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Home > Institutional Investor > Morling Financial Advisors, Llc > Profile

Instuitional Investor - Morling Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Morling Financial Advisors, Llc
Portfolio Value $123,943,263
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 80,587 $19,116,900 15.42%
2.
Coinbase Global Inc.
 COIN 81,161 $14,115,521 11.38%
3.
Dimensional Etf Trust
 420,438 $10,136,752 8.17%
4.
Schwab Strategic Trust
 FNDF 162,931 $9,189,308 7.41%
5.
Apple Inc.
 AAPL 44,315 $8,531,929 6.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)