Moller Financial Services

Moller Wealth Partners as of March 31, 2026

Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Mornstar Upstr (GUNR) 10.6 $54M 976k 55.16
Schwab Strategic Tr Fundamental Us S (FNDA) 8.1 $41M 1.3M 32.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.7 $39M 783k 49.95
Vanguard Index Fds Small Cp Etf (VB) 7.0 $36M 136k 261.92
Ishares Tr Core S&p500 Etf (IVV) 5.3 $27M 41k 653.21
Schwab Strategic Tr Fundamental Us L (FNDX) 5.3 $27M 961k 27.85
Vanguard Index Fds Large Cap Etf (VV) 4.7 $24M 80k 298.85
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 4.2 $22M 483k 44.45
Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $21M 241k 88.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.0 $20M 408k 49.89
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.0 $20M 478k 42.22
Schwab Strategic Tr Fundamental Intl (FNDF) 3.7 $19M 386k 48.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $16M 247k 64.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $14M 265k 54.05
Schwab Strategic Tr Fundamental Emer (FNDE) 2.8 $14M 367k 38.26
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.5 $13M 129k 97.73
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.5 $13M 152k 82.43
Ishares Tr Russell 2000 Etf (IWM) 1.8 $9.1M 37k 248.00
Wisdomtree Tr Us Largecap Divd (DLN) 1.6 $8.2M 92k 89.33
Ishares Tr National Mun Etf (MUB) 1.5 $7.6M 71k 106.15
Wisdomtree Tr Intl Equity Fd (DWM) 1.4 $6.9M 98k 69.89
Spdr Series Trust State Street Spd (SPHY) 1.3 $6.8M 293k 23.32
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $5.8M 40k 145.79
Ishares Tr Msci Eafe Etf (EFA) 1.1 $5.6M 58k 97.13
Schwab Strategic Tr Fundamental Intl (FNDC) 1.0 $5.0M 107k 46.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $4.5M 67k 67.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $3.5M 45k 78.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.9M 65k 29.08
JPMorgan Chase & Co. (JPM) 0.3 $1.8M 6.0k 294.16
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $1.4M 76k 18.29
Johnson & Johnson (JNJ) 0.3 $1.3M 5.5k 244.44
Spdr Series Trust State Street Spd (RWR) 0.3 $1.3M 13k 100.97
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $1.2M 22k 54.55
Procter & Gamble Company (PG) 0.2 $1.1M 7.8k 144.44
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $1.1M 18k 58.05
Ge Aerospace Com New (GE) 0.2 $1.0M 3.7k 283.77
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $923k 29k 31.58
Ge Vernova (GEV) 0.2 $801k 918.00 872.90
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN) 0.1 $725k 40k 17.94
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $616k 6.4k 95.62
Applied Materials (AMAT) 0.1 $563k 1.6k 341.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $536k 1.7k 320.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $525k 6.4k 82.75
Ishares Tr International Sl (ISCF) 0.1 $498k 12k 41.79
Exxon Mobil Corporation (XOM) 0.1 $459k 2.7k 169.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $458k 955.00 479.20
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $446k 686.00 650.34
T. Rowe Price (TROW) 0.1 $433k 4.8k 90.14
Vanguard World Health Car Etf (VHT) 0.1 $417k 1.5k 272.30
Illinois Tool Works (ITW) 0.1 $401k 1.5k 260.29
Apple (AAPL) 0.1 $390k 1.5k 253.79
Ishares Esg Awr Msci Em (ESGE) 0.1 $378k 8.3k 45.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $369k 2.5k 148.12
Goldman Sachs (GS) 0.1 $326k 385.00 845.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $317k 1.2k 257.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $311k 520.00 597.55
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $304k 6.1k 49.69
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $291k 8.1k 35.94
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $254k 3.7k 68.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $251k 1.8k 141.42
Ishares Tr Esg Aware Msci (ESML) 0.0 $246k 5.2k 47.02
At&t (T) 0.0 $242k 8.3k 28.99
NVIDIA Corporation (NVDA) 0.0 $238k 1.4k 174.40
McDonald's Corporation (MCD) 0.0 $233k 748.00 310.79
Spdr Series Trust State Street Spd (SPYM) 0.0 $228k 3.0k 76.54
Wal-Mart Stores (WMT) 0.0 $218k 1.8k 124.28
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $217k 2.3k 95.44