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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, BSV, and represent 42.03% of Morris Financial Concepts's stock portfolio.
Added to shares of these 10 stocks: BSV, LLY, AMD, DFAE, CAT, RSP, DFIV, DFLV, DFCF, DFSU.
Started 12 new stock positions in RSPT, SCHO, AVGE, RSP, PHO, BBAX, AMD, CAT, VGT, EWJ. BBEU, VGIT.
Reduced shares in these 10 stocks: SCHX, IVV, SCHA, IJR, VZ, MCD, AVUS, EEM, ISTB, EFA.
Sold out of its positions in IHI, MCD, VZ.
Morris Financial Concepts was a net seller of stock by $-599k.
Morris Financial Concepts has $326M in assets under management (AUM), dropping by 10.72%.
Central Index Key (CIK): 0001387386

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Portfolio Holdings for Morris Financial Concepts

Morris Financial Concepts holds 204 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.8	$45M		60k	748.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.8	$42M	-2%	1.4M	29.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.1	$20M		205k	96.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.6	$18M		123k	148.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.8	$12M	+6%	158k	77.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.4	$11M	-3%	304k	36.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.2	$10M		127k	82.11	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.8	$9.0M		186k	48.25	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.7	$8.8M		200k	44.36	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.6	$8.6M		78k	110.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$7.0M		9.3k	746.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$5.7M		41k	137.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.6	$5.2M		149k	35.03	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.5	$4.9M	+3%	124k	39.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$4.4M		19k	227.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$4.0M		57k	69.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$3.5M		43k	82.34	View chart
JPMorgan Chase & Co. (JPM)	1.0	$3.3M		10k	327.32	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$3.2M	-3%	80k	40.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$3.2M	+8%	80k	40.21	View chart
Tesla Motors (TSLA)	1.0	$3.2M		7.6k	420.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$2.8M	-4%	27k	103.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$2.7M	-7%	21k	128.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.7M		3.9k	686.74	View chart
Eli Lilly & Co. (LLY)	0.8	$2.6M	+33%	2.2k	1199.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$2.6M	+8%	47k	54.02	View chart
Apple (AAPL)	0.8	$2.6M	+2%	8.8k	289.36	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$2.4M		82k	28.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$2.2M	-2%	27k	82.65	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.0M		25k	82.84	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.6	$1.9M	+4%	46k	42.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.8M		9.8k	188.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.7M		4.2k	409.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.7M		5.8k	300.45	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.6M	+4%	35k	46.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.6M		7.3k	221.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.6M	-6%	18k	89.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.5M		42k	36.84	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$1.5M	-4%	19k	82.27	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$1.4M		30k	47.75	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$1.4M	-2%	50k	27.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.4M		27k	51.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.3M	-10%	19k	68.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$1.3M	-6%	31k	40.64	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.2M		13k	98.20	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M		3.2k	373.02	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.1M	+3%	24k	46.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.1M	-3%	7.9k	136.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.0M		8.3k	124.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M		2.9k	357.37	View chart
Exxon Mobil Corporation (XOM)	0.3	$960k		7.0k	136.72	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$903k	+3%	5.9k	154.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$842k		11k	77.11	View chart
International Business Machines (IBM)	0.2	$812k		2.9k	281.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$809k	-4%	8.4k	96.49	View chart
Vanguard World Financials Etf (VFH)	0.2	$790k		6.0k	131.60	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$778k		5.5k	141.89	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$771k		2.0k	393.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$752k	-2%	3.1k	242.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$704k		17k	41.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$686k		1.3k	513.67	View chart
NVIDIA Corporation (NVDA)	0.2	$677k		3.4k	200.10	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$670k	+9%	13k	52.60	View chart
Wal-Mart Stores (WMT)	0.2	$665k		5.9k	113.26	View chart
Abbvie (ABBV)	0.2	$659k		2.6k	251.65	View chart
Cummins (CMI)	0.2	$650k		912.00	713.21	View chart
Ge Aerospace Com New (GE)	0.2	$648k		1.7k	373.73	View chart
Johnson & Johnson (JNJ)	0.2	$644k	+8%	2.5k	253.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$628k	+10%	1.3k	500.39	View chart
Dimensional Etf Trust International (DFSI)	0.2	$616k		14k	45.10	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$616k	-5%	11k	55.93	View chart
Meta Platforms Cl A (META)	0.2	$594k		1.1k	563.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$589k		1.2k	477.57	View chart
