Morningstar Investment Services LLC
CIK Number: 0001478215
9.80B
Market Value
395
# of Holdings
14 months
Avg. Holding Period
68.60%
Win Rate
19.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 299.93 | -0.05% | 3.20M | -2.86% | 902.14M | 201.82 | 9.20% | |
| 2 | Vanguard Bd Ind... | 72.69 | -0.36% | 9.75M | +4.18% | 734.02M | 78.01 | 7.49% | |
| 3 | Vanguard Tax Ma... | 49.99 | -0.24% | 6.93M | +5.64% | 367.37M | 47.06 | 3.75% | |
| 4 | Meta Platforms ... | 620.22 | -1.68% | 452.46K | -3.40% | 256.70M | 353.96 | 2.62% | |
| 5 | Booking Hldgs I... | 5217.64 | -0.97% | 54.02K | -1.21% | 229.48M | 2748.8 | 2.34% |
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