Morningstar Investment Services LLC
CIK Number: 0001478215
1.1B
Market Value
144
# of Holdings
15 months
Avg. Holding Period
21.53%
Win Rate
14.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 258.83 | +0.24% | 492.14K | -84.61% | 142.63M | 201.82 | 12.96% |
| 2 | BND | Vanguard Total ... | 72.66 | -0.2% | 1.79M | -81.62% | 128.86M | 78.01 | 11.71% |
| 3 | VEA | Vanguard Develo... | 50.70 | +0.98% | 1.19M | -82.79% | 57.05M | 47.06 | 5.19% |
| 4 | META | Meta Platforms,... | 501.30 | -0.2% | 41.93K | -90.73% | 24.55M | 353.96 | 2.23% |
| 5 | VMBS | Vanguard Mortga... | 45.74 | -0.38% | 480.28K | -86.72% | 21.78M | 46.79 | 1.98% |
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