MOLLER FINANCIAL SERVICES

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Northfield, IL
CIK
0001475271
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 50 354,788 GUNR, FNDA, VTIP, VB 13F-HR 1/10/2024 000147527124000003
Q3 2023 47 314,706 GUNR, FNDA, VTIP, VB 13F-HR 10/16/2023 000147527123000009
Q2 2023 49 327,353 GUNR, FNDA, VTIP, VB 13F-HR 7/17/2023 000147527123000006
Q1 2023 49 324,218 GUNR, VTIP, FNDA, VB 13F-HR 4/17/2023 000147527123000004
Q4 2022 48 311,272 GUNR, VTIP, FNDA, VB 13F-HR 1/18/2023 000147527123000002
Q3 2022 47 277,609 GUNR, VTIP, FNDA, VTEB 13F-HR 10/20/2022 000147527122000008
Q2 2022 49 294,932 GUNR, VTIP, FNDA, VV 13F-HR 7/21/2022 000147527122000006
Q1 2022 53 321,591 GUNR, VTIP, VV, FNDA 13F-HR 4/14/2022 000147527122000004
Q4 2021 49 313,396 GUNR, VTIP, FNDA, VV 13F-HR 1/20/2022 000147527122000002
Q3 2021 47 302,537 GUNR, VV, VTIP, FNDA 13F-HR 10/20/2021 000147527121000008
Q2 2021 48 304,451 GUNR, VV, VTIP, FNDA 13F-HR 7/22/2021 000147527121000006
Q1 2021 47 286,817 GUNR, VV, VTIP, FNDA 13F-HR 4/19/2021 000147527121000004
Q4 2020 52 241,869 GUNR, VV, VB, VTIP 13F-HR 1/11/2021 000147527121000002
Q3 2020 42 223,170 GUNR, VV, VB, VTIP 13F-HR 10/19/2020 000147527120000008
Q2 2020 47 228,721 GUNR, VV, VB, VNQ 13F-HR 7/20/2020 000147527120000006
Q1 2020 45 193,246 GUNR, VNQ, VB, VV 13F-HR 4/20/2020 000147527120000004
Q4 2019 48 225,886 VNQ, GUNR, VB, VV 13F-HR 1/13/2020 000147527120000002
Q3 2019 47 206,739 VNQ, VB, GUNR, VV 13F-HR 10/18/2019 000147527119000009
Q2 2019 50 195,100 VNQ, VV, VB, GUNR 13F-HR 7/19/2019 000147527119000007
Q1 2019 54 223,045 VNQ, GUNR, PHB, VV 13F-HR 4/16/2019 000147527119000005
Q4 2018 60 153,191 GLD, VV, VNQ, VB 13F-HR 1/16/2019 000147527119000002
Q3 2018 41 228,362 VB, IVV, VNQ, PDBC 13F-HR 10/17/2018 000147527118000007
Q2 2018 40 257,480 VB, IVV, VSS, VPL 13F-HR 8/2/2018 000172588818000007
Q1 2018 41 230,672 IVV, VB, VSS, VWO 13F-HR 4/25/2018 000147527118000005
Q4 2017 47 262,750 VB, IVV, VSS, VPL 13F-HR 1/19/2018 000147527118000002
Q3 2017 43 261,321 IVV, GUNR, VWO, VSS RESTATEMENT 10/26/2017 000147527117000012
Q2 2017 47 237,524 IVV, VWO, VSS, VGK 13F-HR 8/2/2017 000147527117000008
Q1 2017 45 228,593 VB, IVV, VWO, VPL 13F-HR 5/5/2017 000147527117000005
Q4 2016 42 202,592 VB, IVV, VWO, PHB 13F-HR 1/26/2017 000147527117000002
Q3 2016 44 217,431 VB, VNQ, VWO, PCY 13F-HR 10/26/2016 000147527116000017
Q2 2016 41 204,236 VNQ, IVV, VB, GLD 13F-HR 8/1/2016 000147527116000015
Q1 2016 38 170,351 VTIP, DWM, PCY, TLT 13F-HR 5/10/2016 000147527116000012
Q4 2015 40 181,424 VNQ, IVV, BND, PCY 13F-HR 2/9/2016 000147527116000010
Q3 2015 35 107,935 BND, VV, VB, VNQ 13F-HR 11/12/2015 000147527115000008
Q2 2015 40 220,244 VB, VPL, VSS, IVV 13F-HR 7/31/2015 000147527115000006
Q1 2015 44 216,587 VNQ, VB, VPL, IVV 13F-HR 5/8/2015 000147527115000004
Q4 2014 43 202,209 VNQ, VB, IVV, VV 13F-HR 2/4/2015 000147527115000002
Q3 2014 48 212,152 VNQ, VB, VWO, IVV 13F-HR 11/12/2014 000147527114000009
Q2 2014 48 220,057 VNQ, VSS, IVV, IGE 13F-HR 8/11/2014 000147527114000007
Q1 2014 50 195,994 VNQ, VB, VSS, IVV 13F-HR 5/12/2014 000147527114000005
Q4 2013 45 186,258 VV, VB, IGE, IVV 13F-HR 2/6/2014 000147527114000002
Additional filings from Moller Financial Services that have since been restated