account_balance
Investment manager · 13F filer · SEC CIK 1905198
Morling Financial Advisors, LLC
Reported value$372Mas of Sep 30, 2026
Positions142 30 new, 10 sold out
Top 10 weight76.1%VTI alone is 14%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
13.7%Added +4%
TOTLSsga Active ETF Tr
12.1%Added +5%
FLXRTCW ETF Trust
8.7%Added +4%
VGSHVanguard Scottsdale FDS
8.6%Added +5%
DFAEDimensional ETF Trust
8.5%Added +10%
DFAUDimensional ETF Trust
7.7%
VGITVanguard Scottsdale FDS
5.1%Added +5%
DFAIDimensional ETF Trust
4.7%Added +12%
SCHXSchwab Strategic Tr
3.6%
AAPLApple Inc.
3.3%−3%
SPYMSPDR Series Trust
2.6%
AVUSAmerican Centy ETF Tr
1.9%
VTIVanguard Index FDS
13.7%Added +4%
TOTLSsga Active ETF Tr
12.1%Added +5%
FLXRTCW ETF Trust
8.7%
VGSHVanguard Scottsdale FDS
8.6%
DFAEDimensional ETF Trust
8.5%+10%
DFAUDimensional ETF Trust
7.7%
VGITVanguard Scottsdale FDS
5.1%
DFAIDimensional ETF Trust
4.7%
SCHX
AAPLSPYM2.6%
AVUS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 13.7% Added +4%
TOTL Ssga Active ETF Tr 12.1% Added +5%
FLXR TCW ETF Trust 8.7% Added +4%
VGSH Vanguard Scottsdale FDS 8.6% Added +5%
DFAE Dimensional ETF Trust 8.5% Added +10%
DFAU Dimensional ETF Trust 7.7% Held
VGIT Vanguard Scottsdale FDS 5.1% Added +5%
DFAI Dimensional ETF Trust 4.7% Added +12%
SCHX Schwab Strategic Tr 3.6% Held
AAPL Apple Inc. 3.3% Trimmed −3%SPYM SPDR Series Trust 2.6% Held
AVUS American Centy ETF Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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