News + Filings Holdings
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MOLLER FINANCIAL SERVICES
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 1,021 | -52 | 249,884,000 | 249,631,000 | 0.08 | |
Hist
| 06/30/2023 |
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WisdomTree Emerging Markets Equity Income Fund
| DEM | common | 6,790 | -8,380 | 259,853,000 | 259,291,000 | 0.08 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,661 | -10 | 285,392,000 | 285,163,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
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INTERCALLNET INC
| ICLN | Common | 43,691 | -544 | 803,912,000 | 803,069,000 | 0.25 | |
Hist
| 06/30/2023 |
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PRICE T ROWE GROUP INC
| TROW | Common | 7,200 | -192 | 806,544,000 | 805,704,000 | 0.25 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 5,576 | -315 | 810,973,000 | 810,310,000 | 0.25 | |
Hist
| 06/30/2023 |
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Wisdom Tree Asset Management Inc
| EES | Common | 18,535 | -24 | 830,553,000 | 829,790,000 | 0.25 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| RWR | Common | 10,012 | -9 | 905,485,000 | 904,532,000 | 0.28 | |
Hist
| 06/30/2023 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 36,806 | -13,817 | 1,612,103,000 | 1,610,129,000 | 0.49 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 13,325 | -700 | 3,484,174,000 | 3,481,001,000 | 1.06 | |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 65,072 | -3,569 | 4,717,720,000 | 4,713,431,000 | 1.44 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DWM | Common | 121,354 | -35,174 | 6,071,341,000 | 6,064,228,000 | 1.85 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DLN | LARGECAP DIVID | 103,198 | -3,912 | 6,563,424,000 | 6,557,094,000 | 2.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 45,041 | -77 | 8,434,887,000 | 8,427,246,000 | 2.58 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 245,864 | -117,759 | 12,347,290,000 | 12,329,138,000 | 3.77 | |
Hist
| 06/30/2023 |
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Navvis & Company, LLC
| VV | ETF | 104,165 | -8,384 | 21,116,329,000 | 21,096,931,000 | 6.45 | |
Hist
| 06/30/2023 |
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