Moller Financial Services Portfolio Holdings
Moller Financial Services
- $404 Million
- Q1 2025
Moller Financial Services has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $404 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr Morningstar Glob with a value of $41.5M, Vanguard Sht Trm Inflt Prot Fd with a value of $31.9M, Schwab Fundamental U S Small C with a value of $30.5M, Vanguard Small Cap ETF with a value of $25.7M, and Ishares Core S&P 500 ETF with a value of $22.1M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $380M to 404M.
Below you can find more details about Moller Financial Services portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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