Morningstar Investment Management
Latest statistics and disclosures from Morningstar Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOVT, VMBS, VDC, VTI, VHT, and represent 50.25% of Morningstar Investment Management's stock portfolio.
- Added to shares of these 10 stocks: VMBS (+$116M), GOVT (+$100M), VCIT (+$48M), XTEN (+$26M), MSFT (+$14M), AAPL (+$12M), SPSM (+$5.7M), EWY (+$5.5M), KXI, AMZN.
- Started 12 new stock positions in FFIV, VCIT, AMP, SPSM, VMBS, VRSN, XTEN, ULTA, WU, EXEL. Arista Networks, LULU.
- Reduced shares in these 10 stocks: GOOGL (-$7.6M), META (-$7.6M), VTI, SCHO, KMI, VDC, WMB, WFC, LNG, OKE.
- Sold out of its positions in ADBE, ANET, CPB, CMA, EC, EXR, FCX, IEX, LRCX, MCHP. OMC, SNX, TGT, TSCO.
- Morningstar Investment Management was a net buyer of stock by $262M.
- Morningstar Investment Management has $1.3B in assets under management (AUM), dropping by 25.48%.
- Central Index Key (CIK): 0001673385
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Portfolio Holdings for Morningstar Investment Management
Morningstar Investment Management holds 212 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Us Treas Bd Etf (GOVT) | 23.8 | $302M | +49% | 13M | 22.98 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 9.2 | $116M | NEW | 2.6M | 45.34 |
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Vanguard World Fds Consum Stp Etf (VDC) | 6.2 | $79M | -3% | 373k | 211.38 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 5.6 | $71M | -6% | 244k | 289.81 |
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Vanguard World Fds Health Car Etf (VHT) | 5.5 | $70M | +4% | 275k | 253.69 |
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Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $55M | -12% | 292k | 189.30 |
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Microsoft Corporation (MSFT) | 4.1 | $52M | +35% | 124k | 421.50 |
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Apple (AAPL) | 3.8 | $49M | +30% | 195k | 250.42 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.8 | $48M | NEW | 599k | 80.27 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.6 | $46M | -9% | 1.9M | 24.06 |
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 2.0 | $26M | NEW | 573k | 44.83 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 1.9 | $24M | 1.1M | 21.06 |
|
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Meta Platforms Cl A (META) | 1.8 | $23M | -25% | 39k | 585.50 |
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NVIDIA Corporation (NVDA) | 1.7 | $21M | +14% | 159k | 134.29 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.4 | $18M | +2% | 627k | 29.05 |
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Amazon (AMZN) | 1.4 | $17M | +32% | 78k | 219.40 |
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Ishares Tr Glb Cnsm Stp Etf (KXI) | 1.2 | $16M | +45% | 257k | 60.29 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $12M | +10% | 208k | 58.00 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.9 | $11M | +18% | 60k | 184.88 |
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Ishares Msci Sth Kor Etf (EWY) | 0.8 | $11M | +106% | 209k | 50.89 |
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Franklin Templeton Etf Tr Frankln Swzlnd (FLSW) | 0.8 | $10M | 318k | 31.95 |
|
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.6 | $8.2M | +14% | 149k | 55.35 |
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Verizon Communications (VZ) | 0.5 | $6.9M | -16% | 172k | 39.99 |
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Comcast Corp Cl A (CMCSA) | 0.5 | $6.3M | -20% | 169k | 37.53 |
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Walt Disney Company (DIS) | 0.5 | $6.3M | -26% | 57k | 111.35 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $5.9M | -16% | 64k | 92.72 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $5.7M | NEW | 128k | 44.92 |
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Netflix (NFLX) | 0.4 | $5.0M | -26% | 5.6k | 891.27 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.3M | -26% | 218k | 19.59 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $4.3M | 51k | 84.14 |
|
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $4.2M | +20% | 56k | 75.69 |
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Kinder Morgan (KMI) | 0.3 | $4.0M | -42% | 147k | 27.40 |
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Williams Companies (WMB) | 0.3 | $3.4M | -44% | 64k | 54.12 |
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Oneok (OKE) | 0.3 | $3.3M | -43% | 33k | 100.39 |
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Cheniere Energy Com New (LNG) | 0.3 | $3.3M | -44% | 16k | 214.86 |
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Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | -16% | 29k | 107.58 |
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $3.1M | +39% | 240k | 12.86 |
