Faith Charles

@Moller Wealth Partners

Latest period2024 - Q4

Reported11d ago

Managed Assets$380.18M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOTVanguard Index Fds Recent Activity New Position	0.13%	$477,124 1,880 shares@ $253.79 avg price	New Position
DGROIshares Tr Recent Activity New Position	0.08%	$273,323 4,456 shares@ $61.34 avg price	New Position
IGVIshares Tr Recent Activity New Position	0.08%	$270,324 2,700 shares@ $100.12 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.06%	$206,716 361 shares@ $572.63 avg price	New Position