Morling Financial Advisors, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$290.6B
Holdings
120
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VBKVANGUARD INDEX FDS | 195 | $49.1M | 0.02% | |
| 102 | SDYSPDR SER TR | 353 | $47.9M | 0.02% | |
| 103 | VSSVANGUARD INTL EQUITY INDEX F | 381 | $44.0M | 0.02% | |
| 104 | AVNMAMERICAN CENTY ETF TR | 712 | $41.5M | 0.01% | |
| 105 | SCHOSCHWAB STRATEGIC TR | 1,020 | $24.8M | 0.01% | |
| 106 | SOXXISHARES TR | 126 | $23.7M | 0.01% | |
| 107 | IVWISHARES TR | 234 | $21.7M | 0.01% | |
| 108 | AVUVAMERICAN CENTY ETF TR | 235 | $20.5M | 0.01% | |
| 109 | AXTIAXT INC | 10,000 | $14.1M | 0.00% | |
| 110 | IVLUISHARES TR | 397 | $12.0M | 0.00% | |
| 111 | IWNISHARES TR | 78 | $11.8M | 0.00% | |
| 112 | SCHPSCHWAB STRATEGIC TR | 358 | $9.6M | 0.00% | |
| 113 | VGITVANGUARD SCOTTSDALE FDS | 157 | $9.3M | 0.00% | |
| 114 | ICFISHARES TR | 150 | $9.2M | 0.00% | |
| 115 | EEMISHARES TR | 186 | $8.1M | 0.00% | |
| 116 | EBNDSPDR SER TR | 382 | $7.7M | 0.00% | |
| 117 | VGLTVANGUARD SCOTTSDALE FDS | 99 | $5.7M | 0.00% | |
| 118 | FXIISHARES TR | 60 | $2.1M | 0.00% | |
| 119 | VOEVANGUARD INDEX FDS | 1 | $138K | 0.00% | |
| 120 | IDEVISHARES TR | 1 | $54K | 0.00% |
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