Holdings
Moller Wealth Partners
As of Sep 30, 2026, Moller Wealth Partners reported 67 positions worth US$545M. Largest: Northern Trust Morningstar Global Upstream Natural Resources ETF, Schwab Fundamental U.S. Small Company ETF and Vanguard Short-Term Inflation-Protected Securities ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Northern Trust Morningstar Global Upstream Natural Resources ETF | 1.02M | US$53.8M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 1.24M | US$43.3M | new | Sep 30, 2026 |
| Vanguard Short-Term Inflation-Protected Securities ETF | 837K | US$41.2M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 133K | US$37.8M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 40,441 | US$31M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 963K | US$30.3M | new | Sep 30, 2026 |
| Vanguard Morningstar Large-Cap ETF | 75,710 | US$26.6M | new | Sep 30, 2026 |
| Vanguard Tax-Exempt Bond ETF | 498K | US$23.6M | new | Sep 30, 2026 |
| Vanguard Global ex-U.S. Real Estate ETF | 526K | US$22.4M | new | Sep 30, 2026 |
| Dimensional Core Fixed Income ETF | 522K | US$20.9M | new | Sep 30, 2026 |