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Morningstar shares owned by MJT & Associates Financial Advisory Group

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by MJT & Associates Financial Advisory Group from 13F filings

Historical chart of MJT & Associates Financial Advisory Group investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by MJT & Associates Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by MJT & Associates Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.3k 34 156.03
2025-06-30 $6.6k 34 193.91
2025-03-31 $10k 34 299.88

More positions owned by MJT & Associates Financial Advisory Group

Ishares Core S&p Total U.s. Com Market Etf Etf (ITOT)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mid-cap Growth Etf Etf (VOT)
Vanguard Mid-cap Value Etf Etf (VOE)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Small Cap Value Etf Etf (VBR)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)

View all positions for MJT & Associates Financial Advisory Group

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