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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 $552,823,518
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flexshares Trust
 GUNR 1,048,389 $51,664,606 9.35%
2.
Schwab Strategic Trust
 SCHD 1,229,114 $46,780,061 8.46%
3.
Vanguard Malvern Fds
 807,517 $40,561,560 7.34%
4.
Vanguard Index Fds - SMALL CP ETF
 132,140 $40,054,379 7.25%
5.
Ishares Trust
 IEF 40,463 $30,302,314 5.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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