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Morling Financial Advisors

Latest statistics and disclosures from Morling Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, COIN, DFAE, SCHX, AAPL, and represent 49.29% of Morling Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI, DFAE, DFAI, DFSU, DFSE, CRWD, CRM, DFSI, PL, AVUS.
Started 9 new stock positions in VT, VUG, DFSI, SOXX, CRM, DFSU, CRWD, PL, DFSE.
Reduced shares in these 10 stocks: COIN, TOTL, META, IVV, IEMG, UBER, NVDA, ET, SPLG, ESGU.
Sold out of its position in TOTL.
Morling Financial Advisors was a net buyer of stock by $4.4M.
Morling Financial Advisors has $124M in assets under management (AUM), dropping by 22.83%.
Central Index Key (CIK): 0001905198

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Positions held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Morling Financial Advisors

Morling Financial Advisors holds 80 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.4	$19M	+11%	81k	237.22	View chart
Coinbase Global Com Cl A (COIN)	11.4	$14M	-6%	81k	173.92	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	8.2	$10M	+22%	420k	24.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.4	$9.2M		163k	56.40	View chart
Apple (AAPL)	6.9	$8.5M		44k	192.53	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.6	$6.9M		124k	55.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.5	$5.5M	+20%	193k	28.64	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	4.2	$5.2M		50k	105.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$4.7M	-2%	9.9k	477.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.6	$4.5M	+2%	55k	81.55	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$3.7M	-2%	73k	50.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$3.0M		63k	47.90	View chart
Meta Platforms Cl A (META)	1.8	$2.2M	-18%	6.1k	353.96	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.3	$1.6M	+2%	47k	33.25	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.1	$1.4M	-2%	24k	58.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.1	$1.3M		16k	84.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$1.3M		23k	55.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$1.1M	-4%	11k	104.92	View chart
Ishares Esg Awr Msci Em (ESGE)	0.9	$1.1M		34k	32.06	View chart
Microsoft Corporation (MSFT)	0.9	$1.1M	+3%	2.8k	376.04	View chart
Amazon (AMZN)	0.8	$1.0M	+2%	6.9k	151.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$935k		5.5k	170.40	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$925k		27k	34.01	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$909k	NEW	29k	31.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$882k		12k	76.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$826k		33k	24.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$804k	+4%	1.8k	436.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$734k	-3%	18k	41.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$696k		4.9k	140.93	View chart
NVIDIA Corporation (NVDA)	0.5	$637k	-10%	1.3k	495.30	View chart
Tesla Motors (TSLA)	0.5	$632k	+6%	2.5k	248.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$629k		18k	35.41	View chart
Uber Technologies (UBER)	0.4	$545k	-13%	8.9k	61.57	View chart
Chipotle Mexican Grill (CMG)	0.4	$446k		195.00	2286.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$424k		15k	29.23	View chart
Ventas (VTR)	0.3	$404k		8.1k	49.84	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$403k	NEW	13k	31.62	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$401k		16k	24.96	View chart
Expensify Com Cl A (EXFY)	0.3	$368k	-11%	149k	2.47	View chart
Servicenow (NOW)	0.3	$364k	-9%	515.00	706.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$337k		709.00	475.31	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$326k	-15%	24k	13.80	View chart
Eli Lilly & Co. (LLY)	0.3	$322k		552.00	582.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$290k		3.8k	75.54	View chart
JPMorgan Chase & Co. (JPM)	0.2	$283k		1.7k	170.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$277k	NEW	1.1k	255.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$269k		3.6k	75.35	View chart
Bank of America Corporation (BAC)	0.2	$256k		7.6k	33.67	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$255k		4.6k	55.41	View chart
Abbvie (ABBV)	0.2	$252k		1.6k	154.97	View chart
salesforce (CRM)	0.2	$247k	NEW	939.00	263.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$232k	-12%	649.00	356.66	View chart
Dimensional Etf Trust International (DFSI)	0.2	$227k	NEW	7.1k	32.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$194k	-4%	5.2k	36.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$155k	+2%	666.00	232.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$145k		680.00	213.33	View chart
Planet Labs Pbc Com Cl A (PL)	0.1	$143k	NEW	58k	2.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$125k	+16%	891.00	139.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$120k		1.1k	108.25	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$116k		1.8k	65.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$116k	+3%	417.00	277.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$107k		354.00	303.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$101k	+2%	1.1k	88.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$55k		275.00	200.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$49k		1.0k	48.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$48k		612.00	77.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$44k	-25%	353.00	124.97	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.0	$42k		1.4k	29.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$29k		409.00	70.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$26k		176.00	145.23	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$24k	NEW	42.00	576.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$24k		134.00	179.97	View chart
Axt (AXTI)	0.0	$24k		10k	2.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$18k		234.00	75.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$10k	+137%	69.00	150.22	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$10k		300.00	33.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$7.8k	NEW	25.00	310.88	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$2.6k	+2%	109.00	23.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.5k	NEW	15.00	102.87	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$49.000000		1.00	49.00	View chart

Past Filings by Morling Financial Advisors

SEC 13F filings are viewable for Morling Financial Advisors going back to 2021

Morling Financial Advisors 2023 Q4 filed Feb. 2, 2024
Morling Financial Advisors 2023 Q3 filed Nov. 8, 2023
Morling Financial Advisors 2023 Q2 filed July 28, 2023
Morling Financial Advisors 2023 Q1 filed May 2, 2023
Morling Financial Advisors 2022 Q4 filed Feb. 3, 2023
Morling Financial Advisors 2022 Q3 filed Nov. 1, 2022
Morling Financial Advisors 2022 Q2 filed Aug. 1, 2022
Morling Financial Advisors 2022 Q1 filed May 6, 2022
Morling Financial Advisors 2021 Q4 filed Feb. 4, 2022

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