MOLLER FINANCIAL SERVICES

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    northfield, IL
  • CIK
    0001475271
  • Alternate names
    MOLLER WEALTH PARTNERS
  • All SEC filings
Q4 2024
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
Moller Financial Services 13F Filings