Moller Financial Services Top Holdings and 13F Report (2025) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $479.50 million in total holdings as of September 30, 2025.Moller Financial Services owns shares of 70 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 69 new stocks and bought additional shares in 20 stocks.Moller Financial Services sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings FlexShares Morningstar Global Upstream Natural Resources Index Fund $48,317,444Schwab Fundamental U.S. Small Company ETF $38,463,834Vanguard Short-Term Inflation-Protected Securities ETF $35,571,660Vanguard Small-Cap ETF $33,760,419iShares Core S&P 500 ETF $26,252,853 Largest New Holdings this Quarter 46434V266 - iShares International Small Cap Equity Factor ETF $641,550 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $582,045 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $267,314 Holding67066G104 - NVIDIA $223,336 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 64,831 shares (about $1.71M)Vanguard Short-Term Inflation-Protected Securities ETF 24,103 shares (about $1.22M)SPDR Portfolio High Yield Bond ETF 45,544 shares (about $1.09M)Dimensional Core Fixed Income ETF 23,923 shares (about $1.02M)Vanguard Global ex-U.S. Real Estate ETF 13,847 shares (about $661.06K) Largest Sales this Quarter Schwab Fundamental U.S. Small Company ETF 48,721 shares (about $1.52M)Vanguard Large-Cap ETF 4,434 shares (about $1.37M)iShares Core S&P 500 ETF 1,224 shares (about $819.23K)Vanguard Small-Cap ETF 2,574 shares (about $654.52K)FlexShares Morningstar Global Upstream Natural Resources Index Fund 13,660 shares (about $598.03K) 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$48,317,444$598,035 ▼-1.2%1,103,64210.1%ETFFNDASchwab Fundamental U.S. Small Company ETF$38,463,834$1,518,146 ▼-3.8%1,234,3988.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$35,571,660$1,220,334 ▲3.6%702,5817.4%ManufacturingVBVanguard Small-Cap ETF$33,760,419$654,515 ▼-1.9%132,7697.0%ETFIVViShares Core S&P 500 ETF$26,252,853$819,230 ▼-3.0%39,2245.5%ETFFNDXSchwab Fundamental U.S. Large Company ETF$24,688,680$1,705,055 ▲7.4%938,7335.1%ETFVVVanguard Large-Cap ETF$24,595,243$1,365,051 ▼-5.3%79,8915.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$20,910,467$661,056 ▲3.3%438,0074.4%ETFVNQVanguard Real Estate ETF$20,072,639$294,738 ▲1.5%219,5654.2%ETFDFCFDimensional Core Fixed Income ETF$18,708,753$1,022,948 ▲5.8%437,5293.9%ETFVTEBVanguard Tax-Exempt Bond ETF$18,410,575$343,730 ▲1.9%367,6973.8%ETFFNDFSchwab Fundamental International Equity ETF$17,312,212$114,059 ▼-0.7%402,9843.6%ETFVEAVanguard FTSE Developed Markets ETF$15,659,328$25,107 ▲0.2%261,3373.3%ETFVWOVanguard FTSE Emerging Markets ETF$14,155,708$469,144 ▼-3.2%261,2723.0%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$13,252,229$339,361 ▼-2.5%366,4892.8%ETFVPLVanguard FTSE Pacific ETF$11,865,361$10,365 ▲0.1%135,0792.5%ETFVGKVanguard FTSE Europe ETF$11,748,560$193,595 ▲1.7%147,2252.5%ETFIWMiShares Russell 2000 ETF$9,059,991$490,697 ▼-5.1%37,4441.9%FinanceMUBiShares National Muni Bond ETF$7,916,999$281,773 ▲3.7%74,3451.7%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$7,754,303$322,534 ▼-4.0%89,0991.6%FinanceDWMWisdomTree International Equity Fund$6,834,151$245,470 ▼-3.5%103,2071.4%FinanceEFAiShares MSCI EAFE ETF$5,546,015$491,595 ▼-8.1%59,3981.2%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,454,216$119,314 ▼-2.1%38,2621.1%ETFFNDCSchwab Fundamental International Small Equity ETF$4,756,850$84,347 ▼-1.7%106,8711.