Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FDS | 23 | Q2 2024 | 13.5% |
SCHWAB STRATEGIC TR | 23 | Q2 2024 | 3.1% |
VANGUARD WORLD FDS | 22 | Q2 2024 | 17.3% |
VANGUARD SCOTTSDALE FDS | 21 | Q2 2024 | 10.7% |
VANGUARD MALVERN FDS | 21 | Q2 2024 | 8.4% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 15.3% |
ISHARES INC | 19 | Q2 2024 | 4.8% |
SCHWAB STRATEGIC TR | 17 | Q4 2023 | 12.4% |
VANGUARD INDEX FDS | 17 | Q2 2024 | 7.5% |
GLOBAL X FDS | 16 | Q1 2023 | 1.7% |
View Morningstar Investment Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-08-08 |
13F-HR | 2024-05-13 |
13F-HR/A | 2024-04-09 |
13F-HR/A | 2024-04-09 |
13F-HR/A | 2024-04-09 |
13F-HR/A | 2024-04-09 |
13F-HR/A | 2024-04-09 |
13F-HR/A | 2024-04-09 |
13F-HR/A | 2024-04-05 |
View Morningstar Investment Management 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.