Moller Financial Services

Moller Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Flexshares Tr Mornstar Upstr (GUNR) 9.8 $37M 1.0M 36.36
Schwab Strategic Tr Fundamental Us S (FNDA) 7.8 $30M 1.0M 29.70
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.7 $29M 603k 48.42
Vanguard Index Fds Small Cp Etf (VB) 6.7 $26M 107k 240.28
Vanguard Index Fds Large Cap Etf (VV) 6.3 $24M 88k 269.70
Ishares Tr Core S&p500 Etf (IVV) 6.0 $23M 39k 588.67
Schwab Strategic Tr Fundamental Us L (FNDX) 4.8 $18M 767k 23.68
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $17M 192k 89.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.4 $17M 336k 50.13
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.9 $15M 371k 39.56
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.7 $14M 343k 41.27
Schwab Strategic Tr Fundamental Intl (FNDF) 3.4 $13M 390k 33.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $12M 249k 47.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $11M 240k 44.04
Schwab Strategic Tr Fundamental Emer (FNDE) 2.5 $9.5M 328k 29.05
Ishares Tr Russell 2000 Etf (IWM) 2.3 $8.8M 40k 220.96
Wisdomtree Tr Us Largecap Divd (DLN) 1.9 $7.4M 95k 77.79
Ishares Tr National Mun Etf (MUB) 1.9 $7.3M 69k 106.55
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.9 $7.2M 102k 71.04
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.9 $7.1M 112k 63.47
Wisdomtree Tr Intl Equity Fd (DWM) 1.6 $6.2M 117k 52.70
Ishares Tr Msci Eafe Etf (EFA) 1.3 $4.8M 63k 75.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $4.0M 52k 77.27
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $4.0M 64k 62.31
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.7M 32k 114.48
Schwab Strategic Tr Fundamental Intl (FNDC) 0.8 $3.0M 89k 34.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.0M 76k 25.86
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $1.9M 39k 49.96
Spdr Ser Tr Dj Reit Etf (RWR) 0.4 $1.4M 14k 98.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.3M 11k 127.59
Procter & Gamble Company (PG) 0.3 $1.3M 7.9k 167.65
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $1.1M 98k 11.38
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $995k 18k 53.94
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.3 $961k 53k 18.08
JPMorgan Chase & Co. (JPM) 0.2 $824k 3.4k 239.71
T. Rowe Price (TROW) 0.2 $814k 7.2k 113.09
Johnson & Johnson (JNJ) 0.2 $778k 5.4k 144.62
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $680k 34k 20.01
Ge Aerospace Com New (GE) 0.2 $606k 3.6k 166.79
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $522k 21k 25.45
Select Sector Spdr Tr Indl (XLI) 0.1 $486k 3.7k 131.77
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $480k 5.3k 90.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $477k 1.9k 253.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $398k 877.00 453.28
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $390k 20k 19.48
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $341k 4.5k 76.14
Vanguard World Health Car Etf (VHT) 0.1 $315k 1.2k 253.73
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $312k 9.1k 34.35
Ge Vernova (GEV) 0.1 $299k 908.00 328.93
Ishares Esg Awr Msci Em (ESGE) 0.1 $290k 8.7k 33.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $290k 538.00 538.81
Exxon Mobil Corporation (XOM) 0.1 $286k 2.7k 107.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $280k 2.2k 128.82
Ishares Tr Esg Aware Msci (ESML) 0.1 $279k 6.6k 42.05
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $275k 6.8k 40.49
Phillips 66 (PSX) 0.1 $274k 2.4k 113.93
Ishares Tr Core Div Grwth (DGRO) 0.1 $273k 4.5k 61.34
Ishares Tr Expanded Tech (IGV) 0.1 $270k 2.7k 100.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $247k 853.00 289.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $242k 1.0k 242.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $234k 399.00 586.08
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $228k 3.7k 61.18
Corteva (CTVA) 0.1 $222k 3.9k 56.96
Goldman Sachs (GS) 0.1 $207k 361.00 572.62