Morningstar Investment Management LLC

Morningstar Investment Management LLC, a Delaware-based Limited Liability Company, has been serving over 1.2 million clients with a team of 215 employees, including 56 in advisory roles. Its SEC registration status is approved, dated Oct 18, 1999.

• BROCK ALLAN JOHNSON

  CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS owns less than 5%

• DANIEL NEEDHAM

  CO-PRESIDENT owns less than 5%

• LORI ANN LOFTUS

  CHIEF COMPLIANCE OFFICER & SECRETARY owns less than 5%

• MATTHEW JOSEPH RADGOWSKI

  MANAGING DIRECTOR owns less than 5%

• MORNINGSTAR, INC.

  SOLE MEMBER owns 75% or more

• JOSEPH D MANSUETO

  SHAREHOLDER owns more than 50% but less than 75%

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• Tracking the Q3-Q4 2022 Holdings Comparison of Morningstar Investment Management LLC

• ISHARES TR $61,743k
• GLOBAL X FDS $55,910k
• JP MORGAN EXCHANGE TRADED FD $48,694k
• SPDR SERIES TRUST $32,611k
• VANGUARD SCOTTSDALE FDS $20,840k
• VANGUARD MALVERN FDS $19,293k
• Schwab US Tips ETF (SCHP) $15,699k
• SCHWAB STRATEGIC T $12,647k
• VANGUARD BD INDEX FD INC $11,992k
• SCHWAB STRATEGIC TR $8,466k