Portfolio (Quarterly)
Guide ↗
MOLLER WEALTH PARTNERS
· CIK 0001475271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VTI | VANGUARD INDEX FDS | — | 1,671.0 | $536K | 0.11% | +724.0 | +76.5% | $320.74 | +13.0% |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | — | 6,350.0 | $525K | 0.10% | +37.0 | +0.6% | $82.75 | -0.8% |
| 23 | — | BERKSHIRE HATHAWAY INC DEL | — | 955.0 | $458K | 0.09% | +16.0 | +1.7% | $479.20 | — |
| 24 | VHT | VANGUARD WORLD FD | — | 1,530.0 | $417K | 0.08% | +160.0 | +11.7% | $272.30 | -0.8% |
| 25 | ITW | ILLINOIS TOOL WKS INC | Industrials | 1,539.0 | $401K | 0.08% | +18.0 | +1.2% | $260.29 | -4.9% |
| 26 | AAPL | APPLE INC | Technology | 1,538.0 | $390K | 0.08% | +119.0 | +8.4% | $253.79 | +17.4% |
| 27 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 385.0 | $326K | 0.06% | +6.0 | +1.6% | $845.99 | +12.8% |
| 28 | NVDA | NVIDIA CORPORATION | Technology | 1,362.0 | $238K | 0.05% | +165.0 | +13.8% | $174.40 | +30.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
29.6%
Industrials
14.4%
Consumer Defensive
13.5%
Healthcare
13.4%
Technology
11.9%
Utilities
8.0%
Energy
4.6%
Communication Services
2.4%
Consumer Cyclical
2.3%