HoldingsChannel.com
All Stocks Held By Morling Financial Advisors LLC
As of  12/31/2023, we find all stocks held by Morling Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Morling Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Morling Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Morling Financial Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 80,587 +8,287 $19,117
     VTI80,587+8,287$19,117
COINBASE GLOBAL INC 81,161 -5,450 $14,116
     COIN81,161-5,450$14,116
DIMENSIONAL ETF TRUST (DFAE) 420,438 +77,677 $10,137
     DFAE420,438+77,677$10,137
SCHWAB STRATEGIC TR 162,931 +613 $9,189
     SCHX162,931+613$9,189
APPLE INC 44,315 -143 $8,532
     AAPL44,315-143$8,532
SPDR SER TR (SPLG) 123,644 -1,100 $6,912
     SPLG123,644-1,100$6,912
DIMENSIONAL ETF TRUST (DFAI) 193,021 +32,940 $5,528
     DFAI193,021+32,940$5,528
ISHARES TR (ITOT) 49,535 +5 $5,213
     ITOT49,535+5$5,213
ISHARES TR (IVV) 9,937 -290 $4,746
     IVV9,937-290$4,746
AMERICAN CENTY ETF TR (AVUS) 54,909 +1,115 $4,478
     AVUS54,909+1,115$4,478
ISHARES INC (IEMG) 72,780 -2,235 $3,681
     IEMG72,780-2,235$3,681
VANGUARD TAX MANAGED FDS (VEA) 62,833 -805 $3,010
     VEA62,833-805$3,010
META PLATFORMS INC 6,130 -1,421 $2,170
     META6,130-1,421$2,170
DIMENSIONAL ETF TRUST (DFAU) 46,973 +1,074 $1,562
     DFAU46,973+1,074$1,562
SPDR SER TR (SPTM) 23,984 -689 $1,402
     SPTM23,984-689$1,402
ISHARES TR (IUSV) 15,668 UNCH $1,321
     IUSV15,668UNCH$1,321
SCHWAB STRATEGIC TR 22,818 -343 $1,270
     SCHB22,818-343$1,270
ISHARES TR (ESGU) 10,466 -468 $1,098
     ESGU10,466-468$1,098
ISHARES INC (ESGE) 33,947 -189 $1,088
     ESGE33,947-189$1,088
MICROSOFT CORP 2,816 +88 $1,059
     MSFT2,816+88$1,059
AMAZON COM INC 6,878 +160 $1,045
     AMZN6,878+160$1,045
VANGUARD SPECIALIZED FUNDS (VIG) 5,484 -41 $934
     VIG5,484-41$934
SPDR INDEX SHS FDS (SPDW) 27,206 UNCH $925
     SPDW27,206UNCH$925
DIMENSIONAL ETF TRUST (DFSU) 29,185 +29,185 $909
     DFSU29,185+29,185$909
SCHWAB STRATEGIC TR 11,590 UNCH $882
     SCHD11,590UNCH$882
SCHWAB STRATEGIC TR 33,335 UNCH $826
     SCHE33,335UNCH$826
VANGUARD INDEX FDS (VOO) 1,840 +84 $804
     VOO1,840+84$804
VANGUARD INTL EQUITY INDEX F (VWO) 17,867 -652 $734
     VWO17,867-652$734
ALPHABET INC 4,941 -18 $696
     GOOG4,941-18$696
NVIDIA CORPORATION 1,287 -145 $637
     NVDA1,287-145$637
SPDR INDEX SHS FDS (SPEM) 17,751 +125 $629
     SPEM17,751+125$629
UBER TECHNOLOGIES INC 8,850 -1,400 $545
     UBER8,850-1,400$545
CHIPOTLE MEXICAN GRILL INC 195 UNCH $446
     CMG195UNCH$446
DIMENSIONAL ETF TRUST (DFAC) 14,492 UNCH $424
     DFAC14,492UNCH$424
VENTAS INC 8,097 UNCH $404
     VTR8,097UNCH$404
DIMENSIONAL ETF TRUST (DFSE) 12,757 +12,757 $403
     DFSE12,757+12,757$403
DIMENSIONAL ETF TRUST (DFEM) 16,066 UNCH $401
     DFEM16,066UNCH$401
TESLA INC      $384
     TSLA2,044+158$508
     Put500UNCH$124
EXPENSIFY INC 149,024 -18,628 $368
     EXFY149,024-18,628$368
SERVICENOW INC 515 -52 $364
     NOW515-52$364
SPDR S&P 500 ETF TR (SPY) 709 UNCH $337
     SPY709UNCH$337
ENERGY TRANSFER L P 23,620 -4,475 $326
     ET23,620-4,475$326
