Moller Financial Services Portfolio Holdings by Sector

Moller Financial Services

$452 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GUNR FNDA VTIP VB IVV VV FNDX VNQI 50 stocks	$431,255 95.33% of portfolio	30	15	3	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$11,091 2.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,679 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR VTI 2 stocks	$1,642 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ITW 2 stocks	$1,320 0.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,294 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$834 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$695 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$459 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$300 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$292 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$289 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$268 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$253 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$246 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$243 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$208 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts

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