Moller Financial Services

Moller Financial Services as of March 31, 2021

Portfolio Holdings for Moller Financial Services

Moller Financial Services holds 47 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 11.0 $32M 872k 36.19
Vanguard Index Fds Large Cap Etf (VV) 7.9 $23M 123k 185.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.4 $21M 411k 51.54
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 7.0 $20M 399k 50.66
Vanguard Index Fds Small Cp Etf (VB) 6.9 $20M 93k 214.09
Vanguard Index Fds Real Estate Etf (VNQ) 5.9 $17M 185k 91.86
Ishares Tr Core S&p500 Etf (IVV) 5.4 $15M 39k 397.82
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.0 $11M 222k 51.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $11M 132k 84.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $10M 191k 54.64
Ishares Tr Russell 2000 Etf (IWM) 3.5 $10M 46k 220.93
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.5 $10M 179k 55.76
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.4 $9.7M 197k 49.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $8.5M 164k 52.05
Wisdomtree Tr Intl Equity Fd (DWM) 3.0 $8.5M 162k 52.59
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.8 $7.9M 247k 32.10
Wisdomtree Tr Us Largecap Divd (DLN) 2.2 $6.4M 56k 114.67
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.1 $6.1M 200k 30.75
Ishares Tr Msci Eafe Etf (EFA) 2.0 $5.6M 74k 75.87
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.7 $5.0M 61k 81.66
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $4.8M 76k 63.01
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $3.7M 14k 260.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.6M 26k 99.66
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $2.5M 19k 128.35
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $1.9M 52k 37.46
T. Rowe Price (TROW) 0.4 $1.2M 7.2k 171.67
Procter & Gamble Company (PG) 0.4 $1.1M 8.0k 135.38
Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $1.0M 11k 94.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $928k 38k 24.30
JPMorgan Chase & Co. (JPM) 0.3 $895k 5.9k 152.31
Johnson & Johnson (JNJ) 0.3 $884k 5.4k 164.40
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $880k 19k 47.36
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $732k 17k 44.38
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.2 $598k 12k 50.27
Air Products & Chemicals (APD) 0.2 $563k 2.0k 281.50
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $488k 25k 19.34
General Electric Company 0.1 $399k 30k 13.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $395k 3.0k 130.15
Exxon Mobil Corporation (XOM) 0.1 $350k 6.3k 55.81
Illinois Tool Works (ITW) 0.1 $323k 1.5k 221.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $288k 3.5k 82.31
At&t (T) 0.1 $260k 8.6k 30.27
Dow (DOW) 0.1 $249k 3.9k 63.85
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $247k 2.5k 98.37
ConocoPhillips (COP) 0.1 $231k 4.4k 52.99
Smucker J M Com New (SJM) 0.1 $225k 1.8k 126.55
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $212k 6.8k 31.10