Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SHY, and represent 42.53% of Morris Financial Concepts's stock portfolio.
Added to shares of these 10 stocks: SCHX, SHY, BSV, DFAU, IJR, SPY, ISTB, DFLV, SHV, IVV.
Started 4 new stock positions in DIS, IDUB, DUBS, D.
Reduced shares in these 10 stocks: MELI, CI, FIX, TSM, LLY, IJS, SCZ, AVUS, IWM, SE.
Sold out of its positions in CI, IWV, MELI.
Morris Financial Concepts was a net buyer of stock by $8.5M.
Morris Financial Concepts has $277M in assets under management (AUM), dropping by 9.89%.
Central Index Key (CIK): 0001387386

Tip: Access up to 7 years of quarterly data

Positions held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Morris Financial Concepts

Morris Financial Concepts holds 198 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.7	$41M		61k	669.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.1	$36M	+3%	1.4M	26.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.1	$17M		193k	87.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.2	$15M	+4%	122k	118.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.4	$9.5M	+7%	114k	82.96	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.1	$8.6M	+5%	177k	48.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.0	$8.4M	+3%	300k	27.90	View chart
Ishares Tr Short Treas Bd (SHV)	3.0	$8.4M	+4%	76k	110.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$7.9M		204k	38.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.5	$7.0M	+10%	89k	78.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$6.2M	+8%	9.4k	666.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$5.1M		42k	120.72	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.5	$4.2M	+6%	132k	31.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$4.1M		20k	206.51	View chart
Tesla Motors (TSLA)	1.2	$3.5M		7.8k	444.72	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.1M		9.8k	315.42	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.9M		81k	35.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.8M	+13%	30k	93.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$2.8M	+10%	48k	58.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$2.7M		25k	108.70	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.0	$2.6M	+20%	80k	32.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$2.6M	+11%	38k	68.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.0M	+8%	3.3k	612.30	View chart
Apple (AAPL)	0.7	$2.0M		7.8k	254.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.9M		23k	84.11	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$1.8M	-2%	23k	76.72	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$1.7M	+8%	61k	27.31	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$1.6M		39k	42.76	View chart
Eli Lilly & Co. (LLY)	0.6	$1.6M	-3%	2.2k	763.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$1.6M		21k	78.90	View chart
Microsoft Corporation (MSFT)	0.6	$1.6M		3.1k	517.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.6M		9.8k	164.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.6M	+14%	51k	31.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.6M		4.4k	365.48	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.5M	+4%	23k	65.92	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$1.5M	+2%	31k	48.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.4M	-2%	5.8k	241.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1.4M	+21%	30k	46.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.3M		7.5k	176.81	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.3M		42k	31.38	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$1.3M		51k	25.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.3M	+6%	24k	53.40	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.2M	+100%	27k	45.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$1.2M	-2%	38k	32.07	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$1.0M	+4%	22k	46.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$999k	-4%	9.0k	110.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$990k		8.7k	113.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$962k		11k	84.68	View chart
International Business Machines (IBM)	0.3	$813k		2.9k	282.16	View chart
Meta Platforms Cl A (META)	0.3	$795k		1.1k	734.38	View chart
Vanguard World Financials Etf (VFH)	0.3	$788k		6.0k	131.24	View chart
Mastercard Incorporated Cl A (MA)	0.3	$760k		1.3k	568.87	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$739k		5.4k	135.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$730k	+3%	11k	65.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$726k	+3%	3.6k	203.59	View chart
Exxon Mobil Corporation (XOM)	0.3	$710k		6.3k	112.75	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$700k		5.4k	130.28	View chart
NVIDIA Corporation (NVDA)	0.2	$682k		3.7k	186.58	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$672k		8.9k	75.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$638k		2.6k	243.10	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$626k		2.0k	320.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$624k		1.2k	502.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$619k		17k	36.35	View chart
Abbvie (ABBV)	0.2	$609k		2.6k	231.54	View chart
Netflix (NFLX)	0.2	$573k	-3%	478.00	1198.92	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$540k	-2%	12k	45.08	View chart
Ge Aerospace Com New (GE)	0.2	$522k		1.7k	300.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$510k		20k	25.71	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$494k		12k	42.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$486k		6.6k	73.46	View chart
Wells Fargo & Company (WFC)	0.2	$485k	-5%	5.8k	83.82	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$476k		11k	45.51	View chart
Broadcom (AVGO)	0.2	$472k		1.4k	329.91	View chart
Costco Wholesale Corporation (COST)	0.2	$469k	-2%	507.00	925.50	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$464k	+9%	9.8k	47.22	View chart
Johnson & Johnson (JNJ)	0.2	$461k	+4%	2.5k	185.42	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$452k	-3%	11k	40.73	View chart
Wal-Mart Stores (WMT)	0.2	$451k	+6%	4.4k	103.06	View chart
Goldman Sachs (GS)	0.2	$423k	-2%	531.00	796.35	View chart
Procter & Gamble Company (PG)	0.2	$416k		2.7k	153.66	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$401k	+31%	7.7k	52.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$397k		2.8k	140.96	View chart
Cummins (CMI)	0.1	$392k		927.00	422.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$390k		5.2k	74.37	View chart
Pepsi (PEP)	0.1	$381k		2.7k	140.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$380k		14k	26.30	View chart
Home Depot (HD)	0.1	$374k		922.00	405.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$371k	+3%	7.7k	48.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$368k	-15%	1.3k	279.29	View chart
Truist Financial Corp equities (TFC)	0.1	$352k		7.7k	45.72	View chart
Amazon (AMZN)	0.1	$351k		1.6k	219.57	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$350k		5.6k	62.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$337k	-3%	7.6k	44.51	View chart
Altria (MO)	0.1	$336k	+45%	5.1k	66.06	View chart
Southern Company (SO)	0.1	$331k		3.5k	94.77	View chart
Deere & Company (DE)	0.1	$331k		723.00	457.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$330k	-5%	2.0k	167.33	View chart
Coca-Cola Company (KO)	0.1	$317k	-6%	4.8k	66.32	View chart