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Enterprise Products Partners (EPD) | 0.2 | $2.8M | -33% | 89k | 31.36 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $2.7M | -15% | 57k | 48.42 |
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Chevron Corporation (CVX) | 0.2 | $2.2M | +32% | 15k | 144.81 |
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McDonald's Corporation (MCD) | 0.1 | $1.8M | 6.2k | 289.95 |
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Visa Com Cl A (V) | 0.1 | $1.8M | 5.7k | 315.97 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.8M | -35% | 37k | 47.87 |
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Cisco Systems (CSCO) | 0.1 | $1.7M | -2% | 29k | 59.20 |
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Cme (CME) | 0.1 | $1.7M | -4% | 7.3k | 232.26 |
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $1.6M | -31% | 94k | 17.08 |
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Metropcs Communications (TMUS) | 0.1 | $1.6M | -28% | 7.2k | 220.80 |
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Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $1.5M | 133k | 11.35 |
|
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Honeywell International (HON) | 0.1 | $1.5M | 6.7k | 225.84 |
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Electronic Arts (EA) | 0.1 | $1.5M | -25% | 10k | 146.25 |
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Medtronic SHS (MDT) | 0.1 | $1.5M | +2% | 19k | 79.86 |
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Colgate-Palmolive Company (CL) | 0.1 | $1.4M | 16k | 90.92 |
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Gilead Sciences (GILD) | 0.1 | $1.4M | -4% | 15k | 92.37 |
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Blackrock (BLK) | 0.1 | $1.3M | -3% | 1.3k | 1025.15 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.3M | +5% | 22k | 59.73 |
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Waste Management (WM) | 0.1 | $1.2M | 6.1k | 201.82 |
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Targa Res Corp (TRGP) | 0.1 | $1.2M | -49% | 6.8k | 178.44 |
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Intercontinental Exchange (ICE) | 0.1 | $1.2M | 8.2k | 149.02 |
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Pdd Holdings Sponsored Ads (PDD) | 0.1 | $1.2M | 12k | 97.00 |
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Altria (MO) | 0.1 | $1.2M | 22k | 52.28 |
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TJX Companies (TJX) | 0.1 | $1.1M | 9.4k | 120.77 |
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Bristol Myers Squibb (BMY) | 0.1 | $1.1M | -7% | 20k | 56.55 |
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Emerson Electric (EMR) | 0.1 | $1.1M | -10% | 9.1k | 123.91 |
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CSX Corporation (CSX) | 0.1 | $1.1M | 34k | 32.26 |
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O'reilly Automotive (ORLY) | 0.1 | $1.1M | 933.00 | 1185.42 |
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Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.1M | -30% | 28k | 38.42 |
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Roper Industries (ROP) | 0.1 | $1.1M | 2.1k | 519.69 |
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Amphenol Corp Cl A (APH) | 0.1 | $1.1M | 15k | 69.48 |
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Pfizer (PFE) | 0.1 | $1.0M | +5% | 39k | 26.53 |
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American Electric Power Company (AEP) | 0.1 | $1.0M | +3% | 11k | 92.26 |
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Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | +4% | 5.4k | 187.55 |
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Duke Energy Corp Com New (DUK) | 0.1 | $983k | 9.1k | 107.69 |
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Sherwin-Williams Company (SHW) | 0.1 | $964k | 2.8k | 339.80 |
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Us Bancorp Del Com New (USB) | 0.1 | $933k | -63% | 20k | 47.81 |
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Air Products & Chemicals (APD) | 0.1 | $927k | -2% | 3.2k | 290.14 |
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Northrop Grumman Corporation (NOC) | 0.1 | $917k | 2.0k | 469.53 |
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Union Pacific Corporation (UNP) | 0.1 | $908k | 4.0k | 227.97 |
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Sempra Energy (SRE) | 0.1 | $899k | 10k | 87.72 |
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Stryker Corporation (SYK) | 0.1 | $897k | 2.5k | 359.95 |
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McKesson Corporation (MCK) | 0.1 | $891k | 1.6k | 569.69 |
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At&t (T) | 0.1 | $891k | 39k | 22.77 |
