Moller Financial Services Buys Schwab Fundamental International Small Company Ind, Phillips 66, Vanguard Short-Term Bond ETF

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Jul 22, 2021
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Northfield, IL, based Investment company Moller Financial Services (Current Portfolio) buys Schwab Fundamental International Small Company Ind, Phillips 66, Vanguard Short-Term Bond ETF, Invesco WilderHill Clean Energy ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Moller Financial Services. As of 2021Q2, Moller Financial Services owns 48 stocks with a total value of $304 million. These are the details of the buys and sells.

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
  1. FlexShares Global Upstream Natural Resources Index (GUNR) - 850,306 shares, 10.69% of the total portfolio. Shares reduced by 2.49%
  2. Vanguard Large Cap ETF (VV) - 120,433 shares, 7.94% of the total portfolio. Shares reduced by 2.13%
  3. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 434,854 shares, 7.49% of the total portfolio. Shares added by 5.82%
  4. Schwab Fundamental U.S. Small Company Index ETF (FNDA) - 402,668 shares, 7.19% of the total portfolio. Shares added by 0.91%
  5. Vanguard Small Cap ETF (VB) - 94,029 shares, 6.96% of the total portfolio. Shares added by 1.66%
New Purchase: Schwab Fundamental International Small Company Ind (FNDC)

Moller Financial Services initiated holding in Schwab Fundamental International Small Company Ind. The purchase prices were between $37.26 and $40.63, with an estimated average price of $39.15. The stock is now traded at around $38.950000. The impact to a portfolio due to this purchase was 0.68%. The holding were 53,012 shares as of 2021-06-30.

New Purchase: Phillips 66 (PSX)

Moller Financial Services initiated holding in Phillips 66. The purchase prices were between $74.95 and $92.56, with an estimated average price of $84.35. The stock is now traded at around $72.310000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,368 shares as of 2021-06-30.

Added: Vanguard Short-Term Bond ETF (BSV)

Moller Financial Services added to a holding in Vanguard Short-Term Bond ETF by 64.48%. The purchase prices were between $81.84 and $82.35, with an estimated average price of $82.1. The stock is now traded at around $82.330000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,755 shares as of 2021-06-30.

Added: Invesco WilderHill Clean Energy ETF (PBW)

Moller Financial Services added to a holding in Invesco WilderHill Clean Energy ETF by 30.70%. The purchase prices were between $71.59 and $98.96, with an estimated average price of $86.56. The stock is now traded at around $83.930000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,282 shares as of 2021-06-30.



Here is the complete portfolio of MOLLER FINANCIAL SERVICES. Also check out:

1. MOLLER FINANCIAL SERVICES's Undervalued Stocks
2. MOLLER FINANCIAL SERVICES's Top Growth Companies, and
3. MOLLER FINANCIAL SERVICES's High Yield stocks
4. Stocks that MOLLER FINANCIAL SERVICES keeps buying
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