Moller Financial Services

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

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

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Portfolio Holdings for Moller Wealth Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 10.0 $38M 934k 40.14
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 7.8 $29M 532k 54.92
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Vanguard Malvern Fds Strm Infproidx (VTIP) 7.4 $28M +2% 570k 48.54
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Vanguard Index Fds Small Cp Etf (VB) 6.7 $25M 115k 218.04
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Vanguard Index Fds Large Cap Etf (VV) 6.3 $23M -5% 94k 249.62
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Ishares Tr Core S&p500 Etf (IVV) 6.0 $22M +6% 41k 547.23
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.7 $18M 265k 66.98
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Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $17M 200k 83.76
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.0 $15M +5% 373k 40.57
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.0 $15M +5% 296k 50.11
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Dimensional Etf Trust Core Fixed Incom (DFCF) 3.6 $14M +3% 327k 41.54
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.5 $13M 375k 35.03
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $12M 241k 49.42
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $11M 246k 43.76
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.6 $9.8M 333k 29.57
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Ishares Tr Russell 2000 Etf (IWM) 2.3 $8.6M 43k 202.89
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.0 $7.6M 102k 74.18
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.0 $7.5M 112k 66.77
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Ishares Tr National Mun Etf (MUB) 2.0 $7.3M 69k 106.55
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Wisdomtree Tr Us Largecap Divd (DLN) 1.9 $7.0M 96k 72.75
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Wisdomtree Tr Intl Equity Fd (DWM) 1.7 $6.5M 120k 53.72
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Ishares Tr Msci Eafe Etf (EFA) 1.3 $4.9M -3% 63k 78.33
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $4.1M 53k 76.70
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.9M 67k 58.52
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.7M 31k 117.49
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.8 $3.1M 88k 34.76
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.0M 43k 47.45
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $1.5M NEW 33k 45.75
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Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $1.3M 14k 93.10
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Procter & Gamble Company (PG) 0.3 $1.3M 7.9k 164.92
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JPMorgan Chase & Co. (JPM) 0.3 $1.1M 5.6k 202.26
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $1.0M 79k 13.32
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Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $872k 19k 47.13
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T. Rowe Price (TROW) 0.2 $830k 7.2k 115.31
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Johnson & Johnson (JNJ) 0.2 $786k 5.4k 146.16
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $703k NEW 19k 37.02
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $686k 34k 20.15
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $683k +4% 38k 17.97
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $651k NEW 5.8k 112.81
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General Electric Com New (GE) 0.2 $578k 3.6k 158.97
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $493k NEW 3.4k 145.76
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $442k NEW 3.7k 118.60
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $385k NEW 1.5k 260.70
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $384k NEW 20k 19.22
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $384k NEW 4.4k 88.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $357k NEW 877.00 406.80
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $354k 11k 31.15
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Select Sector Spdr Tr Indl (XLI) 0.1 $349k NEW 2.9k 121.86
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Illinois Tool Works (ITW) 0.1 $346k 1.5k 236.96
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Phillips 66 (PSX) 0.1 $340k -6% 2.4k 141.17
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Select Sector Spdr Tr Energy (XLE) 0.1 $317k NEW 3.5k 91.16
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Vanguard World Health Car Etf (VHT) 0.1 $309k +12% 1.2k 266.02
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Exxon Mobil Corporation (XOM) 0.1 $306k 2.7k 115.12
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $294k 6.8k 43.31
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Ishares Esg Awr Msci Em (ESGE) 0.1 $290k 8.7k 33.53
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $269k 538.00 500.13
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $260k 3.3k 78.78
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Ishares Tr Esg Aware Msci (ESML) 0.1 $257k +6% 6.7k 38.50
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Air Products & Chemicals (APD) 0.1 $232k -48% 897.00 258.05
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $219k NEW 458.00 479.11
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $217k NEW 399.00 544.22
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Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $212k -11% 3.7k 56.88
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Corteva (CTVA) 0.1 $210k 3.9k 53.94
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $204k NEW 8.0k 25.51
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $203k NEW 1.7k 119.32
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Past Filings by Moller Wealth Partners

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

View all past filings