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 |
