Moller Financial Services

Moller Financial Services as of June 30, 2022

Portfolio Holdings for Moller Financial Services

Moller Financial Services holds 49 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 10.1 $30M 752k 39.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.3 $25M 490k 50.12
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 7.2 $21M 467k 45.25
Vanguard Index Fds Large Cap Etf (VV) 6.6 $19M 113k 172.35
Vanguard Index Fds Small Cp Etf (VB) 6.2 $18M 103k 176.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.2 $18M 364k 49.92
Vanguard Index Fds Real Estate Etf (VNQ) 5.5 $16M 178k 91.11
Ishares Tr Core S&p500 Etf (IVV) 4.9 $14M 38k 379.15
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.2 $12M 241k 50.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $12M 154k 75.26
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $9.9M 225k 44.27
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 3.1 $9.2M 225k 40.80
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.1 $9.0M 319k 28.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $8.4M 202k 41.65
Ishares Tr Russell 2000 Etf (IWM) 2.6 $7.6M 45k 169.36
Wisdomtree Tr Intl Equity Fd (DWM) 2.4 $7.1M 157k 45.44
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.3 $6.9M 267k 25.93
Wisdomtree Tr Us Largecap Divd (DLN) 2.1 $6.3M 107k 59.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $5.8M 76k 76.80
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.8 $5.2M 82k 63.48
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $4.9M 94k 52.82
Ishares Tr Msci Eafe Etf (EFA) 1.5 $4.3M 69k 62.48
Ishares Tr National Mun Etf (MUB) 1.3 $3.7M 35k 106.35
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $3.2M 14k 226.24
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $2.6M 25k 103.22
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $2.1M 69k 30.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.0M 51k 38.99
Procter & Gamble Company (PG) 0.4 $1.1M 7.9k 143.76
Johnson & Johnson (JNJ) 0.3 $954k 5.4k 177.42
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $953k 10k 95.10
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $843k 44k 19.06
T. Rowe Price (TROW) 0.3 $840k 7.4k 113.64
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $763k 19k 41.11
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $671k 15k 45.68
JPMorgan Chase & Co. (JPM) 0.2 $663k 5.9k 112.54
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $562k 15k 37.05
Air Products & Chemicals (APD) 0.2 $481k 2.0k 240.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $334k 3.0k 110.05
ConocoPhillips (COP) 0.1 $267k 3.0k 89.69
Illinois Tool Works (ITW) 0.1 $266k 1.5k 182.19
Vanguard World Fds Health Car Etf (VHT) 0.1 $253k 1.1k 235.79
Ishares Esg Awr Msci Em (ESGE) 0.1 $252k 7.8k 32.37
General Electric Com New (GE) 0.1 $231k 3.6k 63.58
Exxon Mobil Corporation (XOM) 0.1 $229k 2.7k 85.74
Smucker J M Com New (SJM) 0.1 $228k 1.8k 128.23
Corteva (CTVA) 0.1 $211k 3.9k 54.10
Phillips 66 (PSX) 0.1 $211k 2.6k 82.17
Dow (DOW) 0.1 $201k 3.9k 51.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $201k 2.8k 71.79