| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 15.4% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 12.3% |
| APPLE INC | 11 | Q2 2024 | 8.7% |
| SPDR SER TR | 11 | Q2 2024 | 9.2% |
| ISHARES TR | 11 | Q2 2024 | 5.8% |
| ISHARES TR | 11 | Q2 2024 | 6.1% |
| ISHARES INC | 11 | Q2 2024 | 5.9% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 4.2% |
| META PLATFORMS INC | 11 | Q2 2024 | 2.8% |
| SPDR SER TR | 11 | Q2 2024 | 2.1% |
View Morling Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
View Morling Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.