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Institutional Investment Manager
MOLLER WEALTH PARTNERS
MOLLER WEALTH PARTNERS (CIK: 0001475271). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001475271-17-000002) filed in 2017.01.26
#
Name
Shares
Value ($)
%
Options
Notes
1 WISDOMTREE TR 20,996 1,678 0.83%
2 WISDOMTREE TR 81,359 3,775 1.86%
3 WISDOMTREE TR 7,134 590 0.29%
4 WISDOMTREE TR 6,233 609 0.30%
5 WISDOMTREE TR 32,898 1,228 0.61%
6 VANGUARD TAX-MANAGED FDS 193,253 7,061 3.49%
7 VANGUARD MALVERN FDS 58,152 2,859 1.41%
8 VANGUARD INTL EQUITY INDEX F 76,261 4,432 2.19%
9 VANGUARD INTL EQUITY INDEX F 542,013 19,393 9.57%
10 VANGUARD INDEX FDS 246,891 31,839 15.72%
11 VANGUARD INDEX FDS 122,046 10,073 4.97%
12 VANGUARD INDEX FDS 142,046 14,541 7.18%
13 VANGUARD BD INDEX FDS 17,710 1,431 0.71%
14 SPDR INDEX SHS FDS 58,502 2,404 1.19%
15 SPDR DOW JONES REIT ETF 13,066 1,220 0.60%
16 SMUCKER J M CO 1,778 228 0.11%
17 SCHWAB U.S. LARGE-CAP ETF 5,859 312 0.15%
18 PROCTER AND GAMBLE CO 9,933 835 0.41%
19 PRICE T ROWE GROUP INC 8,000 602 0.30%
20 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 11,127 41 0.02%
21 POWERSHARES ETF TR II 892,724 16,774 8.28%
22 POWERSHARES DB CMDTY IDX TRA 744,305 11,790 5.82%
23 POWERSHARES ACT MANG COMM FD 77,184 1,334 0.66%
24 PHILLIPS 66 2,826 244 0.12%
25 JPMORGAN CHASE & CO 5,802 501 0.25%
26 JOHNSON & JOHNSON 8,583 989 0.49%
27 ISHARES TR 82,542 11,131 5.49%
28 ISHARES TR 24,721 1,427 0.70%
29 ISHARES TR 128,985 29,020 14.32%
30 ISHARES TR 11,754 1,943 0.96%
31 ISHARES TR 2,110 247 0.12%
32 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 156,040 5,610 2.77%
33 ISHARES 20 YEAR TREASURY BOND ETF 5,327 635 0.31%
34 GENERAL ELECTRIC CO 30,297 957 0.47%
35 FLEXSHARES NATURAL RESOURCES ETF 395,512 11,335 5.59%
36 EXXON MOBIL CORP 7,683 693 0.34%
37 DU PONT E I DE NEMOURS & CO 12,863 944 0.47%
38 CONOCOPHILLIPS 5,653 283 0.14%
39 CME GROUP INC 1,901 219 0.11%
40 AT&T INC 18,067 768 0.38%
41 AIR PRODS & CHEMS INC 2,000 288 0.14%
42 3M CO 1,728 309 0.15%