StockDriftsStockDriftsTop 50 Morningstar Investment Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.16% | 281.3K | $77K | -42.84%(-210.83K) | — | 2025-03-31 | |
| BND | VANGUARD BD INDEX FD INC | 10.77% | 800.2K | $59K | -55.34%(-991.68K) | — | 2025-03-31 | |
| VEA | VANGUARD TAX MANAGED INTL FD | 6.1% | 655.3K | $33K | -45.07%(-537.77K) | — | 2025-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 4.22% | 297.3K | $23K | new | — | 2025-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.85% | 261.5K | $16K | -28.47%(-104.09K) | — | 2025-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.96% | 236.0K | $11K | -48.76%(-224.54K) | — | 2025-03-31 | |
| META | META PLATFORMS INC | 1.9% | 18.0K | $10K | -57.00%(-23.90K) | — | 2025-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 1.67% | 197.5K | $9K | -58.88%(-282.80K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 1.66% | 24.2K | $9K | -47.84%(-22.17K) | — | 2025-03-31 | |
| BKNG | BOOKING HLDGS INC | 1.62% | 1.9K | $9K | -56.05%(-2.45K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Morningstar Investment Services Llc reports $545.99K in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.2%), BND (10.8%) and VEA (6.1%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Morningstar Investment Services Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Morningstar Investment Services Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1478215). View Morningstar Investment Services Llc’s 13F filings on SEC