Morling Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $41.10M | 13.0% |
| SSGA ACTIVE ETF TR | $40.69M | 12.8% |
| TCW ETF TRUST | $29.24M | 9.2% |
| VANGUARD SCOTTSDALE FDS | $27.94M | 8.8% |
| DIMENSIONAL ETF TRUST | $24.83M | 7.8% |
| DIMENSIONAL ETF TRUST | $24.72M | 7.8% |
| SIMPLIFY EXCHANGE TRADED FUN | $17.08M | 5.4% |
| DIMENSIONAL ETF TRUST | $13.67M | 4.3% |
| SCHWAB STRATEGIC TR | $12.35M | 3.9% |
| Apple Inc. | $10.38M | 3.3% |
| SPDR SERIES TRUST | $8.80M | 2.8% |
| AMERICAN CENTY ETF TR | $6.09M | 1.9% |
| ISHARES TR | $5.54M | 1.7% |
| ISHARES INC | $4.70M | 1.5% |
| Tesla Inc | $3.78M | 1.2% |
| VANGUARD TAX-MANAGED FDS | $3.64M | 1.1% |
| iShares MSCI UAE ETF | $2.60M | 0.8% |
| Alphabet Inc. | $2.22M | 0.7% |
| NVIDIA Corp | $2.21M | 0.7% |
| ISHARES TR | $1.87M | 0.6% |
| Amazon.com Inc | $1.86M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.75M | 0.6% |
| SCHWAB STRATEGIC TR | $1.49M | 0.5% |
| SPDR SERIES TRUST | $1.39M | 0.4% |
| Reddit, Inc. | $1.26M | 0.4% |
| VANGUARD INDEX FDS | $1.20M | 0.4% |
| MICROSOFT CORP | $1.18M | 0.4% |
| Alphabet Inc. | $1.04M | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $997.4K | 0.3% |
| Meta Platforms Inc | $964.4K | 0.3% |
| SCHWAB STRATEGIC TR | $963.3K | 0.3% |
| SCHWAB STRATEGIC TR | $962.6K | 0.3% |
| SPDR S&P 500 ETF TR | $949.1K | 0.3% |
| DIMENSIONAL ETF TRUST | $836.9K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $806.9K | 0.3% |
| ISHARES INC | $794.7K | 0.3% |
| SPDR INDEX SHS FDS | $719.8K | 0.2% |
| JPMORGAN CHASE & CO | $593.9K | 0.2% |
| Uber Technologies, Inc | $562.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $556.2K | 0.2% |
| ROYAL GOLD INC | $550.2K | 0.2% |
| CrowdStrike Holdings, Inc. | $508.6K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $507.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $480.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $475.0K | 0.1% |
| ISHARES TR | $463.4K | 0.1% |
| Warren E. Buffett | $452.4K | 0.1% |
| ISHARES BITCOIN TRUST ETF | $413.5K | 0.1% |
| VANECK ETF TRUST | $407.0K | 0.1% |
| Intuitive Surgical Inc | $403.2K | 0.1% |