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Berkshire Hathaway shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 649 356.66
2023-09-30 $260k 741 350.30
2023-06-30 $272k 798 341.00
2023-03-31 $246k 798 308.77
2022-12-31 $229k 741 308.90
2022-06-30 $202k 741 272.60
2022-03-31 $267k 756 353.17
2021-12-31 $222k 741 299.60

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Morling Financial Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway