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Morris Financial Concepts

Latest statistics and disclosures from Morris Financial Concepts's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SCHX, IEFA, IJR, ISTB, and represent 44.57% of Morris Financial Concepts's stock portfolio.
Added to shares of these 10 stocks: IVV, IJR, IEFA, HELO, SHY, IUSG, ACIO, SHV, BSV, IUSB.
Started 33 new stock positions in GS, DUBS, DFIV, VB, BSCT, VOO, DFSI, BSCS, AMZN, OSCV.
Reduced shares in these 10 stocks: SCHX, LLY, SCZ, EEM, IJS, IWD, REET, IWM, MA, SUSA.
Morris Financial Concepts was a net buyer of stock by $11M.
Morris Financial Concepts has $233M in assets under management (AUM), dropping by 11.46%.
Central Index Key (CIK): 0001387386

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Portfolio Holdings for Morris Financial Concepts

Morris Financial Concepts holds 193 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.6	$36M	+2%	63k	576.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.3	$31M		457k	67.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.3	$15M	+3%	189k	78.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.8	$14M	+4%	116k	116.96	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.5	$8.2M		168k	48.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$7.4M	+2%	144k	51.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.2	$7.4M	+6%	89k	83.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.1	$7.2M		209k	34.29	View chart
Ishares Tr Short Treas Bd (SHV)	3.0	$6.9M	+5%	63k	110.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$5.8M		10k	573.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.4	$5.6M	+6%	71k	78.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$4.1M	+7%	43k	95.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$3.4M	+5%	18k	197.17	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.0	$2.4M	+3%	89k	26.83	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$2.3M		24k	95.15	View chart
Tesla Motors (TSLA)	0.9	$2.2M		8.4k	261.63	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.1M	+4%	10k	210.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$2.1M	-16%	31k	67.70	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$1.9M		45k	43.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$1.9M	+2%	23k	83.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$1.8M		68k	27.01	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$1.8M		63k	29.06	View chart
Apple (AAPL)	0.8	$1.8M	+9%	7.6k	233.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.8M	+4%	21k	83.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$1.7M		26k	67.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$1.6M	+8%	30k	55.63	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.7	$1.5M	+5%	50k	30.81	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$1.5M	-4%	56k	26.69	View chart
Eli Lilly & Co. (LLY)	0.6	$1.5M	-23%	1.7k	885.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$1.4M	+10%	21k	64.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$1.4M	+4%	29k	47.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$1.3M	-8%	12k	107.66	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$1.3M	+34%	28k	47.12	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	+9%	3.0k	430.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.3M	+5%	7.5k	166.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.2M	-10%	26k	45.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$1.2M	+20%	43k	28.15	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$1.2M	+6%	41k	28.86	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.1M	+38%	20k	57.41	View chart
McDonald's Corporation (MCD)	0.5	$1.1M		3.6k	304.49	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.0M	+2%	8.6k	117.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$922k	-7%	4.9k	189.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$918k	-6%	4.2k	220.89	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$852k	+83%	6.5k	131.91	View chart
Pepsi (PEP)	0.4	$820k		4.8k	170.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$806k		13k	64.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$754k		12k	62.32	View chart
Mastercard Incorporated Cl A (MA)	0.3	$688k	-6%	1.4k	493.84	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$682k		9.3k	73.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$680k	+77%	6.3k	107.65	View chart
Vanguard World Financials Etf (VFH)	0.3	$660k	+22%	6.0k	109.91	View chart
International Business Machines (IBM)	0.3	$638k		2.9k	221.08	View chart
Home Depot (HD)	0.3	$635k	+2%	1.6k	405.18	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$618k	+6%	5.5k	112.94	View chart
Meta Platforms Cl A (META)	0.3	$610k	+11%	1.1k	572.44	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$604k	-6%	5.0k	120.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$591k	-5%	1.9k	314.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$579k	-6%	1.3k	460.26	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$556k		2.0k	284.00	View chart
