Moller Financial Services

Moller Wealth Partners as of March 31, 2025

Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 10.3 $42M 1.1M 38.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.9 $32M 640k 49.90
Schwab Strategic Tr Fundamental Us S (FNDA) 7.5 $31M 1.1M 27.39
Vanguard Index Fds Small Cp Etf (VB) 6.4 $26M 116k 221.75
Ishares Tr Core S&p500 Etf (IVV) 5.5 $22M 40k 561.90
Vanguard Index Fds Large Cap Etf (VV) 5.4 $22M 86k 257.03
Schwab Strategic Tr Fundamental Us L (FNDX) 4.7 $19M 811k 23.61
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $19M 205k 90.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.5 $18M 366k 49.62
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.0 $16M 404k 40.46
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.9 $16M 376k 42.06
Schwab Strategic Tr Fundamental Intl (FNDF) 3.6 $14M 399k 36.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $13M 254k 50.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $12M 260k 45.26
Schwab Strategic Tr Fundamental Emer (FNDE) 2.7 $11M 360k 30.80
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.3 $9.2M 131k 70.21
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.2 $9.1M 126k 72.46
Ishares Tr Russell 2000 Etf (IWM) 2.0 $7.9M 40k 199.49
Wisdomtree Tr Us Largecap Divd (DLN) 1.8 $7.4M 93k 79.37
Ishares Tr National Mun Etf (MUB) 1.8 $7.1M 68k 105.44
Wisdomtree Tr Intl Equity Fd (DWM) 1.6 $6.6M 113k 58.15
Ishares Tr Msci Eafe Etf (EFA) 1.3 $5.1M 63k 81.73
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $4.2M 36k 115.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $3.8M 48k 78.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $3.7M 64k 58.35
Schwab Strategic Tr Fundamental Intl (FNDC) 0.9 $3.7M 102k 36.20
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $1.8M 39k 46.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.8M 75k 23.43
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 6.0k 245.30
Procter & Gamble Company (PG) 0.4 $1.4M 8.4k 170.42
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $1.4M 14k 99.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.4M 11k 128.96
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $937k 52k 18.06
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $924k 81k 11.42
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $901k 18k 48.84
Johnson & Johnson (JNJ) 0.2 $892k 5.4k 165.84
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $833k 3.4k 244.67
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $783k 31k 25.55
Ge Aerospace Com New (GE) 0.2 $727k 3.6k 200.15
T. Rowe Price (TROW) 0.2 $662k 7.2k 91.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $644k 1.2k 559.39
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $593k 25k 23.42
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $523k 33k 15.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $468k 5.7k 81.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $467k 877.00 532.58
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $392k 20k 19.59
Ishares Msci Germany Etf (EWG) 0.1 $363k 9.8k 37.08
Illinois Tool Works (ITW) 0.1 $362k 1.5k 248.01
Ishares Esg Awr Msci Em (ESGE) 0.1 $333k 9.5k 34.95
Vanguard World Health Car Etf (VHT) 0.1 $329k 1.2k 264.77
Exxon Mobil Corporation (XOM) 0.1 $298k 2.5k 118.93
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $290k 9.1k 31.96
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $281k 6.7k 42.08
Ishares Tr Esg Aware Msci (ESML) 0.1 $280k 7.3k 38.41
Ge Vernova (GEV) 0.1 $277k 908.00 305.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $277k 538.00 513.91
Ishares Tr Core Div Grwth (DGRO) 0.1 $276k 4.5k 61.78
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $273k 5.4k 51.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $263k 2.2k 121.91
Phillips 66 (PSX) 0.1 $259k 2.1k 123.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $259k 941.00 274.72
At&t (T) 0.1 $246k 8.7k 28.28
Corteva (CTVA) 0.1 $245k 3.9k 62.93
Ishares Tr Expanded Tech (IGV) 0.1 $240k 2.7k 88.99
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $221k 3.7k 59.28
Smucker J M Com New (SJM) 0.1 $211k 1.8k 118.41