$6.09 Billion is the total value of Morningstar Investment Services LLC's 203 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | Vanguard Index Fdsstk mrk etf | $345,039,000 | +8.9% | 2,236,882 | -7.7% | 5.67% | -1.8% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $181,036,000 | -2.2% | 2,178,790 | -3.6% | 2.97% | -11.8% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $166,382,000 | +11.7% | 4,288,168 | -3.6% | 2.73% | +0.7% |
| FB | Sell | FACEBOOK INCcl a | $140,250,000 | +27.5% | 635,648 | -4.1% | 2.30% | +15.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $124,113,000 | -6.3% | 1,260,415 | -13.6% | 2.04% | -15.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $117,305,000 | +20.5% | 84,091 | -0.9% | 1.93% | +8.7% |
| LOW | Sell | Lowes Cos Inc | $100,084,000 | +33.0% | 749,580 | -11.6% | 1.64% | +20.0% |
| EFV | Sell | ISHARES TReafe value etf | $96,393,000 | +1.8% | 2,408,618 | -7.9% | 1.58% | -8.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $95,259,000 | -8.2% | 537,608 | -5.1% | 1.56% | -17.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $93,479,000 | +9.9% | 471,189 | -11.9% | 1.54% | -0.8% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $90,854,000 | +1.3% | 917,809 | -9.9% | 1.49% | -8.6% |
| IQV | Sell | IQVIA HLDGS INC | $87,385,000 | +20.9% | 635,434 | -0.7% | 1.44% | +9.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $83,110,000 | +6.1% | 2,134,309 | -3.3% | 1.36% | -4.3% |
| EWU | Sell | ISHARES TRmsci uk etf new | $70,180,000 | +6.3% | 2,724,381 | -1.9% | 1.15% | -4.1% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $52,200,000 | +0.2% | 2,209,051 | -13.3% | 0.86% | -9.6% |
| BBJP | Sell | JP MORGAN EXCHANGE TRADED FDbetbuld japan | $48,940,000 | -3.1% | 2,111,319 | -12.4% | 0.80% | -12.6% |
| EBAY | Sell | eBay Inc | $48,904,000 | +55.4% | 953,117 | -5.5% | 0.80% | +40.1% |
| ORCL | Sell | ORACLE CORP | $47,825,000 | +4.0% | 873,352 | -4.4% | 0.79% | -6.2% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $46,769,000 | -46.7% | 859,416 | -46.6% | 0.77% | -52.0% |
| NVS | Sell | Novartis A Gsponsored adr | $43,747,000 | +2.5% | 500,940 | -3.9% | 0.72% | -7.6% |
| UL | Sell | UNILEVER PLCspon adr new | $43,536,000 | +4.3% | 787,688 | -4.5% | 0.72% | -5.9% |
| D | Sell | DOMINION RES INC VA NEW | $42,855,000 | +2.7% | 531,631 | -2.2% | 0.70% | -7.4% |
| PG | Sell | Procter & Gamble Co | $37,820,000 | -0.7% | 321,438 | -3.0% | 0.62% | -10.5% |
| EWG | Sell | ISHARES INCmsci germany etf | $35,994,000 | +11.8% | 1,333,102 | -10.9% | 0.59% | +0.7% |
| JNJ | Sell | Johnson & Johnson | $35,076,000 | +0.8% | 252,274 | -3.6% | 0.58% | -9.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $33,917,000 | -6.9% | 422,641 | -3.2% | 0.56% | -16.1% |
| GD | Sell | General Dynamics Corp | $32,402,000 | +6.3% | 216,971 | -4.9% | 0.53% | -4.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $32,316,000 | +9.6% | 105,724 | -5.9% | 0.53% | -1.1% |
| HD | Sell | HOME DEPOT INC | $31,992,000 | +21.7% | 129,986 | -3.1% | 0.53% | +9.8% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $31,802,000 | +6.1% | 631,621 | -8.8% | 0.52% | -4.4% |
