Moller Financial Services Portfolio Holdings by Sector

Moller Financial Services

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GUNR VTIP FNDA VB IVV VV FNDX VNQ 50 stocks	$385,712 95.53% of portfolio	30	13	3	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$9,159 2.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR VTI 2 stocks	$1,651 0.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,465 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,426 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ITW 2 stocks	$1,089 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$891 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$661 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$460 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$297 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$258 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$246 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$245 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive SJM 1 stocks	$210 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

Stay updated on Moller Financial Services with notifications on news.