Morningstar Investment Management LLC
CIK Number: 0001673385
1.17B
Market Value
210
# of Holdings
7 months
Avg. Holding Period
43.05%
Win Rate
24.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOVT | iShares U.S. Tr... | 22.73 | +0.60% | 13.12M | +49.53% | 301.6M | 22.82 | 23.78% |
| 2 | VMBS | Vanguard Mortga... | 45.69 | +0.63% | 2.56M | +100.00% | 116.3M | 45.34 | 9.17% |
| 3 | VDC | Vanguard Consum... | 223.05 | -0.59% | 373.29K | -3.61% | 78.91M | 186.19 | 6.22% |
| 4 | VTI | Vanguard Total ... | 293.52 | +0.05% | 244.37K | -6.49% | 70.82M | 207.98 | 5.58% |
| 5 | VHT | Vanguard Health... | 245.61 | +0.24% | 274.77K | +4.10% | 69.7M | 226.6 | 5.50% |
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