Morningstar Investment Management
Latest statistics and disclosures from Morningstar Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOVT, VDC, VTI, VHT, GOOGL, and represent 48.54% of Morningstar Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SCHH (+$26M), SCHO (+$22M), FTEC (+$9.2M), VTI (+$7.9M), VGIT (+$7.2M), MSFT (+$7.0M), AMZN, V, WES, GOOGL.
- Started 50 new stock positions in EVRG, TJX, TSCO, PKG, AON, ZTS, BDX, NRG, XEL, IEX.
- Reduced shares in these 10 stocks: XLU (-$22M), VDC, VHT, EPD, ETRN, EWY, BAC, TMUS, WFC, GS.
- Sold out of its positions in AMD, ADP, BIIB, BLK, BX, BAH, CAH, CARR, STZ, DTE.
- Morningstar Investment Management was a net buyer of stock by $33M.
- Morningstar Investment Management has $1.0B in assets under management (AUM), dropping by 5.62%.
- Central Index Key (CIK): 0001673385
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Portfolio Holdings for Morningstar Investment Management
Morningstar Investment Management holds 214 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Us Treas Bd Etf (GOVT) | 20.0 | $202M | 8.8M | 23.00 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 8.3 | $84M | -3% | 387k | 216.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.5 | $75M | +11% | 261k | 288.34 |
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| Vanguard World Fds Health Car Etf (VHT) | 7.4 | $75M | -3% | 264k | 283.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $55M | +2% | 332k | 164.96 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.0 | $51M | +77% | 2.1M | 24.29 |
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| Microsoft Corporation (MSFT) | 3.8 | $38M | +22% | 91k | 419.14 |
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| Apple (AAPL) | 3.4 | $35M | 149k | 231.30 |
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| Meta Platforms Cl A (META) | 3.0 | $30M | 51k | 590.41 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 2.6 | $26M | NEW | 1.2M | 22.66 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 2.0 | $20M | -3% | 611k | 32.44 |
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| NVIDIA Corporation (NVDA) | 1.9 | $19M | +2% | 139k | 138.07 |
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| Ishares Tr Glb Cnsm Stp Etf (KXI) | 1.1 | $11M | 176k | 64.63 |
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| Franklin Templeton Etf Tr Frankln Swzlnd (FLSW) | 1.1 | $11M | 318k | 35.66 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.1 | $11M | +183% | 188k | 59.31 |
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| Amazon (AMZN) | 1.1 | $11M | +18% | 59k | 187.54 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.9 | $9.2M | NEW | 51k | 180.82 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $8.9M | -5% | 212k | 41.97 |
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| Verizon Communications (VZ) | 0.9 | $8.9M | -3% | 205k | 43.19 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $7.7M | 130k | 58.97 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $7.5M | +7% | 77k | 97.29 |
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| Walt Disney Company (DIS) | 0.7 | $7.4M | +7% | 78k | 94.97 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.6 | $6.4M | -25% | 101k | 63.57 |
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| Kinder Morgan (KMI) | 0.6 | $6.4M | -12% | 256k | 24.88 |
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| Williams Companies (WMB) | 0.6 | $5.8M | -7% | 115k | 51.02 |
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| Oneok (OKE) | 0.6 | $5.8M | -10% | 59k | 97.49 |
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| Netflix (NFLX) | 0.5 | $5.5M | -2% | 7.7k | 712.94 |
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| Cheniere Energy Com New (LNG) | 0.5 | $5.2M | -15% | 28k | 188.78 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $4.9M | +33% | 298k | 16.55 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.5 | $4.9M | 51k | 96.45 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.3M | -5% | 35k | 124.07 |
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| Enterprise Products Partners (EPD) | 0.4 | $3.9M | -36% | 134k | 29.49 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $3.7M | -85% | 46k | 80.25 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $3.3M | +18% | 67k | 48.95 |
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| Wells Fargo & Company (WFC) | 0.3 | $3.1M | -33% | 51k | 62.16 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.3 | $2.6M | +6% | 172k | 14.83 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $2.5M | +14% | 57k | 44.10 |
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| Us Bancorp Del Com New (USB) | 0.2 | $2.5M | -32% | 53k | 47.12 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $2.4M | +16% | 137k | 17.67 |
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| Bank of America Corporation (BAC) | 0.2 | $2.4M | -42% | 58k | 41.90 |
