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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
DWMWisdomtree Tr
Recent Activity
1.63%
$6.169M
117,079 shares@ $52.7 avg price
EFAIshares Tr
Recent Activity
1.26%
$4.766M
63,037 shares@ $75.62 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.86%
1.05%
$3.987M
51,593 shares@ $77.28 avg price
IJHIshares Tr
Recent Activity
Decreased -4.15%
1.05%
$3.979M
63,854 shares@ $62.31 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 1.22%
0.97%
$3.652M
31,900 shares@ $114.49 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 0.79%
0.81%
$3.046M
89,216 shares@ $34.15 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 78.87%
0.52%
$1.968M
76,116 shares@ $25.87 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 27.83%
0.51%
$1.921M
38,457 shares@ $49.97 avg price
RWRSpdr Ser Tr
Recent Activity
0.37%
$1.404M
14,204 shares@ $98.86 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 60.42%
0.36%
$1.339M
10,496 shares@ $127.59 avg price