Doordash Cl A (DASH)	0.1	$317k	-4%	1.2k	271.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$315k	+35%	3.4k	91.42	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$314k	-2%	3.4k	92.98	View chart
AutoNation (AN)	0.1	$309k		1.4k	218.77	View chart
Autodesk (ADSK)	0.1	$309k		973.00	317.67	View chart
Abbott Laboratories (ABT)	0.1	$306k		2.3k	133.94	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$292k	+2%	2.7k	106.78	View chart
Moody's Corporation (MCO)	0.1	$288k		605.00	476.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$288k		11k	27.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$282k		5.7k	49.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$279k		8.4k	33.37	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$279k		6.8k	41.11	View chart
Ge Vernova (GEV)	0.1	$277k		450.00	614.90	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$274k		9.4k	29.11	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$267k		3.6k	74.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$264k	-3%	6.1k	42.96	View chart
Commercial Metals Company (CMC)	0.1	$261k	+6%	4.6k	57.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$258k		5.1k	50.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$258k		8.1k	31.91	View chart
Walt Disney Company (DIS)	0.1	$257k	NEW	2.2k	114.49	View chart
Merck & Co (MRK)	0.1	$256k		3.0k	83.93	View chart
Philip Morris International (PM)	0.1	$249k		1.5k	162.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$247k		11k	23.28	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$245k	+10%	5.8k	42.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$242k		2.4k	100.25	View chart
Texas Instruments Incorporated (TXN)	0.1	$232k		1.3k	183.73	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$227k	+6%	2.4k	93.25	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$227k	+13%	7.3k	31.16	View chart
Dominion Resources (D)	0.1	$219k	NEW	3.6k	61.17	View chart
Sea Sponsord Ads (SE)	0.1	$218k	-12%	1.2k	178.73	View chart
Comfort Systems USA (FIX)	0.1	$216k	-39%	262.00	825.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$216k		483.00	447.23	View chart
Verizon Communications (VZ)	0.1	$213k	+2%	4.8k	43.95	View chart
McDonald's Corporation (MCD)	0.1	$211k		693.00	303.89	View chart
Dimensional Etf Trust International (DFSI)	0.1	$210k	-7%	5.1k	40.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$201k		9.7k	20.69	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$200k		511.00	391.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$200k		10k	19.56	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$200k		9.7k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$200k		10k	19.71	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$200k		11k	18.81	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.1	$180k	NEW	4.9k	36.55	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$178k		17k	10.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$146k	+6%	600.00	243.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$135k		726.00	186.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$132k		1.4k	96.55	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$114k	+12%	2.2k	50.57	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$102k		2.8k	36.16	View chart
Ishares Tr International Sl (ISCF)	0.0	$98k	-4%	2.4k	41.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$81k		2.2k	36.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$75k	+5%	1.3k	58.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$74k		253.00	293.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$73k	-2%	152.00	479.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$67k	-5%	2.3k	29.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$67k	+129%	933.00	71.86	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$62k		1.4k	43.42	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$59k	+27%	556.00	106.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$57k	+2%	1.8k	31.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$56k		397.00	142.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$50k		600.00	82.58	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$39k		375.00	103.21	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$38k		859.00	44.48	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$38k		271.00	138.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$37k		78.00	468.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$36k		499.00	72.26	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$33k		1.5k	21.57	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$33k	NEW	1.4k	23.55	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$28k		300.00	92.42	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$26k		1.1k	24.30	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$26k		261.00	99.53	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$24k		245.00	96.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$21k		213.00	100.69	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$20k		539.00	36.67	View chart
Ishares Tr Future Exponenti (XT)	0.0	$19k		258.00	71.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$18k		86.00	208.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$17k		65.00	254.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$15k	+5%	101.00	145.60	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$14k	-3%	145.00	93.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$13k		118.00	111.47	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$10k		34.00	293.79	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$8.8k		71.00	124.41	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$7.9k		91.00	87.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$7.2k		92.00	78.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$6.3k		45.00	139.38	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$6.0k	-8%	100.00	60.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$5.4k		68.00	79.93	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$4.3k		65.00	66.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.1k		21.00	194.52	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$3.9k		27.00	144.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$3.9k		40.00	96.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$3.6k		40.00	89.38	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$3.4k		50.00	67.84	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.7k		60.00	44.18	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$2.6k		37.00	71.54	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$2.2k		25.00	88.64	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$1.5k		58.00	25.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.3k		5.00	256.40	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$986.000400		21.00	46.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$288.000000		1.00	288.00	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$138.999600		9.00	15.44	View chart

Past Filings by Morris Financial Concepts

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

Morris Financial Concepts 2025 Q3 filed Oct. 21, 2025
Morris Financial Concepts 2025 Q2 filed July 28, 2025
Morris Financial Concepts 2025 Q1 filed April 29, 2025
Morris Financial Concepts 2024 Q4 filed Jan. 29, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z