Morling Financial Advisors

Morling Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Morling Financial Advisors

Morling Financial Advisors holds 121 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 13.3 $38M 968k 39.39
Vanguard Index Fds Total Stk Mkt (VTI) 10.9 $31M 108k 289.81
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 10.3 $30M 1.2M 24.65
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.1 $20M 503k 40.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.4 $18M 317k 58.18
Coinbase Global Com Cl A (COIN) 6.1 $18M 71k 248.30
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.9 $17M 670k 25.37
Simplify Exchange Traded Fun Mbs Etf (MTBA) 4.9 $14M 282k 49.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.8 $11M 467k 23.18
Apple (AAPL) 3.7 $11M 42k 250.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.4 $9.7M 332k 29.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.8 $8.0M 115k 68.94
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $5.6M 44k 128.62
Ishares Tr Core S&p500 Etf (IVV) 2.0 $5.6M 9.6k 588.67
American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $5.3M 55k 96.93
Ishares Core Msci Emkt (IEMG) 1.3 $3.7M 71k 52.22
Meta Platforms Cl A (META) 1.1 $3.1M 5.3k 585.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.9M 60k 47.82
NVIDIA Corporation (NVDA) 0.7 $2.0M 15k 134.29
Amazon (AMZN) 0.7 $1.9M 8.7k 219.40
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $1.5M 21k 71.43
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.3M 10k 128.83
Microsoft Corporation (MSFT) 0.4 $1.3M 3.0k 421.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $1.1M 50k 22.70
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.1M 29k 37.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.0M 1.9k 538.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.0M 38k 27.32
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.0M 5.3k 190.43
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $935k 4.8k 195.83
Airbnb Com Cl A (ABNB) 0.3 $886k 6.7k 131.41
Reddit Cl A (RDDT) 0.3 $864k 5.3k 163.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $816k 1.4k 586.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $788k 30k 26.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $676k 15k 44.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $633k 17k 38.37
Chipotle Mexican Grill (CMG) 0.2 $566k 9.4k 60.30
Servicenow (NOW) 0.2 $554k 523.00 1060.12
Ishares Esg Awr Msci Em (ESGE) 0.2 $549k 16k 33.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $539k 1.1k 511.21
Uber Technologies (UBER) 0.2 $505k 8.4k 60.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $501k 15k 34.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $500k 26k 19.59
Expensify Com Cl A (EXFY) 0.2 $499k 149k 3.35
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $492k 15k 33.13
JPMorgan Chase & Co. (JPM) 0.2 $457k 1.9k 239.71
salesforce (CRM) 0.2 $448k 1.3k 334.33
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $444k 6.0k 74.02
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $437k 11k 40.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $433k 955.00 453.28
Vanguard Index Fds Growth Etf (VUG) 0.1 $406k 990.00 410.44
Ishares Msci Emrg Chn (EMXC) 0.1 $384k 6.9k 55.45
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $379k 15k 26.19
Vanguard Index Fds Small Cp Etf (VB) 0.1 $374k 1.6k 240.28
Crowdstrike Hldgs Cl A (CRWD) 0.1 $371k 1.1k 342.16
Intuitive Surgical Com New (ISRG) 0.1 $345k 660.00 521.96
Tesla Motors (TSLA) 0.1 $340k 841.00 403.84
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $334k 4.4k 76.14
Alphabet Cap Stk Cl A (GOOGL) 0.1 $332k 1.8k 189.30
Bank of America Corporation (BAC) 0.1 $318k 7.2k 43.95
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.1 $316k 2.9k 107.61
Netflix (NFLX) 0.1 $300k 337.00 891.32
Vaalco Energy Com New (EGY) 0.1 $291k 67k 4.37
Ishares Tr Msci Eafe Etf (EFA) 0.1 $274k 3.6k 75.61
Dimensional Etf Trust International (DFSI) 0.1 $274k 8.3k 32.85
Walt Disney Company (DIS) 0.1 $263k 2.4k 111.37
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $236k 1.2k 197.49
Spotify Technology S A SHS (SPOT) 0.1 $231k 517.00 447.38
Nuveen Insd Dividend Advantage (NVG) 0.1 $226k 18k 12.26
Eli Lilly & Co. (LLY) 0.1 $205k 266.00 772.00
Cadence Design Systems (CDNS) 0.1 $200k 667.00 300.46
Arbor Realty Trust (ABR) 0.1 $189k 14k 13.85
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $175k 661.00 264.09
Vanguard Index Fds Value Etf (VTV) 0.1 $161k 951.00 169.29
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $160k 1.5k 104.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $157k 1.8k 87.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $156k 8.4k 18.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $142k 354.00 401.58
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $128k 1.1k 115.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $125k 2.0k 62.30
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $115k 15k 7.86
Select Sector Spdr Tr Technology (XLK) 0.0 $107k 461.00 232.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $105k 1.2k 89.06
Ishares Tr Russell 2000 Etf (IWM) 0.0 $105k 475.00 220.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $104k 3.0k 34.13
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $98k 1.1k 90.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $95k 761.00 124.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $89k 1.0k 87.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $78k 2.8k 27.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $72k 409.00 175.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $64k 325.00 198.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $55k 195.00 280.06
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $54k 612.00 88.40
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $52k 916.00 56.70
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $48k 1.6k 29.70
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $47k 353.00 132.10
American Centy Etf Tr Avantis All Int (AVNM) 0.0 $39k 712.00 54.77
Select Sector Spdr Tr Financial (XLF) 0.0 $37k 757.00 48.33
Vanguard World Extended Dur (EDV) 0.0 $35k 511.00 67.75
Select Sector Spdr Tr Energy (XLE) 0.0 $34k 400.00 85.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $31k 1.2k 25.86
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $30k 289.00 102.09
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $29k 213.00 137.57
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $27k 126.00 215.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $24k 234.00 101.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $23k 343.00 66.77
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $23k 235.00 96.53
Axt (AXTI) 0.0 $22k 10k 2.17
Select Sector Spdr Tr Indl (XLI) 0.0 $14k 107.00 131.76
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $13k 78.00 164.17
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $11k 199.00 54.36
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $11k 397.00 27.11
Ishares Tr Cohen Steer Reit (ICF) 0.0 $9.0k 150.00 60.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $7.8k 186.00 41.82
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $5.6k 25.00 224.36
Ishares Tr China Lg-cap Etf (FXI) 0.0 $5.2k 170.00 30.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $4.7k 40.00 117.47
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $3.6k 60.00 60.35
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $2.4k 31.00 78.61
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $138.000000 1.00 138.00
Ishares Tr Core Msci Intl (IDEV) 0.0 $51.000000 1.00 51.00
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $26.000000 1.00 26.00