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Becton, Dickinson and (BDX) | 0.1 | $884k | 3.9k | 226.84 |
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Simon Property (SPG) | 0.1 | $882k | -3% | 5.1k | 172.16 |
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Wells Fargo & Company (WFC) | 0.1 | $877k | -75% | 13k | 70.25 |
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Home Depot (HD) | 0.1 | $865k | 2.2k | 388.94 |
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Southern Company (SO) | 0.1 | $864k | 11k | 82.35 |
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Parker-Hannifin Corporation (PH) | 0.1 | $861k | 1.4k | 636.36 |
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Morgan Stanley Com New (MS) | 0.1 | $849k | -65% | 6.8k | 125.76 |
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Johnson & Johnson (JNJ) | 0.1 | $847k | +5% | 5.9k | 144.66 |
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Monster Beverage Corp (MNST) | 0.1 | $841k | 16k | 52.57 |
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Bank of America Corporation (BAC) | 0.1 | $828k | -67% | 19k | 43.96 |
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Dt Midstream Common Stock (DTM) | 0.1 | $826k | -38% | 8.3k | 99.43 |
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Paccar (PCAR) | 0.1 | $815k | 7.8k | 103.99 |
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Moody's Corporation (MCO) | 0.1 | $793k | 1.7k | 473.15 |
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Coca-Cola Company (KO) | 0.1 | $736k | +7% | 12k | 62.24 |
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AutoZone (AZO) | 0.1 | $720k | 225.00 | 3200.00 |
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Amgen (AMGN) | 0.1 | $711k | +9% | 2.7k | 260.54 |
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Goldman Sachs (GS) | 0.1 | $703k | -68% | 1.2k | 572.94 |
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Lowe's Companies (LOW) | 0.1 | $701k | 2.8k | 246.74 |
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Aon Shs Cl A (AON) | 0.1 | $694k | 1.9k | 359.03 |
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Deere & Company (DE) | 0.1 | $693k | 1.6k | 423.85 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $684k | -71% | 2.9k | 239.83 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $680k | 954.00 | 712.79 |
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Truist Financial Corp equities (TFC) | 0.1 | $678k | -66% | 16k | 43.38 |
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Philip Morris International (PM) | 0.1 | $676k | -5% | 5.6k | 120.35 |
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Antero Midstream Corp antero midstream (AM) | 0.1 | $674k | -35% | 45k | 15.08 |
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Apollo Global Mgmt (APO) | 0.1 | $674k | 4.1k | 165.16 |
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Starbucks Corporation (SBUX) | 0.1 | $669k | +3% | 7.3k | 91.31 |
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Procter & Gamble Company (PG) | 0.1 | $664k | -5% | 4.0k | 167.59 |
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PNC Financial Services (PNC) | 0.1 | $663k | -72% | 3.4k | 192.79 |
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Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $662k | +8% | 5.9k | 112.01 |
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3M Company (MMM) | 0.1 | $647k | 5.0k | 129.17 |
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Hca Holdings (HCA) | 0.1 | $645k | 2.1k | 300.28 |
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Eaton Corp SHS (ETN) | 0.1 | $639k | 1.9k | 331.95 |
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United Parcel Service CL B (UPS) | 0.1 | $637k | 5.1k | 126.09 |
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EOG Resources (EOG) | 0.0 | $617k | 5.0k | 122.64 |
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Charles Schwab Corporation (SCHW) | 0.0 | $615k | -47% | 8.3k | 73.97 |
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American Express Company (AXP) | 0.0 | $614k | 2.1k | 296.62 |
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Northern Trust Corporation (NTRS) | 0.0 | $602k | -62% | 5.9k | 102.49 |
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American Tower Reit (AMT) | 0.0 | $561k | 3.1k | 183.57 |
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Norfolk Southern (NSC) | 0.0 | $560k | 2.4k | 234.90 |
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Kimberly-Clark Corporation (KMB) | 0.0 | $555k | +5% | 4.2k | 130.99 |
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Booking Holdings (BKNG) | 0.0 | $537k | 108.00 | 4972.22 |
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Pepsi (PEP) | 0.0 | $536k | +11% | 3.5k | 151.93 |
