Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOLLER WEALTH PARTNERS | 04-11-2024 | 03-31-2024 | 51 | 369,143,240 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | MORNSTAR UPSTR | 1 | $38,346,203 | 933,679 | 0.01 | 0.01 | 70,639 | 8.18 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 2 | $30,080,882 | 527,457 | 0.01 | 0.01 | -4,574 | -0.86 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 3 | $26,745,581 | 558,479 | 0.01 | 0.01 | 18,176 | 3.36 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $26,263,708 | 114,894 | 0.01 | 0.01 | -482 | -0.42 | 03-31-2024 |
