Instuitional Investor - Morningstar Investment Services Llc
Fund Profile
Filing Period:
| Fund Name: | Morningstar Investment Services Llc |
| Portfolio Value | $545,991 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - STK MRK ETF | 281,306 | $77,314 | 14.16% | |
| 2. | BND | 800,224 | $58,776 | 10.77% | |
| 3. | Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF | 655,294 | $33,309 | 6.1% | |
| 4. | Vanguard Malvern Fds - CORE BD ETF | 297,313 | $23,021 | 4.22% | |
| 5. | Vanguard Scottsdale Funds | 261,544 | $15,536 | 2.85% |