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Citigroup Com New (C) | 0.0 | $516k | -69% | 7.3k | 70.45 |
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Johnson Ctls Intl SHS (JCI) | 0.0 | $493k | 6.3k | 78.88 |
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Caterpillar (CAT) | 0.0 | $489k | 1.3k | 362.76 |
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General Motors Company (GM) | 0.0 | $484k | 9.1k | 53.31 |
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Crown Castle Intl (CCI) | 0.0 | $481k | +22% | 5.3k | 90.69 |
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Abbvie (ABBV) | 0.0 | $478k | 2.7k | 177.83 |
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Capital One Financial (COF) | 0.0 | $459k | -73% | 2.6k | 178.18 |
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Chipotle Mexican Grill (CMG) | 0.0 | $451k | 7.5k | 60.25 |
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Equinix (EQIX) | 0.0 | $446k | 473.00 | 942.92 |
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Amcor Ord (AMCR) | 0.0 | $433k | +18% | 46k | 9.41 |
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Check Point Software Tech Lt Ord (CHKP) | 0.0 | $422k | 2.3k | 186.81 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $416k | 1.2k | 351.65 |
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Public Storage (PSA) | 0.0 | $405k | 1.4k | 299.78 |
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Huntington Bancshares Incorporated (HBAN) | 0.0 | $404k | -77% | 25k | 16.27 |
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Atmos Energy Corporation (ATO) | 0.0 | $396k | 2.8k | 139.19 |
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Intuit (INTU) | 0.0 | $389k | 619.00 | 628.43 |
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M&T Bank Corporation (MTB) | 0.0 | $383k | -80% | 2.0k | 188.21 |
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Analog Devices (ADI) | 0.0 | $380k | 1.8k | 212.53 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $380k | -75% | 4.9k | 76.85 |
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Fifth Third Ban (FITB) | 0.0 | $374k | -71% | 8.8k | 42.31 |
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Edison International (EIX) | 0.0 | $367k | +3% | 4.6k | 79.77 |
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FedEx Corporation (FDX) | 0.0 | $366k | 1.3k | 281.32 |
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Broadcom (AVGO) | 0.0 | $366k | -49% | 1.6k | 231.65 |
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State Street Corporation (STT) | 0.0 | $358k | -50% | 3.7k | 98.03 |
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Zoetis Cl A (ZTS) | 0.0 | $348k | 2.1k | 163.15 |
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Citizens Financial (CFG) | 0.0 | $338k | -75% | 7.7k | 43.70 |
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Garmin SHS (GRMN) | 0.0 | $331k | 1.6k | 206.49 |
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Nike CL B (NKE) | 0.0 | $331k | 4.4k | 75.76 |
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Kla Corp Com New (KLAC) | 0.0 | $327k | 519.00 | 630.06 |
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Aptar (ATR) | 0.0 | $325k | 2.1k | 157.16 |
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Key (KEY) | 0.0 | $322k | -68% | 19k | 17.12 |
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SEI Investments Company (SEIC) | 0.0 | $320k | 3.9k | 82.47 |
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T. Rowe Price (TROW) | 0.0 | $318k | 2.8k | 113.05 |
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Qualcomm (QCOM) | 0.0 | $316k | 2.1k | 153.62 |
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Paypal Holdings (PYPL) | 0.0 | $313k | 3.7k | 85.45 |
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AmerisourceBergen (COR) | 0.0 | $308k | 1.4k | 224.49 |
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International Business Machines (IBM) | 0.0 | $301k | -21% | 1.4k | 219.55 |
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Quest Diagnostics Incorporated (DGX) | 0.0 | $301k | 2.0k | 151.03 |
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NetApp (NTAP) | 0.0 | $292k | -5% | 2.5k | 115.97 |
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Cummins (CMI) | 0.0 | $292k | 837.00 | 348.87 |
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Ametek (AME) | 0.0 | $290k | 1.6k | 180.24 |
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Raymond James Financial (RJF) | 0.0 | $289k | 1.9k | 155.46 |
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Kroger (KR) | 0.0 | $287k | 4.7k | 61.06 |
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New Fortress Energy Com Cl A (NFE) | 0.0 | $282k | -54% | 19k | 15.10 |
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Regions Financial Corporation (RF) | 0.0 | $276k | -70% | 12k | 23.52 |
