Moller Financial Services Top Holdings and 13F Report (2025) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $380.18 million in total holdings as of December 31, 2024.Moller Financial Services owns shares of 64 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 9.33% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 65 new stocks and bought additional shares in 21 stocks.Moller Financial Services sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings FlexShares Global Upstream Natural Resources Index Fund $37,251,527Schwab Fundamental U.S. Small Company Index ETF $29,709,390Vanguard Short-Term Inflation-Protected Securities ETF $29,206,833Vanguard Small-Cap ETF $25,659,679Vanguard Large-Cap ETF $23,803,452 Largest New Holdings this Quarter Vanguard Mid-Cap Growth ETF $477,124 HoldingiShares Core Dividend Growth ETF $273,323 HoldingiShares Expanded Tech-Software Sector ETF $270,324 HoldingThe Goldman Sachs Group $206,716 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 471,685 shares (about $14.01M)Schwab Fundamental U.S. Large Company Index ETF 502,033 shares (about $11.89M)FlexShares Global Upstream Natural Resources Index Fund 68,867 shares (about $2.50M)Vanguard Tax-Exempt Bond ETF 24,208 shares (about $1.21M)Vanguard Short-Term Inflation-Protected Securities ETF 20,513 shares (about $993.24K) Largest Sales this Quarter Vanguard Small-Cap ETF 6,610 shares (about $1.59M)iShares Core S&P 500 ETF 2,101 shares (about $1.24M)Vanguard Large-Cap ETF 4,050 shares (about $1.09M)JPMorgan Chase & Co. 2,139 shares (about $512.74K)iShares Russell 2000 ETF 1,173 shares (about $259.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoller Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGUNRFlexShares Global Upstream Natural Resources Index Fund$37,251,527$2,504,005 ▲7.2%1,024,5199.8%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$29,709,390$14,009,047 ▲89.2%1,000,3167.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$29,206,833$993,239 ▲3.5%603,1987.7%ManufacturingVBVanguard Small-Cap ETF$25,659,679$1,588,247 ▼-5.8%106,7916.7%ETFVVVanguard Large-Cap ETF$23,803,452$1,092,285 ▼-4.4%88,2596.3%ETFIVViShares Core S&P 500 ETF$22,635,104$1,236,804 ▼-5.2%38,4516.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$18,151,070$11,888,138 ▲189.8%766,5154.8%ETFVNQVanguard Real Estate ETF$17,105,731$88,011 ▼-0.5%192,0274.5%ETFVTEBVanguard Tax-Exempt Bond ETF$16,820,927$1,213,547 ▲7.8%335,5464.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$14,657,929$21,718 ▼-0.1%370,5243.9%ETFDFCFDimensional Core Fixed Income ETF$14,160,057$318,068 ▲2.3%343,1083.7%ETFFNDFSchwab Fundamental International Large Company Index ETF$12,945,735$301,149 ▲2.4%389,8143.4%ETFVEAVanguard FTSE Developed Markets ETF$11,913,315$306,527 ▲2.6%249,1283.1%ETFVWOVanguard FTSE Emerging Markets ETF$10,570,704$183,779 ▼-1.7%240,0252.8%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$9,536,211$145,047 ▼-1.5%328,2692.5%ETFIWMiShares Russell 2000 ETF$8,771,739$259,188 ▼-2.9%39,6982.3%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$7,359,413$104,005 ▼-1.4%94,6061.9%FinanceMUBiShares National Muni Bond ETF$7,316,1490.0%68,6641.9%ETFVPLVanguard FTSE Pacific ETF$7,231,843$61,165 ▼-0.8%101,8001.9%ETFVGKVanguard FTSE Europe ETF$7,120,929$16,185 ▼-0.2%112,1941.9%ETFDWMWisdomTree International Equity Fund$6,169,4780.0%117,0791.6%FinanceEFAiShares MSCI EAFE ETF$4,766,2280.0%63,0371.3%FinanceBSVVanguard Short-Term Bond ETF$3,986,594$117,528 ▼-2.9%51,5931.