Morling Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Fremont, CA
CIK
0001905198
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 90 229,427 TOTL, VTI, UCON, DFAU 13F-HR 8/7/2024 000139834424014044
Q1 2024 104 174,865 VTI, COIN, DFAU, VGSH 13F-HR 5/13/2024 000139834424009254
Q4 2023 81 123,943 VTI, COIN, DFAE, SCHX 13F-HR 2/2/2024 000139834424001851
Q3 2023 73 100,909 VTI, SCHX, DFAE, AAPL 13F-HR 11/8/2023 000139834423020282
Q2 2023 76 104,059 VTI, AAPL, SCHX, DFAE 13F-HR 7/28/2023 000139834423013706
Q1 2023 85 92,739 VTI, SCHX, AAPL, SPLG 13F-HR 5/2/2023 000139834423008453
Q4 2022 75 78,410 VTI, SCHX, SPLG, AAPL 13F-HR 2/3/2023 000139834423002064
Q3 2022 69 73,430 SCHX, VTI, COIN, SPLG 13F-HR 11/1/2022 000139834422021168
Q2 2022 74 76,628 SCHX, VTI, SPLG, AAPL 13F-HR 8/1/2022 000139834422014464
Q1 2022 81 79,088 SCHX, VTI, SPLG, AAPL 13F-HR 5/6/2022 000139834422008896
Q4 2021 80 104,545 COIN, SCHX, VTI, SPLG 13F-HR 2/4/2022 000139834422002116