Johnson & Johnson (JNJ)	0.2	$529k	+2%	3.3k	162.06	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$507k	+2%	13k	39.69	View chart
Abbvie (ABBV)	0.2	$505k	+2%	2.6k	197.48	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$504k	NEW	8.2k	61.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$503k	-2%	5.2k	97.42	View chart
Merck & Co (MRK)	0.2	$499k		4.4k	113.56	View chart
Coca-Cola Company (KO)	0.2	$485k		6.8k	71.86	View chart
Procter & Gamble Company (PG)	0.2	$483k	+2%	2.8k	173.21	View chart
Sonoco Products Company (SON)	0.2	$472k		8.6k	54.63	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$453k	-5%	6.1k	73.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$440k		6.6k	66.52	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$438k		11k	41.82	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$437k	-2%	11k	38.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$425k	+18%	2.6k	165.85	View chart
Costco Wholesale Corporation (COST)	0.2	$406k		458.00	887.01	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$397k		8.4k	47.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$393k		3.1k	128.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$373k	-5%	5.2k	71.76	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.2	$368k	NEW	9.2k	39.74	View chart
Wells Fargo & Company (WFC)	0.2	$356k	-7%	6.3k	56.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$355k		12k	29.18	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$343k		9.0k	38.15	View chart
Netflix (NFLX)	0.1	$341k	+14%	481.00	709.27	View chart
Ge Aerospace Com New (GE)	0.1	$339k		1.8k	188.58	View chart
Truist Financial Corp equities (TFC)	0.1	$329k		7.7k	42.77	View chart
NVIDIA Corporation (NVDA)	0.1	$327k	+21%	2.7k	121.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$314k	+5%	3.0k	106.19	View chart
Deere & Company (DE)	0.1	$302k		723.00	417.33	View chart
Southern Company (SO)	0.1	$298k		3.3k	90.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$297k		3.5k	84.53	View chart
Cummins (CMI)	0.1	$294k	NEW	907.00	323.79	View chart
Moody's Corporation (MCO)	0.1	$287k		605.00	474.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$280k	NEW	1.6k	179.16	View chart
Wal-Mart Stores (WMT)	0.1	$276k	NEW	3.4k	80.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$276k		7.4k	37.37	View chart
Walt Disney Company (DIS)	0.1	$272k	+25%	2.8k	96.19	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$270k	+24%	3.9k	69.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$270k	-3%	2.7k	101.27	View chart
Autodesk (ADSK)	0.1	$269k	-9%	977.00	275.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$268k	+5%	1.5k	173.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$267k	-4%	3.3k	80.37	View chart
Goldman Sachs (GS)	0.1	$257k	NEW	518.00	495.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$256k	+67%	8.0k	31.78	View chart
Abbott Laboratories (ABT)	0.1	$255k	+3%	2.2k	114.01	View chart
AutoNation (AN)	0.1	$251k	NEW	1.4k	178.92	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$249k		5.1k	48.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$249k	NEW	2.4k	104.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$248k	+5%	4.9k	50.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$242k	NEW	521.00	465.08	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$235k		3.9k	59.57	View chart
UnitedHealth (UNH)	0.1	$229k	NEW	392.00	584.68	View chart
Cigna Corp (CI)	0.1	$226k		652.00	346.44	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$224k	-4%	2.7k	84.17	View chart
Verizon Communications (VZ)	0.1	$220k	NEW	4.9k	44.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$218k		5.3k	41.12	View chart
Broadcom (AVGO)	0.1	$211k	NEW	1.2k	172.50	View chart
Amazon (AMZN)	0.1	$207k	NEW	1.1k	186.33	View chart
Intuitive Surgical Com New (ISRG)	0.1	$204k	NEW	415.00	491.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$204k	NEW	1.7k	121.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$200k	NEW	9.7k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$200k	NEW	10k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$200k	NEW	10k	19.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$200k	NEW	9.7k	20.56	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$200k	NEW	11k	18.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$191k		7.0k	27.41	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$189k		4.4k	42.51	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.1	$181k	NEW	4.8k	37.45	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$169k	+2%	1.6k	108.63	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$161k	+13%	4.4k	36.17	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.1	$154k	NEW	4.9k	31.68	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.1	$148k	NEW	6.8k	21.79	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$133k	-2%	12k	11.11	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$133k	+50%	3.8k	35.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$126k	+2478%	722.00	174.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$120k		1.4k	88.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$106k	NEW	2.8k	38.08	View chart
