HoldingsChannel.com
Moller Financial Services Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FLEXSHARES TR (GUNR) 1,033,861 +416,735 $23,293
     GUNR1,033,861+416,735$23,293
VANGUARD INDEX FDS (VNQ) 232,811 +679 $16,262
     VNQ232,811+679$16,262
VANGUARD INDEX FDS (VB) 136,261 +17,152 $15,730
     VB136,261+17,152$15,730
VANGUARD INDEX FDS (VV) 125,590 +5,275 $14,874
     VV125,590+5,275$14,874
VANGUARD MALVERN FDS (VTIP) 267,852 -50,190 $13,050
     VTIP267,852-50,190$13,050
ISHARES TR (IVV) 45,443 -3,021 $11,743
     IVV45,443-3,021$11,743
INVESCO EXCHANGE TRADED FD T (PHB) 650,829 -70,023 $10,791
     PHB650,829-70,023$10,791
SCHWAB STRATEGIC TR 405,520 +212,918 $10,491
     FNDA405,520+212,918$10,491
VANGUARD TAX MANAGED INTL FD (VEA) 284,496 +26,798 $9,485
     VEA284,496+26,798$9,485
ISHARES TR (IWM) 71,874 -573 $8,227
     IWM71,874-573$8,227
VANGUARD BD INDEX FDS (BND) 93,555 -30,489 $7,985
     BND93,555-30,489$7,985
SCHWAB STRATEGIC TR 235,639 +48,430 $7,383
     FNDX235,639+48,430$7,383
VANGUARD INTL EQUITY INDEX F (VWO) 169,985 +19,689 $5,703
     VWO169,985+19,689$5,703
SCHWAB STRATEGIC TR 236,265 +102,447 $4,969
     FNDF236,265+102,447$4,969
WISDOMTREE TR 85,238 -7,773 $3,366
     DWM85,238-7,773$3,366
WISDOMTREE TR 36,926 +16,292 $2,989
     DLN36,926+16,292$2,989
VANGUARD INTL EQUITY INDEX F (VNQI) 65,979 +65,979 $2,831
     VNQI65,979+65,979$2,831
SCHWAB STRATEGIC TR 125,969 +42,944 $2,590
     FNDE125,969+42,944$2,590
VANGUARD INTL EQUITY INDEX F (VGK) 53,257 +14,738 $2,305
     VGK53,257+14,738$2,305
ISHARES TR (IJH) 15,496 +2,549 $2,229
     IJH15,496+2,549$2,229
VANGUARD INTL EQUITY INDEX F (VPL) 40,300 +10,286 $2,223
     VPL40,300+10,286$2,223
VANGUARD MUN BD FD INC (VTEB) 33,288 +8,899 $1,761
     VTEB33,288+8,899$1,761
ISHARES TR (EFA) 30,543 -194 $1,633
     EFA30,543-194$1,633
VANGUARD INTL EQUITY INDEX F (VSS) 15,739 +2,994 $1,232
     VSS15,739+2,994$1,232
WISDOMTREE TR 26,568 -5,202 $857
     DEM26,568-5,202$857
PROCTER & GAMBLE CO 7,683 -10 $845
     PG7,683-10$845
JOHNSON & JOHNSON 6,436 -9 $844
     JNJ6,436-9$844
SPDR SER TR (RWR) 10,963 UNCH $792
     RWR10,963UNCH$792
SCHWAB STRATEGIC TR 32,707 +5,145 $768
     FNDC32,707+5,145$768
PRICE T ROWE GROUP INC 7,200 UNCH $703
     TROW7,200UNCH$703
WISDOMTREE TR 31,943 -3,062 $576
     DES31,943-3,062$576
AT&T INC 18,357 UNCH $535
     T18,357UNCH$535
ISHARES TR (IGE) 29,415 -42,472 $489
     IGE29,415-42,472$489
CME GROUP INC 2,636 -370 $456
     CME2,636-370$456
WISDOMTREE TR 18,613 UNCH $416
     EES18,613UNCH$416
AIR PRODS & CHEMS INC 2,000 UNCH $399
     APD2,000UNCH$399
ISHARES TR (LQD) 3,035 UNCH $375
     LQD3,035UNCH$375
JPMORGAN CHASE & CO 3,905 UNCH $352
     JPM3,905UNCH$352
SPDR INDEX SHS FDS (GNR) 9,034 -68,203 $280
     GNR9,034-68,203$280
APPLE INC 982 -17 $250
     AAPL982-17$250
NEXTERA ENERGY INC 1,000 UNCH $241
     NEE1,000UNCH$241
ISHARES TR (MUB) 2,100 +2,100 $237
     MUB2,100+2,100$237
GENERAL ELECTRIC CO 29,269 UNCH $232
     GE29,269UNCH$232
3M CO 1,689 UNCH $231
     MMM1,689UNCH$231

See Full List: All Stocks Held By Moller Financial Services
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Moller Financial Services

Size ($ in 1000's)
At 03/31/2020: $193,246
At 12/31/2019: $225,886

Moller Financial Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moller Financial Services 13F filings. Link to 13F filings: SEC filings

Moller Financial Services Top Holdings 13F Filings | www.HoldingsChannel.com

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