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| PNC Financial Services (PNC) | 0.2 | $2.3M | -39% | 12k | 188.52 |
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| Targa Res Corp (TRGP) | 0.2 | $2.3M | -31% | 14k | 166.69 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.2M | -37% | 20k | 112.28 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.2M | -38% | 9.9k | 221.50 |
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| Metropcs Communications (TMUS) | 0.2 | $2.2M | -42% | 10k | 215.90 |
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| Truist Financial Corp equities (TFC) | 0.2 | $2.1M | -34% | 47k | 43.59 |
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| Goldman Sachs (GS) | 0.2 | $2.0M | -42% | 3.9k | 522.86 |
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| Electronic Arts (EA) | 0.2 | $2.0M | +14% | 14k | 144.15 |
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| M&T Bank Corporation (MTB) | 0.2 | $1.9M | -40% | 11k | 185.57 |
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| McDonald's Corporation (MCD) | 0.2 | $1.9M | -2% | 6.2k | 309.78 |
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| Chevron Corporation (CVX) | 0.2 | $1.7M | +3% | 12k | 151.80 |
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| Cme (CME) | 0.2 | $1.7M | 7.7k | 224.16 |
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| Tencent Music Entmt Group Spon Ads (TME) | 0.2 | $1.7M | -7% | 133k | 12.70 |
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| Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.7M | -38% | 108k | 15.52 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $1.7M | -18% | 12k | 136.03 |
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| Medtronic SHS (MDT) | 0.2 | $1.6M | +61% | 18k | 89.99 |
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| Cisco Systems (CSCO) | 0.2 | $1.6M | +95% | 30k | 54.27 |
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| Citigroup Com New (C) | 0.2 | $1.6M | -37% | 24k | 66.01 |
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| Visa Com Cl A (V) | 0.2 | $1.6M | NEW | 5.7k | 280.61 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.2 | $1.6M | NEW | 40k | 39.44 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.6M | +21% | 16k | 100.73 |
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| Capital One Financial (COF) | 0.2 | $1.5M | -35% | 9.8k | 156.66 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.5M | -41% | 20k | 76.49 |
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| Northern Trust Corporation (NTRS) | 0.1 | $1.5M | -31% | 16k | 94.04 |
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| Honeywell International (HON) | 0.1 | $1.5M | +65% | 6.8k | 217.67 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.5M | 21k | 70.54 |
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| Fifth Third Ban (FITB) | 0.1 | $1.4M | -39% | 31k | 44.32 |
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| Citizens Financial (CFG) | 0.1 | $1.4M | -42% | 31k | 43.26 |
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| Blackrock | 0.1 | $1.3M | NEW | 1.4k | 991.91 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.3M | 8.2k | 164.43 |
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| Gilead Sciences (GILD) | 0.1 | $1.3M | 16k | 85.05 |
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| Waste Management (WM) | 0.1 | $1.3M | 6.1k | 213.55 |
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| CSX Corporation (CSX) | 0.1 | $1.2M | +114% | 34k | 35.29 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $1.2M | NEW | 13k | 86.34 |
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| Roper Industries (ROP) | 0.1 | $1.1M | +33% | 2.1k | 553.72 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | 10k | 112.62 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | -5% | 22k | 52.67 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.1M | +4% | 933.00 | 1202.57 |
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| Altria (MO) | 0.1 | $1.1M | 22k | 49.86 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | +115% | 2.8k | 384.21 |
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| TJX Companies (TJX) | 0.1 | $1.1M | NEW | 9.4k | 115.23 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $1.1M | -7% | 69k | 15.56 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | -4% | 5.1k | 208.68 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 16k | 67.82 |
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| Pfizer (PFE) | 0.1 | $1.1M | -4% | 36k | 29.08 |
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| American Electric Power Company (AEP) | 0.1 | $1.1M | -4% | 11k | 98.81 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 9.1k | 115.14 |
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| Air Products & Chemicals (APD) | 0.1 | $1.1M | +72% | 3.3k | 320.32 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | +67% | 2.0k | 534.05 |
