Moller Financial Services Top Holdings and 13F Report (2025) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $404.43 million in total holdings as of March 31, 2025.Moller Financial Services owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 0.80% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 64 new stocks and bought additional shares in 31 stocks.Moller Financial Services sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings FlexShares Global Upstream Natural Resources Index Fund $41,628,669Vanguard Short-Term Inflation-Protected Securities ETF $31,920,379Schwab Fundamental U.S. Small Company Index ETF $30,519,613Vanguard Small-Cap ETF $25,710,335iShares Core S&P 500 ETF $22,209,618 Largest New Holdings this Quarter 78468R606 - SPDR Portfolio High Yield Bond ETF $593,135 Holding464286806 - iShares MSCI Germany ETF $363,384 Holding452308109 - Illinois Tool Works $362,095 Holding46429B655 - iShares Floating Rate Bond ETF $273,118 Holding00206R102 - AT&T $246,234 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 113,945 shares (about $3.12M)Vanguard Small-Cap ETF 9,152 shares (about $2.03M)FlexShares Global Upstream Natural Resources Index Fund 48,108 shares (about $1.87M)Vanguard Short-Term Inflation-Protected Securities ETF 36,489 shares (about $1.82M)Vanguard FTSE Pacific ETF 23,671 shares (about $1.72M) Largest Sales this Quarter Vanguard Large-Cap ETF 2,738 shares (about $703.75K)Vanguard Short-Term Bond ETF 3,675 shares (about $287.68K)WisdomTree International Equity Fund 4,340 shares (about $252.39K)iShares Global Clean Energy ETF 17,397 shares (about $198.67K)iShares National Muni Bond ETF 1,100 shares (about $115.98K) 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$41,628,669$1,867,072 ▲4.7%1,072,62710.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$31,920,379$1,820,801 ▲6.0%639,6877.9%ManufacturingFNDASchwab Fundamental U.S. Small Company Index ETF$30,519,613$3,120,954 ▲11.4%1,114,2617.5%ETFVBVanguard Small-Cap ETF$25,710,335$2,029,454 ▲8.6%115,9436.4%ETFIVViShares Core S&P 500 ETF$22,209,618$604,041 ▲2.8%39,5265.5%ETFVVVanguard Large-Cap ETF$21,981,463$703,748 ▼-3.1%85,5215.4%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$19,155,732$1,058,318 ▲5.8%811,3404.7%ETFVNQVanguard Real Estate ETF$18,540,810$1,154,658 ▲6.6%204,7804.6%ETFVTEBVanguard Tax-Exempt Bond ETF$18,146,930$1,497,135 ▲9.0%365,7184.5%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$16,338,811$1,347,400 ▲9.0%403,8264.0%ETFDFCFDimensional Core Fixed Income ETF$15,819,065$1,387,938 ▲9.6%376,1073.9%ETFFNDFSchwab Fundamental International Large Company Index ETF$14,412,465$324,574 ▲2.3%398,7953.6%ETFVEAVanguard FTSE Developed Markets ETF$12,887,961$224,771 ▲1.8%253,5503.2%ETFVWOVanguard FTSE Emerging Markets ETF$11,758,375$894,836 ▲8.2%259,7962.9%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$11,100,748$990,066 ▲9.8%360,4142.7%ETFVGKVanguard FTSE Europe ETF$9,197,771$1,320,647 ▲16.8%131,0042.3%ETFVPLVanguard FTSE Pacific ETF$9,091,638$1,715,202 ▲23.3%125,4712.2%ETFIWMiShares Russell 2000 ETF$7,901,791$17,555 ▼-0.2%39,6102.0%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$7,409,674$99,213 ▼-1.3%93,3561.8%FinanceMUBiShares National Muni Bond ETF$7,123,948$115,984 ▼-1.6%67,5641.8%ETFDWMWisdomTree International Equity Fund$6,556,325$252,392 ▼-3.7%112,7391.6%FinanceEFAiShares MSCI EAFE ETF$5,115,236$36,779 ▼-0.7%62,5871.3%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,197,244$509,570 ▲13.8%36,3081.0%ETFBSVVanguard Short-Term Bond ETF$3,750,995$287,677 ▼-7.1%47,9180.9%ETFIJHiShares Core S&P Mid-Cap ETF$3,725,8700.0%63,8540.9%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,691,186$461,552 ▲14.3%101,9660.9%ETFXLGInvesco S&P 500 Top 50 ETF$1,771,375$1,565 ▲0.1%38,4910.4%ETFSCHASchwab US Small-Cap ETF$1,759,921$23,477 ▼-1.3%75,1140.4%ETFJPMJPMorgan Chase & Co.