Morling Financial Advisors, LLC holdings history

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118 is the total number of securities Morling Financial Advisors, LLC has owned. The longest Morling Financial Advisors, LLC has owned a single stock is 8 quarters.

Morling Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS887.75%11.00%15.22%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR888.14%9.53%12.25%Q4 2021Q3 20238
AAPL APPLE INC886.48%7.42%8.74%Q4 2021Q3 20238
SPLG SPDR SER TR886.21%7.37%9.21%Q4 2021Q3 20238
IVV ISHARES TR884.35%5.14%5.78%Q4 2021Q3 20238
ITOT ISHARES TR880.06%4.50%6.09%Q4 2021Q3 20238
IEMG ISHARES INC883.54%4.33%5.87%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...882.76%3.27%4.20%Q4 2021Q3 20238
FB META PLATFORMS INC881.38%2.08%2.84%Q4 2021Q3 20238
SPTM SPDR SER TR881.28%1.62%2.06%Q4 2021Q3 20238
SCHB SCHWAB STRATEGIC TR881.14%1.40%1.83%Q4 2021Q3 20238
SCHE SCHWAB STRATEGIC TR880.79%1.35%2.68%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.85%1.16%1.52%Q4 2021Q3 20238
SCHD SCHWAB STRATEGIC TR880.81%1.08%1.47%Q4 2021Q3 20238
ESGE ISHARES INC880.35%1.06%1.45%Q4 2021Q3 20238
ESGU ISHARES TR880.68%0.98%1.14%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.62%0.92%1.32%Q4 2021Q3 20238
AMZN AMAZON COM INC880.71%0.89%1.22%Q4 2021Q3 20238
SPDW SPDR INDEX SHS FDS880.12%0.87%1.18%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.71%0.87%1.14%Q4 2021Q3 20238
SPEM SPDR INDEX SHS FDS880.59%0.74%0.93%Q4 2021Q3 20238
GOOG ALPHABET INC880.54%0.61%0.77%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.42%0.57%0.94%Q4 2021Q3 20238
VTR VENTAS INC880.34%0.54%0.76%Q4 2021Q3 20238
UBER UBER TECHNOLOGIES INC880.24%0.42%0.61%Q4 2021Q3 20238
TSLA TESLA INC880.20%0.38%0.47%Q4 2021Q3 20238
CMG CHIPOTLE MEXICAN GRILL...880.31%0.35%0.40%Q4 2021Q3 20238
ABBV ABBVIE INC880.22%0.34%0.46%Q4 2021Q3 20238
LLY LILLY ELI & CO880.22%0.31%0.36%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.20%0.30%0.40%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR880.18%0.27%0.50%Q4 2021Q3 20238
ESGD ISHARES TR880.23%0.27%0.42%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.23%0.25%0.29%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.13%0.16%0.20%Q4 2021Q3 20238
EFA ISHARES TR880.00%0.13%0.30%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.10%0.13%0.16%Q4 2021Q3 20238
SPYG SPDR SER TR880.10%0.12%0.15%Q4 2021Q3 20238
IJH ISHARES TR880.10%0.11%0.14%Q4 2021Q3 20238
IWF ISHARES TR880.09%0.10%0.12%Q4 2021Q3 20238
IJR ISHARES TR880.08%0.10%0.14%Q4 2021Q3 20238
SDY SPDR SER TR880.05%0.07%0.10%Q4 2021Q3 20238
GOOGL ALPHABET INC880.03%0.06%0.10%Q4 2021Q3 20238
IWM ISHARES TR880.05%0.06%0.07%Q4 2021Q3 20238
HSCZ ISHARES TR880.04%0.05%0.06%Q4 2021Q3 20238
SCHV SCHWAB STRATEGIC TR880.03%0.03%0.04%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.02%0.03%0.03%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.02%0.02%0.03%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.00%0.00%0.01%Q4 2021Q3 20238
FXI ISHARES TR880.00%0.00%0.01%Q4 2021Q3 20238
COIN COINBASE GLOBAL INC614.06%9.70%30.64%Q4 2021Q3 20237
IUSV ISHARES TR771.16%1.31%1.50%Q1 2022Q3 20237
DFAC DIMENSIONAL ETF TRUST610.38%0.56%0.65%Q4 2021Q3 20237
ET ENERGY TRANSFER L P770.34%0.54%0.79%Q1 2022Q3 20237
BRKB BERKSHIRE HATHAWAY INC...430.21%0.27%0.34%Q4 2021Q3 20237
DFAE DIMENSIONAL ETF TRUST661.54%4.96%7.67%Q2 2022Q3 20236
DFAU DIMENSIONAL ETF TRUST661.19%2.81%6.02%Q2 2022Q3 20236
DFAI DIMENSIONAL ETF TRUST660.94%2.71%4.14%Q2 2022Q3 20236
MU MICRON TECHNOLOGY INC660.30%0.84%1.71%Q4 2021Q1 20236
