Moller Financial Services

Latest statistics and disclosures from Moller Financial Services's latest quarterly 13F-HR filing:

Companies in the Moller Financial Services portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 12.95 126333 243.41
Vanguard Emerging Markets ETF (VWO) 10.21 593883 40.83
Vanguard FTSE All Wld Ex USSml Cap (VSS) 8.87 +300% 194918 108.12
Vanguard European ETF (VGK) 8.83 +319% 380531 55.14
Vanguard Pacific ETF (VPL) 8.77 -2% 316421 65.80
Vanguard Small-Cap ETF (VB) 7.82 -44% 137085 135.54
Vanguard Large-Cap ETF (VV) 6.56 140422 111.02
Vanguard REIT ETF (VNQ) 6.48 +6% 184993 83.23
Flexshares Tr mornstar upstr 5.27 +7% 437821 28.57
iShares Russell 2000 Index (IWM) 4.61 -5% 77775 140.92
Vanguard Europe Pacific ETF (VEA) 3.35 +2% 192615 41.32
iShares S&P; NA Nat. Re. Sc. Idx. Fd (IGE) 1.87 -7% 140002 31.66
WisdomTree DEFA (DWM) 1.78 81259 51.90
Vanguard Malvern Fds strm infproidx 1.44 69417 49.22
Spdr Index Shs Fds s^p global nat res 1.03 59055 41.54
PowerShares Hgh Yield Corporate Bnd (PHB) 0.93 +3% 115960 19.02
iShares S&P; MidCap 400 Index (IJH) 0.87 11827 173.92
Vanguard Total Bond Market ETF (BND) 0.74 +3% 21515 81.85
WisdomTree LargeCap Dividend Fund (DLN) 0.74 20996 84.06
iShares MSCI EAFE Index Fund (EFA) 0.65 -5% 23827 65.22
WisdomTree Emerging Markets Eq (DEM) 0.56 32337 40.97
Johnson & Johnson (JNJ) 0.52 +8% 9295 132.33
SPDR DJ Wilshire REIT (RWR) 0.52 13319 92.95
Procter & Gamble Company (PG) 0.44 +20% 11964 87.18
General Electric Company (GE) 0.43 +25% 37915 27.01
E.I. du Pont de Nemours & Company (DD) 0.36 -9% 10663 80.75
AT&T; (T) 0.29 18067 37.75
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.28 5382 125.05
Exxon Mobil Corporation (XOM) 0.27 +3% 7983 80.67
3M Company (MMM) 0.27 +77% 3069 208.21
WisdomTree SmallCap Earnings Fund (EES) 0.26 18699 32.84
T. Rowe Price (TROW) 0.25 8000 74.25
WisdomTree SmallCap Dividend Fund (DES) 0.24 7134 80.46
JPMorgan Chase & Co. (JPM) 0.22 5602 91.40
McDonald's Corporation (MCD) 0.15 NEW 2285 153.17
Merck & Co (MRK) 0.13 NEW 4930 64.10
Air Products & Chemicals (APD) 0.12 2000 143.00
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.11 2110 120.38
Abbvie 0.11 NEW 3493 72.43
CME (CME) 0.10 1901 125.20
ConocoPhillips (COP) 0.10 5653 44.05
Pepsi (PEP) 0.10 NEW 2067 115.63
Schwab Strategic Tr us lrg cap etf 0.10 -28% 4049 57.79
Phillips 66 0.10 2826 82.80
J.M. Smucker Company (SJM) 0.09 1778 118.11
Kennametal (KMT) 0.09 6000 37.50
PowerShares WilderHill Clean Energy (PBW) 0.02 11127 4.31

Past 13F-HR SEC Filings by Moller Financial Services

View All Filings