ELI LILLY & CO 552 +2 $322
     LLY552+2$322
ISHARES TR (ESGD) 3,840 -32 $290
     ESGD3,840-32$290
JPMORGAN CHASE & CO 1,663 +15 $283
     JPM1,663+15$283
CROWDSTRIKE HLDGS INC 1,085 +1,085 $277
     CRWD1,085+1,085$277
ISHARES TR (EFA) 3,563 +30 $268
     EFA3,563+30$268
BANK AMERICA CORP 7,611 +92 $256
     BAC7,611+92$256
ISHARES INC (EMXC) 4,594 UNCH $255
     EMXC4,594UNCH$255
ABBVIE INC 1,628 +9 $252
     ABBV1,628+9$252
SALESFORCE INC 939 +939 $247
     CRM939+939$247
BERKSHIRE HATHAWAY INC DEL      $231
     BRK.B649-92$231
DIMENSIONAL ETF TRUST (DFSI) 7,075 +7,075 $227
     DFSI7,075+7,075$227
SCHWAB STRATEGIC TR 5,239 -234 $194
     SCHF5,239-234$194
VANGUARD INDEX FDS (VO) 666 +15 $155
     VO666+15$155
VANGUARD INDEX FDS (VB) 680 UNCH $145
     VB680UNCH$145
PLANET LABS PBC 57,883 +57,883 $143
     PL57,883+57,883$143
ALPHABET INC 891 +124 $124
     GOOGL891+124$124
ISHARES TR (IJR) 1,108 +20 $120
     IJR1,108+20$120
ISHARES TR (IJH) 417 +14 $116
     IJH417+14$116
SPDR SER TR (SPYG) 1,781 UNCH $116
     SPYG1,781UNCH$116
ISHARES TR (IWF) 354 UNCH $107
     IWF354UNCH$107
VANGUARD INDEX FDS (VNQ) 1,138 +24 $101
     VNQ1,138+24$101
ISHARES TR (IWM) 275 UNCH $55
     IWM275UNCH$55
SCHWAB STRATEGIC TR 1,004 UNCH $49
     SCHO1,004UNCH$49
ISHARES TR (IWR) 612 UNCH $48
     IWR612UNCH$48
SPDR SER TR (SDY) 353 -121 $44
     SDY353-121$44
ISHARES TR (HSCZ) 1,439 UNCH $42
     HSCZ1,439UNCH$42
SCHWAB STRATEGIC TR 409 UNCH $29
     SCHV409UNCH$29
VANGUARD INDEX FDS (VOE) 176 UNCH $26
     VOE176UNCH$26
AXT INC 10,000 UNCH $24
     AXTI10,000UNCH$24
ISHARES TR (SOXX) 42 +42 $24
     SOXX42+42$24
VANGUARD INDEX FDS (VBR) 134 UNCH $24
     VBR134UNCH$24
ISHARES TR (IVW) 234 UNCH $18
     IVW234UNCH$18
SPDR SER TR (PSK) 300 UNCH $10
     PSK300UNCH$10
VANGUARD INDEX FDS (VTV) 69 +40 $10
     VTV69+40$10
VANGUARD INDEX FDS (VUG) 25 +25 $8
     VUG25+25$8
ISHARES TR (FXI) 109 +3 $3
     FXI109+3$3
VANGUARD INTL EQUITY INDEX F (VT) 15 +15 $2
     VT15+15$2
VANGUARD INTL EQUITY INDEX F (VNQI) 1 +0 $0
     VNQI1UNCH$0
SSGA ACTIVE ETF TR $0 (exited)
     TOTL0-15,208$0

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

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFSU +29,185+$909
DFSE +12,757+$403
CRWD +1,085+$277
CRM +939+$247
DFSI +7,075+$227
PL +57,883+$143
SOXX +42+$24
VUG +25+$8
VT +15+$2
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
TOTL -15,208-$588
VNQI -1$UNCH
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAE +77,677+$2,401
DFAI +32,940+$1,348
VTI +8,287+$3,760
AVUS +1,115+$537
DFAU +1,074+$187
SCHX +613+$976
AMZN +160+$191
TSLA +158+$37
SPEM +125+$37
GOOGL +124+$24
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
EXFY -18,628-$177
COIN -5,450+$7,613
ET -4,475-$68
IEMG -2,235+$111
META -1,421-$97
UBER -1,400+$74
SPLG -1,100+$642
VEA -805+$228
SPTM -689+$107
Morling Financial Advisors LLC Info
Size ($ in 1000's)
At 12/31/2023: $123,945
At 09/30/2023: $100,910

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

All Stocks Held By Morling Financial Advisors LLC | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.