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  Name: Morling Financial Advisors LLC
  City: FREMONT
  State: CA
  Zip: 94538-1447
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $174,857,000
  Total Value Change : $51,036,000
  Securities Held Change : 24
   
All Securities Held : 104
  New Positions : 29
  Closed Positions : 6
  Increased Positions : 20
  Unchanged Positions : 21
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CRM)1 Year Chart         CRM Salesforce.com Inc 108 Closed $269.83 $0 0 0% -247,000 -939 0    Internet Software & S...
   (HSCZ)1 Year Chart         HSCZ Ishares Currency Hedged Msc... 107 Closed $32.24 $0 0 0% -42,000 -1,439 0    N/A
   (PL)1 Year Chart         PL Planet Labs PBC 105 Closed $1.84 $0 0 0% -143,000 -57,883 0    N/A
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 103 Closed $47.93 $0 0 0% -49,000 -1,004 0    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 102 Closed $111.90 $0 0 0% -2,000 -15 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 110 Closed $357.39 $0 0 0% -8,000 -25 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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