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| Key (KEY) | 0.1 | $1.0M | -38% | 60k | 17.40 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.0M | 15k | 67.38 |
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| Union Pacific Corporation (UNP) | 0.1 | $977k | +92% | 4.0k | 245.29 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $968k | +35% | 954.00 | 1014.68 |
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| Regions Financial Corporation (RF) | 0.1 | $947k | -41% | 40k | 23.84 |
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| Southern Company (SO) | 0.1 | $943k | 11k | 89.88 |
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| Becton, Dickinson and (BDX) | 0.1 | $935k | NEW | 3.9k | 239.93 |
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| Home Depot (HD) | 0.1 | $924k | NEW | 2.2k | 415.47 |
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| Simon Property (SPG) | 0.1 | $916k | +109% | 5.3k | 171.70 |
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| Johnson & Johnson (JNJ) | 0.1 | $897k | 5.6k | 161.56 |
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| Stryker Corporation (SYK) | 0.1 | $896k | +50% | 2.5k | 359.55 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $871k | NEW | 1.4k | 643.75 |
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| Sempra Energy (SRE) | 0.1 | $852k | NEW | 10k | 83.14 |
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| Hca Holdings (HCA) | 0.1 | $850k | +5% | 2.1k | 395.72 |
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| Paccar (PCAR) | 0.1 | $848k | +3% | 7.8k | 108.20 |
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| At&t (T) | 0.1 | $832k | +37% | 39k | 21.27 |
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| Monster Beverage Corp (MNST) | 0.1 | $827k | +75% | 16k | 51.69 |
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| Amgen (AMGN) | 0.1 | $808k | -50% | 2.5k | 324.50 |
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| Moody's Corporation (MCO) | 0.1 | $804k | +80% | 1.7k | 479.71 |
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| Lowe's Companies (LOW) | 0.1 | $798k | +4% | 2.8k | 280.89 |
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| McKesson Corporation (MCK) | 0.1 | $797k | NEW | 1.6k | 509.59 |
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| Coca-Cola Company (KO) | 0.1 | $775k | -65% | 11k | 70.33 |
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| Procter & Gamble Company (PG) | 0.1 | $722k | 4.2k | 172.56 |
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| Philip Morris International (PM) | 0.1 | $712k | -21% | 5.9k | 120.11 |
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| AutoZone (AZO) | 0.1 | $709k | -25% | 225.00 | 3151.11 |
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| Aon Shs Cl A (AON) | 0.1 | $693k | NEW | 1.9k | 358.51 |
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| 3M Company (MMM) | 0.1 | $680k | 5.0k | 135.76 |
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| American Tower Reit (AMT) | 0.1 | $678k | NEW | 3.1k | 221.86 |
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| State Street Corporation (STT) | 0.1 | $676k | -42% | 7.4k | 90.96 |
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| Starbucks Corporation (SBUX) | 0.1 | $669k | +116% | 7.1k | 94.81 |
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| Deere & Company (DE) | 0.1 | $667k | NEW | 1.6k | 407.95 |
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| United Parcel Service CL B (UPS) | 0.1 | $667k | 5.0k | 134.56 |
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| Eaton Corp SHS (ETN) | 0.1 | $665k | -35% | 1.9k | 345.45 |
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| EOG Resources (EOG) | 0.1 | $661k | +109% | 5.0k | 131.39 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $606k | +47% | 5.4k | 111.50 |
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| Norfolk Southern (NSC) | 0.1 | $605k | +4% | 2.4k | 253.78 |
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| Apollo Global Mgmt (APO) | 0.1 | $577k | NEW | 4.1k | 141.39 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $576k | -62% | 4.0k | 143.43 |
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| American Express Company (AXP) | 0.1 | $572k | -2% | 2.1k | 276.33 |
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| Broadcom (AVGO) | 0.1 | $566k | +722% | 3.1k | 182.46 |
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| Comerica Incorporated (CMA) | 0.1 | $563k | -35% | 9.2k | 61.36 |
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| Pepsi (PEP) | 0.1 | $559k | -64% | 3.2k | 176.12 |
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| CVS Caremark Corporation (CVS) | 0.1 | $548k | -49% | 8.1k | 67.46 |
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| Abbvie (ABBV) | 0.1 | $531k | -68% | 2.7k | 195.65 |
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| Caterpillar (CAT) | 0.1 | $531k | -36% | 1.3k | 393.92 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $486k | NEW | 6.3k | 77.76 |
