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Faith Charles

@Moller Wealth Partners

Latest period2024 - Q4ReportedManaged Assets$380.18MTotal holdings64
Assets growth rate-4.99%Assets growth rate (2-Q avg)0.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Moller Wealth Partners's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Moller Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 380.18M in assets, with a quarterly growth rate of -4.99% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Faith Charles, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GUNRFlexshares Tr
Recent Activity
Increased 7.21%
9.8%
$37.252M
1.025M shares@ $36.37 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 89.23%
7.82%
$29.709M
1M shares@ $29.71 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.53%
7.69%
$29.207M
603,198 shares@ $48.42 avg price
VBVanguard Index Fds
Recent Activity
Decreased -5.82%
6.75%
$25.66M
106,791 shares@ $240.28 avg price
VVVanguard Index Fds
Recent Activity
Decreased -4.38%
6.27%
$23.803M
88,259 shares@ $269.7 avg price
IVVIshares Tr
Recent Activity
Decreased -5.18%
5.96%
$22.635M
38,451 shares@ $588.68 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 189.82%
4.78%
$18.151M
766,515 shares@ $23.68 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -0.51%
4.5%
$17.106M
192,027 shares@ $89.08 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 7.78%
4.43%
$16.821M
335,546 shares@ $50.14 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Decreased -0.14%
3.86%
$14.658M
370,524 shares@ $39.56 avg price