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Baxter International (BAX) | 0.0 | $269k | +13% | 9.2k | 29.15 |
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Donaldson Company (DCI) | 0.0 | $268k | 4.0k | 67.25 |
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CVS Caremark Corporation (CVS) | 0.0 | $267k | -26% | 6.0k | 44.83 |
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Kenvue (KVUE) | 0.0 | $265k | +30% | 12k | 21.38 |
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Dolby Laboratories Com Cl A (DLB) | 0.0 | $265k | 3.4k | 78.10 |
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Ingredion Incorporated (INGR) | 0.0 | $264k | 1.9k | 137.64 |
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Labcorp Holdings Com Shs (LH) | 0.0 | $264k | 1.2k | 229.57 |
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Dominion Resources (D) | 0.0 | $261k | 4.9k | 53.76 |
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Hasbro (HAS) | 0.0 | $260k | +5% | 4.7k | 55.91 |
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Amdocs SHS (DOX) | 0.0 | $259k | 3.0k | 85.03 |
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Deckers Outdoor Corporation (DECK) | 0.0 | $257k | 1.3k | 203.00 |
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Old Dominion Freight Line (ODFL) | 0.0 | $249k | 1.4k | 176.60 |
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Consolidated Edison (ED) | 0.0 | $248k | 2.8k | 89.14 |
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Snap-on Incorporated (SNA) | 0.0 | $248k | 732.00 | 338.80 |
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Packaging Corporation of America (PKG) | 0.0 | $248k | 1.1k | 225.45 |
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Applied Materials (AMAT) | 0.0 | $247k | 1.5k | 162.93 |
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Tyson Foods Cl A (TSN) | 0.0 | $245k | 4.3k | 57.55 |
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CMS Energy Corporation (CMS) | 0.0 | $242k | 3.6k | 66.72 |
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Canadian Natl Ry (CNI) | 0.0 | $239k | 2.4k | 101.66 |
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Dover Corporation (DOV) | 0.0 | $238k | 1.3k | 187.70 |
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Arista Networks | 0.0 | $238k | NEW | 2.2k | 110.59 |
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Nasdaq Omx (NDAQ) | 0.0 | $232k | 3.0k | 77.41 |
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ConAgra Foods (CAG) | 0.0 | $228k | 8.2k | 27.72 |
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Fastenal Company (FAST) | 0.0 | $223k | 3.1k | 71.82 |
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Evergy (EVRG) | 0.0 | $222k | 3.6k | 61.46 |
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F5 Networks (FFIV) | 0.0 | $222k | NEW | 884.00 | 251.13 |
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Ventas (VTR) | 0.0 | $221k | +9% | 3.8k | 58.92 |
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Xcel Energy (XEL) | 0.0 | $221k | 3.3k | 67.50 |
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Exelixis (EXEL) | 0.0 | $221k | NEW | 6.6k | 33.36 |
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Ameren Corporation (AEE) | 0.0 | $218k | 2.4k | 89.13 |
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Toll Brothers (TOL) | 0.0 | $215k | 1.7k | 125.88 |
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NiSource (NI) | 0.0 | $212k | -12% | 5.8k | 36.77 |
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Encompass Health Corp (EHC) | 0.0 | $211k | 2.3k | 92.38 |
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Juniper Networks (JNPR) | 0.0 | $210k | 5.6k | 37.37 |
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General Mills (GIS) | 0.0 | $209k | 3.3k | 63.66 |
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Ameriprise Financial (AMP) | 0.0 | $209k | NEW | 393.00 | 531.81 |
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Paychex (PAYX) | 0.0 | $209k | 1.5k | 139.99 |
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Nrg Energy Com New (NRG) | 0.0 | $209k | 2.3k | 90.16 |
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Realty Income (O) | 0.0 | $206k | +10% | 3.9k | 53.35 |
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Verisign (VRSN) | 0.0 | $206k | NEW | 995.00 | 207.04 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $201k | NEW | 462.00 | 435.06 |
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Lululemon Athletica (LULU) | 0.0 | $201k | NEW | 525.00 | 382.86 |
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Western Union Company (WU) | 0.0 | $163k | NEW | 15k | 10.62 |
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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 Q4 filed Feb. 3, 2025
- 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