account_balance
Investment manager · 13F filer · SEC CIK 1475271
Moller Wealth Partners
Reported value$545Mas of Sep 30, 2026
Positions68 2 new, 9 sold out
Top 10 weight60.7%GUNR alone is 10%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GUNRFlexshares Tr
9.9%Trimmed −3%
FNDASchwab Strategic Tr
8.0%
VTIPVanguard Malvern FDS
7.6%Added +4%
VBVanguard Index FDS
6.9%
IVViShares Tr
5.7%
FNDXSchwab Strategic Tr
5.6%
VVVanguard Index FDS
4.9%Trimmed −4%
VTEBVanguard Mun Bd FDS
4.3%Added +17%
VNQIVanguard Intl Equity Index F
4.1%Added +3%
DFCFDimensional ETF Trust
3.8%Added +5%
FNDFSchwab Strategic Tr
3.8%
VEAVanguard Tax-Managed FDS
3.1%
GUNRFlexshares Tr
9.9%Trimmed −3%
FNDASchwab Strategic Tr
8.0%
VTIPVanguard Malvern FDS
7.6%+4%
VBVanguard Index FDS
6.9%
IVViShares Tr
5.7%
FNDXSchwab Strategic Tr
5.6%
VVVanguard Index FDS
4.9%
VTEBVanguard Mun Bd FDS
4.3%
VNQIVanguard Intl Equity Index F
4.1%
DFCF3.8%
FNDF
VEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GUNR Flexshares Tr 9.9% Trimmed −3%
FNDA Schwab Strategic Tr 8.0% Held
VTIP Vanguard Malvern FDS 7.6% Added +4%
VB Vanguard Index FDS 6.9% Held
IVV iShares Tr 5.7% Held
FNDX Schwab Strategic Tr 5.6% Held
VV Vanguard Index FDS 4.9% Trimmed −4%
VTEB Vanguard Mun Bd FDS 4.3% Added +17%
VNQI Vanguard Intl Equity Index F 4.1% Added +3%
DFCF Dimensional ETF Trust 3.8% Added +5%
FNDF Schwab Strategic Tr 3.8% Held
VEA Vanguard Tax-Managed FDS 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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