Ishares Tr International Sl (ISCF)	0.0	$97k	-9%	2.8k	35.25	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$97k		3.0k	32.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$86k	+23%	1.5k	59.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$80k		480.00	167.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$74k		281.00	264.16	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$72k	+21%	220.00	326.85	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$69k	+9%	2.3k	30.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$68k	-6%	820.00	83.09	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$65k	-18%	1.8k	36.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$62k	+548%	162.00	383.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$62k	+37%	822.00	75.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$59k		434.00	134.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$55k	NEW	104.00	527.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$53k		1.7k	30.80	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$44k		600.00	72.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$41k		621.00	65.83	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$41k	+11%	341.00	119.47	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$40k		850.00	47.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$37k		446.00	82.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$36k		607.00	59.51	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$36k		1.5k	23.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$29k		78.00	375.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$27k		280.00	95.95	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$26k		1.1k	24.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$24k	NEW	103.00	237.21	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$24k		300.00	79.23	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$18k		569.00	31.76	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$17k	NEW	445.00	37.18	View chart
Ishares Tr Exponential Tech (XT)	0.0	$16k		256.00	60.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$15k	+125%	72.00	200.78	View chart
Dimensional Etf Trust International (DFSI)	0.0	$14k	NEW	385.00	35.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$13k		118.00	112.98	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$13k	-51%	199.00	63.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$9.2k	+10%	73.00	126.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$8.3k		34.00	243.47	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$8.2k		139.00	59.22	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$7.7k		71.00	108.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$7.2k		92.00	78.37	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$6.6k		91.00	72.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$5.9k		45.00	131.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$5.4k		68.00	79.43	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$3.9k		27.00	145.59	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$3.9k		40.00	98.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$3.9k		40.00	98.10	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$3.9k		65.00	59.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$3.8k	+90%	21.00	179.29	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$2.9k	NEW	41.00	70.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.9k	NEW	50.00	57.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$2.9k	NEW	76.00	37.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.5k		60.00	41.48	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$2.5k		25.00	98.16	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$2.2k		37.00	60.59	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$1.5k		29.00	50.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.0k	NEW	5.00	202.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$991.000500		21.00	47.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$938.000000		8.00	117.25	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$928.999900	NEW	23.00	40.39	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$132.000300		9.00	14.67	View chart

Past Filings by Morris Financial Concepts

SEC 13F filings are viewable for Morris Financial Concepts going back to 2021

Morris Financial Concepts 2024 Q3 filed Oct. 30, 2024
Morris Financial Concepts 2024 Q2 filed July 29, 2024
Morris Financial Concepts 2024 Q1 filed April 18, 2024
Morris Financial Concepts 2023 Q4 filed Jan. 29, 2024
Morris Financial Concepts 2023 Q3 filed Oct. 24, 2023
Morris Financial Concepts 2023 Q2 filed Aug. 9, 2023
Morris Financial Concepts 2023 Q1 filed May 10, 2023
Morris Financial Concepts 2022 Q4 filed Jan. 19, 2023
Morris Financial Concepts 2022 Q3 filed Oct. 25, 2022
Morris Financial Concepts 2022 Q2 filed July 25, 2022
Morris Financial Concepts 2022 Q1 filed April 29, 2022
Morris Financial Concepts 2021 Q4 filed Feb. 15, 2022

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