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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 $17,748,984
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 6,570,620 $1,564,661 8.81%
2.
Vanguard Bond Index Funds
 BND 17,898,072 $1,319,534 7.43%
3.
Vanguard Tax Managed Intl Fd
 12,663,672 $606,716 3.41%
4.
Cencora Inc.
 COR 2,189,437 $445,529 2.51%
5.
Microsoft Corp
 MSFT 1,108,235 $415,898 2.34%
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)