StockDriftsStockDriftsTop 50 Morling Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | 13.5% | 1.10M | $43.8M | +9.02%(+91.24K) | $40.02(-1.71%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 12.76% | 129.1K | $41.4M | +5.27%(+6.46K) | $243.69(+51.32%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 9.61% | 793.7K | $31.2M | +7.49%(+55.31K) | $39.34(-0.73%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 9.27% | 513.8K | $30.1M | +8.01%(+38.09K) | $58.43(-0.60%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 8.03% | 769.3K | $26.0M | +1.34%(+10.14K) | $24.39(+59.27%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 7.49% | 538.9K | $24.3M | +1.55%(+8.23K) | $35.22(+46.33%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.76% | 313.6K | $18.7M | -34.07%(-162.10K) | $59.74(-1.57%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.43% | 369.3K | $14.4M | +2.97%(+10.67K) | $28.62(+45.31%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.53% | 446.1K | $11.4M | -2.79%(-12.82K) | $18.37(+60.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.05% | 39.0K | $9.9M | +2.16%(+824) | $168.44(+83.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.61% | +71.12% |
| Top 20 Holdings Unweighted | +24.30% | +92.07% |
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