| LAMR | Sell | LAMAR ADVERTISING CO NEWcl a | $31,787,000 | +25.9% | 477,858 | -3.0% | 0.52% | +13.5% |
| SNY | Sell | SANOFIsponsored adr | $31,122,000 | +7.7% | 609,273 | -5.7% | 0.51% | -2.9% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $29,933,000 | -11.3% | 201,609 | -16.2% | 0.49% | -20.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $29,356,000 | +8.2% | 268,143 | -3.3% | 0.48% | -2.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $28,840,000 | +13.6% | 273,131 | -3.2% | 0.47% | +2.6% |
| AMGN | Sell | Amgen Inc | $28,520,000 | +7.3% | 123,163 | -3.4% | 0.47% | -3.1% |
| XOM | Sell | Exxon Mobil Corp | $27,165,000 | +13.6% | 612,929 | -3.9% | 0.45% | +2.3% |
| GIS | Sell | GENERAL MLS INC | $25,698,000 | +8.5% | 423,079 | -3.3% | 0.42% | -2.1% |
| BK | Sell | BANK NEW YORK MELLON CORP | $25,418,000 | +4.6% | 687,894 | -3.8% | 0.42% | -5.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $25,204,000 | -3.4% | 460,844 | -3.3% | 0.41% | -12.8% |
| EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $24,603,000 | -41.9% | 799,571 | -46.8% | 0.40% | -47.6% |
| KO | Sell | COCA COLA CO | $24,536,000 | -4.7% | 553,114 | -3.3% | 0.40% | -14.1% |
| OMC | Sell | OMNICOM GROUP INC | $24,491,000 | -4.1% | 451,116 | -2.9% | 0.40% | -13.5% |
| MCD | Sell | MCDONALDS CORP | $24,156,000 | +5.3% | 132,147 | -3.2% | 0.40% | -5.0% |
| HBI | Sell | HANESBRANDS INC | $23,775,000 | +33.0% | 2,132,317 | -3.9% | 0.39% | +19.9% |
| ADI | Sell | ANALOG DEVICES INC | $23,181,000 | +25.7% | 194,801 | -3.9% | 0.38% | +13.4% |
| HYG | Sell | ISHARESiboxx hi yd etf | $23,034,000 | -4.6% | 284,791 | -8.3% | 0.38% | -14.1% |
| CMP | Sell | Compass Minerals Intl Inc | $21,844,000 | +27.5% | 452,062 | -3.5% | 0.36% | +15.1% |
| BLK | Sell | BLACKROCK INC | $21,299,000 | +13.1% | 39,971 | -3.3% | 0.35% | +2.0% |
| PEP | Sell | Pepsico Inc | $20,556,000 | +1.2% | 156,818 | -3.1% | 0.34% | -8.6% |
| JPM | Sell | JPMorgan Chase & Co. | $19,816,000 | -4.3% | 213,076 | -3.8% | 0.33% | -13.5% |
| GPC | Sell | GENUINE PARTS CO | $19,094,000 | +27.8% | 219,420 | -3.0% | 0.31% | +15.4% |
| CAT | Sell | CATERPILLAR INC DEL | $18,021,000 | +9.0% | 143,879 | -2.8% | 0.30% | -1.7% |
| SRC | Sell | SPIRIT RLTY CAP INC NEW | $17,865,000 | +27.8% | 515,591 | -2.2% | 0.29% | +15.3% |
| TXN | Sell | TEXAS INSTRS INC | $17,271,000 | +19.0% | 138,421 | -2.7% | 0.28% | +7.6% |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $16,781,000 | -3.4% | 793,057 | -8.7% | 0.28% | -12.7% |
| CNP | Sell | CENTERPOINT ENERGY INC | $16,533,000 | +11.2% | 887,906 | -3.1% | 0.27% | +0.4% |
| MCK | Sell | MCKESSON CORP | $16,510,000 | -49.1% | 108,786 | -53.8% | 0.27% | -54.1% |
| MMP | Sell | Magellan Midstream Prtnrs LP | $15,725,000 | -1.9% | 374,144 | -22.3% | 0.26% | -11.6% |
| TFC | Sell | TRUIST FINL CORP | $15,606,000 | +9.7% | 424,769 | -2.7% | 0.26% | -1.2% |
| AXP | Sell | American Express Co | $15,394,000 | +0.5% | 162,860 | -4.0% | 0.25% | -9.3% |
