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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 38.31% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FNDA (+$14M), FNDX (+$12M), GUNR, VTEB, VTIP, SCHA, VYM, VOT, XLG, FLTR.
Started 4 new stock positions in DGRO, IGV, GS, VOT.
Reduced shares in these 10 stocks: VB, IVV, VV, , JPM, , ITW, APD, IWM, SJM.
Sold out of its positions in APD, ITW, XLV, XLU, SJM.
Moller Wealth Partners was a net buyer of stock by $28M.
Moller Wealth Partners has $380M in assets under management (AUM), dropping by -5.00%.
Central Index Key (CIK): 0001475271

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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 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr Mornstar Upstr (GUNR)	9.8	$37M	+7%	1.0M	36.36	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	7.8	$30M	+89%	1.0M	29.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.7	$29M	+3%	603k	48.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.7	$26M	-5%	107k	240.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.3	$24M	-4%	88k	269.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.0	$23M	-5%	39k	588.67	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.8	$18M	+189%	767k	23.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.5	$17M		192k	89.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.4	$17M	+7%	336k	50.13	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.9	$15M		371k	39.56	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.7	$14M	+2%	343k	41.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.4	$13M	+2%	390k	33.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$12M	+2%	249k	47.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$11M		240k	44.04	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	2.5	$9.5M		328k	29.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.3	$8.8M	-2%	40k	220.96	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.9	$7.4M		95k	77.79	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$7.3M		69k	106.55	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.9	$7.2M		102k	71.04	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.9	$7.1M		112k	63.47	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.6	$6.2M		117k	52.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.3	$4.8M		63k	75.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$4.0M	-2%	52k	77.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$4.0M	-4%	64k	62.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$3.7M		32k	114.48	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.8	$3.0M		89k	34.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$2.0M	+78%	76k	25.86	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$1.9M	+27%	39k	49.96	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.4	$1.4M		14k	98.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.3M	+60%	11k	127.59	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		7.9k	167.65	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.1M	+10%	98k	11.38	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.3	$995k		18k	53.94	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.3	$961k	+37%	53k	18.08	View chart
JPMorgan Chase & Co. (JPM)	0.2	$824k	-38%	3.4k	239.71	View chart
T. Rowe Price (TROW)	0.2	$814k		7.2k	113.09	View chart
Johnson & Johnson (JNJ)	0.2	$778k		5.4k	144.62	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$680k	-7%	34k	20.01	View chart
Ge Aerospace Com New (GE)	0.2	$606k		3.6k	166.79	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$522k	+156%	21k	25.45	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$486k	+28%	3.7k	131.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$480k	+13%	5.3k	90.94	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$477k	NEW	1.9k	253.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$398k		877.00	453.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$390k		20k	19.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$341k		4.5k	76.14	View chart
Vanguard World Health Car Etf (VHT)	0.1	$315k	+6%	1.2k	253.73	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$312k	-11%	9.1k	34.35	View chart
Ge Vernova (GEV)	0.1	$299k		908.00	328.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$290k		8.7k	33.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$290k		538.00	538.81	View chart
Exxon Mobil Corporation (XOM)	0.1	$286k		2.7k	107.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$280k	-2%	2.2k	128.82	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$279k		6.6k	42.05	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$275k		6.8k	40.49	View chart
Phillips 66 (PSX)	0.1	$274k		2.4k	113.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$273k	NEW	4.5k	61.34	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$270k	NEW	2.7k	100.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$247k		853.00	289.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$242k	-32%	1.0k	242.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$234k		399.00	586.08	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$228k		3.7k	61.18	View chart
Corteva (CTVA)	0.1	$222k		3.9k	56.96	View chart
Goldman Sachs (GS)	0.1	$207k	NEW	361.00	572.62	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 Q4 filed Jan. 7, 2025
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

View all past filings

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