HoldingsChannel.com
All Stocks Held By Moller Financial Services
As of  09/30/2019
   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VNQ) 223,349 -11,208 $20,827
     VNQ223,349-11,208$20,827
VANGUARD INDEX FDS (VB) 114,244 +10,770 $17,581
     VB114,244+10,770$17,581
FLEXSHARES TR (GUNR) 564,270 +90,349 $17,577
     GUNR564,270+90,349$17,577
VANGUARD INDEX FDS (VV) 127,889 -1,612 $17,435
     VV127,889-1,612$17,435
VANGUARD MALVERN FDS (VTIP) 326,992 +51,909 $16,039
     VTIP326,992+51,909$16,039
ISHARES TR (IVV) 49,384 +6,283 $14,742
     IVV49,384+6,283$14,742
INVESCO EXCHNG TRADED FD TR (PHB) 772,489 -5,154 $14,700
     PHB772,489-5,154$14,700
ISHARES TR (IWM) 72,701 UNCH $11,003
     IWM72,701UNCH$11,003
VANGUARD BD INDEX FD INC (BND) 125,153 -5,159 $10,567
     BND125,153-5,159$10,567
VANGUARD TAX MANAGED INTL FD (VEA) 246,088 +20,753 $10,109
     VEA246,088+20,753$10,109
SCHWAB STRATEGIC TR 152,972 +56,917 $6,050
     FNDX152,972+56,917$6,050
SCHWAB STRATEGIC TR 155,051 +59,767 $5,855
     FNDA155,051+59,767$5,855
VANGUARD INTL EQUITY INDEX F (VWO) 134,703 +15,123 $5,423
     VWO134,703+15,123$5,423
WISDOMTREE TR 94,439 +300 $4,696
     DWM94,439+300$4,696
SPDR INDEX SHS FDS (GNR) 74,434 -894 $3,206
     GNR74,434-894$3,206
SCHWAB STRATEGIC TR 115,311 +43,769 $3,179
     FNDF115,311+43,769$3,179
ISHARES TR (IJH) 11,754 UNCH $2,271
     IJH11,754UNCH$2,271
ISHARES TR (IGE) 77,642 -5,617 $2,258
     IGE77,642-5,617$2,258
ISHARES TR (EFA) 31,485 UNCH $2,053
     EFA31,485UNCH$2,053
WISDOMTREE TR 20,634 UNCH $2,044
     DLN20,634UNCH$2,044
VANGUARD INTL EQUITY INDEX F (VGK) 33,400 +10,638 $1,791
     VGK33,400+10,638$1,791
VANGUARD INTL EQUITY INDEX F (VPL) 25,926 +7,053 $1,712
     VPL25,926+7,053$1,712
SCHWAB STRATEGIC TR 60,620 +25,688 $1,660
     FNDE60,620+25,688$1,660
WISDOMTREE TR 32,238 UNCH $1,332
     DEM32,238UNCH$1,332
VANGUARD INTL EQUITY INDEX F (VSS) 11,969 +885 $1,220
     VSS11,969+885$1,220
SPDR SERIES TRUST (RWR) 10,985 UNCH $1,149
     RWR10,985UNCH$1,149
PROCTER & GAMBLE CO 7,693 UNCH $957
     PG7,693UNCH$957
WISDOMTREE TR 32,120 UNCH $879
     DES32,120UNCH$879
JOHNSON & JOHNSON 6,445 UNCH $834
     JNJ6,445UNCH$834
PRICE T ROWE GROUP INC 7,200 UNCH $823
     TROW7,200UNCH$823
SCHWAB STRATEGIC TR 23,657 +5,896 $727
     FNDC23,657+5,896$727
AT&T INC 18,357 +200 $695
     T18,357+200$695
WISDOMTREE TR 18,613 -32 $663
     EES18,613-32$663
CME GROUP INC 3,006 +1,255 $635
     CME3,006+1,255$635
JPMORGAN CHASE & CO 4,120 -636 $485
     JPM4,120-636$485
AIR PRODS & CHEMS INC 2,000 UNCH $444
     APD2,000UNCH$444
EXXON MOBIL CORP 5,883 UNCH $415
     XOM5,883UNCH$415
ISHARES TR (LQD) 3,035 UNCH $387
     LQD3,035UNCH$387
ISHARES TR (EEM) 8,236 UNCH $337
     EEM8,236UNCH$337
3M CO 1,801 UNCH $296
     MMM1,801UNCH$296
DUPONT DE NEMOURS INC 3,900 UNCH $278
     DD3,900UNCH$278
GENERAL ELECTRIC CO 29,269 UNCH $262
     GE29,269UNCH$262
PHILLIPS 66 2,368 UNCH $242
     PSX2,368UNCH$242
NEXTERA ENERGY INC 1,000 UNCH $233
     NEE1,000UNCH$233
CONOCOPHILLIPS 3,959 UNCH $226
     COP3,959UNCH$226
APPLE INC 999 +999 $224
     AAPL999+999$224
SMUCKER J M CO 1,978 +200 $218
     SJM1,978+200$218
SPDR GOLD TRUST $0 (exited)
     GLD0-1,630$0
KENNAMETAL INC $0 (exited)
     KMT0-6,000$0
INVESCO EXCHNG TRADED FD TR $0 (exited)
     PCY0-66,067$0
ISHARES TR 0 -15,783 $0 (exited)
     TLT0-15,783$0

See Summary: Moller Financial Services Top Holdings
See Details: Top 10 Stocks Held By Moller Financial Services

EntityShares/Amount
Change
Position Value
Change
AAPL +999+$224
EntityShares/Amount
Change
Position Value
Change
TLT -15,783-$2,096
PCY -66,067-$1,919
KMT -6,000-$222
GLD -1,630-$217
EntityShares/Amount
Change
Position Value
Change
GUNR +90,349+$1,933
FNDA +59,767+$2,264
FNDX +56,917+$2,293
VTIP +51,909+$2,472
FNDF +43,769+$1,186
FNDE +25,688+$656
VEA +20,753+$710
VWO +15,123+$337
VB +10,770+$1,371
VGK +10,638+$541
EntityShares/Amount
Change
Position Value
Change
VNQ -11,208+$327
IGE -5,617-$298
BND -5,159-$258
PHB -5,154-$36
VV -1,612-$11
GNR -894-$249
JPM -636-$47
EES -32-$6
COP UNCH-$15
Size ($ in 1000's)
At 09/30/2019: $206,739
At 06/30/2019: $195,100

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

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