Morling Financial Advisors, LLC Purchases in Q2 2025

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
+ 2.79%
$243.75 - $303.93 $765K - $954K
116K $35.1M
VGSH
Vanguard

ETFs
69K
+ 20.35%
$58.32 - $58.95 $4.02M - $4.07M
408K $24M
TSLA
Tesla, Inc.

Consumer Cyclical
11.7K
+ 730.19%
$221.86 - $362.89 $2.6M - $4.25M
13.3K $4.23M
DFAU
Dimensional ETF Tr

ETFs
5.74K
+ 1.12%
$34.04 - $42.36 $195K - $243K
519K $22M
DFAE
Dimensional ETF Tr

ETFs
960
+ 0.13%
$22.87 - $28.95 $22K - $27.8K
727K $21M
AVUS
American Centy ETF Tr Avantis

ETFs
953
+ 1.76%
$81.38 - $100.82 $77.6K - $96.1K
55K $5.55M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.61K
+ 14.92%
$108.06 - $135.3 $174K - $218K
12.4K $1.68M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.25K
+ 16.65%
$19.1 - $23.83 $158K - $197K
57.8K $1.38M
SAND
Sandstorm Gold LTD

Basic Materials
24.5K
New
$6.82 - $9.53 $167K - $233K
24.5K $230K
XLK
Technology Sector Spdr

ETFs
911
New
$179.73 - $253.23 $164K - $231K
911 $230K
SCHO
Schwab Short Term Us Treasury

ETFs
3.91K
+ 383.53%
$24.19 - $24.45 $94.6K - $95.6K
4.93K $120K
SOXX
Ishares Semiconductor ETF

ETFs
287
+ 227.78%
$154.86 - $239.07 $44.4K - $68.6K
413 $98K
IWF
Ishares Russell 1000 Gr ETF

ETFs
117
+ 33.05%
$320.42 - $424.58 $37.5K - $49.7K
471 $199K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
491
+ 3.4%
$23.4 - $29.68 $11.5K - $14.6K
14.9K $443K
IEMG
Ishares Inc

ETFs
597
+ 0.86%
N/A
70.3K $3.77M
VT
Vanguard Total World Stk Index

ETFs
229
New
$103.16 - $128.52 $23.6K - $29.4K
229 $29K
XLF
Financial Sector Spdr

ETFs
431
New
$43.92 - $52.37 $18.9K - $22.6K
431 $22K
XLV
Select Sector Spdr Fund Health

ETFs
123
New
$128.77 - $144.3 $15.8K - $17.7K
123 $16K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
52
New
$160.63 - $257.78 $8.35K - $13.4K
52 $13K
SRLN
Ssga Active Trust

ETFs
162
New
$39.47 - $41.59 $6.39K - $6.74K
162 $6K
XLP
Consumer Staples Sector Spdr

ETFs
31
New
N/A
31 $2K
Tcw ETF Trust
669K
New
N/A
669K $0
DFSI
Dimensional ETF Tr Dimen Intl
31
+ 0.29%
N/A
10.8K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
15
+ 0.08%
N/A
20K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.53K
+ 3.96%
N/A
40.2K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
12
+ 1.17%
$83.97 - $92.85 $1.01K - $1.11K
1.04K $91K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
265
+ 1.97%
$11.35 - $12.45 $3.01K - $3.3K
13.8K $164K
Activity Summary
Buys All Purchases 28 New Holdings 10 Increased Positions 18 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 1
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