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Home > Institutional Investor > Morningstar Investment Management Llc > Profile

Instuitional Investor - Morningstar Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Morningstar Investment Management Llc
Portfolio Value $870,365
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 6,282,837 $144,757 16.63%
2.
Schwab Strategic Trust
 FNDF 1,901,748 $92,140 10.58%
3.
Vanguard World Fund
 342,511 $85,868 9.86%
4.
Alphabet Inc.
 GOOG 409,436 $57,194 6.57%
5.
Vanguard Index Fds
 216,718 $51,410 5.9%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)