News + Filings Holdings
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MOLLER FINANCIAL SERVICES
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FLEXSHARES TRUST
| GUNR | Common | 814,253 | 62,197 | 32,627,112,000 | 32,597,278,000 | 9.97 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDA | Common | 516,894 | 49,793 | 26,077,318,000 | 26,056,182,000 | 7.97 | |
Hist
| 06/30/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 510,140 | 20,117 | 24,190,856,000 | 24,166,296,000 | 7.39 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 112,395 | 9,131 | 22,354,274,000 | 22,336,088,000 | 6.83 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 40,264 | 2,255 | 17,946,163,000 | 17,931,752,000 | 5.48 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 186,758 | 8,333 | 15,605,462,000 | 15,589,206,000 | 4.77 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDX | Common | 265,400 | 24,053 | 15,279,069,000 | 15,266,784,000 | 4.67 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 325,914 | 101,154 | 13,098,467,000 | 13,088,517,000 | 4.00 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 165,037 | 11,434 | 11,996,546,000 | 11,984,986,000 | 3.66 | |
Hist
| 06/30/2023 |
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Schwab Fundamental International Large Company Index
| FNDF | common | 370,408 | 51,419 | 11,960,461,000 | 11,951,430,000 | 3.65 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 231,256 | 6,201 | 10,679,398,000 | 10,670,216,000 | 3.26 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 221,901 | 19,993 | 9,026,927,000 | 9,018,518,000 | 2.76 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDE | Common | 304,811 | 38,050 | 8,159,796,000 | 8,152,879,000 | 2.49 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 75,019 | 40,022 | 8,006,778,000 | 8,003,056,000 | 2.45 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VPL | Common | 94,857 | 12,699 | 6,613,447,000 | 6,608,232,000 | 2.02 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VGK | Common | 103,748 | 10,169 | 6,401,251,000 | 6,396,308,000 | 1.96 | |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 79,718 | 3,946 | 6,024,321,000 | 6,018,502,000 | 1.84 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 29,466 | 4,288 | 3,255,442,000 | 3,252,843,000 | 0.99 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDC | Common | 80,412 | 11,620 | 2,668,864,000 | 2,666,772,000 | 0.82 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PBW | Common | 16,004 | 1,314 | 642,080,000 | 641,409,000 | 0.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGE | Common | 8,523 | 738 | 269,582,000 | 269,330,000 | 0.08 | |
Hist
| 06/30/2023 |
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