Moller Financial Services

Latest statistics and disclosures from Moller Financial Services'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 Financial Services

Companies in the Moller Financial Services portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 11.1 $27M -5% 824k 32.54
Vanguard Index Fds Large Cap Etf (VV) 7.6 $18M -13% 105k 175.74
Vanguard Index Fds Small Cp Etf (VB) 7.4 $18M -7% 93k 194.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.1 $17M +11% 337k 51.10
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 6.4 $15M -8% 359k 42.92
Vanguard Index Fds Real Estate Etf (VNQ) 5.7 $14M -8% 163k 84.93
Ishares Tr Core S&p500 Etf (IVV) 5.7 $14M 37k 375.38
Ishares Tr Russell 2000 Etf (IWM) 4.0 $9.7M -21% 49k 196.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $9.1M +4% 103k 88.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.4 $8.1M -6% 172k 47.21
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.4 $8.1M +2% 179k 45.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $7.7M 154k 50.11
Wisdomtree Tr Intl Equity Fd (DWM) 3.0 $7.3M -10% 145k 50.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.0 $7.3M +48% 133k 55.19

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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.9 $6.9M +22% 127k 54.31
Wisdomtree Tr Us Largecap Divd (DLN) 2.3 $5.7M -4% 53k 107.50
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.3 $5.6M -6% 192k 29.28
Ishares Tr Msci Eafe Etf (EFA) 2.2 $5.4M -2% 74k 72.96
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.0 $4.8M +6% 171k 28.26
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.7 $4.0M +9% 50k 79.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.6 $4.0M +3% 66k 60.23
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $3.2M 14k 229.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $2.3M -19% 26k 88.99
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $2.1M +3% 17k 121.85
JPMorgan Chase & Co. (JPM) 0.7 $1.6M +286% 13k 127.07
Amgen (AMGN) 0.6 $1.5M NEW 6.7k 229.97
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $1.4M +5% 40k 34.79
Marsh & McLennan Companies (MMC) 0.6 $1.4M NEW 12k 117.01
T. Rowe Price (TROW) 0.5 $1.1M 7.2k 151.39
Procter & Gamble Company (PG) 0.4 $1.0M 7.5k 139.20
Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $944k 11k 86.74
Johnson & Johnson (JNJ) 0.3 $845k 5.4k 157.33
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $723k 19k 38.91
Apple (AAPL) 0.3 $704k NEW 5.3k 132.63
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $679k -14% 17k 41.17
Air Products & Chemicals (APD) 0.2 $546k 2.0k 273.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $545k NEW 19k 28.24
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $490k -96% 25k 19.46
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.2 $461k NEW 10k 44.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $419k 3.0k 138.06
General Electric Company (GE) 0.1 $316k 29k 10.80
Illinois Tool Works (ITW) 0.1 $298k NEW 1.5k 204.11
Exxon Mobil Corporation (XOM) 0.1 $242k 5.9k 41.22
Fifth Third Ban (FITB) 0.1 $230k NEW 8.3k 27.57
At&t (T) 0.1 $229k 8.0k 28.71
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $227k -17% 8.5k 26.60
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $224k -34% 2.2k 103.23
Dow (DOW) 0.1 $216k NEW 3.9k 55.38
3M Company (MMM) 0.1 $208k -29% 1.2k 174.94
Smucker J M Com New (SJM) 0.1 $206k 1.8k 115.86
Ishares Tr North Amern Nat (IGE) 0.1 $205k NEW 8.8k 23.34
Biohitech Global (BHTG) 0.0 $11k NEW 10k 1.10

Past Filings by Moller Financial Services

SEC 13F filings are viewable for Moller Financial Services going back to 2011

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