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| Crown Castle Intl (CCI) | 0.0 | $484k | -46% | 4.3k | 111.99 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $470k | -6% | 2.3k | 208.06 |
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| Public Storage (PSA) | 0.0 | $464k | 1.4k | 343.45 |
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| Booking Holdings (BKNG) | 0.0 | $464k | 108.00 | 4296.30 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $444k | +3% | 7.5k | 59.31 |
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| General Motors Company (GM) | 0.0 | $442k | NEW | 9.1k | 48.68 |
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| Amcor Ord (AMCR) | 0.0 | $439k | -8% | 39k | 11.34 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $431k | 1.2k | 364.33 |
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| Kla Corp Com New (KLAC) | 0.0 | $431k | -5% | 519.00 | 830.44 |
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| Analog Devices (ADI) | 0.0 | $423k | 1.8k | 236.58 |
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| Zoetis Cl A (ZTS) | 0.0 | $411k | NEW | 2.1k | 192.69 |
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| Equinix (EQIX) | 0.0 | $410k | NEW | 473.00 | 866.81 |
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| International Business Machines (IBM) | 0.0 | $408k | -32% | 1.7k | 235.02 |
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| Atmos Energy Corporation (ATO) | 0.0 | $399k | NEW | 2.8k | 140.25 |
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| New Fortress Energy Com Cl A (NFE) | 0.0 | $393k | NEW | 41k | 9.66 |
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| Intuit (INTU) | 0.0 | $382k | NEW | 619.00 | 617.12 |
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| Edison International (EIX) | 0.0 | $376k | -17% | 4.4k | 84.59 |
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| Qualcomm (QCOM) | 0.0 | $366k | 2.1k | 177.93 |
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| Nike CL B (NKE) | 0.0 | $357k | +26% | 4.4k | 81.71 |
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| FedEx Corporation (FDX) | 0.0 | $348k | -15% | 1.3k | 267.49 |
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| Aptar (ATR) | 0.0 | $346k | +4% | 2.1k | 167.31 |
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| NetApp (NTAP) | 0.0 | $339k | -29% | 2.7k | 126.82 |
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| Applied Materials (AMAT) | 0.0 | $324k | -4% | 1.5k | 213.72 |
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| Hasbro (HAS) | 0.0 | $314k | 4.4k | 71.49 |
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| T. Rowe Price (TROW) | 0.0 | $313k | 2.9k | 109.59 |
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| AmerisourceBergen (COR) | 0.0 | $308k | NEW | 1.4k | 224.49 |
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| Baxter International (BAX) | 0.0 | $300k | 8.1k | 36.97 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $297k | 2.0k | 149.02 |
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| Paypal Holdings (PYPL) | 0.0 | $295k | 3.7k | 80.54 |
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| Donaldson Company (DCI) | 0.0 | $295k | NEW | 4.0k | 74.03 |
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| Consolidated Edison (ED) | 0.0 | $287k | 2.8k | 103.16 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $285k | -3% | 1.4k | 202.13 |
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| Cummins (CMI) | 0.0 | $283k | +2% | 837.00 | 338.11 |
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| Ametek (AME) | 0.0 | $276k | 1.6k | 171.54 |
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| SEI Investments Company (SEIC) | 0.0 | $276k | 3.9k | 71.13 |
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| Dominion Resources (D) | 0.0 | $274k | -20% | 4.8k | 56.89 |
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| Canadian Natl Ry (CNI) | 0.0 | $272k | NEW | 2.4k | 115.70 |
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| Amdocs SHS (DOX) | 0.0 | $272k | -2% | 3.0k | 89.30 |
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| Garmin SHS (GRMN) | 0.0 | $269k | 1.6k | 167.81 |
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| Toll Brothers (TOL) | 0.0 | $262k | NEW | 1.7k | 153.40 |
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| Kroger (KR) | 0.0 | $260k | -2% | 4.7k | 55.32 |
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| Microchip Technology (MCHP) | 0.0 | $258k | NEW | 3.3k | 78.95 |
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| Ingredion Incorporated (INGR) | 0.0 | $258k | 1.9k | 134.52 |
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| Tyson Foods Cl A (TSN) | 0.0 | $255k | 4.3k | 59.90 |
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| CMS Energy Corporation (CMS) | 0.0 | $253k | 3.6k | 69.75 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $252k | NEW | 3.4k | 74.27 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $249k | 1.2k | 216.52 |
