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 December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard REIT ETF (VNQ) 9.54 232132 +3% 92.79
Flexshares Tr mornstar upstr 9.16 617126 +9% 33.53
Vanguard Small-Cap ETF (VB) 8.73 119109 +4% 165.64
Vanguard Large-Cap ETF (VV) 7.87 120315 -5% 147.84
iShares S&P; 500 Index (IVV) 6.94 48464 323.25
Vanguard Malvern Fds strm infproidx 6.94 318042 -2% 49.28
Invesco Exchng Traded Fd Tr fndmntl hy crp 6.15 720852 -6% 19.26
iShares Russell 2000 Index (IWM) 5.31 72447 165.67
Vanguard Europe Pacific ETF (VEA) 5.03 257698 +4% 44.06
Vanguard Total Bond Market ETF (BND) 4.61 124044 83.86
Sch Fnd Us Lg Etf schwb fdt us lg 3.54 187209 +22% 42.68
Sch Fnd Us Sm Etf schwab fdt us sc 3.43 192602 +24% 40.24
Vanguard Emerging Markets ETF (VWO) 2.96 150296 +11% 44.47
WisdomTree DEFA (DWM) 2.20 93011 53.48
Sch Fnd Intl Lg Etf 1.71 133818 +16% 28.92
Spdr Index Shs Fds s^p global nat res 1.58 77237 +3% 46.14
iShares S&P; MidCap 400 Index (IJH) 1.18 12947 +10% 205.84
Sch Fnd Em Lg Etf schb fdt emk lg 1.10 83025 +36% 29.83
Vanguard European ETF (VGK) 1.00 38519 +15% 58.59
WisdomTree LargeCap Dividend Fund (DLN) 0.97 20634 105.94
iShares S&P; NA Nat. Re. Sc. Idx. Fd (IGE) 0.96 71887 -7% 30.10
iShares MSCI EAFE Index Fund (EFA) 0.94 30737 -2% 69.43
Vanguard Pacific ETF (VPL) 0.92 30014 +15% 69.57
WisdomTree Emerging Markets Eq (DEM) 0.64 31770 45.77
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.63 12745 +6% 111.10
Vanguard Mun Bd Fd Inc tax-exempt bd 0.58 24389 NEW 53.55
SPDR DJ Wilshire REIT (RWR) 0.49 10963 101.98
WisdomTree SmallCap Dividend Fund (DES) 0.44 35005 +8% 28.68
Procter & Gamble Company (PG) 0.43 7693 124.92
Johnson & Johnson (JNJ) 0.42 6445 145.85
Schwab Strategic Tr schwb fdt int sc 0.41 27562 +16% 33.23
T. Rowe Price (TROW) 0.39 7200 121.81
AT&T; (T) 0.32 18357 39.06
WisdomTree SmallCap Earnings Fund (EES) 0.32 18613 38.47
CME (CME) 0.27 3006 200.60
JPMorgan Chase & Co. (JPM) 0.24 3905 -5% 139.31
Air Products & Chemicals (APD) 0.21 2000 235.00
Exxon Mobil Corporation (XOM) 0.18 5883 69.86
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.17 3035 127.84
iShares MSCI Emerging Markets Indx (EEM) 0.16 8236 44.92
General Electric Company (GE) 0.14 29269 11.17
3M Company (MMM) 0.13 1689 -6% 176.44
Apple (AAPL) 0.13 999 293.29
Phillips 66 0.12 2368 111.49
ConocoPhillips (COP) 0.11 3959 64.92
Nextera Energy Inc C om 0.11 1000 242.00
Dupont De Nemours Inc Com 0.11 3900 64.10
Dow Inc 0.09 3900 NEW 54.62

Past 13F-HR SEC Filings by Moller Financial Services

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