TOTL SSGA ACTIVE ETF TR420.33%0.48%0.58%Q4 2021Q3 20236
AMJ JPMORGAN CHASE & CO660.05%0.07%0.08%Q4 2021Q1 20236
VNQ VANGUARD INDEX FDS660.00%0.03%0.09%Q2 2022Q3 20236
NVDA NVIDIA CORPORATION320.39%0.53%0.68%Q4 2021Q3 20235
SPY SPDR S&P 500 ETF TR550.30%0.32%0.35%Q3 2022Q3 20235
ABT ABBOTT LABS320.23%0.27%0.30%Q4 2021Q1 20235
TSLA TESLA INC410.12%0.19%0.27%Q2 2022Q3 20235
AROC ARCHROCK INC550.08%0.16%0.22%Q4 2021Q4 20225
ENLC ENLINK MIDSTREAM LLC550.11%0.14%0.18%Q4 2021Q4 20225
AVUS AMERICAN CENTY ETF TR443.90%4.17%4.72%Q4 2022Q3 20234
EXPENSIFY INC440.54%1.30%1.89%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.37%0.45%0.54%Q4 2022Q3 20234
USAC USA COMPRESSION PARTNE...440.31%0.36%0.46%Q1 2022Q4 20224
DIS DISNEY WALT CO220.20%0.24%0.29%Q4 2021Q2 20234
SCHG SCHWAB STRATEGIC TR440.05%0.05%0.06%Q4 2021Q3 20224
SQ BLOCK INC330.76%0.79%0.81%Q2 2022Q4 20223
PFE PFIZER INC330.33%0.46%0.68%Q4 2021Q2 20223
HIMX HIMAX TECHNOLOGIES INC330.14%0.41%0.58%Q4 2021Q2 20223
ABR ARBOR REALTY TRUST INC330.20%0.30%0.50%Q4 2021Q2 20223
NOW SERVICENOW INC330.28%0.30%0.31%Q1 2023Q3 20233
EMXC ISHARES INC330.23%0.23%0.24%Q1 2023Q3 20233
SCHO SCHWAB STRATEGIC TR330.05%0.05%0.05%Q1 2023Q3 20233
IWR ISHARES TR330.04%0.04%0.05%Q1 2023Q3 20233
AXTI AXT INC330.02%0.03%0.04%Q1 2023Q3 20233
REM ISHARES TR330.01%0.02%0.03%Q4 2021Q2 20223
IVW ISHARES TR330.02%0.02%0.02%Q1 2023Q3 20233
PSK SPDR SER TR330.01%0.01%0.01%Q1 2023Q3 20233
IXP ISHARES TR330.00%0.00%0.00%Q4 2022Q2 20233
MU MICRON TECHNOLOGY INC220.42%0.63%0.83%Q4 2021Q1 20222
RC READY CAPITAL CORP220.15%0.55%0.94%Q2 2022Q3 20222
BNTX BIONTECH SE220.33%0.48%0.63%Q1 2022Q2 20222
MLPA GLOBAL X FDS220.35%0.35%0.35%Q3 2022Q4 20222
CAPE BARCLAYS BANK PLC220.27%0.31%0.35%Q4 2021Q1 20222
MPLX MPLX LP220.21%0.23%0.25%Q4 2021Q1 20222
ESGV VANGUARD WORLD FD220.21%0.23%0.25%Q4 2022Q1 20232
SCHW SCHWAB CHARLES CORP220.19%0.22%0.26%Q4 2021Q1 20222
SACH SACHEM CAP CORP220.16%0.17%0.17%Q4 2021Q1 20222
UMC UNITED MICROELECTRONIC...220.15%0.15%0.15%Q4 2021Q1 20222
PSEC PROSPECT CAP CORP220.11%0.12%0.14%Q4 2021Q1 20222
LFT LUMENT FINANCE TRUST INC220.09%0.10%0.10%Q4 2021Q1 20222
NLY ANNALY CAPITAL MANAGEM...220.09%0.09%0.09%Q4 2021Q1 20222
MFA MFA FINL INC220.07%0.08%0.08%Q4 2021Q1 20222
VSGX VANGUARD WORLD FD220.07%0.08%0.08%Q4 2022Q1 20232
NYMT NEW YORK MTG TR INC220.06%0.07%0.08%Q4 2021Q1 20222
TGB TASEKO MINES LTD220.04%0.05%0.06%Q4 2021Q1 20222
KRE SPDR SER TR220.02%0.03%0.03%Q1 2023Q2 20232
VNQI VANGUARD INTL EQUITY I...220.00%0.00%0.00%Q2 2023Q3 20232
TEAM ATLASSIAN CORP PLC112.33%2.33%2.33%Q3 2022Q3 20221
FRC FIRST REP BK SAN FRANC...110.60%0.60%0.60%Q1 2023Q1 20231
VNOM VIPER ENERGY PARTNERS LP110.57%0.57%0.57%Q4 2022Q4 20221
IEFA ISHARES TR110.29%0.29%0.29%Q1 2022Q1 20221
DOCN DIGITALOCEAN HLDGS INC110.29%0.29%0.29%Q4 2021Q4 20211
CRWD CROWDSTRIKE HLDGS INC110.25%0.25%0.25%Q1 2022Q1 20221
FNDX SCHWAB STRATEGIC TR110.04%0.04%0.04%Q1 2023Q1 20231
SCHA SCHWAB STRATEGIC TR110.04%0.04%0.04%Q1 2023Q1 20231
FNDF SCHWAB STRATEGIC TR110.03%0.03%0.03%Q1 2023Q1 20231
DOCN DIGITALOCEAN HLDGS INC110.02%0.02%0.02%Q4 2021Q4 20211
VSS VANGUARD INTL EQUITY I...110.01%0.01%0.01%Q1 2023Q1 20231
VGK VANGUARD INTL EQUITY I...110.01%0.01%0.01%Q1 2023Q1 20231
AGG ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD INDEX FDS, SCHWAB STRATEGIC TR, and APPLE INC, are the highest-conviction holdings of Morling Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Morling Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Morling Financial Advisors, LLC owns currently or has owned in the past.