Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Moller Financial Services > Profile

Instuitional Investor - Moller Financial Services

Fund Profile
Filing Period:
Fund Name: Moller Financial Services
Portfolio Value $477,528,075
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flexshares Trust
 1,076,286 $49,347,710 10.33%
2.
Schwab Strategic Trust
 FNDF 1,217,660 $38,368,465 8.03%
3.
Vanguard Malvern Fds
 709,958 $35,114,520 7.35%
4.
Vanguard Index Fds - SMALL CP ETF
 132,483 $34,173,930 7.16%
5.
Schwab Strategic Trust
 FNDF 926,581 $25,212,266 5.28%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.