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| Dover Corporation (DOV) | 0.0 | $246k | 1.3k | 194.01 |
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| Packaging Corporation of America (PKG) | 0.0 | $242k | NEW | 1.1k | 220.00 |
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| Raymond James Financial (RJF) | 0.0 | $242k | NEW | 1.9k | 130.18 |
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| ConAgra Foods (CAG) | 0.0 | $242k | 8.2k | 29.42 |
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| Fastenal Company (FAST) | 0.0 | $238k | NEW | 3.1k | 76.65 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $236k | 4.8k | 48.79 |
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| General Mills (GIS) | 0.0 | $233k | -65% | 3.3k | 70.97 |
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| Ecopetrol S A Sponsored Ads (EC) | 0.0 | $232k | 27k | 8.68 |
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| Lam Research | 0.0 | $228k | NEW | 2.7k | 85.71 |
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| NiSource (NI) | 0.0 | $226k | -19% | 6.6k | 34.28 |
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| Tractor Supply Company (TSCO) | 0.0 | $225k | NEW | 742.00 | 303.23 |
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| Omni (OMC) | 0.0 | $224k | NEW | 2.2k | 103.27 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $223k | NEW | 438.00 | 509.13 |
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| Arista Networks (ANET) | 0.0 | $222k | -71% | 538.00 | 412.64 |
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| Ventas (VTR) | 0.0 | $220k | -19% | 3.4k | 64.05 |
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| Encompass Health Corp (EHC) | 0.0 | $220k | -2% | 2.3k | 96.32 |
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| Juniper Networks (JNPR) | 0.0 | $218k | -4% | 5.6k | 38.79 |
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| Snap-on Incorporated (SNA) | 0.0 | $217k | NEW | 732.00 | 296.45 |
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| Nasdaq Omx (NDAQ) | 0.0 | $217k | NEW | 3.0k | 72.41 |
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| Realty Income (O) | 0.0 | $217k | -13% | 3.5k | 62.07 |
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| Evergy (EVRG) | 0.0 | $216k | NEW | 3.6k | 59.80 |
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| Paychex (PAYX) | 0.0 | $213k | NEW | 1.5k | 142.67 |
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| Ameren Corporation (AEE) | 0.0 | $213k | NEW | 2.4k | 87.08 |
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| Extra Space Storage (EXR) | 0.0 | $210k | NEW | 1.2k | 171.43 |
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| Target Corporation (TGT) | 0.0 | $209k | NEW | 1.3k | 158.09 |
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| Nrg Energy Com New (NRG) | 0.0 | $209k | NEW | 2.3k | 90.16 |
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| Xcel Energy (XEL) | 0.0 | $206k | NEW | 3.3k | 62.92 |
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| Kenvue (KVUE) | 0.0 | $205k | NEW | 9.5k | 21.64 |
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| Campbell Soup Company (CPB) | 0.0 | $205k | NEW | 4.3k | 48.01 |
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| Deckers Outdoor Corporation (DECK) | 0.0 | $203k | NEW | 1.3k | 160.35 |
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| SYNNEX Corporation (SNX) | 0.0 | $203k | NEW | 1.7k | 119.55 |
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| IDEX Corporation (IEX) | 0.0 | $202k | NEW | 946.00 | 213.53 |
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Past Filings by Morningstar Investment Management
SEC 13F filings are viewable for Morningstar Investment Management going back to 2018
- Morningstar Investment Management 2024 Q3 filed Nov. 12, 2024
- Morningstar Investment Management 2024 Q2 filed Aug. 8, 2024
- Morningstar Investment Management 2024 Q1 filed May 13, 2024
- Morningstar Investment Management 2023 Q1 restated filed April 9, 2024
- Morningstar Investment Management 2023 Q1 amended filed April 9, 2024
- Morningstar Investment Management 2023 Q2 restated filed April 9, 2024
- Morningstar Investment Management 2023 Q2 amended filed April 9, 2024
- Morningstar Investment Management 2023 Q3 restated filed April 9, 2024
- Morningstar Investment Management 2023 Q3 amended filed April 9, 2024
- Morningstar Investment Management 2022 Q1 restated filed April 5, 2024
- Morningstar Investment Management 2022 Q2 amended filed April 5, 2024
- Morningstar Investment Management 2022 Q3 restated filed April 5, 2024
- Morningstar Investment Management 2022 Q3 amended filed April 5, 2024
- Morningstar Investment Management 2022 Q4 restated filed April 5, 2024
- Morningstar Investment Management 2022 Q4 amended filed April 5, 2024
- Morningstar Investment Management 2021 Q2 restated filed April 4, 2024