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Institutional Investment Manager
MOLLER WEALTH PARTNERS
MOLLER WEALTH PARTNERS (CIK: 0001475271). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Original 13F HR (0001475271-16-000017) filed in 2016.10.26
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 261,271 31,922 14.68%
2 VANGUARD INDEX FDS 330,459 28,664 13.18%
3 VANGUARD INTL EQUITY INDEX F 614,407 23,120 10.63%
4 POWERSHARES ETF TR II 538,076 16,481 7.58%
5 ISHARES TR 113,241 15,572 7.16%
6 VANGUARD INDEX FDS 142,693 14,149 6.51%
7 ISHARES TR 64,121 13,950 6.42%
8 FLEXSHARES NATURAL RESOURCES ETF 406,137 11,181 5.14%
9 ISHARES TR 78,024 9,691 4.46%
10 VANGUARD TAX-MANAGED FDS 201,611 7,542 3.47%
11 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 150,126 5,173 2.38%
12 VANGUARD INTL EQUITY INDEX F 77,890 4,719 2.17%
13 WISDOMTREE TR 81,359 3,830 1.76%
14 VANGUARD INTL EQUITY INDEX F 78,504 3,825 1.76%
15 VANGUARD MALVERN FDS 62,679 3,112 1.43%
16 SPDR INDEX SHS FDS 60,299 2,359 1.08%
17 POWERSHARES ETF TR II 120,075 2,266 1.04%
18 ISHARES TR 11,754 1,818 0.84%
19 WISDOMTREE TR 20,996 1,616 0.74%
20 ISHARES TR 25,501 1,508 0.69%
21 VANGUARD BD INDEX FDS 16,414 1,381 0.64%
22 WISDOMTREE TR 36,415 1,368 0.63%
23 SPDR DOW JONES REIT ETF 13,182 1,284 0.59%
24 JOHNSON & JOHNSON 8,583 1,014 0.47%
25 VANGUARD INTL EQUITY INDEX F 9,815 977 0.45%
26 DU PONT E I DE NEMOURS & CO 13,628 913 0.42%
27 GENERAL ELECTRIC CO 30,297 897 0.41%
28 PROCTER AND GAMBLE CO 9,933 891 0.41%
29 AT&T INC 18,067 734 0.34%
30 EXXON MOBIL CORP 7,683 671 0.31%
31 WISDOMTREE TR 7,134 537 0.25%
32 SPDR GOLD TRUST 4,262 535 0.25%
33 PRICE T ROWE GROUP INC 8,000 532 0.24%
34 WISDOMTREE TR 6,233 529 0.24%
35 SCHWAB U.S. REIT ETF 9,753 416 0.19%
36 JPMORGAN CHASE & CO 5,802 386 0.18%
37 3M CO 1,728 305 0.14%
38 AIR PRODS & CHEMS INC 2,000 301 0.14%
39 ISHARES TR 2,110 260 0.12%
40 CONOCOPHILLIPS 5,653 246 0.11%
41 SCHWAB U.S. LARGE-CAP ETF 4,724 244 0.11%
42 SMUCKER J M CO 1,778 241 0.11%
43 PHILLIPS 66 2,826 228 0.10%
44 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 11,127 43 0.02%