Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Morling Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Morling Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ssga Active Etf Tr
 911,008 $36,704,500 12.63%
2.
First Tr Exchng Traded Fd Vi
 1,270,289 $31,439,661 10.82%
3.
Vanguard Index Fds
 112,408 $30,894,170 10.63%
4.
Vanguard Scottsdale Funds
 338,778 $19,882,902 6.84%
5.
Dimensional Etf Trust
 512,961 $19,718,205 6.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)