• 13F History

Morling Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$287M
Signature - Title
Matt Shibata - Managing Partner
Location
Fremont, CA
Summary
This page shows a list of all the recent 13F filings made by Morling Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Morling Financial Advisors, LLC reported 121 stock holdings with total value $287M as of Q4 2024. Top holdings included TOTL, VTI, UCON, DFAU, and VGSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 121 $287M +$33.6M -$7.16M +$26.4M TOTL, VTI, UCON, DFAU, VGSH 13F-HR 2/7/2025, 04:04 PM
Q3 2024 100 $262M +$26.5M -$1.24M +$25.3M TOTL, UCON, VTI, DFAU, VGSH 13F-HR 10/18/2024, 10:00 AM
Q2 2024 90 $229M +$62.8M -$8.57M +$54.2M TOTL, VTI, UCON, DFAU, COIN 13F-HR 8/7/2024, 05:01 PM
Q1 2024 101 $175M +$39.9M -$4.25M +$35.7M VTI, COIN, DFAU, VGSH, DFAE 13F-HR 5/13/2024, 03:14 PM
Q4 2023 81 $124M +$7.37M -$2.93M +$4.44M VTI, COIN, DFAE, SCHX, AAPL 13F-HR 2/2/2024, 09:51 AM
Q3 2023 74 $101M +$3.14M -$1.98M +$1.16M VTI, SCHX, DFAE, AAPL, COIN 13F-HR 11/8/2023, 11:04 AM
Q2 2023 75 $104M +$6.33M -$808K +$5.53M VTI, AAPL, SCHX, DFAE, SPLG 13F-HR 7/28/2023, 12:46 PM
Q1 2023 84 $92.7M +$8.72M -$1.86M +$6.86M VTI, SCHX, AAPL, SPLG, COIN 13F-HR 5/2/2023, 10:35 AM
Q4 2022 74 $78.4M +$10.9M -$4.93M +$5.94M VTI, SCHX, SPLG, AAPL, IVV 13F-HR 2/3/2023, 03:08 PM
Q3 2022 68 $73.4M +$5.98M -$4.31M +$1.67M SCHX, VTI, COIN, SPLG, AAPL 13F-HR 11/1/2022, 04:16 PM
Q2 2022 73 $76.6M +$16.5M -$2.83M +$13.7M SCHX, VTI, SPLG, AAPL, COIN 13F-HR 8/1/2022, 01:34 PM
Q1 2022 80 $79M +$18.9M -$1.15M +$17.8M SCHX, VTI, SPLG, AAPL, ITOT 13F-HR 5/6/2022, 10:13 AM
Q4 2021 79 $105M COIN, SCHX, VTI, SPLG, AAPL 13F-HR 2/4/2022, 02:16 PM