Moller Financial Services Top Holdings and 13F Report (2025) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $452.89 million in total holdings as of June 30, 2025.Moller Financial Services owns shares of 69 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 66 new stocks and bought additional shares in 36 stocks.Moller Financial Services sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings FlexShares Morningstar Global Upstream Natural Resources Index Fund $44,814,977Schwab Fundamental U.S. Small Company ETF $36,761,349Vanguard Short-Term Inflation-Protected Securities ETF $34,107,088Vanguard Small-Cap ETF $32,073,557iShares Core S&P 500 ETF $25,114,285 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $345,232 Holding038222105 - Applied Materials $300,967 Holding037833100 - Apple $292,572 Holding38141G104 - The Goldman Sachs Group $268,237 Holding594918104 - Microsoft $243,542 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company ETF 168,858 shares (about $4.84M)Vanguard Small-Cap ETF 19,400 shares (about $4.60M)Vanguard Short-Term Inflation-Protected Securities ETF 38,791 shares (about $1.95M)FlexShares Morningstar Global Upstream Natural Resources Index Fund 44,675 shares (about $1.79M)SPDR Portfolio High Yield Bond ETF 70,839 shares (about $1.69M) Largest Sales this Quarter Vanguard High Dividend Yield ETF 4,676 shares (about $623.38K)WisdomTree International Equity Fund 5,825 shares (about $370.24K)Vanguard Large-Cap ETF 1,196 shares (about $341.22K)SPDR S&P 500 ETF Trust 467 shares (about $288.54K)Vanguard Tax-Exempt Bond ETF 4,886 shares (about $239.56K) 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 Morningstar Global Upstream Natural Resources Index Fund$44,814,977$1,791,914 ▲4.2%1,117,3029.9%ETFFNDASchwab Fundamental U.S. Small Company ETF$36,761,349$4,837,780 ▲15.2%1,283,1198.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$34,107,088$1,950,024 ▲6.1%678,4787.5%ManufacturingVBVanguard Small-Cap ETF$32,073,557$4,597,408 ▲16.7%135,3437.1%ETFIVViShares Core S&P 500 ETF$25,114,285$572,473 ▲2.3%40,4485.5%ETFVVVanguard Large-Cap ETF$24,057,923$341,219 ▼-1.4%84,3255.3%ETFFNDXSchwab Fundamental U.S. Large Company ETF$21,445,545$1,535,271 ▲7.7%873,9024.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$19,574,996$938,415 ▲5.0%424,1604.3%ETFVNQVanguard Real Estate ETF$19,267,321$1,029,622 ▲5.6%216,3414.3%ETFVTEBVanguard Tax-Exempt Bond ETF$17,691,609$239,561 ▼-1.3%360,8323.9%ETFDFCFDimensional Core Fixed Income ETF$17,479,002$1,584,709 ▲10.0%413,6063.9%ETFFNDFSchwab Fundamental International Equity ETF$16,233,690$273,897 ▲1.7%405,6393.6%ETFVEAVanguard FTSE Developed Markets ETF$14,874,938$420,050 ▲2.9%260,9183.3%ETFVWOVanguard FTSE Emerging Markets ETF$13,350,766$501,276 ▲3.9%269,9312.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$12,407,589$510,334 ▲4.3%375,8742.7%ETFVGKVanguard FTSE Europe ETF$11,221,928$1,069,113 ▲10.5%144,7992.5%ETFVPLVanguard FTSE Pacific ETF$11,091,105$779,889 ▲7.6%134,9612.4%ETFIWMiShares Russell 2000 ETF$8,517,654$29,779 ▼-0.3%39,4721.9%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$7,622,977$45,259 ▼-0.6%92,8051.7%FinanceMUBiShares National Muni Bond ETF$7,491,112$432,025 ▲6.1%71,6991.7%ETFDWMWisdomTree International Equity Fund$6,795,454$370,237 ▼-5.2%106,9141.5%FinanceEFAiShares MSCI EAFE ETF$5,780,248$185,574 ▲3.3%64,6631.3%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,254,543$375,085 ▲7.7%39,0991.2%ETFFNDCSchwab Fundamental International Small Equity ETF$4,573,631$285,941 ▲6.7%108,7661.