VTIP, FNDA 13F-HR 10/20/2021 000147527121000008
Q2 2021 48 304,451 GUNR, VV, VTIP, FNDA 13F-HR 7/22/2021 000147527121000006
Q1 2021 47 286,817 GUNR, VV, VTIP, FNDA 13F-HR 4/19/2021 000147527121000004
Q4 2020 52 241,869 GUNR, VV, VB, VTIP 13F-HR 1/11/2021 000147527121000002
Q3 2020 42 223,170 GUNR, VV, VB, VTIP 13F-HR 10/19/2020 000147527120000008
Q2 2020 47 228,721 GUNR, VV, VB, VNQ 13F-HR 7/20/2020 000147527120000006
Q1 2020 45 193,246 GUNR, VNQ, VB, VV 13F-HR 4/20/2020 000147527120000004
Q4 2019 48 225,886 VNQ, GUNR, VB, VV 13F-HR 1/13/2020 000147527120000002
Q3 2019 47 206,739 VNQ, VB, GUNR, VV 13F-HR 10/18/2019 000147527119000009
Q2 2019 50 195,100 VNQ, VV, VB, GUNR 13F-HR 7/19/2019 000147527119000007
Q1 2019 54 223,045 VNQ, GUNR, PHB, VV 13F-HR 4/16/2019 000147527119000005
Q4 2018 60 153,191 GLD, VV, VNQ, VB 13F-HR 1/16/2019 000147527119000002
Q3 2018 41 228,362 VB, IVV, VNQ, PDBC 13F-HR 10/17/2018 000147527118000007
Q2 2018 40 257,480 VB, IVV, VSS, VPL 13F-HR 8/2/2018 000172588818000007
Q1 2018 41 230,672 IVV, VB, VSS, VWO 13F-HR 4/25/2018 000147527118000005
Q4 2017 47 262,750 VB, IVV, VSS, VPL 13F-HR 1/19/2018 000147527118000002
Q3 2017 43 261,321 IVV, GUNR, VWO, VSS RESTATEMENT 10/26/2017 000147527117000012
Q2 2017 47 237,524 IVV, VWO, VSS, VGK 13F-HR 8/2/2017 000147527117000008
Q1 2017 45 228,593 VB, IVV, VWO, VPL 13F-HR 5/5/2017 000147527117000005
Q4 2016 42 202,592 VB, IVV, VWO, PHB 13F-HR 1/26/2017 000147527117000002
Q3 2016 44 217,431 VB, VNQ, VWO, PCY 13F-HR 10/26/2016 000147527116000017
Q2 2016 41 204,236 VNQ, IVV, VB, GLD 13F-HR 8/1/2016 000147527116000015
Q1 2016 38 170,351 VTIP, DWM, PCY, TLT 13F-HR 5/10/2016 000147527116000012
Q4 2015 40 181,424 VNQ, IVV, BND, PCY 13F-HR 2/9/2016 000147527116000010
Q3 2015 35 107,935 BND, VV, VB, VNQ 13F-HR 11/12/2015 000147527115000008
Q2 2015 40 220,244 VB, VPL, VSS, IVV 13F-HR 7/31/2015 000147527115000006
Q1 2015 44 216,587 VNQ, VB, VPL, IVV 13F-HR 5/8/2015 000147527115000004
Q4 2014 43 202,209 VNQ, VB, IVV, VV 13F-HR 2/4/2015 000147527115000002
Q3 2014 48 212,152 VNQ, VB, VWO, IVV 13F-HR 11/12/2014 000147527114000009
Q2 2014 48 220,057 VNQ, VSS, IVV, IGE 13F-HR 8/11/2014 000147527114000007
Q1 2014 50 195,994 VNQ, VB, VSS, IVV 13F-HR 5/12/2014 000147527114000005
Q4 2013 45 186,258 VV, VB, IGE, IVV 13F-HR 2/6/2014 000147527114000002
Additional filings from Moller Wealth Partners that have since been restated