Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Moller Financial Services

Latest statistics and disclosures from Moller Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are GUNR, FNDA, VTIP, VB, VV, and represent 37.69% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: GUNR, VTEB, XLU, VTIP, VYM, DFCF, VTI, GEV, FNDF, SJM.
Started 4 new stock positions in XLU, GEV, VTI, SJM.
Reduced shares in these 10 stocks: PAVE, VNQ, , VB, VV, IWM, , QQQ, FNDA, DWM.
Sold out of its positions in PAVE, QQQ, XLE, DXJ.
Moller Wealth Partners was a net buyer of stock by $476k.
Moller Wealth Partners has $400M in assets under management (AUM), dropping by 6.76%.
Central Index Key (CIK): 0001475271

Tip: Access up to 7 years of quarterly data

Positions held by Moller Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 65 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr Mornstar Upstr (GUNR)	9.9	$39M	+2%	956k	41.25	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	7.9	$32M		529k	59.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.2	$29M	+2%	583k	49.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.7	$27M		113k	237.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.1	$24M		92k	263.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$23M		41k	576.82	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.7	$19M		265k	71.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.7	$19M	-3%	193k	97.42	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.3	$17M		371k	46.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.0	$16M	+5%	311k	51.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.6	$15M	+2%	335k	43.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.6	$14M		381k	37.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$13M		243k	52.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$12M		244k	47.85	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	2.7	$11M		333k	32.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.3	$9.0M	-4%	41k	220.89	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.0	$8.0M		103k	78.39	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.0	$8.0M		112k	71.10	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.9	$7.5M		96k	78.56	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$7.5M		69k	108.63	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.7	$6.7M	-2%	117k	57.56	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.3	$5.3M		63k	83.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$4.2M		53k	78.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$4.2M		67k	62.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$4.0M		32k	125.96	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.8	$3.4M		89k	38.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$2.2M		43k	51.50	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.4	$1.5M		14k	106.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$1.4M	-9%	30k	47.53	View chart
Procter & Gamble Company (PG)	0.3	$1.4M		7.9k	173.20	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.3M	+13%	89k	14.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		5.6k	210.86	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$973k		18k	52.75	View chart
Johnson & Johnson (JNJ)	0.2	$871k		5.4k	162.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$839k	+75%	6.5k	128.20	View chart
T. Rowe Price (TROW)	0.2	$784k		7.2k	108.93	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$733k	+7%	37k	20.03	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$718k		39k	18.54	View chart
Ge Aerospace Com New (GE)	0.2	$685k		3.6k	188.58	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$667k	NEW	8.3k	80.78	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$504k	-3%	3.3k	154.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$429k	+7%	4.7k	91.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$404k		877.00	460.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$394k		20k	19.72	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$389k		2.9k	135.44	View chart
Illinois Tool Works (ITW)	0.1	$383k		1.5k	262.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$377k	+35%	4.5k	84.17	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$362k		1.5k	245.45	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$355k	-9%	10k	34.49	View chart
Vanguard World Health Car Etf (VHT)	0.1	$329k		1.2k	282.17	View chart
Phillips 66 (PSX)	0.1	$317k		2.4k	131.45	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$315k		8.6k	36.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$312k		2.7k	117.22	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$299k		6.8k	44.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$284k		538.00	527.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$282k	+31%	2.2k	126.18	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$278k		6.6k	41.82	View chart
Air Products & Chemicals (APD)	0.1	$267k		897.00	297.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$240k	NEW	849.00	283.00	View chart
Ge Vernova (GEV)	0.1	$232k	NEW	908.00	254.98	View chart
Corteva (CTVA)	0.1	$229k		3.9k	58.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$229k		399.00	573.76	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$224k		3.7k	60.04	View chart
Smucker J M Com New (SJM)	0.1	$215k	NEW	1.8k	121.10	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$204k		8.0k	25.47	View chart

Past Filings by Moller Wealth Partners

SEC 13F filings are viewable for Moller Wealth Partners going back to 2011

Moller Wealth Partners 2024 Q3 filed Oct. 9, 2024
Moller Wealth Partners 2024 Q2 filed July 1, 2024
Moller Wealth Partners 2024 Q1 filed April 11, 2024
Moller Financial Services 2023 Q4 filed Jan. 10, 2024
Moller Financial Services 2023 Q3 filed Oct. 16, 2023
Moller Financial Services 2023 Q2 filed July 17, 2023
Moller Financial Services 2023 Q1 filed April 17, 2023
Moller Financial Services 2022 Q4 filed Jan. 18, 2023
Moller Financial Services 2022 Q3 filed Oct. 20, 2022
Moller Financial Services 2022 Q2 filed July 21, 2022
Moller Financial Services 2022 Q1 filed April 14, 2022
Moller Financial Services 2021 Q4 filed Jan. 20, 2022
Moller Financial Services 2021 Q3 filed Oct. 20, 2021
Moller Financial Services 2021 Q2 filed July 22, 2021
Moller Financial Services 2021 Q1 filed April 19, 2021
Moller Financial Services 2020 Q4 filed Jan. 11, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z