Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MOLLER WEALTH PARTNERS 07-01-2024 06-30-2024 65 374,839,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FLEXSHARES TR MORNSTAR UPSTR 1 $37,472,308 933,540 0.01 0.01 -139 -0.01 06-30-2024
SCHWAB STRATEGIC TR SCHWAB FDT US SC 2 $29,217,998 532,010 0.01 0.01 4,553 0.86 06-30-2024
VANGUARD MALVERN FDS STRM INFPROIDX 3 $27,685,240 570,359 0.01 0.01 11,880 2.13 06-30-2024
VANGUARD INDEX FDS SMALL CP ETF 4 $25,120,909 115,212 0.01 0.01 318 0.28 06-30-2024
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