StockDriftsStockDriftsTop 50 Moller Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GUNR | FLEXSHARES TR | 10.63% | 975.6K | $53.8M | -9.35%(-100.65K) | $33.43(+64.68%) | 2026-03-31 | |
| FNDA | SCHWAB STRATEGIC TR | 8.11% | 1.27M | $41.1M | +3.97%(+48.37K) | $22.15(+61.74%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.73% | 783.4K | $39.1M | +10.34%(+73.44K) | $49.54(+1.65%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 7.04% | 136.2K | $35.7M | +2.79%(+3.69K) | $171.45(+67.22%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.29% | 41.0K | $26.8M | +13.07%(+4.74K) | $251.59(+188.95%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 5.28% | 961.0K | $26.8M | +3.72%(+34.47K) | $16.77(+79.99%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 4.71% | 79.8K | $23.9M | +1.43%(+1.13K) | $95.87(+247.18%) | 2026-03-31 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 4.24% | 483.0K | $21.5M | +7.68%(+34.44K) | $46.12(+1.92%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.21% | 240.6K | $21.3M | +5.87%(+13.34K) | $78.84(+21.47%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.02% | 408.4K | $20.4M | +10.02%(+37.20K) | $50.80(-1.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.42% | +30.99% |
| Top 20 Holdings Unweighted | +9.45% | +31.12% |
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