Moller Financial Services

Moller Wealth Partners as of June 30, 2025

Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 69 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 9.9 $45M 1.1M 40.11
Schwab Strategic Tr Fundamental Us S (FNDA) 8.1 $37M 1.3M 28.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.5 $34M 679k 50.27
Vanguard Index Fds Small Cp Etf (VB) 7.1 $32M 135k 236.98
Ishares Tr Core S&p500 Etf (IVV) 5.5 $25M 40k 620.90
Vanguard Index Fds Large Cap Etf (VV) 5.3 $24M 84k 285.30
Schwab Strategic Tr Fundamental Us L (FNDX) 4.7 $21M 874k 24.54
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.3 $20M 424k 46.15
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $19M 216k 89.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.9 $18M 361k 49.03
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.9 $18M 414k 42.26
Schwab Strategic Tr Fundamental Intl (FNDF) 3.6 $16M 406k 40.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $15M 261k 57.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $13M 270k 49.46
Schwab Strategic Tr Fundamental Emer (FNDE) 2.7 $12M 376k 33.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.5 $11M 145k 77.50
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.4 $11M 135k 82.18
Ishares Tr Russell 2000 Etf (IWM) 1.9 $8.5M 40k 215.79
Wisdomtree Tr Us Largecap Divd (DLN) 1.7 $7.6M 93k 82.14
Ishares Tr National Mun Etf (MUB) 1.7 $7.5M 72k 104.48
Wisdomtree Tr Intl Equity Fd (DWM) 1.5 $6.8M 107k 63.56
Ishares Tr Msci Eafe Etf (EFA) 1.3 $5.8M 65k 89.39
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $5.3M 39k 134.39
Schwab Strategic Tr Fundamental Intl (FNDC) 1.0 $4.6M 109k 42.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $4.2M 67k 62.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $3.9M 49k 78.70
Spdr Series Trust Portfli High Yld (SPHY) 0.5 $2.3M 96k 23.80
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $1.9M 37k 52.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.8M 72k 25.30
JPMorgan Chase & Co. (JPM) 0.4 $1.7M 5.8k 289.89
Spdr Series Trust Dj Reit Etf (RWR) 0.3 $1.4M 14k 96.44
Procter & Gamble Company (PG) 0.3 $1.3M 8.1k 159.32
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $1.1M 84k 13.11
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $958k 52k 18.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $949k 3.3k 284.43
Ge Aerospace Com New (GE) 0.2 $945k 3.7k 257.39
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $940k 18k 50.96
Johnson & Johnson (JNJ) 0.2 $834k 5.5k 152.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $802k 6.0k 133.32
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $751k 38k 19.92
T. Rowe Price (TROW) 0.2 $695k 7.2k 96.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $511k 5.7k 89.22
Ge Vernova (GEV) 0.1 $484k 914.00 529.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $459k 945.00 485.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $423k 684.00 617.85
Ishares Msci Germany Etf (EWG) 0.1 $422k 10k 42.31
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $393k 20k 19.65
Illinois Tool Works (ITW) 0.1 $376k 1.5k 247.25
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $345k 6.8k 50.68
Ishares Esg Awr Msci Em (ESGE) 0.1 $338k 8.6k 39.17
Ishares Tr Core Div Grwth (DGRO) 0.1 $312k 4.9k 63.94
Vanguard World Health Car Etf (VHT) 0.1 $310k 1.2k 248.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $306k 538.00 568.03
Applied Materials (AMAT) 0.1 $301k 1.6k 183.07
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $301k 6.6k 45.29
Ishares Tr Esg Aware Msci (ESML) 0.1 $297k 7.2k 41.33
Apple (AAPL) 0.1 $293k 1.4k 205.17
Exxon Mobil Corporation (XOM) 0.1 $290k 2.7k 107.80
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $289k 9.1k 31.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $286k 941.00 303.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $285k 2.1k 135.30
Goldman Sachs (GS) 0.1 $268k 379.00 707.75
At&t (T) 0.1 $253k 8.8k 28.94
Corteva (CTVA) 0.1 $247k 3.3k 74.53
Microsoft Corporation (MSFT) 0.1 $244k 490.00 497.02
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $239k 3.7k 64.01
Spdr Series Trust Portfolio S&p500 (SPYM) 0.0 $217k 3.0k 72.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $212k 384.00 552.08
Phillips 66 (PSX) 0.0 $209k 1.7k 119.30