Moller Financial Services

Moller Financial Services as of Sept. 30, 2022

Portfolio Holdings for Moller Financial Services

Moller Financial Services holds 47 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 10.6 $29M 779k 37.59
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.3 $23M 482k 48.11
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 7.1 $20M 464k 42.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.9 $19M 397k 48.14
Vanguard Index Fds Large Cap Etf (VV) 6.6 $18M 112k 163.56
Vanguard Index Fds Small Cp Etf (VB) 6.4 $18M 104k 170.91
Vanguard Index Fds Real Estate Etf (VNQ) 5.2 $14M 179k 80.17
Ishares Tr Core S&p500 Etf (IVV) 4.9 $14M 38k 358.66
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.2 $12M 245k 47.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $11M 153k 71.33
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.4 $9.5M 248k 38.16
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.1 $8.7M 345k 25.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $8.5M 233k 36.36
Ishares Tr Russell 2000 Etf (IWM) 2.7 $7.4M 45k 164.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $7.4M 203k 36.49
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.2 $6.2M 266k 23.44
Wisdomtree Tr Intl Equity Fd (DWM) 2.2 $6.1M 151k 40.15
Wisdomtree Tr Us Largecap Divd (DLN) 2.1 $5.9M 106k 55.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $5.7M 76k 74.82
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.8 $4.9M 86k 57.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.7 $4.7M 101k 46.15
Ishares Tr Msci Eafe Etf (EFA) 1.4 $3.9M 70k 56.01
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $3.1M 14k 219.25
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $2.5M 27k 92.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $2.2M 59k 37.80
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $2.0M 73k 27.20
Ishares Tr National Mun Etf (MUB) 0.5 $1.4M 14k 102.58
Procter & Gamble Company (PG) 0.4 $1.0M 7.9k 126.24
Johnson & Johnson (JNJ) 0.3 $878k 5.4k 163.29
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $844k 10k 84.22
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $769k 40k 19.10
T. Rowe Price (TROW) 0.3 $756k 7.2k 105.00
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $726k 19k 39.17
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $669k 14k 48.18
JPMorgan Chase & Co. (JPM) 0.2 $583k 5.6k 104.56
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $579k 18k 32.51
Air Products & Chemicals (APD) 0.2 $465k 2.0k 232.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $311k 3.0k 102.47
Illinois Tool Works (ITW) 0.1 $264k 1.5k 180.82
Smucker J M Com New (SJM) 0.1 $244k 1.8k 137.23
Vanguard World Fds Health Car Etf (VHT) 0.1 $240k 1.1k 223.67
Exxon Mobil Corporation (XOM) 0.1 $233k 2.7k 87.23
Ishares Esg Awr Msci Em (ESGE) 0.1 $232k 8.4k 27.66
General Electric Com New (GE) 0.1 $225k 3.6k 61.93
Corteva (CTVA) 0.1 $223k 3.9k 57.18
Phillips 66 (PSX) 0.1 $207k 2.6k 80.61
ConocoPhillips (COP) 0.1 $200k 2.0k 102.20