| FLJP | Sell | FRANKLIN TEMPLETON ETF TRftse japan etf | $14,912,000 | +0.8% | 606,679 | -8.3% | 0.24% | -9.3% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $14,462,000 | -50.6% | 153,236 | -56.4% | 0.24% | -55.3% |
| VTR | Sell | VENTAS INC | $14,355,000 | +19.6% | 391,134 | -6.2% | 0.24% | +7.8% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $13,879,000 | +22.9% | 791,752 | -5.0% | 0.23% | +10.7% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $13,622,000 | +4.2% | 199,420 | -8.9% | 0.22% | -5.9% |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $11,273,000 | -11.0% | 7,565,999 | -3.3% | 0.18% | -19.9% |
| WELL | Sell | WELLTOWER INC | $10,166,000 | +5.2% | 198,313 | -3.2% | 0.17% | -5.1% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $9,725,000 | +12.3% | 60,019 | -8.5% | 0.16% | +1.3% |
| BIDU | Sell | BAIDU INCspon adr rep a | $9,713,000 | -52.9% | 80,079 | -61.6% | 0.16% | -57.3% |
| FUTY | Sell | FIDELITYmsci utils index | $9,534,000 | -10.3% | 262,653 | -7.8% | 0.16% | -19.1% |
| PSP | Sell | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $9,319,000 | +9.2% | 910,074 | -12.6% | 0.15% | -1.3% |
| SBUX | Sell | STARBUCKS CORP | $8,987,000 | +2.3% | 122,301 | -5.5% | 0.15% | -7.5% |
| DLTR | Sell | DOLLAR TREE INC | $8,488,000 | +11.2% | 90,612 | -5.2% | 0.14% | 0.0% |
| WPP | Sell | WPP PLC NEWadr | $8,487,000 | -1.2% | 220,201 | -18.3% | 0.14% | -11.5% |
| SPSM | Sell | SPDR SERIES TRUSTportfolio sm etf | $8,336,000 | +17.3% | 318,177 | -2.1% | 0.14% | +6.2% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $8,194,000 | +18.1% | 209,405 | -0.3% | 0.14% | +7.1% |
| CI | Sell | CIGNA CORP NEW | $7,399,000 | -0.7% | 39,450 | -5.6% | 0.12% | -10.3% |
| SRCL | Sell | STERICYCLE INC | $6,822,000 | +4.9% | 123,456 | -7.8% | 0.11% | -5.1% |
| C | Sell | CITIGROUP INC | $6,487,000 | +5.4% | 128,993 | -7.6% | 0.11% | -4.5% |
| PAGP | Sell | PLAINS GP HLDGS L Pltd partnr int a | $6,370,000 | +51.7% | 747,696 | -3.8% | 0.10% | +38.2% |
| WH | Sell | WYNDHAM HOTELS & RESORTS INC | $5,445,000 | +24.3% | 128,683 | -6.0% | 0.09% | +11.2% |
| IXJ | Sell | ISHARES TRglob hlthcre etf | $5,361,000 | -75.4% | 78,768 | -77.9% | 0.09% | -77.8% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $4,903,000 | +17.0% | 99,607 | -10.6% | 0.08% | +6.6% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,729,000 | -45.9% | 57,256 | -48.3% | 0.08% | -50.9% |
| AIG | Sell | AMERICAN INTL GROUP INC | $4,756,000 | +12.8% | 155,033 | -5.5% | 0.08% | +1.3% |
| VB | Sell | Vanguard Index Fdssmall cp etf | $4,664,000 | +10.7% | 32,421 | -10.1% | 0.08% | 0.0% |
| COF | Sell | Capital One Finl Corp | $4,544,000 | +7.4% | 72,851 | -7.2% | 0.08% | -2.6% |
| INGR | Sell | INGREDION INC | $4,502,000 | -0.2% | 55,387 | -5.1% | 0.07% | -9.8% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $4,417,000 | -4.2% | 126,950 | -8.4% | 0.07% | -13.1% |
| DISCA | Sell | DISCOVERY COMMUNICATNS NEW | $4,246,000 | +1.5% | 200,011 | -4.3% | 0.07% | -7.9% |
| GM | Sell | GENERAL MTRS CO | $4,118,000 | +10.8% | 162,785 | -6.7% | 0.07% | 0.0% |
| CCJ | Sell | CAMECO CORP | $4,076,000 | +28.4% | 403,956 | -6.1% | 0.07% | +15.5% |
| SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $3,980,000 | +3.6% | 82,106 | -12.8% | 0.06% | -7.1% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $3,061,000 | -12.5% | 51,748 | -18.2% | 0.05% | -21.9% |
| CR | Sell | CRANE CO | $2,863,000 | +16.2% | 48,681 | -2.0% | 0.05% | +4.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,864,000 | -77.1% | 36,904 | -78.9% | 0.05% | -79.4% |
| QCOM | Sell | QUALCOMM INC | $2,490,000 | +17.9% | 27,978 | -8.5% | 0.04% | +7.9% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,053,000 | -22.6% | 10,840 | -31.9% | 0.03% | -29.2% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,840,000 | -75.3% | 36,650 | -76.0% | 0.03% | -77.9% |
| TAK | Sell | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,124,000 | +8.0% | 62,082 | -6.7% | 0.02% | -5.3% |
| EXPE | Sell | EXPEDIA INC DEL | $505,000 | +44.7% | 6,110 | -1.2% | 0.01% | +33.3% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $430,000 | +45.8% | 3,521 | -1.6% | 0.01% | +40.0% |
| KEY | Sell | KEYCORP NEW | $431,000 | +8.6% | 36,281 | -1.5% | 0.01% | 0.0% |
| INTC | Sell | INTEL CORP | $341,000 | -6.6% | 5,857 | -11.0% | 0.01% | -14.3% |
| SUSB | Sell | ISHARES TResg 1 5 yr usd | $337,000 | -31.1% | 12,975 | -34.0% | 0.01% | -33.3% |
| KR | Sell | KROGER CO | $340,000 | +13.7% | 9,968 | -1.1% | 0.01% | +20.0% |
| AZO | Sell | AUTOZONE INC | $353,000 | +27.4% | 313 | -1.3% | 0.01% | +20.0% |
| FITB | Sell | FIFTH THIRD BANCORP | $338,000 | +17.0% | 18,020 | -1.1% | 0.01% | +20.0% |
| SPIB | Sell | SPDR SERIES TRUSTintr trm corp bd | $347,000 | -98.5% | 9,521 | -98.6% | 0.01% | -98.6% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $313,000 | -98.9% | 1,175 | -99.2% | 0.01% | -99.0% |
| SLB | Sell | SCHLUMBERGER LTD | $306,000 | +25.4% | 17,003 | -7.3% | 0.01% | +25.0% |
| TEF | Sell | TELEFONICA S Asponsored adr | $284,000 | -1.4% | 58,162 | -5.6% | 0.01% | 0.0% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $281,000 | +35.1% | 23,039 | -5.9% | 0.01% | +25.0% |
| CERN | Sell | CERNER CORP | $308,000 | +4.8% | 4,527 | -1.1% | 0.01% | 0.0% |
| BCS | Sell | BARCLAYS PLCadr | $300,000 | +13.2% | 53,560 | -6.2% | 0.01% | 0.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $303,000 | -5.9% | 3,804 | -1.0% | 0.01% | -16.7% |
| OVV | Sell | OVINTIV INC | $253,000 | +266.7% | 26,987 | -4.1% | 0.00% | +300.0% |
| HAL | Sell | HALLIBURTON CO | $243,000 | +88.4% | 19,536 | -3.4% | 0.00% | +100.0% |
| SMFG | Sell | SUMITOMO MITSUI FINL GROUP Isponsored adr | $268,000 | +5.1% | 47,434 | -5.2% | 0.00% | -20.0% |
| TAP | Sell | MOLSON COORS BREWING COcl b | $272,000 | -12.8% | 7,683 | -0.9% | 0.00% | -33.3% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $219,000 | -22.6% | 9,303 | -5.2% | 0.00% | -20.0% |
| YUMC | Sell | YUM CHINA HLDGS INC | $205,000 | -1.4% | 4,181 | -15.1% | 0.00% | -25.0% |
| UBS | Sell | UBS GROUP AG | $161,000 | +12.6% | 14,154 | -5.8% | 0.00% | 0.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $210,000 | -50.5% | 2,249 | -52.8% | 0.00% | -62.5% |
