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Home > Institutional Investor > Moller Financial Services > Profile

Instuitional Investor - Moller Financial Services

Fund Profile
Filing Period:
Fund Name: Moller Financial Services
Portfolio Value $479,501,744
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flexshares Trust
 1,103,642 $48,317,444 10.08%
2.
Schwab Strategic Trust
 FNDF 1,234,398 $38,463,834 8.02%
3.
Vanguard Malvern Fds
 702,581 $35,571,660 7.42%
4.
Vanguard Index Fds - SMALL CP ETF
 132,769 $33,760,419 7.04%
5.
Ishares Trust
 IEF 39,224 $26,252,853 5.48%
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)

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