HoldingsChannel.com
Moller Financial Services Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VNQ) 234,557 -94,064 $20,500
     VNQ234,557-94,064$20,500
VANGUARD INDEX FDS (VV) 129,501 -33 $17,446
     VV129,501-33$17,446
VANGUARD INDEX FDS (VB) 103,474 +10,854 $16,210
     VB103,474+10,854$16,210
FLEXSHARES TR (GUNR) 473,921 -328,178 $15,644
     GUNR473,921-328,178$15,644
INVESCO EXCHNG TRADED FD TR (PHB) 777,643 -200,294 $14,736
     PHB777,643-200,294$14,736
VANGUARD MALVERN FDS (VTIP) 275,083 +63,440 $13,567
     VTIP275,083+63,440$13,567
ISHARES TR (IVV) 43,101 +6,791 $12,704
     IVV43,101+6,791$12,704
ISHARES TR (IWM) 72,701 -23 $11,305
     IWM72,701-23$11,305
VANGUARD BD INDEX FD INC (BND) 130,312 +67,731 $10,825
     BND130,312+67,731$10,825
VANGUARD TAX MANAGED INTL FD (VEA) 225,335 +24,953 $9,399
     VEA225,335+24,953$9,399
VANGUARD INTL EQUITY INDEX F (VWO) 119,580 +19,123 $5,086
     VWO119,580+19,123$5,086
WISDOMTREE TR 94,139 -100 $4,802
     DWM94,139-100$4,802
SCHWAB STRATEGIC TR 96,055 +78,130 $3,757
     FNDX96,055+78,130$3,757
SCHWAB STRATEGIC TR 95,284 +77,535 $3,591
     FNDA95,284+77,535$3,591
SPDR INDEX SHS FDS (GNR) 75,328 -76,545 $3,455
     GNR75,328-76,545$3,455
ISHARES TR (IGE) 83,259 -7,487 $2,556
     IGE83,259-7,487$2,556
ISHARES TR (IJH) 11,754 UNCH $2,283
     IJH11,754UNCH$2,283
ISHARES TR (TLT) 15,783 -66,030 $2,096
     TLT15,783-66,030$2,096
ISHARES TR (EFA) 31,485 UNCH $2,070
     EFA31,485UNCH$2,070
WISDOMTREE TR 20,634 -42 $1,999
     DLN20,634-42$1,999
SCHWAB STRATEGIC TR 71,542 +59,633 $1,993
     FNDF71,542+59,633$1,993
INVESCO EXCHNG TRADED FD TR (PCY) 66,067 -301,328 $1,919
     PCY66,067-301,328$1,919
WISDOMTREE TR 32,238 -1,089 $1,440
     DEM32,238-1,089$1,440
VANGUARD INTL EQUITY INDEX F (VGK) 22,762 +14,998 $1,250
     VGK22,762+14,998$1,250
VANGUARD INTL EQUITY INDEX F (VPL) 18,873 +10,614 $1,247
     VPL18,873+10,614$1,247
VANGUARD INTL EQUITY INDEX F (VSS) 11,084 +5,620 $1,167
     VSS11,084+5,620$1,167
SPDR SERIES TRUST (RWR) 10,985 -22 $1,085
     RWR10,985-22$1,085
SCHWAB STRATEGIC TR 34,932 +26,912 $1,004
     FNDE34,932+26,912$1,004
JOHNSON & JOHNSON 6,445 -1,080 $898
     JNJ6,445-1,080$898
WISDOMTREE TR 32,120 UNCH $871
     DES32,120UNCH$871
PROCTER AND GAMBLE CO 7,693 -1,415 $844
     PG7,693-1,415$844
PRICE T ROWE GROUP INC 7,200 UNCH $790
     TROW7,200UNCH$790
WISDOMTREE TR 18,645 UNCH $669
     EES18,645UNCH$669
AT&T INC 18,157 UNCH $608
     T18,157UNCH$608
SCHWAB STRATEGIC TR 17,761 +17,761 $554
     FNDC17,761+17,761$554
JPMORGAN CHASE & CO 4,756 -328 $532
     JPM4,756-328$532
AIR PRODS & CHEMS INC 2,000 UNCH $453
     APD2,000UNCH$453
EXXON MOBIL CORP 5,883 UNCH $451
     XOM5,883UNCH$451
ISHARES TR (LQD) 3,035 UNCH $377
     LQD3,035UNCH$377
ISHARES TR (EEM) 8,236 UNCH $353
     EEM8,236UNCH$353
CME GROUP INC 1,751 -50 $340
     CME1,751-50$340
3M CO 1,801 UNCH $312
     MMM1,801UNCH$312
GENERAL ELECTRIC CO 29,269 UNCH $307
     GE29,269UNCH$307
DUPONT DE NEMOURS INC 3,900 +3,900 $293
     DD3,900+3,900$293
CONOCOPHILLIPS 3,959 UNCH $241
     COP3,959UNCH$241
KENNAMETAL INC 6,000 UNCH $222
     KMT6,000UNCH$222
PHILLIPS 66 2,368 -2,368 $222
     PSX2,368-2,368$222
SPDR GOLD TRUST (GLD) 1,630 -83,584 $217
     GLD1,630-83,584$217
NEXTERA ENERGY INC 1,000 +1,000 $205
     NEE1,000+1,000$205

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 06/30/2019: $195,100
At 03/31/2019: $223,045

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.