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,978,731$172,598 ▼-4.2%63,8541.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,651,943$43,961 ▲1.2%31,9001.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,045,845$23,864 ▲0.8%89,2160.8%ETFSCHASchwab US Small-Cap ETF$1,968,360$867,888 ▲78.9%76,1160.5%ETFXLGInvesco S&P 500 Top 50 ETF$1,921,314$418,266 ▲27.8%38,4570.5%ETFRWRSPDR Dow Jones REIT ETF$1,404,2070.0%14,2040.4%ETFVYMVanguard High Dividend Yield ETF$1,339,163$504,355 ▲60.4%10,4960.4%ETFPGProcter & Gamble$1,327,2850.0%7,9170.3%Consumer StaplesICLNiShares Global Clean Energy ETF$1,118,980$106,664 ▲10.5%98,3290.3%ETFEESWisdomTree U.S. SmallCap Fund$994,7610.0%18,4420.3%FinancePHBInvesco Fundamental High Yield Corporate Bond ETF$961,357$260,860 ▲37.2%53,1720.3%ETFJPMJPMorgan Chase & Co.$823,883$512,740 ▼-38.4%3,4370.2%FinanceTROWT. Rowe Price Group$814,2480.0%7,2000.2%FinanceJNJJohnson & Johnson$777,6220.0%5,3770.2%MedicalPBWInvesco WilderHill Clean Energy ETF$680,000$51,966 ▼-7.1%33,9830.2%ETFGEGeneral Electric$605,9480.0%3,6330.2%TransportationFLTRVanEck Floating Rate ETF$521,821$318,223 ▲156.3%20,5040.1%ETFXLIIndustrial Select Sector SPDR Fund$485,846$107,790 ▲28.5%3,6870.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$480,147$55,653 ▲13.1%5,2800.1%ETFVOTVanguard Mid-Cap Growth ETF$477,124$477,124 ▲New Holding1,8800.1%ETFBRK.BBerkshire Hathaway$397,5270.0%8770.1%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$389,6000.0%20,0000.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$341,1070.0%4,4800.1%ManufacturingVHTVanguard Health Care ETF$314,630$18,523 ▲6.3%1,2400.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$312,104$41,289 ▼-11.7%9,0860.1%FinanceGE VERNOVA INC$298,6680.0%9080.1%COMESGEiShares ESG Aware MSCI EM ETF$289,959$1,169 ▲0.4%8,6840.1%ManufacturingVOOVanguard S&P 500 ETF$289,8800.0%5380.1%ETFXOMExxon Mobil$286,2440.0%2,6610.1%Oils/EnergyESGUiShares ESG Aware MSCI USA ETF$280,055$7,858 ▼-2.7%2,1740.1%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$278,665$715 ▼-0.3%6,6270.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$274,9270.0%6,7900.1%FinancePSXPhillips 66$274,3430.0%2,4080.1%Oils/EnergyDGROiShares Core Dividend Growth ETF$273,323$273,323 ▲New Holding4,4560.1%ETFIGViShares Expanded Tech-Software Sector ETF$270,324$270,324 ▲New Holding2,7000.1%ETFVTIVanguard Total Stock Market ETF$247,151$1,159 ▲0.5%8530.1%ETFSMHVanEck Semiconductor ETF$242,170$115,031 ▼-32.2%1,0000.1%ManufacturingSPYSPDR S&P 500 ETF Trust$233,8460.0%3990.1%FinanceEPSWisdomTree U.S. LargeCap Fund$228,2010.0%3,7300.1%FinanceCTVACorteva$222,1440.0%3,9000.1%Consumer StaplesGSThe Goldman Sachs Group$206,716$206,716 ▲New Holding3610.1%FinanceXLUUtilities Select Sector SPDR Fund$0$666,875 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$504,030 ▼-100.0%00.0%ETFITWIllinois Tool Works$0$382,622 ▼-100.0%00.0%Industrial ProductsAPDAir Products and Chemicals$0$267,073 ▼-100.0%00.0%Basic MaterialsSJMJ. M. Smucker$0$215,316 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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