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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 : 16     View All Holdings Currently Viewing:  Decreased 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
   (FNDA)1 Year Chart         FNDA Schwab Fundamental Us Small... 2 - $56.97 $30,081,000 527,457 8.15% 633,000 -4,574 0.412    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 4 - $225.16 $26,264,000 114,894 7.11% 1,651,000 -482 0.062    Closed - End Fund - E...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 5 - $239.97 $23,723,000 98,945 6.43% 1,212,000 -4,244 0.078    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 6 - $525.96 $20,107,000 38,246 5.45% 971,000 -1,819 0.001    Closed - End Fund - E...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 7 - $66.84 $17,829,000 264,567 4.83% 830,000 -9,877 0.023    N/A
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 12 - $36.21 $13,293,000 373,287 3.6% 600,000 -3,017 0.022    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 13 - $49.56 $12,045,000 240,075 3.26% 394,000 -3,159 0.011    Closed - End Fund - F...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 16 - $206.86 $9,128,000 43,402 2.47% 328,000 -443 0.002    Closed - End Fund - E...
   (VPL)1 Year Chart         VPL Vanguard Pacific Stock Vipers 17 - $74.47 $7,773,000 102,233 2.11% 301,000 -1,508 0.114    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 18 - $69.55 $7,642,000 113,482 2.07% 252,000 -1,131 0.049    Closed - End Fund - E...
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 20 - $70.09 $7,041,000 97,532 1.91% 314,000 -3,815 0.041    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 22 - $80.94 $5,191,000 65,005 1.41% 291,000 -21 0.009    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 23 - $76.30 $4,078,000 53,190 1.1% -443,000 -5,503 0.01    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 27 - $48.59 $2,139,000 43,449 0.58% -55,000 -2,996 0.003    Closed - End Fund - Debt
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 39 - $248.56 $418,000 1,726 0.11% -130,000 -274 0.001    Diversified Chemicals
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend 41 - $32.40 $372,000 11,378 0.1% -9,000 -454 0.019    Closed - End Fund - E...
      16 Records Found
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