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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 $1,139,567
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 11,091,055 $254,872 22.37%
2.
Vanguard World Fund
 405,130 $100,610 8.83%
3.
Vanguard Index Fds
 233,826 $71,067 6.24%
4.
Microsoft Corp
 MSFT 130,004 $64,665 5.67%
5.
Alphabet Inc.
 GOOGL 358,015 $63,093 5.54%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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