MOLLER FINANCIAL SERVICES
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnorthfield, IL
- CIK0001475271
- Alternate namesMOLLER WEALTH PARTNERS
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
64 | $380.18M | GUNR, FNDA, VTIP, VB | 13F-HR | Jan 7, 2025 | 000147527125000002 | ||
65 | $400.19M | GUNR, FNDA, VTIP, VB | 13F-HR | Oct 9, 2024 | 000147527124000010 | ||
65 | $374.84M | GUNR, FNDA, VTIP, VB | 13F-HR | Jul 1, 2024 | 000147527124000007 | ||
51 | $369.14M | GUNR, FNDA, VTIP, VB | 13F-HR | Apr 11, 2024 | 000147527124000005 | ||
50 | $354.79M | GUNR, FNDA, VTIP, VB | 13F-HR | Jan 10, 2024 | 000147527124000003 | ||
47 | $314.71M | GUNR, FNDA, VTIP, VB | 13F-HR | Oct 16, 2023 | 000147527123000009 | ||
49 | $327.35M | GUNR, FNDA, VTIP, VB | 13F-HR | Jul 17, 2023 | 000147527123000006 | ||
49 | $324.22M | GUNR, VTIP, FNDA, VB | 13F-HR | Apr 17, 2023 | 000147527123000004 | ||
48 | $311.27M | GUNR, VTIP, FNDA, VB | 13F-HR | Jan 18, 2023 | 000147527123000002 | ||
47 | $277.61M | GUNR, VTIP, FNDA, VANGUARD MUN BD FDS | 13F-HR | Oct 20, 2022 | 000147527122000008 | ||
49 | $294.93M | GUNR, VTIP, FNDA, VV | 13F-HR | Jul 21, 2022 | 000147527122000006 | ||
53 | $321.59M | GUNR, VTIP, VV, FNDA | 13F-HR | Apr 14, 2022 | 000147527122000004 | ||
49 | $313.40M | GUNR, VTIP, FNDA, VV | 13F-HR | Jan 20, 2022 | 000147527122000002 | ||
47 | $302.54M | GUNR, VV, VTIP, FNDA | 13F-HR | Oct 20, 2021 | 000147527121000008 | ||
48 | $304.45M | GUNR, VV, VTIP, FNDA | 13F-HR | Jul 22, 2021 | 000147527121000006 | ||
47 | $286.82M | GUNR, VV, VTIP, FNDA | 13F-HR | Apr 19, 2021 | 000147527121000004 | ||
52 | $241.87M | GUNR, VV, VB, VTIP | 13F-HR | Jan 11, 2021 | 000147527121000002 | ||
42 | $223.17M | GUNR, VV, VB, VTIP | 13F-HR | Oct 19, 2020 | 000147527120000008 | ||
47 | $228.72M | GUNR, VV, VB, VNQ | 13F-HR | Jul 20, 2020 | 000147527120000006 | ||
45 | $193.25M | GUNR, VNQ, VB, VV | 13F-HR | Apr 20, 2020 | 000147527120000004 | ||
48 | $225.89M | VNQ, GUNR, VB, VV | 13F-HR | Jan 13, 2020 | 000147527120000002 | ||
47 | $206.74M | VNQ, VB, GUNR, VV | 13F-HR | Oct 18, 2019 | 000147527119000009 | ||
50 | $195.10M | VNQ, VV, VB, GUNR | 13F-HR | Jul 19, 2019 | 000147527119000007 | ||
54 | $223.04M | VNQ, GUNR, PHB, VV | 13F-HR | Apr 16, 2019 | 000147527119000005 | ||
60 | $153.19M | GQ9, VV, VNQ, VB | 13F-HR | Jan 16, 2019 | 000147527119000002 | ||
41 | $228.36M | VB, IVV, VNQ, PDBC | 13F-HR | Oct 17, 2018 | 000147527118000007 | ||
40 | $257.48M | VB, IVV, VSS, VPL | 13F-HR | Aug 2, 2018 | 000172588818000007 | ||
41 | $230.67M | IVV, VB, VSS, VWO | 13F-HR | Apr 25, 2018 | 000147527118000005 | ||
47 | $262.75M | VB, IVV, VSS, VPL | 13F-HR | Jan 19, 2018 | 000147527118000002 | ||
43 | $261.32M | IVV, GUNR, VWO, VSS | RESTATEMENT | Oct 26, 2017 | 000147527117000012 | ||
47 | $237.52M | IVV, VWO, VSS, VGK | 13F-HR | Aug 2, 2017 | 000147527117000008 | ||
45 | $228.59M | VB, IVV, VWO, VPL | 13F-HR | May 5, 2017 | 000147527117000005 | ||
42 | $202.59M | VB, IVV, VWO, POWERSHARES ETF TR II | 13F-HR | Jan 26, 2017 | 000147527117000002 | ||
44 | $217.43M | VB, VNQ, VWO, PCYUSD | 13F-HR | Oct 26, 2016 | 000147527116000017 | ||
41 | $204.24M | VNQ, IVV, VB, GQ9 | 13F-HR | Aug 1, 2016 | 000147527116000015 | ||
38 | $170.35M | VTIP, PCYUSD, TLT, BND | 13F-HR | May 10, 2016 | 000147527116000012 | ||
40 | $181.42M | VNQ, IVV, BND, PCYUSD | 13F-HR | Feb 9, 2016 | 000147527116000010 | ||
35 | $107.94M | BND, VV, VB, VNQ | 13F-HR | Nov 12, 2015 | 000147527115000008 | ||
40 | $220.24M | VB, VPL, VSS, IVV | 13F-HR | Jul 31, 2015 | 000147527115000006 | ||
44 | $216.59M | VNQ, VB, VPL, IVV | 13F-HR | May 8, 2015 | 000147527115000004 | ||
43 | $202.21M | VNQ, VB, IVV, VV | 13F-HR | Feb 4, 2015 | 000147527115000002 | ||
48 | $212.15M | VNQ, VB, VWO, IVV | 13F-HR | Nov 12, 2014 | 000147527114000009 | ||
48 | $220.06M | VNQ, VSS, IVV, IGE | 13F-HR | Aug 11, 2014 | 000147527114000007 | ||
50 | $195.99M | VNQ, VB, VSS, IVV | 13F-HR | May 12, 2014 | 000147527114000005 | ||
45 | $186.26M | VV, VB, IGE, IVV | 13F-HR | Feb 6, 2014 | 000147527114000002 |