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Morling Financial Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Morling Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Morling Financial Advisors LLC. In the Morling Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Morling Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Morling Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 169,541 -10,422 $7,572
     SCHX169,541-10,422$7,572
VANGUARD INDEX FDS (VTI) 34,238 -1,585 $6,458
     VTI34,238-1,585$6,458
SPDR SER TR (SPLG) 136,647 -492 $6,059
     SPLG136,647-492$6,059
APPLE INC 39,208 -387 $5,361
     AAPL39,208-387$5,361
COINBASE GLOBAL INC 99,015 +99,015 $4,656
     COIN99,015+99,015$4,656
DIMENSIONAL ETF TRUST (DFAU) 174,561 +174,561 $4,614
     DFAU174,561+174,561$4,614
ISHARES TR (IVV) 11,302 +1,232 $4,285
     IVV11,302+1,232$4,285
ISHARES TR (ITOT) 50,917 +3,216 $4,266
     ITOT50,917+3,216$4,266
ISHARES INC (IEMG) 75,258 -8,323 $3,692
     IEMG75,258-8,323$3,692
VANGUARD TAX MANAGED INTL FD (VEA) 66,514 -2,710 $2,714
     VEA66,514-2,710$2,714
SCHWAB STRATEGIC TR 75,896 -489 $1,926
     SCHE75,896-489$1,926
META PLATFORMS INC 9,070 -10 $1,463
     FB9,070-10$1,463
SPDR SER TR (SPTM) 28,966 -287 $1,346
     SPTM28,966-287$1,346
MICRON TECHNOLOGY INC 23,646 +5,820 $1,307
     MU23,646+10,120$1,307
DIMENSIONAL ETF TRUST (DFAE) 51,008 +51,008 $1,181
     DFAE51,008+51,008$1,181
SCHWAB STRATEGIC TR 25,935 -1,109 $1,146
     SCHB25,935-1,109$1,146
ISHARES TR (IUSV) 15,668 UNCH $1,048
     IUSV15,668UNCH$1,048
VANGUARD SPECIALIZED FUNDS (VIG) 7,066 -337 $1,014
     VIG7,066-337$1,014
VANGUARD INTL EQUITY INDEX F (VWO) 24,334 +6,646 $1,014
     VWO24,334+6,646$1,014
ISHARES INC (ESGE) 28,977 -2,315 $936
     ESGE28,977-2,315$936
SCHWAB STRATEGIC TR 12,305 -2,430 $881
     SCHD12,305-2,430$881
ISHARES TR (ESGU) 10,314 +3,298 $865
     ESGU10,314+3,298$865
SPDR INDEX SHS FDS (SPDW) 27,331 UNCH $788
     SPDW27,331UNCH$788
READY CAPITAL CORP 60,616 +60,616 $723
     RC60,616+60,616$723
DIMENSIONAL ETF TRUST (DFAI) 29,813 +29,813 $720
     DFAI29,813+29,813$720
SPDR INDEX SHS FDS (SPEM) 18,860 -272 $656
     SPEM18,860-272$656
AMAZON COM INC 6,120 +5,823 $650
     AMZN6,120+5,823$650
MICROSOFT CORP 2,475 +261 $636
     MSFT2,475+261$636
BLOCK INC 10,095 +10,095 $620
     SQ10,095+10,095$620
PFIZER INC 9,863 +4,033 $517
     PFE9,863+4,033$517
VENTAS INC 9,762 UNCH $502
     VTR9,762UNCH$502
DIMENSIONAL ETF TRUST (DFAC) 20,958 +20,958 $488
     DFAC20,958+20,958$488
ALPHABET INC 217 UNCH $475
     GOOG217UNCH$475
UBER TECHNOLOGIES INC 22,675 +16,589 $464
     UBER22,675+16,589$464
SSGA ACTIVE ETF TR (TOTL) 9,281 -488 $391
     TOTL9,281-488$391
SCHWAB STRATEGIC TR 12,128 +5,782 $381
     SCHF12,128+5,782$381
VANGUARD INDEX FDS (VOO) 985 UNCH $342
     VOO985UNCH$342
ABBVIE INC 2,152 -104 $330
     ABBV2,152-104$330
ENERGY TRANSFER L P 29,395 -24,050 $293
     ET29,395-24,050$293
LILLY ELI & CO 829 +2 $269
     LLY829+2$269
BIONTECH SE 1,700 -1,200 $253
     BNTX1,700-1,200$253
CHIPOTLE MEXICAN GRILL INC 185 UNCH $242
     CMG185UNCH$242
USA COMPRESSION PARTNERS LP 14,367 -6,325 $240
     USAC14,367-6,325$240
BK OF AMERICA CORP 7,665 UNCH $239
     BAC7,665UNCH$239
ABBOTT LABS 2,012 UNCH $219
     ABT2,012UNCH$219
BERKSHIRE HATHAWAY INC DEL      $202
     BRK.B741-15$202
JPMORGAN CHASE & CO 1,648 -8 $186
     JPM1,648-8$186
ISHARES TR (ESGD) 2,928 -1,603 $184
     ESGD2,928-1,603$184
ARBOR REALTY TRUST INC 11,905 -11,259 $156
     ABR11,905-11,259$156
VANGUARD INDEX FDS (VO) 650 UNCH $128
     VO650UNCH$128

See Full List: All Stocks Held By Morling Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Morling Financial Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $76,628
At 03/31/2022: $79,088

Morling Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morling Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Morling Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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