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,168,043$207,828 ▲5.2%67,2050.9%ETFBSVVanguard Short-Term Bond ETF$3,875,959$104,828 ▲2.8%49,2500.9%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,288,730$1,685,970 ▲279.7%96,1650.5%ETFXLGInvesco S&P 500 Top 50 ETF$1,913,254$92,112 ▼-4.6%36,7230.4%ETFSCHASchwab US Small-Cap ETF$1,823,320$77,064 ▼-4.1%72,0680.4%ETFJPMJPMorgan Chase & Co.$1,679,327$53,050 ▼-3.1%5,7930.4%FinanceRWRSPDR Dow Jones REIT ETF$1,357,682$11,187 ▼-0.8%14,0780.3%ETFPGProcter & Gamble$1,294,794$39,033 ▼-2.9%8,1270.3%Consumer StaplesICLNiShares Global Clean Energy ETF$1,104,917$43,893 ▲4.1%84,2800.2%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$957,715$351 ▲0.0%51,8810.2%ETFVOTVanguard Mid-Cap Growth ETF$948,851$19,910 ▼-2.1%3,3360.2%ETFGEGE Aerospace$944,879$9,781 ▲1.0%3,6710.2%AerospaceEESWisdomTree U.S. SmallCap Fund$939,8040.0%18,4420.2%FinanceJNJJohnson & Johnson$834,168$12,831 ▲1.6%5,4610.2%MedicalVYMVanguard High Dividend Yield ETF$801,625$623,382 ▼-43.7%6,0130.2%ETFPBWInvesco WilderHill Clean Energy ETF$751,163$89,022 ▲13.4%37,7090.2%ETFTROWT. Rowe Price Group$695,283$483 ▲0.1%7,2050.2%FinanceESGDiShares ESG Aware MSCI EAFE ETF$511,231$178 ▼0.0%5,7300.1%ManufacturingGE VERNOVA INC$483,643$3,175 ▲0.7%9140.1%COMBRK.BBerkshire Hathaway$459,053$33,032 ▲7.8%9450.1%FinanceSPYSPDR S&P 500 ETF Trust$422,609$288,536 ▼-40.6%6840.1%FinanceEWGiShares MSCI Germany ETF$421,603$6,981 ▲1.7%9,9650.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$393,0000.0%20,0000.1%ETFITWIllinois Tool Works$376,067$15,082 ▲4.2%1,5210.1%IndustrialsJPSTJPMorgan Ultra-Short Income ETF$345,232$345,232 ▲New Holding6,8120.1%ETFESGEiShares ESG Aware MSCI EM ETF$337,880$35,018 ▼-9.4%8,6260.1%ManufacturingDGROiShares Core Dividend Growth ETF$311,973$26,408 ▲9.2%4,8790.1%ETFVHTVanguard Health Care ETF$310,053$1,241 ▲0.4%1,2490.1%ETFVOOVanguard S&P 500 ETF$305,6000.0%5380.1%ETFAMATApplied Materials$300,967$300,967 ▲New Holding1,6440.1%Computer and TechnologyDEMWisdomTree Emerging Markets High Dividend Fund$300,680$1,993 ▼-0.7%6,6390.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$296,584$4,670 ▼-1.6%7,1760.1%ETFAAPLApple$292,572$292,572 ▲New Holding1,4260.1%Computer and TechnologyXOMExxon Mobil$289,874$19,835 ▲7.3%2,6890.1%EnergyDESWisdomTree U.S. SmallCap Dividend Fund$288,5710.0%9,0860.1%FinanceVTIVanguard Total Stock Market ETF$285,8760.0%9410.1%ETFESGUiShares ESG Aware MSCI USA ETF$284,536$7,171 ▼-2.5%2,1030.1%ManufacturingGSThe Goldman Sachs Group$268,237$268,237 ▲New Holding3790.1%FinanceTAT&T$253,283$1,302 ▲0.5%8,7520.1%Computer and TechnologyCTVACorteva$246,694$43,973 ▼-15.1%3,3100.1%Consumer StaplesMSFTMicrosoft$243,542$243,542 ▲New Holding4900.1%Computer and TechnologyEPSWisdomTree U.S. LargeCap Fund$238,7570.0%3,7300.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$216,907$216,907 ▲New Holding2,9840.0%ETFQQQInvesco QQQ$212,000$212,000 ▲New Holding3840.0%FinancePSXPhillips 66$208,536$41,516 ▼-16.6%1,7480.0%EnergyFLTRVanEck IG Floating Rate ETF$0$783,287 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$273,118 ▼-100.0%00.0%ETFIGViShares Expanded Tech-Software Sector ETF$0$240,273 ▼-100.0%00.0%ETFSJMJ. M. Smucker$0$210,533 ▼-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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