# EDGAR Filing Document

**Accession Number:** 0001475271
**File Stem:** 0001475271-23-000002
**Filing Date:** 2023-1
**Character Count:** 8643
**Document Hash:** c430dc7d80e5a08aab2c61d88f6af875
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001475271-23-000002.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001475271-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MOLLER FINANCIAL SERVICES
- **CENTRAL INDEX KEY:** 0001475271
- **IRS NUMBER:** 363783682

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13687
- **FILM NUMBER:** 23533608

**BUSINESS ADDRESS:**
- **BUSINESS PHONE:** 847-441-7575

**MAIL ADDRESS:**
- **STREET 1:** ONE NORTHFIELD PLAZA
- **STREET 2:** SUITE 200
- **CITY:** NORTHFIELD
- **STATE:** IL
- **ZIP:** 60093

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MOLLER FINANCIAL SERVICES<br>**Address:** ONE NORTHFIELD PLAZA<br>SUITE 200<br>NORTHFIELD, IL 60093

**Form 13F File Number:** 028-13687

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Faith Charles<br>**Title:** Chief Compliance Officer<br>**Phone:** 8474417575

**Signature, Place, and Date of Signing:**

Faith A Charles  Northfield, IL  12-31-2022<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 48

**Form 13F Information Table Value Total:** $311272092

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 |  | 497063 | 12968 | SH |  | SOLE |  | 1104 | 0 | 11864 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 293508 | 2661 | SH |  | SOLE |  | 156 | 0 | 2505 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 252367 | 1017 | SH |  | SOLE |  | 0 | 0 | 1017 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 8647060 | 221833 | SH |  | SOLE |  | 95179 | 0 | 126655 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 304409 | 3633 | SH |  | SOLE |  | 3596 | 0 | 37 |
| ISHARES TR | CORE S ETF | 464287200 |  | 15371601 | 40008 | SH |  | SOLE |  | 19901 | 0 | 20107 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 33345986 | 767103 | SH |  | SOLE |  | 361367 | 0 | 405736 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 13214077 | 267005 | SH |  | SOLE |  | 63420 | 0 | 203585 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 319980 | 3035 | SH |  | SOLE |  | 3035 | 0 | 0 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 |  | 2481892 | 79395 | SH |  | SOLE |  | 23756 | 0 | 55639 |
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 |  | 789406 | 18535 | SH |  | SOLE |  | 18535 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 19918917 | 108526 | SH |  | SOLE |  | 53825 | 0 | 54701 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 5889976 | 106241 | SH |  | SOLE |  | 40186 | 0 | 66055 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 19301883 | 110803 | SH |  | SOLE |  | 76048 | 0 | 34755 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 747742 | 5576 | SH |  | SOLE |  | 781 | 0 | 4795 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 6066702 | 128969 | SH |  | SOLE |  | 109900 | 0 | 19069 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 |  | 23053685 | 493444 | SH |  | SOLE |  | 190591 | 0 | 302852 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 321638 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 5987876 | 93052 | SH |  | SOLE |  | 33256 | 0 | 59796 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 15440257 | 187200 | SH |  | SOLE |  | 77410 | 0 | 109790 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 1001060 | 50431 | SH |  | SOLE |  | 5752 | 0 | 44679 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 2179438 | 53800 | SH |  | SOLE |  | 3476 | 0 | 50324 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 12380495 | 299480 | SH |  | SOLE |  | 91168 | 0 | 208312 |
| PHILLIPS 66 | COM | 718546104 |  | 267277 | 2568 | SH |  | SOLE |  | 2368 | 0 | 200 |
| CORTEVA INC | COM | 22052L104 |  | 229242 | 3900 | SH |  | SOLE |  | 3900 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 949847 | 5377 | SH |  | SOLE |  | 5270 | 0 | 107 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 245524 | 6889 | SH |  | SOLE |  | 5046 | 0 | 1843 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 616520 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 785232 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 7846254 | 45000 | SH |  | SOLE |  | 36339 | 0 | 8662 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 6641232 | 107203 | SH |  | SOLE |  | 55970 | 0 | 51233 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 11518318 | 160333 | SH |  | SOLE |  | 43631 | 0 | 116702 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1202932 | 7937 | SH |  | SOLE |  | 7391 | 0 | 546 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 255174 | 8486 | SH |  | SOLE |  | 0 | 0 | 8486 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 |  | 11325573 | 389597 | SH |  | SOLE |  | 128330 | 0 | 261267 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 10009235 | 238485 | SH |  | SOLE |  | 116766 | 0 | 121719 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 8398126 | 79588 | SH |  | SOLE |  | 55720 | 0 | 23868 |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 46138E719 |  | 290874 | 16990 | SH |  | SOLE |  | 0 | 0 | 16990 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 281742 | 1778 | SH |  | SOLE |  | 1778 | 0 | 0 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 808524730 |  | 7522042 | 303553 | SH |  | SOLE |  | 109619 | 0 | 193934 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 3014596 | 29322 | SH |  | SOLE |  | 13951 | 0 | 15371 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3368274 | 13925 | SH |  | SOLE |  | 13925 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 23562923 | 504451 | SH |  | SOLE |  | 152937 | 0 | 351514 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 |  | 13602663 | 254541 | SH |  | SOLE |  | 84421 | 0 | 170120 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 227460 | 3460 | SH |  | SOLE |  | 0 | 0 | 3460 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 4519248 | 68849 | SH |  | SOLE |  | 46741 | 0 | 22108 |
| SPDR SER TR | DJ REIT ETF | 78464A607 |  | 873330 | 10021 | SH |  | SOLE |  | 6197 | 0 | 3824 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 5911436 | 78526 | SH |  | SOLE |  | 20821 | 0 | 57705 |

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