Morling Financial Advisors, LLC at 2023-03-31

Filling information for Morling Financial Advisors, LLC as Treemap, investor disclosed 84 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
00246W103 00246W103 AXT INC COM 39800 10000 0 100
254687106 254687106 DISNEY WALT CO COM 211274 2110 0 100
025072885 025072885 AMERICAN CENTY ETF TR US EQT ETF 3813344 53800 0 100
037833100 037833100 APPLE INC COM 6652671 40344 0 100
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 867458 11857 0 100
023135106 023135106 AMAZON COM INC COM 719725 6968 0 100
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 6206439 128898 0 100
060505104 060505104 BANK AMERICA CORP COM 251159 8782 0 100
464287150 464287150 ISHARES TR CORE S&P TTL STK 4506519 49768 0 100
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 7968812 164747 0 100
00287Y109 00287Y109 ABBVIE INC COM 270191 1695 0 100
90353T100 90353T100 UBER TECHNOLOGIES INC COM 324925 10250 0 100
78464A409 78464A409 SPDR SER TR PRTFLO S&P500 GW 98299 1776 0 100
808524771 808524771 SCHWAB STRATEGIC TR SCHWAB FDT US LG 41080 748 0 100
808524755 808524755 SCHWAB STRATEGIC TR SCHWB FDT INT LG 31958 1022 0 100
78464A763 78464A763 SPDR SER TR S&P DIVID ETF 58611 474 0 100
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 137098 650 0 100
78464A698 78464A698 SPDR SER TR S&P REGL BKG 26885 613 0 100
921910733 921910733 VANGUARD WORLD FD ESG US STK ETF 194764 2716 0 100
29273V100 29273V100 ENERGY TRANSFER L P COM UT LTD PTN 334199 26800 0 100
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 21274 134 0 100
464287804 464287804 ISHARES TR CORE S&P SCP ETF 134100 1387 0 100
25434V732 25434V732 DIMENSIONAL ETF TRUST EMERGING MKTS CO 442831 18772 0 100
78463X509 78463X509 SPDR INDEX SHS FDS PORTFOLIO EMG MK 611268 17910 0 100
808524607 808524607 SCHWAB STRATEGIC TR US SML CAP ETF 36144 862 0 100
30219Q106 30219Q106 EXPENSIFY INC COM CL A 1366364 167652 0 100
30303M102 30303M102 META PLATFORMS INC CL A 1601631 7557 0 100
02079K107 02079K107 ALPHABET INC CAP STK CL C 528320 5080 0 100
464287465 464287465 ISHARES TR MSCI EAFE ETF 252680 3533 0 100
25434V104 25434V104 DIMENSIONAL ETF TRUST US CORE EQT MKT 1133826 39410 0 100
46435G839 46435G839 ISHARES TR MSCI EAFE SMCP 39394 1439 0 100
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 128901 680 0 100
46435G425 46435G425 ISHARES TR ESG AWR MSCI USA 870853 9628 0 100
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 86527 354 0 100
25434V203 25434V203 DIMENSIONAL ETF TRUST INTL CORE EQT MK 2939951 109089 0 100
464287184 464287184 ISHARES TR CHINA LG-CAP ETF 3125 106 0 100
464287507 464287507 ISHARES TR CORE S&P MCP ETF 100686 402 0 100
922042874 922042874 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 4388 72 0 100
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 922058 5987 0 100
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 23194 173 0 100
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 1004621 31913 0 100
67066G104 67066G104 NVIDIA CORPORATION COM 480708 1731 0 100
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 642704 1709 0 100
92276F100 92276F100 VENTAS INC COM 394355 9097 0 100
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 290258 709 0 100
88160R101 88160R101 TESLA INC COM 421974 2034 0 100
78464A805 78464A805 SPDR SER TR PORTFOLI S&P1500 1329133 26356 0 100
33616C100 33616C100 FIRST REP BK SAN FRANCISCO C COM 552997 39528 0 100
25434V302 25434V302 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 5592824 242955 0 100
02079K305 02079K305 ALPHABET INC CAP STK CL A 87859 847 0 100
808524706 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 826103 33691 0 100
464287200 464287200 ISHARES TR CORE S&P500 ETF 4566212 11108 0 100
921910725 921910725 VANGUARD WORLD FD ESG INTL STK ETF 63932 1221 0 100
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 11715558 57401 0 100
46625H365 46625H365 JPMORGAN CHASE & CO ALERIAN ML ETN 66215 2984 0 100
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 14950 234 0 100
464287663 464287663 ISHARES TR CORE S&P US VLU 1155985 15668 0 100
169656105 169656105 CHIPOTLE MEXICAN GRILL INC COM 333117 195 0 100
922042718 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 8521 78 0 100
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 3701177 75859 0 100
78463X889 78463X889 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 875977 27272 0 100
594918104 594918104 MICROSOFT CORP COM 1054890 3659 0 100
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 3729 27 0 100
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 12373 149 0 100
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2916146 64559 0 100
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 48985 1004 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 246398 798 0 100
19260Q107 19260Q107 COINBASE GLOBAL INC COM CL A 5936092 87851 0 100
002824100 002824100 ABBOTT LABS COM 210360 2077 0 100
532457108 532457108 LILLY ELI & CO COM 261343 761 0 100
46434G764 46434G764 ISHARES INC MSCI EMRG CHN 226622 4594 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 227521 1746 0 100
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 786346 19464 0 100
808524409 808524409 SCHWAB STRATEGIC TR US LCAP VA ETF 26790 409 0 100
464287275 464287275 ISHARES TR GBL COMM SVC ETF 30 0 0 100
46435G516 46435G516 ISHARES TR ESG AW MSCI EAFE 210060 2924 0 100
808524102 808524102 SCHWAB STRATEGIC TR US BRD MKT ETF 1116771 23339 0 100
464287499 464287499 ISHARES TR RUS MID CAP ETF 42791 612 0 100
25434V708 25434V708 DIMENSIONAL ETF TRUST US CORE EQUITY 2 478922 18796 0 100
81762P102 81762P102 SERVICENOW INC COM 263496 567 0 100
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 49060 275 0 100
595112103 595112103 MICRON TECHNOLOGY INC COM 286552 4749 0 100
78464A292 78464A292 SPDR SER TR ICE PFD SEC ETF 10188 300 0 100
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 195750 5625 0 100

No more available investment products in the available period

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