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Home > Institutional Investor > Morningstar Investment Services Llc > Profile

Instuitional Investor - Morningstar Investment Services Llc

Fund Profile
Filing Period:
Fund Name: Morningstar Investment Services Llc
Portfolio Value $1,100,272
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 492,139 $142,627 12.96%
2.
Vanguard Bond Index Funds
 BND 1,791,909 $128,856 11.71%
3.
Vanguard Tax Managed Intl Fd
 1,193,067 $57,052 5.18%
4.
Meta Platforms Inc.
 META 41,928 $24,549 2.23%
5.
Vanguard Scottsdale Funds
 480,278 $21,776 1.97%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)