Moller Financial Services Portfolio Holdings
Moller Financial Services
- $375 Million
- Q2 2024
Moller Financial Services has filed its 13F form on July 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $375 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr Morningstar Glob with a value of $37.5M, Schwab Fundamental U S Small C with a value of $29.2M, Vanguard Sht Trm Inflt Prot Fd with a value of $27.7M, Vanguard Small Cap ETF with a value of $25.1M, and Vanguard Large Cap ETF with a value of $23.4M.
Examining the 13F form we can see an increase of $5.69M in the current position value, from $369M to 375M.
Below you can find more details about Moller Financial Services portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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