HoldingsChannel.com
All Stocks Held By Moller Financial Services
As of  12/31/2022, we find all stocks held by Moller Financial Services to be as follows, presented in the table below with each row detailing each Moller Financial Services position, ordered by largest to smallest position size. The all-stocks-held-by-Moller Financial Services table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Moller Financial Services as of the latest filing.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
FLEXSHARES TR (GUNR) 767,103 -12,042 $33,346
     GUNR767,103-12,042$33,346
VANGUARD MALVERN FDS (VTIP) 504,451 +22,887 $23,563
     VTIP504,451+22,887$23,563
SCHWAB STRATEGIC TR 493,444 +29,139 $23,054
     FNDA493,444+29,139$23,054
VANGUARD INDEX FDS (VB) 108,526 +4,602 $19,919
     VB108,526+4,602$19,919
VANGUARD INDEX FDS (VV) 110,803 -986 $19,302
     VV110,803-986$19,302
VANGUARD INDEX FDS (VNQ) 187,200 +7,757 $15,440
     VNQ187,200+7,757$15,440
ISHARES TR (IVV) 40,008 +1,938 $15,372
     IVV40,008+1,938$15,372
SCHWAB STRATEGIC TR 254,541 +9,669 $13,603
     FNDX254,541+9,669$13,603
VANGUARD MUN BD FDS (VTEB) 267,005 -129,784 $13,214
     VTEB267,005-129,784$13,214
VANGUARD INTL EQUITY INDEX F (VNQI) 299,480 +51,460 $12,380
     VNQI299,480+51,460$12,380
VANGUARD BD INDEX FDS (BND) 160,333 +7,475 $11,518
     BND160,333+7,475$11,518
SCHWAB STRATEGIC TR 389,597 +44,268 $11,326
     FNDF389,597+44,268$11,326
VANGUARD TAX MANAGED FDS (VEA) 238,485 +5,864 $10,009
     VEA238,485+5,864$10,009
VANGUARD INTL EQUITY INDEX F (VWO) 221,833 +18,833 $8,647
     VWO221,833+18,833$8,647
ISHARES TR (MUB) 79,588 +65,852 $8,398
     MUB79,588+65,852$8,398
ISHARES TR (IWM) 45,000 -118 $7,846
     IWM45,000-118$7,846
SCHWAB STRATEGIC TR 303,553 +37,235 $7,522
     FNDE303,553+37,235$7,522
WISDOMTREE TR 107,203 +1,152 $6,641
     DLN107,203+1,152$6,641
WISDOMTREE TR 128,969 -21,835 $6,067
     DWM128,969-21,835$6,067
VANGUARD INTL EQUITY INDEX F (VPL) 93,052 +7,325 $5,988
     VPL93,052+7,325$5,988
VANGUARD BD INDEX FDS (BSV) 78,526 +2,769 $5,911
     BSV78,526+2,769$5,911
VANGUARD INTL EQUITY INDEX F (VGK) 106,241 +4,813 $5,890
     VGK106,241+4,813$5,890
ISHARES TR (EFA) 68,849 -1,355 $4,519
     EFA68,849-1,355$4,519
ISHARES TR (IJH) 13,925 -100 $3,368
     IJH13,925-100$3,368
VANGUARD INTL EQUITY INDEX F (VSS) 29,322 +2,605 $3,015
     VSS29,322+2,605$3,015
SCHWAB STRATEGIC TR 79,395 +6,551 $2,482
     FNDC79,395+6,551$2,482
SCHWAB STRATEGIC TR 53,800 -4,778 $2,179
     SCHA53,800-4,778$2,179
PROCTER AND GAMBLE CO 7,937 UNCH $1,203
     PG7,937UNCH$1,203
ISHARES TR (ICLN) 50,431 +10,172 $1,001
     ICLN50,431+10,172$1,001
JOHNSON & JOHNSON 5,377 UNCH $950
     JNJ5,377UNCH$950
SPDR SER TR (RWR) 10,021 UNCH $873
     RWR10,021UNCH$873
WISDOMTREE TR 18,535 UNCH $789
     EES18,535UNCH$789
PRICE T ROWE GROUP INC 7,200 UNCH $785
     TROW7,200UNCH$785
JPMORGAN CHASE & CO 5,576 UNCH $748
     JPM5,576UNCH$748
AIR PRODS & CHEMS INC 2,000 UNCH $617
     APD2,000UNCH$617
INVESCO EXCHANGE TRADED FD T (PBW) 12,968 -917 $497
     PBW12,968-917$497
ILLINOIS TOOL WKS INC 1,460 UNCH $322
     ITW1,460UNCH$322
ISHARES TR (LQD) 3,035 UNCH $320
     LQD3,035UNCH$320
GENERAL ELECTRIC CO 3,633 UNCH $304
     GE3,633UNCH$304
EXXON MOBIL CORP 2,661 -10 $294
     XOM2,661-10$294
INVESCO EXCH TRADED FD TR II (PHB) 16,990 +16,990 $291
     PHB16,990+16,990$291
SMUCKER J M CO 1,778 UNCH $282
     SJM1,778UNCH$282
PHILLIPS 66 2,568 UNCH $267
     PSX2,568UNCH$267
ISHARES INC (ESGE) 8,486 +98 $255
     ESGE8,486+98$255
VANGUARD WORLD FDS (VHT) 1,017 -56 $252
     VHT1,017-56$252
WISDOMTREE TR 6,889 -10,921 $246
     DEM6,889-10,921$246
CORTEVA INC 3,900 UNCH $229
     CTVA3,900UNCH$229
ISHARES TR (ESGD) 3,460 +3,460 $227
     ESGD3,460+3,460$227
CONOCOPHILLIPS 0 -1,957 $0 (exited)
     COP0-1,957$0

See Summary: Moller Financial Services Top Holdings
See Details: Top 10 Stocks Held By Moller Financial Services

EntityShares/Amount
Change
Position Value
Change
PHB +16,990+$291
ESGD +3,460+$227
EntityShares/Amount
Change
Position Value
Change
COP -1,957-$200
EntityShares/Amount
Change
Position Value
Change
MUB +65,852+$6,989
VNQI +51,460+$2,916
FNDF +44,268+$2,641
FNDE +37,235+$1,280
FNDA +29,139+$3,312
VTIP +22,887+$395
VWO +18,833+$1,240
ICLN +10,172+$232
FNDX +9,669+$1,908
VNQ +7,757+$1,054
EntityShares/Amount
Change
Position Value
Change
VTEB -129,784-$5,887
DWM -21,835+$12
GUNR -12,042+$4,058
DEM -10,921-$333
SCHA -4,778-$35
EFA -1,355+$587
VV -986+$1,018
PBW -917-$172
IWM -118+$405
Size ($ in 1000's)
At 12/31/2022: $311,271
At 09/30/2022: $277,609

Moller Financial Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moller Financial Services 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Moller Financial Services | www.HoldingsChannel.com

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