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Home > Institutional Investor > Moller Financial Services > Profile

Instuitional Investor - Moller Financial Services

Fund Profile
Filing Period:
Fund Name: Moller Financial Services
Portfolio Value $404,431,325
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flexshares Trust
 1,072,627 $41,628,669 10.29%
2.
Vanguard Malvern Fds
 639,687 $31,920,379 7.89%
3.
Schwab Strategic Trust
 FNDF 1,114,261 $30,519,613 7.55%
4.
Vanguard Index Fds - SMALL CP ETF
 115,943 $25,710,335 6.36%
5.
Ishares Trust
 IEF 39,526 $22,209,618 5.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)