Moller Financial Services Reduced Holdings in Q3 2025

Moller Financial Services

  • $479 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.18K
- 6.45%
$78.11 - $79.07 $248K - $251K
46.1K $3.64M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.27K
- 8.14%
$87.29 - $93.61 $460K - $493K
59.4K $5.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.25K
- 20.79%
$132.9 - $142.03 $166K - $178K
4.76K $671K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.36K
- 27.85%
$64.12 - $68.08 $87.1K - $92.5K
3.52K $238K
PG
Procter & Gamble CO

Consumer Defensive
-83
- 1.02%
$150.47 - $161.22 $12.5K - $13.4K
8.04K $1.24M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-977
- 14.34%
$50.47 - $50.74 $49.3K - $49.6K
5.84K $296K
RWR
Spdr Dow Jones Reit ETF

ETFs
-973
- 6.91%
$95.17 - $101.62 $92.6K - $98.9K
13.1K $1.33M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-526
- 7.92%
$45.07 - $47.56 $23.7K - $25K
6.11K $281K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-981
- 10.8%
$31.31 - $34.54 $30.7K - $33.9K
8.11K $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 2.43%
$459.11 - $506.91 $10.6K - $11.7K
922 $463K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-131
- 1.52%
$39.06 - $43.42 $5.12K - $5.69K
8.5K $368K
DWM
Wisdomtree Tr

ETFs
-3.71K
- 3.47%
$62.79 - $66.96 $233K - $248K
103K $6.83M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.03K
- 6.99%
$25.29 - $28.33 $127K - $143K
67K $1.87M
AAPL
Apple Inc.

Technology
-1
- 0.07%
$202.38 - $256.87 $202 - $257
1.43K $362K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-3.71K
- 3.99%
$82.42 - $87.03 $305K - $323K
89.1K $7.75M
ICLN
Ishares

ETFs
-2.13K
- 2.52%
$13.22 - $15.48 $28.1K - $32.9K
82.2K $1.27M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-5.73K
- 15.19%
$20.09 - $29.42 $115K - $168K
32K $923K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-411
- 1.12%
$51.78 - $57.89 $21.3K - $23.8K
36.3K $2.09M
JNJ
Johnson & Johnson

Healthcare
-5
- 0.09%
$155.17 - $185.42 $776 - $927
5.46K $1.01M
FNDC
Schwab Fundamental Intl Small

ETFs
-1.9K
- 1.74%
$41.81 - $45.21 $79.2K - $85.7K
107K $4.76M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-837
- 2.14%
$133.48 - $144.38 $112K - $121K
38.3K $5.45M
VV
Vanguard Large Cap ETF

ETFs
-4.43K
- 5.26%
$285.05 - $309.14 $1.26M - $1.37M
79.9K $24.6M
IWM
Ishares Russell 2000 ETF

ETFs
-2.03K
- 5.14%
$214.92 - $244.84 $436K - $497K
37.4K $9.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.66K
- 3.21%
$49.43 - $54.52 $428K - $472K
261K $14.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-9.39K
- 2.5%
$33.13 - $36.31 $311K - $341K
366K $13.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.66K
- 0.65%
$39.84 - $43.15 $106K - $115K
403K $17.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.22K
- 3.03%
$620.67 - $670.08 $760K - $820K
39.2K $26.3M
VB
Vanguard Small Cap ETF

ETFs
-2.57K
- 1.9%
$237.58 - $259.17 $612K - $667K
133K $33.8M
FNDA
Schwab Fundamental U S Small C

ETFs
-48.7K
- 3.8%
$28.75 - $31.93 $1.4M - $1.56M
1.23M $38.5M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-13.7K
- 1.22%
$40.15 - $43.86 $548K - $599K
1.1M $48.3M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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