Moller Financial Services Top Holdings and 13F Report (2024) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $400.18 million in total holdings as of September 30, 2024.Moller Financial Services owns shares of 65 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.31% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 65 new stocks and bought additional shares in 20 stocks.Moller Financial Services sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings FlexShares Global Upstream Natural Resources Index Fund $39,420,651Schwab Fundamental U.S. Small Company Index ETF $31,490,536Vanguard Short-Term Inflation-Protected Securities ETF $28,732,222Vanguard Small-Cap ETF $26,899,797Vanguard Large-Cap ETF $24,304,037 Largest New Holdings this Quarter Utilities Select Sector SPDR Fund $666,875 HoldingVanguard Total Stock Market ETF $240,270 HoldingGE VERNOVA INC $231,522 HoldingJ. M. Smucker $215,316 Holding Largest Purchases this Quarter FlexShares Global Upstream Natural Resources Index Fund 22,112 shares (about $912.12K)Vanguard Tax-Exempt Bond ETF 15,591 shares (about $797.01K)Utilities Select Sector SPDR Fund 8,255 shares (about $666.88K)Vanguard Short-Term Inflation-Protected Securities ETF 12,326 shares (about $607.80K)Vanguard High Dividend Yield ETF 2,818 shares (about $361.26K) Largest Sales this Quarter Vanguard Real Estate ETF 7,004 shares (about $682.33K)Vanguard Small-Cap ETF 1,811 shares (about $429.59K)Vanguard Large-Cap ETF 1,623 shares (about $427.32K)iShares Russell 2000 ETF 1,751 shares (about $386.78K)Schwab Fundamental U.S. Small Company Index ETF 3,379 shares (about $201.29K) 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$39,420,651$912,120 ▲2.4%955,6529.9%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$31,490,536$201,287 ▼-0.6%528,6317.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$28,732,222$607,796 ▲2.2%582,6857.2%ManufacturingVBVanguard Small-Cap ETF$26,899,797$429,586 ▼-1.6%113,4016.7%ETFVVVanguard Large-Cap ETF$24,304,037$427,320 ▼-1.7%92,3096.1%ETFIVViShares Core S&P 500 ETF$23,391,342$140,168 ▼-0.6%40,5525.8%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$18,979,246$2,942 ▼0.0%264,4824.7%ETFVNQVanguard Real Estate ETF$18,803,524$682,330 ▼-3.5%193,0154.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$17,407,052$95,040 ▼-0.5%371,0734.3%ETFVTEBVanguard Tax-Exempt Bond ETF$15,915,599$797,012 ▲5.3%311,3384.0%ETFDFCFDimensional Core Fixed Income ETF$14,485,984$348,889 ▲2.5%335,4013.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$14,228,472$228,405 ▲1.6%380,7463.6%ETFVEAVanguard FTSE Developed Markets ETF$12,817,955$82,331 ▲0.6%242,7183.2%ETFVWOVanguard FTSE Emerging Markets ETF$11,684,869$71,153 ▼-0.6%244,1982.9%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$10,754,368$15,490 ▲0.1%333,2622.7%ETFIWMiShares Russell 2000 ETF$9,028,064$386,781 ▼-4.1%40,8712.3%FinanceVPLVanguard FTSE Pacific ETF$8,047,608$39,822 ▲0.5%102,6612.0%ETFVGKVanguard FTSE Europe ETF$7,995,147$37,541 ▲0.5%112,4492.0%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$7,537,282$21,604 ▼-0.3%95,9431.9%FinanceMUBiShares National Muni Bond ETF$7,458,9700.0%68,6641.9%ETFDWMWisdomTree International Equity Fund$6,738,681$193,333 ▼-2.8%117,0791.7%FinanceEFAiShares MSCI EAFE ETF$5,271,7840.0%63,0371.3%FinanceBSVVanguard Short-Term Bond ETF$4,179,544$6,138 ▼-0.1%53,1141.