$1,465,913$622,817 ▲73.9%5,9760.4%FinancePGProcter & Gamble$1,426,756$77,541 ▲5.7%8,3720.4%Consumer StaplesRWRSPDR Dow Jones REIT ETF$1,406,909$991 ▼-0.1%14,1940.3%ETFVYMVanguard High Dividend Yield ETF$1,378,407$24,888 ▲1.8%10,6890.3%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$936,621$23,658 ▼-2.5%51,8620.2%ETFICLNiShares Global Clean Energy ETF$924,239$198,673 ▼-17.7%80,9320.2%ETFEESWisdomTree U.S. SmallCap Fund$900,7070.0%18,4420.2%FinanceJNJJohnson & Johnson$891,7220.0%5,3770.2%MedicalVOTVanguard Mid-Cap Growth ETF$833,352$373,369 ▲81.2%3,4060.2%ETFFLTRVanEck Floating Rate ETF$783,287$259,409 ▲49.5%30,6570.2%ETFGEGeneral Electric$727,1450.0%3,6330.2%TransportationTROWT. Rowe Price Group$661,4640.0%7,2000.2%FinanceSPYSPDR S&P 500 ETF Trust$643,858$420,661 ▲188.5%1,1510.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$593,135$593,135 ▲New Holding25,3260.1%ETFPBWInvesco WilderHill Clean Energy ETF$523,198$11,695 ▼-2.2%33,2400.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$468,247$102,276 ▲27.9%5,7320.1%ManufacturingBRK.BBerkshire Hathaway$467,0730.0%8770.1%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$391,8000.0%20,0000.1%ETFEWGiShares MSCI Germany ETF$363,384$363,384 ▲New Holding9,8000.1%ETFITWIllinois Tool Works$362,095$362,095 ▲New Holding1,4600.1%IndustrialsESGEiShares ESG Aware MSCI EM ETF$332,724$29,218 ▲9.6%9,5200.1%ManufacturingVHTVanguard Health Care ETF$329,368$1,059 ▲0.3%1,2440.1%ETFXOMExxon Mobil$297,920$18,553 ▼-5.9%2,5050.1%EnergyDESWisdomTree U.S. SmallCap Dividend Fund$290,3890.0%9,0860.1%FinanceDEMWisdomTree Emerging Markets High Dividend Fund$281,221$4,503 ▼-1.6%6,6830.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$279,970$25,427 ▲10.0%7,2890.1%ETFGE VERNOVA INC$277,1940.0%9080.1%COMVOOVanguard S&P 500 ETF$276,4840.0%5380.1%ETFDGROiShares Core Dividend Growth ETF$275,930$618 ▲0.2%4,4660.1%ETFFLOTiShares Floating Rate Bond ETF$273,118$273,118 ▲New Holding5,3500.1%ETFESGUiShares ESG Aware MSCI USA ETF$262,838$2,194 ▼-0.8%2,1560.1%ManufacturingPSXPhillips 66$258,814$38,526 ▼-13.0%2,0960.1%EnergyVTIVanguard Total Stock Market ETF$258,514$24,176 ▲10.3%9410.1%ETFTAT&T$246,234$246,234 ▲New Holding8,7070.1%Computer and TechnologyCTVACorteva$245,4270.0%3,9000.1%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$240,2730.0%2,7000.1%ETFEPSWisdomTree U.S. LargeCap Fund$221,1140.0%3,7300.1%FinanceSJMJ. M. Smucker$210,533$210,533 ▲New Holding1,7780.1%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$0$485,846 ▼-100.0%00.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$0$480,147 ▼-100.0%00.0%ETFSMHVanEck Semiconductor ETF$0$242,170 ▼-100.0%00.0%ManufacturingGSThe Goldman Sachs Group$0$206,716 ▼-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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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