Moller Financial Services has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $369 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr Morningstar Glob with a value of $38.3M, Schwab Fundamental U S Small C with a value of $30.1M, Vanguard Sht Trm Inflt Prot Fd with a value of $26.7M, Vanguard Small Cap ETF with a value of $26.3M, and Vanguard Large Cap ETF with a value of $23.7M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $355M to 369M.

Below you can find more details about Moller Financial Services portfolio as well as his latest detailed transactions.

Portfolio value $369 Million
ETFs: $362 Million
Financial Services: $1.99 Million
Consumer Defensive: $1.51 Million
Industrials: $1.03 Million
Healthcare: $850,000
Energy: $728,000
Basic Materials: $642,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $369 Million
  • Prior Value $355 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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