0001475271-24-000005.txt : 20240411 0001475271-24-000005.hdr.sgml : 20240411 20240411104148 ACCESSION NUMBER: 0001475271-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOLLER WEALTH PARTNERS CENTRAL INDEX KEY: 0001475271 ORGANIZATION NAME: IRS NUMBER: 363783682 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13687 FILM NUMBER: 24837457 BUSINESS ADDRESS: BUSINESS PHONE: 847-441-7575 MAIL ADDRESS: STREET 1: ONE NORTHFIELD PLAZA STREET 2: SUITE 200 CITY: NORTHFIELD STATE: IL ZIP: 60093 FORMER COMPANY: FORMER CONFORMED NAME: MOLLER FINANCIAL SERVICES DATE OF NAME CHANGE: 20091026 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001475271 XXXXXXXX 03-31-2024 03-31-2024 MOLLER WEALTH PARTNERS

ONE NORTHFIELD PLAZA SUITE 200 NORTHFIELD IL 60093

13F HOLDINGS REPORT 028-13687 N Faith Charles 8474417575 Faith Charles Northfield IL 04-11-2024 0 51 369143240 false INFORMATION TABLE 2 MFS_13F_20241Q.xml INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 773904 33575 SH SOLE 4273 0 29302 EXXON MOBIL CORP COM 30231G102 309315 2661 SH SOLE 156 0 2505 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10304170 246688 SH SOLE 99899 0 146789 GENERAL ELECTRIC CO COM NEW 369604301 637700 3633 SH SOLE 3596 0 37 ISHARES TR CORE S&P500 ETF 464287200 20106890 38246 SH SOLE 17901 0 20344 FLEXSHARES TR MORNSTAR UPSTR 33939L407 38346203 933679 SH SOLE 399311 0 534368 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 14243748 281497 SH SOLE 136077 0 145420 WISDOMTREE TR US SMALLCAP DIVD 97717W604 371833 11378 SH SOLE 1988 0 9390 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 3096926 87311 SH SOLE 23230 0 64081 WISDOMTREE TR US SMALLCAP FUND 97717W562 926769 18491 SH SOLE 18491 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 26263708 114894 SH SOLE 53061 0 61833 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7641856 113482 SH SOLE 38560 0 74922 VANGUARD INDEX FDS LARGE CAP ETF 922908637 23723053 98945 SH SOLE 68261 0 30684 JPMORGAN CHASE & CO COM 46625H100 1116873 5576 SH SOLE 781 0 4795 WISDOMTREE TR INTL EQUITY FD 97717W703 6642637 121216 SH SOLE 104244 0 16972 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 30080882 527457 SH SOLE 199684 0 327774 ILLINOIS TOOL WKS INC COM 452308109 391762 1460 SH SOLE 0 0 1460 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 7772792 102233 SH SOLE 33065 0 69168 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 16992236 196487 SH SOLE 74897 0 121590 WISDOMTREE TR US LARGECAP FUND 97717W588 232348 4194 SH SOLE 4194 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 1093583 78225 SH SOLE 9514 0 68711 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2139429 43449 SH SOLE 3093 0 40356 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 14965700 355142 SH SOLE 105572 0 249570 PHILLIPS 66 COM 718546104 419457 2568 SH SOLE 2368 0 200 CORTEVA INC COM 22052L104 224913 3900 SH SOLE 3900 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 284094 6790 SH SOLE 5046 0 1744 JOHNSON & JOHNSON COM 478160104 850588 5377 SH SOLE 5270 0 107 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 13326540 317677 SH SOLE 76920 0 240757 AIR PRODS & CHEMS INC COM 009158106 418158 1726 SH SOLE 1726 0 0 PRICE T ROWE GROUP INC COM 74144T108 877824 7200 SH SOLE 7200 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 9127506 43402 SH SOLE 34741 0 8662 PROCTER AND GAMBLE CO COM 742718109 1284533 7917 SH SOLE 7391 0 526 WISDOMTREE TR US LARGECAP DIVD 97717W307 7040800 97532 SH SOLE 54530 0 43002 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 13292745 373287 SH SOLE 122508 0 250779 ISHARES INC ESG AWR MSCI EM 46434G863 279047 8658 SH SOLE 0 0 8658 ISHARES TR NATIONAL MUN ETF 464288414 7388246 68664 SH SOLE 18894 0 49770 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12044550 240075 SH SOLE 113422 0 126653 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 661394 36481 SH SOLE 518 0 35963 SMUCKER J M CO COM NEW 832696405 223797 1778 SH SOLE 1778 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 9303102 335126 SH SOLE 114820 0 220306 ISHARES TR ESG AWARE MSCI 46435U663 252090 6260 SH SOLE 0 0 6260 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3636019 31120 SH SOLE 13302 0 17818 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 26745581 558479 SH SOLE 160152 0 398327 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 17829189 264567 SH SOLE 75893 0 188674 ISHARES TR ESG AW MSCI EAFE 46435G516 263383 3296 SH SOLE 0 0 3296 ISHARES TR CORE S&P MCP ETF 464287507 4046731 66624 SH SOLE 66624 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 280008 1035 SH SOLE 0 0 1035 SPDR SER TR DJ REIT ETF 78464A607 1340612 14224 SH SOLE 6197 0 8027 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4078100 53190 SH SOLE 14048 0 39142 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 258617 538 SH SOLE 0 0 538 ISHARES TR MSCI EAFE ETF 464287465 5191299 65005 SH SOLE 45572 0 19433