Morningstar Investment Management

Latest statistics and disclosures from Morningstar Investment Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Morningstar Investment Management

Companies in the Morningstar Investment Management portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Jp Morgan Exchange Traded Betbuld Japan (BBJP) 13.94 4.41M 22.93
Global X Fds Glb X Mlp Enrg I (MLPX) 12.06 3.51M NEW 24.88
Ishares Tr Msci Uk Etf New (EWU) 11.22 3.16M 25.76
Vanguard World Fds Consum Stp Etf (VDC) 5.37 260.21k +35% 149.57
Vanguard World Fds Health Car Etf (VHT) 5.10 191.90k -11% 192.65
Vanguard World Fds Financials Etf (VFH) 4.89 618.93k NEW 57.20
Ishares Tr Global Energ Etf (IXC) 4.77 1.77M +31% 19.54
Ishares Tr Broad Usd High (USHY) 4.34 822.58k +235% 38.22
Select Sector Spdr Tr Energy (XLE) 4.17 799.00k +25% 37.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.84 539.49k +5% 51.63
Schwab Strategic Tr Us Tips Etf (SCHP) 3.68 444.20k +30% 60.02
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 3.34 877.62k +56% 27.56
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.28 237.48k +30% 100.10
Ishares Msci Sth Kor Etf (EWY) 3.09 392.41k +275% 57.13
Schwab Strategic Tr Intrm Trm Tres (SCHR) 3.02 372.10k -25% 58.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.10 184.35k +52% 82.66
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.93 278.86k -45% 50.17
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 1.70 203.93k -17% 60.50
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.34 178.37k +18% 54.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.17 88.91k NEW 95.14
Global X Fds Us Pfd Etf (PFFD) 1.02 315.49k 23.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.86 40.01k -14% 156.53
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.78 241.86k -35% 23.41
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.67 45.79k NEW 106.28
Ishares Msci Mexico Etf (EWW) 0.67 151.26k NEW 31.88
Ishares Tr Msci Euro Fl Etf (EUFN) 0.61 310.58k -49% 14.23
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.58 109.75k NEW 38.23
Vanguard Index Fds Small Cp Etf (VB) 0.45 22.31k -25% 145.73

Past Filings by Morningstar Investment Management

View past SEC 13F filings by Morningstar Investment Management

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