Moller Financial Services
Latest statistics and disclosures from Moller Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GUNR, FNDA, VTIP, VB, VV, and represent 38.78% of Moller Financial Services's stock portfolio.
- Added to shares of these 10 stocks: GUNR, VTEB, VTIP, BND, FNDA, VNQ, FNDX, VB, VWO, PHB.
- Started 3 new stock positions in PHB, VOO, EPS.
- Reduced shares in these 4 stocks: BSV, MUB, IWM, DWM.
- Moller Financial Services was a net buyer of stock by $14M.
- Moller Financial Services has $355M in assets under management (AUM), dropping by 12.74%.
- Central Index Key (CIK): 0001475271
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Moller Financial Services holds 50 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Moller Financial Services
SEC 13F filings are viewable for Moller Financial Services going back to 2011
- 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
- Moller Financial Services 2020 Q3 filed Oct. 19, 2020
- Moller Financial Services 2020 Q2 filed July 20, 2020
- Moller Financial Services 2020 Q1 filed April 20, 2020