Morningstar Investment Management LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $922 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $171M, Vanguard Consumer Staples ETF with a value of $83.6M, Vanguard Health Care ETF with a value of $73.5M, Schwab Short Term Us Treasury with a value of $73.1M, and Vanguard Total Stock Market Et with a value of $59.3M.
Examining the 13F form we can see an increase of $51.9M in the current position value, from $870M to 922M.
Morningstar Investment Management LLC is based out at Chicago, IL
Below you can find more details about Morningstar Investment Management LLC portfolio as well as his latest detailed transactions.