- New Purchases: FNDE, AMGN, MMC, AAPL, ICLN, GNR, ITW, FITB, DOW, IGE, BHTG,
- Added Positions: VTEB, VTIP, VNQI, JPM, BND, VPL, FNDX, VGK, VSS,
- Reduced Positions: PHB, VV, IWM, GUNR, VB, FNDA, VNQ, DWM, VEA, SCHA, FNDF, DLN, EFA, IVV, DEM, MMM, PBW, VWO, DES,
For the details of MOLLER FINANCIAL SERVICES's stock buys and sells, go to https://www.gurufocus.com/guru/moller+financial+services/current-portfolio/portfolio
These are the top 5 holdings of MOLLER FINANCIAL SERVICES- FlexShares Global Upstream Natural Resources Index (GUNR) - 824,286 shares, 11.15% of the total portfolio. Shares reduced by 5.81%
- Vanguard Large Cap ETF (VV) - 104,808 shares, 7.66% of the total portfolio. Shares reduced by 13.5%
- Vanguard Small Cap ETF (VB) - 92,553 shares, 7.49% of the total portfolio. Shares reduced by 7.59%
- Vanguard Short-Term Inflation-Protected Securities (VTIP) - 337,129 shares, 7.16% of the total portfolio. Shares added by 11.78%
- CSIM Schwab Fundamental U.S. Small Company Index E (FNDA) - 359,397 shares, 6.41% of the total portfolio. Shares reduced by 8.95%
Moller Financial Services initiated holding in CSIM Schwab Fundamental Emerging Markets Large Com. The purchase prices were between $23.48 and $28.35, with an estimated average price of $26.16. The stock is now traded at around $29.360100. The impact to a portfolio due to this purchase was 2.01%. The holding were 170,834 shares as of 2020-12-31.
New Purchase: Amgen Inc (AMGN)Moller Financial Services initiated holding in Amgen Inc. The purchase prices were between $216.38 and $257.67, with an estimated average price of $229.9. The stock is now traded at around $238.380000. The impact to a portfolio due to this purchase was 0.64%. The holding were 6,653 shares as of 2020-12-31.
New Purchase: Marsh & McLennan Companies Inc (MMC)Moller Financial Services initiated holding in Marsh & McLennan Companies Inc. The purchase prices were between $102.95 and $118.69, with an estimated average price of $113.66. The stock is now traded at around $112.300000. The impact to a portfolio due to this purchase was 0.57%. The holding were 11,700 shares as of 2020-12-31.
New Purchase: Apple Inc (AAPL)Moller Financial Services initiated holding in Apple Inc. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.45. The stock is now traded at around $129.275000. The impact to a portfolio due to this purchase was 0.29%. The holding were 5,308 shares as of 2020-12-31.
New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)Moller Financial Services initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $19.08 and $28.29, with an estimated average price of $22.62. The stock is now traded at around $32.155000. The impact to a portfolio due to this purchase was 0.23%. The holding were 19,299 shares as of 2020-12-31.
New Purchase: SSgA SPDR S&P Global Natural Resources ETF (GNR)Moller Financial Services initiated holding in SSgA SPDR S&P Global Natural Resources ETF. The purchase prices were between $35.13 and $45.54, with an estimated average price of $40.76. The stock is now traded at around $48.300000. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,296 shares as of 2020-12-31.
Added: Vanguard Tax-Exempt Bond ETF (VTEB)Moller Financial Services added to a holding in Vanguard Tax-Exempt Bond ETF by 48.86%. The purchase prices were between $54.06 and $55.19, with an estimated average price of $54.61. The stock is now traded at around $55.090000. The impact to a portfolio due to this purchase was 1%. The holding were 132,460 shares as of 2020-12-31.
Added: Vanguard Global ex-U.S. Real Estate ETF (VNQI)Moller Financial Services added to a holding in Vanguard Global ex-U.S. Real Estate ETF by 22.43%. The purchase prices were between $46.58 and $54.89, with an estimated average price of $51.65. The stock is now traded at around $53.680000. The impact to a portfolio due to this purchase was 0.53%. The holding were 127,059 shares as of 2020-12-31.
Added: JPMorgan Chase & Co (JPM)Moller Financial Services added to a holding in JPMorgan Chase & Co by 286.82%. The purchase prices were between $96.54 and $127.07, with an estimated average price of $112.36. The stock is now traded at around $137.840000. The impact to a portfolio due to this purchase was 0.49%. The holding were 12,560 shares as of 2020-12-31.
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