Moller Financial Services Reduced Holdings in Q4 2025

Moller Financial Services

  • $472 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.94K
- 7.49%
$656.2 - $690.71 $1.93M - $2.03M
36.3K $24.5M
FNDA
Schwab Fundamental U S Small C

ETFs
-16.7K
- 1.36%
$29.85 - $31.55 $500K - $528K
1.22M $37M
IWM
Ishares Russell 2000 ETF

ETFs
-3.99K
- 10.65%
$236.79 - $250.33 $944K - $998K
33.5K $7.95M
VB
Vanguard Small Cap ETF

ETFs
-286
- 0.22%
$248.1 - $260.08 $71K - $74.4K
132K $33.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-10.9K
- 29.91%
$56.5 - $60.52 $614K - $657K
25.5K $1.49M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.79K
- 54.76%
$279.76 - $298.12 $502K - $535K
1.48K $414K
VEA
Vanguard Ftse Developed Market

ETFs
-12.8K
- 4.92%
$59.18 - $62.09 $760K - $798K
248K $15.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-27.4K
- 2.48%
$42.74 - $44.85 $1.17M - $1.23M
1.08M $48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.29K
- 47.99%
$137.47 - $143.13 $314K - $327K
2.48K $349K
MUB
Ishares National Muni Bond ETF

ETFs
-3.09K
- 4.15%
$106.36 - $107.61 $329K - $332K
71.3K $7.62M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4K
- 0.91%
$42.71 - $43.27 $171K - $173K
434K $18.5M
VV
Vanguard Large Cap ETF

ETFs
-1.17K
- 1.47%
$301.9 - $317.98 $354K - $373K
78.7K $24.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.75K
- 3.8%
$78.65 - $79.19 $138K - $139K
44.3K $3.49M
FNDF
Schwab Fundamental Intl Large

ETFs
-19K
- 4.71%
$42.35 - $45.18 $804K - $858K
384K $17.2M
TROW
Price T Rowe Group Inc

Financial Services
-800
- 11.1%
$101.07 - $106.13 $80.9K - $84.9K
6.41K $651K
FNDX
Schwab Fundamental U S Large C

ETFs
-12.2K
- 1.29%
$25.68 - $26.95 $312K - $327K
927K $24.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-607
- 8.77%
$83.45 - $84.82 $50.7K - $51.5K
6.31K $527K
IEF
Ishares Barclays

ETFs
-499
- 18.01%
$96.12 - $97.72 $48K - $48.8K
2.27K $219K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-337
- 16.02%
$142.82 - $150.36 $48.1K - $50.7K
1.77K $259K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-331
- 0.49%
$27.17 - $28.65 $8.99K - $9.48K
66.7K $1.83M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.58K
- 2.66%
$92.24 - $96.56 $146K - $153K
57.8K $5.51M
RWR
Spdr Dow Jones Reit ETF

ETFs
-36
- 0.27%
$96.69 - $102.14 $3.48K - $3.68K
13.1K $1.3M
T
At&T Inc.

Communication Services
-140
- 1.6%
$24.44 - $27.55 $3.42K - $3.86K
8.61K $219K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-529
- 9.07%
$50.57 - $50.77 $26.8K - $26.9K
5.31K $268K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-366
- 2.35%
$39.84 - $41.63 $14.6K - $15.2K
15.2K $615K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-45
- 0.24%
$53.25 - $56.36 $2.4K - $2.54K
18.4K $1.01M
ITW
Illinois Tool Works Inc

Industrials
-5
- 0.33%
$242.03 - $260.73 $1.21K - $1.3K
1.52K $371K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-12.8K
- 3.5%
$34.78 - $37.69 $447K - $484K
354K $13.2M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-441
- 0.85%
$18.44 - $18.66 $8.13K - $8.23K
51.6K $956K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 3.35%
$600.51 - $631.95 $10.8K - $11.4K
520 $321K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-204
- 0.23%
$85.3 - $88.17 $17.4K - $18K
88.9K $7.75M
MSFT
Microsoft Corp

Technology
-1
- 0.2%
$496.82 - $542.07 $497 - $542
497 $252K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-19
- 0.31%
$44.26 - $47.16 $841 - $896
6.09K $286K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-1.46K
- 4.56%
$30.18 - $35.92 $44K - $52.4K
30.5K $931K
VHT
Vanguard Health Care ETF

ETFs
-84
- 5.78%
$264.7 - $283.93 $22.2K - $23.9K
1.37K $387K
AAPL
Apple Inc.

Technology
-6
- 0.42%
$245.27 - $275.25 $1.47K - $1.65K
1.42K $379K
ICLN
Ishares

ETFs
-6.12K
- 7.45%
$15.78 - $18.1 $96.5K - $111K
76K $1.29M
DWM
Wisdomtree Tr

ETFs
-450
- 0.44%
$65.0 - $67.79 $29.3K - $30.5K
103K $6.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.45K
- 1.07%
$86.12 - $92.36 $125K - $134K
134K $12.2M
Activity Summary
Buys All Purchases 14 New Holdings 1 Increased Positions 13 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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