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Institutional Investment Manager
MOLLER WEALTH PARTNERS
MOLLER WEALTH PARTNERS (CIK: 0001475271). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 42 holdings with a total value of $202,592,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 246,891 31,839,000 15.72%
2 ISHARES TR 128,985 29,020,000 14.32%
3 VANGUARD INTL EQUITY INDEX F 542,013 19,393,000 9.57%
4 POWERSHARES ETF TR II 892,724 16,774,000 8.28%
5 VANGUARD INDEX FDS 142,046 14,541,000 7.18%
6 POWERSHARES DB CMDTY IDX TRA 744,305 11,790,000 5.82%
7 FLEXSHARES NATURAL RESOURCES ETF 395,512 11,335,000 5.59%
8 ISHARES TR 82,542 11,131,000 5.49%
9 VANGUARD INDEX FDS 122,046 10,073,000 4.97%
10 VANGUARD TAX-MANAGED FDS 193,253 7,061,000 3.49%
11 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 156,040 5,610,000 2.77%
12 VANGUARD INTL EQUITY INDEX F 76,261 4,432,000 2.19%
13 WISDOMTREE TR 81,359 3,775,000 1.86%
14 VANGUARD MALVERN FDS 58,152 2,859,000 1.41%
15 SPDR INDEX SHS FDS 58,502 2,404,000 1.19%
16 ISHARES TR 11,754 1,943,000 0.96%
17 WISDOMTREE TR 20,996 1,678,000 0.83%
18 VANGUARD BD INDEX FDS 17,710 1,431,000 0.71%
19 ISHARES TR 24,721 1,427,000 0.70%
20 POWERSHARES ACT MANG COMM FD 77,184 1,334,000 0.66%
21 WISDOMTREE TR 32,898 1,228,000 0.61%
22 SPDR DOW JONES REIT ETF 13,066 1,220,000 0.60%
23 JOHNSON & JOHNSON 8,583 989,000 0.49%
24 GENERAL ELECTRIC CO 30,297 957,000 0.47%
25 DU PONT E I DE NEMOURS & CO 12,863 944,000 0.47%
26 PROCTER AND GAMBLE CO 9,933 835,000 0.41%
27 AT&T INC 18,067 768,000 0.38%
28 EXXON MOBIL CORP 7,683 693,000 0.34%
29 ISHARES TR 5,327 635,000 0.31%
30 WISDOMTREE TR 6,233 609,000 0.30%
31 PRICE T ROWE GROUP INC 8,000 602,000 0.30%
32 WISDOMTREE TR 7,134 590,000 0.29%
33 JPMORGAN CHASE & CO 5,802 501,000 0.25%
34 SCHWAB U.S. LARGE-CAP ETF 5,859 312,000 0.15%
35 3M CO 1,728 309,000 0.15%
36 AIR PRODS & CHEMS INC 2,000 288,000 0.14%
37 CONOCOPHILLIPS 5,653 283,000 0.14%
38 ISHARES TR 2,110 247,000 0.12%
39 PHILLIPS 66 2,826 244,000 0.12%
40 SMUCKER J M CO 1,778 228,000 0.11%
41 CME GROUP INC 1,901 219,000 0.11%
42 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 11,127 41,000 0.02%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001475271-17-000002, filed 2017.01.26).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.