Moller Financial Services

Moller Financial Services as of March 31, 2022

Portfolio Holdings for Moller Financial Services

Moller Financial Services holds 53 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 11.1 $36M 764k 46.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.7 $25M 484k 51.21
Vanguard Index Fds Large Cap Etf (VV) 7.3 $24M 113k 208.49
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 7.2 $23M 435k 53.46
Vanguard Index Fds Small Cp Etf (VB) 6.5 $21M 99k 212.52
Vanguard Index Fds Real Estate Etf (VNQ) 5.9 $19M 177k 108.37
Ishares Tr Core S&p500 Etf (IVV) 5.3 $17M 38k 453.70
Ishares Tr National Mun Etf (MUB) 4.7 $15M 138k 109.64
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.1 $13M 225k 58.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $12M 147k 79.54
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $11M 209k 51.95
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.2 $10M 214k 48.03
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.1 $9.9M 307k 32.24
Ishares Tr Russell 2000 Etf (IWM) 2.9 $9.3M 45k 205.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $9.0M 195k 46.13
Wisdomtree Tr Intl Equity Fd (DWM) 2.6 $8.3M 157k 52.75
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.3 $7.3M 253k 28.95
Wisdomtree Tr Us Largecap Divd (DLN) 2.2 $7.1M 108k 65.72
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.7 $5.4M 74k 74.05
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $5.4M 87k 62.29
Ishares Tr Msci Eafe Etf (EFA) 1.6 $5.1M 69k 73.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.8M 74k 51.56
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $3.8M 14k 268.31
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $2.9M 23k 123.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.3M 49k 47.36
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $2.3M 64k 35.38
Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $1.3M 11k 117.34
Procter & Gamble Company (PG) 0.4 $1.2M 7.9k 152.83
T. Rowe Price (TROW) 0.3 $1.1M 7.4k 151.24
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $995k 46k 21.52
Johnson & Johnson (JNJ) 0.3 $953k 5.4k 177.24
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $890k 19k 47.96
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.3 $806k 12k 65.17
JPMorgan Chase & Co. (JPM) 0.2 $803k 5.9k 136.31
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $699k 16k 43.78
Air Products & Chemicals (APD) 0.2 $500k 2.0k 250.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $493k 6.3k 77.82
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $468k 26k 18.35
ConocoPhillips (COP) 0.1 $388k 3.9k 99.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $381k 3.2k 120.91
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $360k 5.7k 62.74
General Electric Company 0.1 $332k 3.6k 91.38
Illinois Tool Works (ITW) 0.1 $306k 1.5k 209.59
Ishares Esg Awr Msci Em (ESGE) 0.1 $280k 7.6k 36.79
Dow (DOW) 0.1 $249k 3.9k 63.85
Smucker J M Com New (SJM) 0.1 $241k 1.8k 135.55
Corteva (CTVA) 0.1 $224k 3.9k 57.44
Phillips 66 (PSX) 0.1 $222k 2.6k 86.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $221k 2.8k 78.93
Exxon Mobil Corporation (XOM) 0.1 $221k 2.7k 82.74
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $217k 6.8k 31.84
Ishares Tr Esg Aware Msci (ESML) 0.1 $211k 5.6k 37.96
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $203k 4.2k 48.40