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MOLLER FINANCIAL SERVICES |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DWM |
WisdomTree Trust DIEFA Fund |
21 |
- |
$53.85 |
$6,643,000 |
121,216 |
1.8% |
278,000 |
0 |
1.01 |
Closed - End Fund - E... |
|
|
RWR |
Dow Jones Wilshire REIT |
28 |
- |
$92.02 |
$1,341,000 |
14,224 |
0.36% |
-15,000 |
0 |
0.092 |
Closed - End Fund - E... |
|
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PG |
Procter & Gamble Co |
29 |
- |
$165.76 |
$1,285,000 |
7,917 |
0.35% |
125,000 |
0 |
0 |
Cleaning Products |
|
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JPM |
JP Morgan Chase & Co |
30 |
- |
$201.51 |
$1,117,000 |
5,576 |
0.3% |
169,000 |
0 |
0 |
Domestic Money Center... |
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EES |
WisdomTree SmallCap Earnings |
32 |
- |
$49.32 |
$927,000 |
18,491 |
0.25% |
6,000 |
0 |
0.152 |
Closed - End Fund - Debt |
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TROW |
T Rowe Price Group Inc |
33 |
- |
$114.36 |
$878,000 |
7,200 |
0.24% |
103,000 |
0 |
0.003 |
Asset Management |
|
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JNJ |
Johnson & Johnson |
34 |
- |
$151.38 |
$851,000 |
5,377 |
0.23% |
8,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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GE |
General Electric Co |
37 |
- |
$160.00 |
$638,000 |
3,633 |
0.17% |
174,000 |
0 |
0 |
Conglomerates |
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PSX |
Phillips 66 |
38 |
- |
$144.85 |
$419,000 |
2,568 |
0.11% |
77,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
|
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ITW |
Illinois Tool Works Inc |
40 |
- |
$249.38 |
$392,000 |
1,460 |
0.11% |
10,000 |
0 |
0 |
Diversified Machinery |
|
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XOM |
Exxon Mobil Corp |
42 |
- |
$117.67 |
$309,000 |
2,661 |
0.08% |
43,000 |
0 |
0 |
Integrated Oil & Gas |
|
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DEM |
WisdomTree Emerging Markets... |
43 |
- |
$43.93 |
$284,000 |
6,790 |
0.08% |
8,000 |
0 |
0.015 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
47 |
- |
$481.04 |
$259,000 |
538 |
0.07% |
24,000 |
0 |
0 |
Closed - End Fund - E... |
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EPS |
WisdomTree Earnings 500 |
49 |
- |
$55.44 |
$232,000 |
4,194 |
0.06% |
22,000 |
0 |
0.005 |
Closed - End Fund - Debt |
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SJM |
JM Smucker Company |
51 |
- |
$115.20 |
$224,000 |
1,778 |
0.06% |
-1,000 |
0 |
0.002 |
Processed & Packaged ... |
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