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  Name: MOLLER FINANCIAL SERVICES
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $369,147,000
  Total Value Change : $14,358,000
  Securities Held Change : 1
   
All Securities Held : 51
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 18
  Unchanged Positions : 15
  Decreased Positions : 16

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Holdings Found : 18     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GUNR)1 Year Chart         GUNR FlexShares Global Upstream ... 1 - $42.80 $38,346,000 933,679 10.39% 3,005,000 70,639 0.068    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 3 - $48.09 $26,746,000 558,479 7.25% 1,087,000 18,176 0.03    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 8 - $83.80 $16,992,000 196,487 4.6% -255,000 1,300 0.055    Closed - End Fund - E...
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 9 - $42.17 $14,966,000 355,142 4.05% 118,000 6,522 0.404    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 10 - $50.22 $14,244,000 281,497 3.86% 189,000 6,179 0.016    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 14 - $44.02 $10,304,000 246,688 2.79% 443,000 6,754 0.002    Closed - End Fund - E...
   (FNDE)1 Year Chart         FNDE Schwab Fundamental Emerging... 15 - $29.93 $9,303,000 335,126 2.52% 343,000 4,998 0.037    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 19 - $106.86 $7,388,000 68,664 2% 193,000 2,300 0.004    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 24 - $60.31 $4,047,000 66,624 1.1% 354,000 53,299 0.029    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 25 - $119.19 $3,636,000 31,120 0.98% 76,000 169 0.007    Closed - End Fund - Debt
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 26 - $35.84 $3,097,000 87,311 0.84% 90,000 1,056 0.097    N/A
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 31 - $14.11 $1,094,000 78,225 0.3% -64,000 3,853 0.069    Closed - End Fund - Debt
   (PBW)1 Year Chart         PBW Invesco WilderHill Clean En... 35 - $22.56 $774,000 33,575 0.21% -2,000 7,474 0.224    Closed - End Fund - Debt
   (PHB)1 Year Chart         PHB Invesco Fundamental Hi YldÃ... 36 - $18.04 $661,000 36,481 0.18% 30,000 1,702 0.082    Closed - End Fund - Debt
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 44 - $263.28 $280,000 1,035 0.08% 21,000 3 0.002    Closed - End Fund - E...
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 45 - $33.81 $279,000 8,658 0.08% 20,000 594 0.005    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 46 - $81.18 $263,000 3,296 0.07% 15,000 11 0    N/A
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 48 - $0.00 $252,000 6,260 0.07% 18,000 91 0.007    N/A
      18 Records Found
  1    
Page 1 of 1
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