Long-term investor
Morling Financial Advisors, LLC @morlingfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905198).
Record
- Tracked since 2025-06-30 (434 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +7.8% · 1 year +14.5% · all +14.5%
- Max drawdown -2.4% · Sharpe 0.90 · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 13.5% · long · since 2025-06-30
- TOTL · 12.6% · long · since 2025-06-30
- FLXR · 8.9% · long · since 2025-06-30
- VGSH · 8.6% · long · since 2025-06-30
- DFAE · 8.2% · long · since 2025-06-30
- DFAU · 7.8% · long · since 2025-06-30
- VGIT · 5.2% · long · since 2026-03-31
- DFAI · 4.3% · long · since 2025-06-30
- SCHX · 3.6% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- SPYM · 2.6% · long · since 2025-06-30
- AVUS · 1.9% · long · since 2025-06-30