Morningstar Investment Management LLC - Q1 2011 holdings

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 Value Shares↓ Weighting
No holdings reported for quarter Q1 2011
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD WORLD FDS23Q2 202413.5%
SCHWAB STRATEGIC TR23Q2 20243.1%
VANGUARD WORLD FDS22Q2 202417.3%
VANGUARD SCOTTSDALE FDS21Q2 202410.7%
VANGUARD MALVERN FDS21Q2 20248.4%
SCHWAB STRATEGIC TR19Q2 202415.3%
ISHARES INC19Q2 20244.8%
SCHWAB STRATEGIC TR17Q4 202312.4%
VANGUARD INDEX FDS17Q2 20247.5%
GLOBAL X FDS16Q1 20231.7%

View Morningstar Investment Management LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-26
13F-HR2024-08-08
13F-HR2024-05-13
13F-HR/A2024-04-09
13F-HR/A2024-04-09
13F-HR/A2024-04-09
13F-HR/A2024-04-09
13F-HR/A2024-04-09
13F-HR/A2024-04-09
13F-HR/A2024-04-05

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