Moller Financial Services Top Holdings and 13F Report (2024) → Have You Seen Elon’s New A.I. Device? (Picture Inside) (From InvestorPlace) (Ad) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $369.14 million in total holdings as of March 31, 2024.Moller Financial Services owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.03% of the portfolio was purchased this quarter.About 4.75% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 50 new stocks and bought additional shares in 18 stocks.Moller Financial Services sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings FlexShares Global Upstream Natural Resources Index Fund $38,346,203Schwab Fundamental U.S. Small Company Index ETF $30,080,882Vanguard Short-Term Inflation-Protected Securities ETF $26,745,581Vanguard Small-Cap Index Fund ETF Shares $26,263,708Vanguard Large-Cap ETF $23,723,053 Largest New Holdings this Quarter Dimensional Core Fixed Income ETF $13,326,540 HoldingCorteva $224,913 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 317,677 shares (about $13.33M)iShares Core S&P Mid-Cap ETF 53,299 shares (about $3.24M)FlexShares Global Upstream Natural Resources Index Fund 70,639 shares (about $2.90M)Vanguard Short-Term Inflation-Protected Securities ETF 18,176 shares (about $870.45K)Vanguard Tax-Exempt Bond ETF 6,179 shares (about $312.66K) Largest Sales this Quarter Vanguard Large-Cap ETF 4,244 shares (about $1.02M)iShares Core S&P 500 ETF 1,819 shares (about $956.29K)Schwab Fundamental U.S. Large Company Index ETF 9,877 shares (about $665.61K)Vanguard Short-Term Bond ETF 5,503 shares (about $421.92K)WisdomTree U.S. LargeCap Dividend Fund 3,815 shares (about $275.40K) 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$38,346,203$2,901,144 ▲8.2%933,67910.4%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$30,080,882$260,855 ▼-0.9%527,4578.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$26,745,581$870,449 ▲3.4%558,4797.2%ManufacturingVBVanguard Small-Cap Index Fund ETF Shares$26,263,708$110,181 ▼-0.4%114,8947.1%ETFVVVanguard Large-Cap ETF$23,723,053$1,017,541 ▼-4.1%98,9456.4%ETFIVViShares Core S&P 500 ETF$20,106,890$956,294 ▼-4.5%38,2465.4%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$17,829,189$665,612 ▼-3.6%264,5674.8%ETFVNQVanguard Real Estate ETF$16,992,236$112,424 ▲0.7%196,4874.6%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$14,965,700$274,837 ▲1.9%355,1424.1%ETFVTEBVanguard Tax-Exempt Bond ETF$14,243,748$312,657 ▲2.2%281,4973.9%ETFDFCFDimensional Core Fixed Income ETF$13,326,540$13,326,540 ▲New Holding317,6773.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$13,292,745$107,435 ▼-0.8%373,2873.6%ETFVEAVanguard FTSE Developed Markets ETF$12,044,550$158,487 ▼-1.3%240,0753.3%ETFVWOVanguard FTSE Emerging Markets ETF$10,304,170$282,115 ▲2.8%246,6882.8%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$9,303,102$138,745 ▲1.5%335,1262.5%ETFIWMiShares Russell 2000 ETF$9,127,506$93,164 ▼-1.0%43,4022.5%FinanceVPLVanguard FTSE Pacific ETF$7,772,792$114,653 ▼-1.5%102,2332.1%ETFVGKVanguard FTSE Europe ETF$7,641,856$76,161 ▼-1.0%113,4822.1%ETFMUBiShares National Muni Bond ETF$7,388,246$247,480 ▲3.5%68,6642.0%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$7,040,800$275,403 ▼-3.8%97,5321.9%FinanceDWMWisdomTree International Equity Fund$6,642,6370.0%121,2161.8%FinanceEFAiShares MSCI EAFE ETF$5,191,299$1,677 ▼0.0%65,0051.4%FinanceBSVVanguard Short-Term Bond ETF$4,078,100$421,917 ▼-9.4%53,1901.1%ETFIJHiShares Core S&P Mid-Cap ETF$4,046,731$3,237,373 ▲400.0%66,6241.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,636,019$19,746 ▲0.5%31,1201.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,096,926$37,456 ▲1.2%87,3110.8%ETFSCHASchwab US Small-Cap ETF$2,139,429$147,523 ▼-6.5%43,4490.6%ETFRWRSPDR Dow Jones REIT ETF$1,340,6120.0%14,2240.4%ETFPGProcter & Gamble$1,284,5330.0%7,9170.3%Consumer StaplesJPMJPMorgan Chase & Co.$1,116,8730.0%5,5760.3%FinanceICLNiShares Global Clean Energy ETF$1,093,583$53,865 ▲5.2%78,2250.3%ETFEESWisdomTree U.S. SmallCap Fund$926,7690.0%18,4910.3%FinanceTROWT. Rowe Price Group$877,8240.0%7,2000.2%FinanceJNJJohnson & Johnson$850,5880.0%5,3770.2%MedicalPBWInvesco WilderHill Clean Energy ETF$773,904$172,276 ▲28.6%33,5750.2%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$661,394$30,857 ▲4.9%36,4810.2%ETFGEGeneral Electric$637,7000.0%3,6330.2%TransportationPSXPhillips 66$419,4570.0%2,5680.1%Oils/EnergyAPDAir Products and Chemicals$418,158$66,382 ▼-13.7%1,7260.1%Basic MaterialsITWIllinois Tool Works$391,7620.0%1,4600.1%Industrial ProductsDESWisdomTree U.S. SmallCap Dividend Fund$371,833$14,837 ▼-3.8%11,3780.1%FinanceXOMExxon Mobil$309,3150.0%2,6610.1%Oils/EnergyDEMWisdomTree Emerging Markets High Dividend Fund$284,0940.0%6,7900.1%FinanceVHTVanguard Health Care ETF$280,008$812 ▲0.3%1,0350.1%ETFESGEiShares ESG Aware MSCI EM ETF$279,047$19,145 ▲7.4%8,6580.1%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$263,383$879 ▲0.3%3,2960.1%ManufacturingVOOVanguard S&P 500 ETF$258,6170.0%5380.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$252,090$3,665 ▲1.5%6,2600.1%ETFEPSWisdomTree U.S. LargeCap Fund$232,3480.0%4,1940.1%FinanceCTVACorteva$224,913$224,913 ▲New Holding3,9000.1%Consumer StaplesSJMJ. M. Smucker$223,7970.0%1,7780.1%Consumer StaplesBNDVanguard Total Bond Market Index Fund$0$13,046,094 ▼-100.0%00.0%ETFShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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