Moller Financial Services

Moller Wealth Partners as of March 31, 2024

Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 51 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 10.4 $38M 934k 41.07
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 8.1 $30M 528k 57.03
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.2 $27M 559k 47.89
Vanguard Index Fds Small Cp Etf (VB) 7.1 $26M 115k 228.59
Vanguard Index Fds Large Cap Etf (VV) 6.4 $24M 99k 239.76
Ishares Tr Core S&p500 Etf (IVV) 5.4 $20M 38k 525.73
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.8 $18M 265k 67.39
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $17M 197k 86.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.1 $15M 355k 42.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.9 $14M 282k 50.60
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.6 $13M 318k 41.95
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.6 $13M 373k 35.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $12M 240k 50.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $10M 247k 41.77
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.5 $9.3M 335k 27.76
Ishares Tr Russell 2000 Etf (IWM) 2.5 $9.1M 43k 210.30
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.1 $7.8M 102k 76.03
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.1 $7.6M 114k 67.34
Ishares Tr National Mun Etf (MUB) 2.0 $7.4M 69k 107.60
Wisdomtree Tr Us Largecap Divd (DLN) 1.9 $7.0M 98k 72.19
Wisdomtree Tr Intl Equity Fd (DWM) 1.8 $6.6M 121k 54.80
Ishares Tr Msci Eafe Etf (EFA) 1.4 $5.2M 65k 79.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $4.1M 53k 76.67
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $4.0M 67k 60.74
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.6M 31k 116.84
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.8 $3.1M 87k 35.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.1M 43k 49.24
Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $1.3M 14k 94.25
Procter & Gamble Company (PG) 0.3 $1.3M 7.9k 162.25
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 5.6k 200.30
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $1.1M 78k 13.98
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $927k 19k 50.12
T. Rowe Price (TROW) 0.2 $878k 7.2k 121.92
Johnson & Johnson (JNJ) 0.2 $851k 5.4k 158.19
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $774k 34k 23.05
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $661k 37k 18.13
General Electric Com New (GE) 0.2 $638k 3.6k 175.53
Phillips 66 (PSX) 0.1 $420k 2.6k 163.34
Air Products & Chemicals (APD) 0.1 $418k 1.7k 242.27
Illinois Tool Works (ITW) 0.1 $392k 1.5k 268.33
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $372k 11k 32.68
Exxon Mobil Corporation (XOM) 0.1 $309k 2.7k 116.24
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $284k 6.8k 41.84
Vanguard World Health Car Etf (VHT) 0.1 $280k 1.0k 270.54
Ishares Esg Awr Msci Em (ESGE) 0.1 $279k 8.7k 32.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $263k 3.3k 79.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $259k 538.00 480.70
Ishares Tr Esg Aware Msci (ESML) 0.1 $252k 6.3k 40.27
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $232k 4.2k 55.40
Corteva (CTVA) 0.1 $225k 3.9k 57.67
Smucker J M Com New (SJM) 0.1 $224k 1.8k 125.87