Morningstar Investment Services LLC — 13F holdings

Morningstar Investment Services LLC reported 134 holdings worth $546M in its 13F filing for Q1 2025, filed May 5, 2025.

Largest positions

1. VTI VANGUARD INDEX FDS — $77.3M (14.2%)
2. BND VANGUARD BD INDEX FDS — $58.8M (10.8%)
3. VEA VANGUARD TAX-MANAGED FDS — $33.3M (6.1%)
4. VCRB VANGUARD MALVERN FDS — $23.0M (4.2%)
5. VGIT VANGUARD SCOTTSDALE FDS — $15.5M (2.8%)
6. VWO VANGUARD INTL EQUITY INDEX F — $10.7M (2.0%)
7. META META PLATFORMS INC — $10.4M (1.9%)
8. VMBS VANGUARD SCOTTSDALE FDS — $9.15M (1.7%)
9. MSFT MICROSOFT CORP — $9.07M (1.7%)
10. BKNG BOOKING HOLDINGS INC — $8.84M (1.6%)