| FCAU | Sell | FIAT CHRYSLER AUTOMOBILES N | $175,000 | +33.6% | 17,643 | -5.9% | 0.00% | +50.0% |
| NMR | Sell | NOMURA HLDGS INCsponsored adr | $182,000 | -3.7% | 39,850 | -4.9% | 0.00% | 0.0% |
| GPS | Sell | GAP INC | $182,000 | +68.5% | 14,516 | -0.7% | 0.00% | +50.0% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $190,000 | +3.3% | 21,420 | -2.3% | 0.00% | 0.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $208,000 | +1.0% | 492 | -24.0% | 0.00% | -25.0% |
| IVZ | Sell | INVESCO LTD | $138,000 | +0.7% | 13,241 | -7.9% | 0.00% | 0.0% |
| TTM | Sell | TATA MTRS LTDsponsored adr | $151,000 | +37.3% | 22,529 | -6.5% | 0.00% | 0.0% |
| MFG | Sell | MIZUHO FINL GROUP INCsponsored adr | $144,000 | -3.4% | 58,724 | -5.3% | 0.00% | -33.3% |
| ORAN | Sell | ORANGEsponsored adr | $127,000 | -9.9% | 10,701 | -6.1% | 0.00% | -33.3% |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -2,309 | -100.0% | -0.00% | – |
| HEWJ | Exit | ISHARES TRhdg msci japan | $0 | – | -9,248 | -100.0% | -0.01% | – |
| AR | Exit | ANTERO RES CORP | $0 | – | -375,233 | -100.0% | -0.01% | – |
| ICLR | Exit | ICON PLC | $0 | – | -2,159 | -100.0% | -0.01% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -4,002 | -100.0% | -0.01% | – |
| RRC | Exit | RANGE RES CORP | $0 | – | -233,548 | -100.0% | -0.01% | – |
| T | Exit | At&T INC | $0 | – | -18,571 | -100.0% | -0.01% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -5,165 | -100.0% | -0.01% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -81,873 | -100.0% | -0.06% | – |
| COG | Exit | CABOT OIL & GAS CORP | $0 | – | -236,027 | -100.0% | -0.08% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -71,107 | -100.0% | -0.09% | – |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -274,818 | -100.0% | -0.09% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -163,061 | -100.0% | -0.10% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -38,628 | -100.0% | -0.10% | – |
| TV | Exit | GRUPO TELEVISA SAspon adr rep ord | $0 | – | -1,105,133 | -100.0% | -0.11% | – |
| PII | Exit | POLARIS INC | $0 | – | -129,888 | -100.0% | -0.11% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -148,633 | -100.0% | -0.13% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -47,015 | -100.0% | -0.15% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -264,479 | -100.0% | -0.47% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -4,493,234 | -100.0% | -0.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 9.9% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 4.4% |
| ENBRIDGE INC | 42 | Q3 2023 | 3.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 3.2% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.9% |
| PHILIP MORRIS INTL INC | 42 | Q3 2023 | 3.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.0% |
| LOWES COS INC | 42 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.9% |
| ORACLE CORP | 42 | Q3 2023 | 1.5% |
View Morningstar Investment Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR/A | 2023-04-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
View Morningstar Investment Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.