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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Morningstar Investment Services LLC INSTITUTION : Morningstar Investment Services LLC
Morningstar Investment Services LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-07-30) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 538,377,000 6,100,588 8.84%
Vanguard Index Fds    (STK MRK ETF) VTI 345,039,000 2,236,882 5.66%
MasterCard Inc    (CL A) MA 196,462,000 670,676 3.22%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 181,036,000 2,178,790 2.97%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 166,382,000 4,288,168 2.73%
ALPHABET INC    (CAP STK CL A) GOOGL 149,761,000 107,189 2.46%
FACEBOOK INC    (CL A) FB 140,250,000 635,648 2.30%
ENBRIDGE INC    (COM) ENB 137,497,000 4,539,349 2.25%
Microsoft Corp    (COM) MSFT 128,359,000 646,843 2.10%
VANGUARD INDEX FDS    (VALUE ETF) VTV 124,113,000 1,260,415 2.03%
ALPHABET INC    (CAP STK CL C) GOOG 117,305,000 84,091 1.92%
VISA INC    (COM CL A) V 107,597,000 562,214 1.76%
BOOKING HLDGS INC    (COM) 104,971,000 65,886 1.72%
Lowes Cos Inc    (COM) LOW 100,084,000 749,580 1.64%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 96,847,000 2,432,724 1.59%
ISHARES TR    (EAFE VALUE ETF) EFV 96,393,000 2,408,618 1.58%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 95,259,000 537,608 1.56%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 93,479,000 471,189 1.53%
AMERISOURCEBERGEN CORP    (COM) ABC 90,854,000 917,809 1.49%
VANGUARD SCOTTSDALE FDS    (INT-TERM GOV) VGIT 89,458,000 1,266,571 1.46%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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