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 - STK MRK ETF | 492,139 | $142,627 | 12.96% | |
| 2. | BND | 1,791,909 | $128,856 | 11.71% | |
| 3. | Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF | 1,193,067 | $57,052 | 5.18% | |
| 4. | META | 41,928 | $24,549 | 2.23% | |
| 5. | Vanguard Scottsdale Funds | 480,278 | $21,776 | 1.97% |
