Morningstar Investment Services LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationchicago, IL
- CIK0001478215
- Alternate namesMorningstar Investment Services, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
145 | $1.10M | VTI, BND, VEA, META | 13F-HR | Feb 12, 2025 | 000110465925011953 | ||
405 | $9.80M | VTI, BND, VEA, META | 13F-HR | Nov 7, 2024 | 000110465924115120 | ||
376 | $9.20M | VTI, BND, VEA, META | 13F-HR | Aug 13, 2024 | 000110465924088733 | ||
348 | $9.09M | VTI, BND, VEA, META | 13F-HR | May 15, 2024 | 000110465924061404 | ||
405 | $17.75M | VTI, BND, VEA, ABG | 13F-HR | Feb 13, 2024 | 000110465924019914 | ||
275 | $7.81M | VTI, BND, VEA, ABG | 13F-HR | Nov 14, 2023 | 000110465923117967 | ||
245 | $7.77M | VTI, BND, VEA, MSFT | 13F-HR | Aug 14, 2023 | 000110465923091236 | ||
228 | $7.45M | BND, VTI, MSFT, VEA | 13F-HR | May 15, 2023 | 000110465923060422 | ||
2 | $1.00K | PBR, ORAN | NEW HOLDINGS | Apr 5, 2023 | 000110465923041976 | ||
215 | $7.34M | BND, VTI, ENB, VEA | 13F-HR | Feb 10, 2023 | 000110465923018682 | ||
218 | $7.07B | BND, VTI, ENB, MSFT | 13F-HR | Nov 14, 2022 | 000110465922117506 | ||
218 | $7.46B | BND, VTI, ENB, MSFT | 13F-HR | Aug 12, 2022 | 000110465922089921 | ||
233 | $9.00B | BND, VTI, GOOGL, ENB | 13F-HR | May 10, 2022 | 000110465922058048 | ||
238 | $8.99B | BND, VTI, GOOGL, MSFT | 13F-HR | Feb 1, 2022 | 000110465922010094 | ||
222 | $8.48B | BND, VTI, GOOGL, ENB | 13F-HR | Nov 12, 2021 | 000110465921137741 | ||
216 | $8.34B | BND, VTI, GOOGL, META | 13F-HR | Aug 12, 2021 | 000110465921103838 | ||
207 | $7.67B | BND, VTI, GOOGL, ENB | 13F-HR | May 11, 2021 | 000110465921064432 | ||
206 | $7.19B | BND, VTI, GOOGL, BSV | 13F-HR | Feb 11, 2021 | 000110465921020583 | ||
205 | $6.44B | BND, VTI, BSV, MA | 13F-HR | Nov 10, 2020 | 000110465920123434 | ||
203 | $6.09B | BND, VTI, MA, BSV | 13F-HR | Jul 30, 2020 | 000110465920088229 | ||
209 | $5.49B | BND, VTI, BSV, MA | 13F-HR | May 4, 2020 | 000110465920056234 | ||
197 | $6.37B | BND, VTI, BSV, MA | 13F-HR | Feb 10, 2020 | 000110465920013783 | ||
190 | $5.91B | BND, VTI, BSV, MA | 13F-HR | Nov 12, 2019 | 000110465919061942 | ||
211 | $6.08B | BND, VTI, BSV, MA | 13F-HR | Aug 13, 2019 | 000110465919045426 | ||
203 | $5.82B | BND, VTI, BSV, MA | 13F-HR | May 13, 2019 | 000110465919028934 | ||
205 | $5.10B | BND, VTI, BSV, BRK.B | 13F-HR | Feb 14, 2019 | 000110465919008807 | ||
200 | $5.55B | BND, VTI, VEA, BRK.B | 13F-HR | Nov 8, 2018 | 000110465918066904 | ||
201 | $5.32B | BND, VTI, VEA, BRK.B | 13F-HR | Aug 3, 2018 | 000110465918049443 | ||
198 | $5.14B | BND, VTI, VEA, BRK.B | 13F-HR | May 10, 2018 | 000110465918032079 | ||
199 | $4.98B | VTI, BND, VEA, VWO | 13F-HR | Feb 8, 2018 | 000110465918007482 | ||
194 | $4.58B | VTI, BND, VEA, VWO | 13F-HR | Nov 9, 2017 | 000110465917067256 | ||
185 | $4.32B | VTI, BND, WFC, VEA | 13F-HR | Aug 3, 2017 | 000110465917049215 | ||
181 | $3.97B | VTI, BND, WFC, GE | 13F-HR | May 4, 2017 | 000110465917029858 | ||
188 | $3.06B | BND, GE, MO, VWO | 13F-HR | Feb 7, 2017 | 000110465917007019 | ||
220 | $3.46B | BND, VTI, O, GE | 13F-HR | Nov 9, 2016 | 000110465916155835 | ||
213 | $3.17B | BND, VTI, VEA, VEN | 13F-HR | Aug 4, 2016 | 000110465916136906 | ||
216 | $2.90B | BND, VTI, PM, VEA | 13F-HR | May 16, 2016 | 000110465916121209 | ||
210 | $2.53B | VTI, BND, PM, VEA | 13F-HR | Feb 11, 2016 | 000110465916095751 | ||
211 | $2.35B | VTI, BND, VEA, PM | 13F-HR | Oct 20, 2015 | 000110465915071573 | ||
210 | $2.35B | VTI, BND, VEA, PM | 13F-HR | Jul 31, 2015 | 000110465915055134 | ||
207 | $2.29B | VTI, BND, VEA, PM | 13F-HR | May 13, 2015 | 000110465915037745 | ||
215 | $2.13B | VTI, BND, VEA, PM | 13F-HR | Feb 5, 2015 | 000110465915007015 | ||
214 | $1.94B | VTI, BND, VEA, PM | 13F-HR | Nov 12, 2014 | 000110465914079117 | ||
204 | $1.72B | VTI, BND, VEA, PM | 13F-HR | Aug 7, 2014 | 000110465914058197 | ||
197 | $1.46B | VTI, BND, VEA, STPZ | 13F-HR | May 14, 2014 | 000110465914038281 | ||
201 | $1.33B | VTI, BND, VEA, STPZ | 13F-HR | Feb 7, 2014 | 000110465914007527 |