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,151,9960.0%66,6241.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,969,782$21,035 ▲0.5%31,5161.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,376,917$19,647 ▲0.6%88,5170.8%ETFSCHASchwab US Small-Cap ETF$2,191,583$13,133 ▼-0.6%42,5550.5%ETFRWRSPDR Dow Jones REIT ETF$1,515,993$2,135 ▼-0.1%14,2040.4%ETFXLGInvesco S&P 500 Top 50 ETF$1,429,918$141,780 ▼-9.0%30,0850.4%ETFPGProcter & Gamble$1,371,2240.0%7,9170.3%Consumer StaplesICLNiShares Global Clean Energy ETF$1,306,769$151,910 ▲13.2%88,9560.3%ETFJPMJPMorgan Chase & Co.$1,175,7550.0%5,5760.3%FinanceEESWisdomTree U.S. SmallCap Fund$972,816$2,585 ▼-0.3%18,4420.2%FinanceJNJJohnson & Johnson$871,3970.0%5,3770.2%MedicalVYMVanguard High Dividend Yield ETF$838,787$361,257 ▲75.7%6,5430.2%ETFTROWT. Rowe Price Group$784,2960.0%7,2000.2%FinancePBWInvesco WilderHill Clean Energy ETF$732,697$50,476 ▲7.4%36,5800.2%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$718,321$13,349 ▲1.9%38,7440.2%ETFGEGeneral Electric$685,1110.0%3,6330.2%TransportationXLUUtilities Select Sector SPDR Fund$666,875$666,875 ▲New Holding8,2550.2%ETFXLVHealth Care Select Sector SPDR Fund$504,030$16,478 ▼-3.2%3,2730.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$429,154$28,592 ▲7.1%4,6680.1%ETFBRK.BBerkshire Hathaway$403,6480.0%8770.1%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$394,4000.0%20,0000.1%ETFXLIIndustrial Select Sector SPDR Fund$388,580$1,219 ▲0.3%2,8690.1%ETFITWIllinois Tool Works$382,6220.0%1,4600.1%Industrial ProductsESGDiShares ESG Aware MSCI EAFE ETF$377,082$99,657 ▲35.9%4,4800.1%ManufacturingSMHVanEck Semiconductor ETF$362,0390.0%1,4750.1%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$354,833$37,594 ▼-9.6%10,2880.1%FinanceVHTVanguard Health Care ETF$329,293$1,129 ▲0.3%1,1670.1%ETFPSXPhillips 66$316,5320.0%2,4080.1%Oils/EnergyESGEiShares ESG Aware MSCI EM ETF$314,910$328 ▼-0.1%8,6490.1%ManufacturingXOMExxon Mobil$311,9220.0%2,6610.1%Oils/EnergyDEMWisdomTree Emerging Markets High Dividend Fund$298,8280.0%6,7900.1%FinanceVOOVanguard S&P 500 ETF$283,8860.0%5380.1%ETFESGUiShares ESG Aware MSCI USA ETF$282,012$67,506 ▲31.5%2,2350.1%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$277,852$1,087 ▼-0.4%6,6440.1%ETFAPDAir Products and Chemicals$267,0730.0%8970.1%Basic MaterialsVTIVanguard Total Stock Market ETF$240,270$240,270 ▲New Holding8490.1%ETFGE VERNOVA INC$231,522$231,522 ▲New Holding9080.1%COMCTVACorteva$229,2810.0%3,9000.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$228,9300.0%3990.1%FinanceEPSWisdomTree U.S. LargeCap Fund$223,9490.0%3,7300.1%FinanceSJMJ. M. Smucker$215,316$215,316 ▲New Holding1,7780.1%Consumer StaplesFLTRVanEck Floating Rate ETF$203,7600.0%8,0000.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$702,455 ▼-100.0%00.0%ETFDXJWisdomTree Japan Hedged Equity Fund$0$651,159 ▼-100.0%00.0%FinanceXLEEnergy Select Sector SPDR Fund$0$316,946 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$219,432 ▼-100.0%00.0%FinanceShowing 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. 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