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Moller Financial Services

Latest statistics and disclosures from Moller Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are GUNR, FNDA, VTIP, VB, VV, and represent 39.32% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$13M), IJH, GUNR, VTIP, VTEB, VWO, VNQI, MUB, CTVA, PBW.
Started 2 new stock positions in CTVA, DFCF.
Reduced shares in these 10 stocks: BND (-$13M), VV, IVV, FNDX, BSV, DLN, FNDA, VEA, SCHA, VPL.
Sold out of its position in BND.
Moller Wealth Partners was a net buyer of stock by $4.7M.
Moller Wealth Partners has $369M in assets under management (AUM), dropping by 4.05%.
Central Index Key (CIK): 0001475271

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Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 51 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr Mornstar Upstr (GUNR)	10.4	$38M	+8%	934k	41.07	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	8.1	$30M		528k	57.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.2	$27M	+3%	559k	47.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.1	$26M		115k	228.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.4	$24M	-4%	99k	239.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$20M	-4%	38k	525.73	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	4.8	$18M	-3%	265k	67.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.6	$17M		197k	86.48	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.1	$15M		355k	42.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.9	$14M	+2%	282k	50.60	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.6	$13M	NEW	318k	41.95	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	3.6	$13M		373k	35.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$12M		240k	50.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$10M	+2%	247k	41.77	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	2.5	$9.3M		335k	27.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$9.1M		43k	210.30	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.1	$7.8M		102k	76.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.1	$7.6M		114k	67.34	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$7.4M	+3%	69k	107.60	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.9	$7.0M	-3%	98k	72.19	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.8	$6.6M		121k	54.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$5.2M		65k	79.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$4.1M	-9%	53k	76.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$4.0M	+399%	67k	60.74	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$3.6M		31k	116.84	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.8	$3.1M		87k	35.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$2.1M	-6%	43k	49.24	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.4	$1.3M		14k	94.25	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		7.9k	162.25	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M		5.6k	200.30	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.1M	+5%	78k	13.98	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.3	$927k		19k	50.12	View chart
T. Rowe Price (TROW)	0.2	$878k		7.2k	121.92	View chart
Johnson & Johnson (JNJ)	0.2	$851k		5.4k	158.19	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$774k	+28%	34k	23.05	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$661k	+4%	37k	18.13	View chart
General Electric Com New (GE)	0.2	$638k		3.6k	175.53	View chart
Phillips 66 (PSX)	0.1	$420k		2.6k	163.34	View chart
Air Products & Chemicals (APD)	0.1	$418k	-13%	1.7k	242.27	View chart
Illinois Tool Works (ITW)	0.1	$392k		1.5k	268.33	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$372k	-3%	11k	32.68	View chart
Exxon Mobil Corporation (XOM)	0.1	$309k		2.7k	116.24	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$284k		6.8k	41.84	View chart
Vanguard World Health Car Etf (VHT)	0.1	$280k		1.0k	270.54	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$279k	+7%	8.7k	32.23	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$263k		3.3k	79.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$259k		538.00	480.70	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$252k		6.3k	40.27	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$232k		4.2k	55.40	View chart
Corteva (CTVA)	0.1	$225k	NEW	3.9k	57.67	View chart
Smucker J M Com New (SJM)	0.1	$224k		1.8k	125.87	View chart

Past Filings by Moller Wealth Partners

SEC 13F filings are viewable for Moller Wealth Partners going back to 2011

Moller Wealth Partners 2024 Q1 filed April 11, 2024
Moller Financial Services 2023 Q4 filed Jan. 10, 2024
Moller Financial Services 2023 Q3 filed Oct. 16, 2023
Moller Financial Services 2023 Q2 filed July 17, 2023
Moller Financial Services 2023 Q1 filed April 17, 2023
Moller Financial Services 2022 Q4 filed Jan. 18, 2023
Moller Financial Services 2022 Q3 filed Oct. 20, 2022
Moller Financial Services 2022 Q2 filed July 21, 2022
Moller Financial Services 2022 Q1 filed April 14, 2022
Moller Financial Services 2021 Q4 filed Jan. 20, 2022
Moller Financial Services 2021 Q3 filed Oct. 20, 2021
Moller Financial Services 2021 Q2 filed July 22, 2021
Moller Financial Services 2021 Q1 filed April 19, 2021
Moller Financial Services 2020 Q4 filed Jan. 11, 2021
Moller Financial Services 2020 Q3 filed Oct. 19, 2020
Moller Financial Services 2020 Q2 filed July 20, 2020

View all past filings

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