Morling Financial Advisors

Morling Financial Advisors as of March 31, 2025

Portfolio Holdings for Morling Financial Advisors

Morling Financial Advisors holds 120 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 12.6 $37M 911k 40.29
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 10.8 $31M 1.3M 24.75
Vanguard Index Fds Total Stk Mkt (VTI) 10.6 $31M 112k 274.84
Vanguard Scottsdale Fds Short Term Treas (VGSH) 6.8 $20M 339k 58.69
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.8 $20M 513k 38.44
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.5 $19M 726k 25.89
Simplify Exchange Traded Fun Mbs Etf (MTBA) 5.2 $15M 300k 50.14
Coinbase Global Com Cl A (COIN) 4.2 $12M 71k 172.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.7 $11M 347k 31.23
Apple (AAPL) 3.6 $10M 47k 222.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $10M 469k 22.08
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.6 $7.5M 114k 65.76
Ishares Tr Core S&p500 Etf (IVV) 1.8 $5.3M 9.5k 561.89
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $5.3M 44k 122.01
American Centy Etf Tr Us Eqt Etf (AVUS) 1.7 $5.0M 54k 92.38
Ishares Core Msci Emkt (IEMG) 1.3 $3.8M 70k 53.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $3.0M 59k 50.83
Meta Platforms Cl A (META) 0.9 $2.6M 4.5k 576.36
NVIDIA Corporation (NVDA) 0.8 $2.3M 21k 108.38
Amazon (AMZN) 0.7 $2.1M 11k 190.26
Microsoft Corporation (MSFT) 0.6 $1.8M 4.9k 375.39
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M 9.9k 156.23
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $1.4M 21k 68.01
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $1.4M 39k 35.81
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.3M 8.5k 154.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.3M 11k 121.91
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 5.3k 245.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $1.1M 50k 21.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.1M 38k 27.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $987k 1.9k 513.91
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $905k 4.7k 193.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $814k 30k 27.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $808k 18k 45.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $779k 1.4k 559.32
Calix (CALX) 0.3 $750k 21k 35.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $691k 1.3k 532.58
Tesla Motors (TSLA) 0.2 $675k 2.6k 259.16
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $672k 20k 33.68
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $642k 16k 39.37
Ishares Esg Awr Msci Em (ESGE) 0.2 $634k 18k 34.95
Uber Technologies (UBER) 0.2 $598k 8.2k 72.86
Reddit Cl A (RDDT) 0.2 $576k 5.5k 104.90
Chipotle Mexican Grill (CMG) 0.2 $523k 10k 50.21
Servicenow (NOW) 0.2 $515k 647.00 796.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $511k 26k 19.78
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $478k 15k 32.99
Eli Lilly & Co. (LLY) 0.2 $468k 567.00 825.91
Expensify Com Cl A (EXFY) 0.2 $453k 149k 3.04
salesforce (CRM) 0.2 $452k 1.7k 268.36
Netflix (NFLX) 0.2 $437k 469.00 932.53
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $437k 11k 40.41
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $398k 4.9k 81.69
Crowdstrike Hldgs Cl A (CRWD) 0.1 $395k 1.1k 352.58
Airbnb Com Cl A (ABNB) 0.1 $395k 3.3k 119.46
UnitedHealth (UNH) 0.1 $394k 753.00 523.75
Spotify Technology S A SHS (SPOT) 0.1 $389k 708.00 550.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $383k 15k 26.46
Intuitive Surgical Com New (ISRG) 0.1 $380k 767.00 495.27
Dimensional Etf Trust International (DFSI) 0.1 $376k 11k 34.89
Chunghwa Telecom Spon Adr New11 (CHT) 0.1 $372k 9.5k 39.21
Costco Wholesale Corporation (COST) 0.1 $359k 380.00 945.78
Ge Aerospace Com New (GE) 0.1 $350k 1.7k 200.15
Ishares Msci Emrg Chn (EMXC) 0.1 $336k 6.1k 55.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $332k 2.0k 166.00
Bank of America Corporation (BAC) 0.1 $326k 7.8k 41.73
Broadcom (AVGO) 0.1 $318k 1.9k 167.43
Vanguard Index Fds Growth Etf (VUG) 0.1 $312k 840.00 370.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $302k 3.7k 81.73
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.1 $293k 2.9k 99.98
Visa Com Cl A (V) 0.1 $288k 823.00 350.46
Abbvie (ABBV) 0.1 $287k 1.4k 209.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $256k 1.2k 221.75
Charles Schwab Corporation (SCHW) 0.1 $240k 3.1k 78.28
Wal-Mart Stores (WMT) 0.1 $231k 2.6k 87.79
Icici Bank Adr (IBN) 0.1 $227k 7.2k 31.52
Ishares Tr Russell 2000 Etf (IWM) 0.1 $222k 1.1k 199.49
Walt Disney Company (DIS) 0.1 $217k 2.2k 98.70
Mastercard Incorporated Cl A (MA) 0.1 $205k 374.00 548.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $203k 433.00 468.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $168k 651.00 258.58
Nuveen Insd Dividend Advantage (NVG) 0.1 $167k 14k 12.38
Vanguard Index Fds Value Etf (VTV) 0.1 $156k 901.00 172.73
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $149k 1.5k 97.94
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $143k 1.8k 80.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $128k 354.00 361.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $117k 2.0k 58.34
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $114k 1.1k 104.58
Wipro Spon Adr 1 Sh (WIT) 0.0 $114k 37k 3.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $107k 2.9k 36.41
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $105k 1.2k 90.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $93k 1.0k 91.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $91k 761.00 119.73
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $90k 1.1k 83.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $76k 3.2k 23.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $71k 409.00 173.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $70k 2.8k 25.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $61k 325.00 186.29
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $54k 916.00 58.98
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $52k 1.3k 40.45
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $51k 600.00 85.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $49k 195.00 251.77
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $48k 353.00 135.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $44k 381.00 115.60
American Centy Etf Tr Avantis All Int (AVNM) 0.0 $42k 712.00 58.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $25k 1.0k 24.34
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $24k 126.00 188.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $22k 234.00 92.83
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $21k 235.00 87.17
Axt (AXTI) 0.0 $14k 10k 1.41
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $12k 397.00 30.31
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $12k 78.00 150.97
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $9.6k 358.00 26.89
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $9.3k 157.00 59.40
Ishares Tr Cohen Steer Reit (ICF) 0.0 $9.2k 150.00 61.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $8.1k 186.00 43.70
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $7.7k 382.00 20.07
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $5.7k 99.00 57.61
Ishares Tr China Lg-cap Etf (FXI) 0.0 $2.1k 60.00 35.83
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $138.000000 1.00 138.00
Ishares Tr Core Msci Intl (IDEV) 0.0 $54.000000 1.00 54.00