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,385,7860.0%67,2050.9%ETFBSVVanguard Short-Term Bond ETF$3,635,631$250,698 ▼-6.5%46,0730.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,392,508$1,090,322 ▲47.4%141,7090.7%ETFXLGInvesco S&P 500 Top 50 ETF$2,088,656$23,641 ▼-1.1%36,3120.4%ETFSCHASchwab US Small-Cap ETF$1,870,249$140,449 ▼-7.0%67,0340.4%ETFJPMJPMorgan Chase & Co.$1,827,3030.0%5,7930.4%FinanceRWRSPDR Dow Jones REIT ETF$1,314,300$97,582 ▼-6.9%13,1050.3%ETFICLNiShares Global Clean Energy ETF$1,271,735$32,926 ▼-2.5%82,1530.3%ETFPGProcter & Gamble$1,235,961$12,753 ▼-1.0%8,0440.3%Consumer StaplesGEGE Aerospace$1,104,3100.0%3,6710.2%AerospaceEESWisdomTree U.S. SmallCap Fund$1,030,3550.0%18,4420.2%FinanceJNJJohnson & Johnson$1,011,652$927 ▼-0.1%5,4560.2%MedicalPHBInvesco Fundamental High Yield Corporate Bond ETF$966,032$2,081 ▲0.2%51,9930.2%ETFVOTVanguard Mid-Cap Growth ETF$962,550$17,629 ▼-1.8%3,2760.2%ETFPBWInvesco WilderHill Clean Energy ETF$923,640$165,396 ▼-15.2%31,9820.2%ETFTROWT. Rowe Price Group$739,5210.0%7,2050.2%FinanceVYMVanguard High Dividend Yield ETF$671,387$176,199 ▼-20.8%4,7630.1%ETFISCFiShares International Small Cap Equity Factor ETF$641,550$641,550 ▲New Holding15,6000.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$582,045$582,045 ▲New Holding6,9200.1%ETFGE VERNOVA INC$562,0190.0%9140.1%COMESGDiShares ESG Aware MSCI EAFE ETF$532,7750.0%5,7300.1%ManufacturingBRK.BBerkshire Hathaway$463,526$11,563 ▼-2.4%9220.1%FinanceSPYSPDR S&P 500 ETF Trust$455,6670.0%6840.1%FinanceITWIllinois Tool Works$397,920$1,304 ▲0.3%1,5260.1%IndustrialsVHTVanguard Health Care ETF$377,498$53,224 ▲16.4%1,4540.1%ETFESGEiShares ESG Aware MSCI EM ETF$368,853$5,688 ▼-1.5%8,4950.1%ManufacturingAAPLApple$362,848$255 ▼-0.1%1,4250.1%Computer and TechnologyAMATApplied Materials$337,207$614 ▲0.2%1,6470.1%Computer and TechnologyVOOVanguard S&P 500 ETF$329,4600.0%5380.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$324,441$947 ▲0.3%7,1970.1%ETFVTIVanguard Total Stock Market ETF$309,436$656 ▲0.2%9430.1%ETFESGUiShares ESG Aware MSCI USA ETF$306,1970.0%2,1030.1%ManufacturingXOMExxon Mobil$303,636$451 ▲0.1%2,6930.1%EnergyGSThe Goldman Sachs Group$301,8170.0%3790.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$296,010$49,563 ▼-14.3%5,8350.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$281,137$24,191 ▼-7.9%6,1130.1%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$272,976$33,040 ▼-10.8%8,1050.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$267,314$267,314 ▲New Holding2,7710.1%ETFMSFTMicrosoft$257,754$4,141 ▲1.6%4980.1%Computer and TechnologyEPSWisdomTree U.S. LargeCap Fund$257,1460.0%3,7300.1%FinanceTAT&T$247,213$56 ▲0.0%8,7540.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$239,608$92,508 ▼-27.9%3,5200.0%ETFPSXPhillips 66$237,7630.0%1,7480.0%EnergySPLGSPDR Portfolio S&P 500 ETF$233,7670.0%2,9840.0%ETFQQQInvesco QQQ$230,7590.0%3840.0%FinanceNVDANVIDIA$223,336$223,336 ▲New Holding1,1970.0%Computer and TechnologyEWGiShares MSCI Germany ETF$0$421,603 ▼-100.0%00.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$0$393,000 ▼-100.0%00.0%ETFCTVACorteva$0$246,694 ▼-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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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