Morningstar Investment Services LLC - Portfolio overview

Morningstar Investment Services LLC has 134 reported holdings in this dataset, with the latest filing dated 2025-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 14.16%
2. BND - VANGUARD BD INDEX FD INC, 10.77%
3. VEA - VANGUARD TAX MANAGED INTL FD, 6.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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