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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
DFCFDimensional Etf Trust
Recent Activity
Increased 2.3%
3.73%
$14.16M
343,108 shares@ $41.27 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 2.39%
3.41%
$12.946M
389,814 shares@ $33.22 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.65%
3.14%
$11.913M
249,128 shares@ $47.83 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.7%
2.79%
$10.571M
240,025 shares@ $44.05 avg price
FNDESchwab Strategic Tr
Recent Activity
Decreased -1.49%
2.51%
$9.536M
328,269 shares@ $29.05 avg price
IWMIshares Tr
Recent Activity
Decreased -2.87%
2.31%
$8.772M
39,698 shares@ $220.97 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -1.39%
1.94%
$7.359M
94,606 shares@ $77.8 avg price
MUBIshares Tr
Recent Activity
1.93%
$7.316M
68,664 shares@ $106.55 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Decreased -0.83%
1.91%
$7.232M
101,800 shares@ $71.04 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -0.22%
1.88%
$7.121M
112,194 shares@ $63.47 avg price