IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Morningstar Investment Management LLC

Q3 2019 Holdings

Filed 2019-11-12 | 18 holdings | $355.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2024-04-03) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Global X FDSGLB X MLP ENRG I37950E226$67.0K5,445,05618.8%
Ishares TR(EWU)AMSCI UK ETF NEW46435G334$65.7K2,093,06718.5%
J P Morgan Exchange-Traded FABETBULD JAPAN46641Q712$56.4K2,381,88315.9%
Schwab Strategic TR(SCHR)AINT-TRM U.S TRES808524854$38.8K698,14410.9%
Spdr Series Trust(BIL)ASPDR BLOOMBERG78468R663$24.9K272,3827.0%
Vanguard Scottsdale FDS(VGLT)ALONG TERM TREAS92206C847$24.6K280,7266.9%
Vanguard Malvern FDS(VTIP)ASTRM INFPROIDX922020805$16.0K325,2644.5%
Schwab Strategic TR(SCHP)AUS TIPS ETF808524870$15.2K268,8564.3%
Schwab Strategic TR(SCHO)ASHT TM US TRES808524862$12.7K251,5593.6%
Spdr SER TR(CWB)ABLMBRG BRC CNVRT78464A359$7.6K145,4902.1%
Global X FDS(PFFD)AUS PFD ETF37954Y657$5.9K235,0111.7%
Vanguard BD Index FD Inc(BIV)AINTERMED TERM921937819$4.5K51,2121.3%
Schwab Strategic TR(SCHH)AUS REIT ETF808524847$4.0K84,6121.1%
Ishares TR(EUFN)AMSCI EURO FL ETF464289180$3.5K197,6461.0%
Schwab Strategic TR(FNDE)ASCHWB FDT EMK LG808524730$3.2K117,9140.9%
Vanguard World FDS(VDC)ACONSUM STP ETF92204A207$2.2K13,9040.6%
Ishares Inc(EWY)AMSCI STH KOR ETF464286772$1.7K31,1770.5%
Vaneck Vectors ETF TrustARUSSIA ETF92189F403$1.6K69,6800.5%
Proshares TR(TBT)PSHS ULTSH 20YRS74347B201$2048,3850.1%