Applied Materials (AMAT)	0.2	$578k	+2%	800.00	723.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$570k		20k	28.96	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$567k	-4%	11k	52.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$566k		6.6k	85.49	View chart
Ge Vernova (GEV)	0.2	$536k		456.00	1174.86	View chart
Broadcom (AVGO)	0.2	$534k	+3%	1.4k	377.75	View chart
Comfort Systems USA (FIX)	0.2	$523k		264.00	1981.95	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$512k	+4%	11k	46.57	View chart
Advanced Micro Devices (AMD)	0.2	$502k	NEW	864.00	580.91	View chart
Goldman Sachs (GS)	0.2	$498k		492.00	1011.37	View chart
Wells Fargo & Company (WFC)	0.1	$476k		5.8k	82.64	View chart
Home Depot (HD)	0.1	$459k		1.3k	352.66	View chart
Costco Wholesale Corporation (COST)	0.1	$452k		483.00	934.93	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$448k	-3%	9.3k	48.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$439k		14k	31.10	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$438k	+7%	9.2k	47.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$433k		2.7k	158.04	View chart
Deere & Company (DE)	0.1	$426k		672.00	634.33	View chart
Pepsi (PEP)	0.1	$415k	-2%	3.1k	135.40	View chart
Procter & Gamble Company (PG)	0.1	$412k	+4%	2.8k	146.62	View chart
Coca-Cola Company (KO)	0.1	$408k		5.0k	81.26	View chart
Merck & Co (MRK)	0.1	$396k		3.1k	128.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$371k	-2%	2.0k	189.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$370k		7.6k	48.56	View chart
Amazon (AMZN)	0.1	$362k	-6%	1.5k	238.34	View chart
Texas Instruments Incorporated (TXN)	0.1	$347k		1.2k	298.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$345k		4.7k	73.41	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$343k	+6%	3.3k	102.81	View chart
Altria (MO)	0.1	$340k	+24%	4.7k	71.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$334k		11k	31.71	View chart
Cisco Systems (CSCO)	0.1	$324k		2.8k	117.46	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$313k	-6%	3.4k	91.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$310k		8.9k	34.81	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$310k	+8%	5.4k	57.84	View chart
Yum! Brands (YUM)	0.1	$307k		1.9k	159.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$305k	-8%	3.2k	96.43	View chart
Netflix (NFLX)	0.1	$303k		4.2k	71.40	View chart
Truist Financial Corp equities (TFC)	0.1	$298k	-7%	6.0k	49.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$297k		2.8k	106.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$297k	-2%	5.6k	52.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$294k		11k	27.70	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$291k		6.4k	45.70	View chart
Southern Company (SO)	0.1	$288k		3.0k	95.71	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$288k		7.9k	36.26	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$287k	+19%	5.7k	50.50	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$283k	+4%	6.8k	41.41	View chart
Commercial Metals Company (CMC)	0.1	$280k		4.5k	62.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$273k		8.1k	33.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$272k	+2%	769.00	353.35	View chart
Moody's Corporation (MCO)	0.1	$267k		589.00	452.92	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$266k		536.00	496.73	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$263k		5.2k	50.57	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$261k		6.9k	38.06	View chart
AutoNation (AN)	0.1	$259k		1.4k	185.79	View chart
Philip Morris International (PM)	0.1	$255k		1.4k	180.95	View chart
Caterpillar (CAT)	0.1	$250k	NEW	235.00	1064.90	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$233k	+12%	2.7k	87.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$233k	-2%	2.4k	98.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$221k		4.6k	48.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$216k		2.0k	110.32	View chart
Dominion Resources (D)	0.1	$216k	-7%	3.2k	68.29	View chart
Walt Disney Company (DIS)	0.1	$214k	-3%	2.2k	96.23	View chart
Abbott Laboratories (ABT)	0.1	$209k		2.3k	90.74	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.1	$205k		4.9k	41.65	View chart
Intuitive Surgical Com New (ISRG)	0.1	$202k	+4%	509.00	397.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$200k	NEW	942.00	212.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$199k		10k	19.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$199k		10k	19.61	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$198k		9.7k	20.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$197k		11k	18.57	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$195k		17k	11.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$152k		698.00	217.93	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$110k		2.8k	39.68	View chart
Ishares Tr International Sl (ISCF)	0.0	$107k	-8%	2.5k	43.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$88k	+575%	1.0k	86.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$82k	+300%	1.0k	80.57	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$79k	-3%	1.9k	41.43	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$76k	+3%	707.00	107.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$74k		1.3k	58.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$73k		1.3k	54.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$72k		1.9k	38.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$68k	-2%	1.9k	36.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$61k		389.00	156.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$57k		600.00	95.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$56k	-13%	610.00	91.21	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$55k		669.00	82.80	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$54k		375.00	144.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$40k	+300%	320.00	124.17	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$39k	-5%	812.00	47.38	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$38k		1.4k	27.48	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$37k		1.6k	23.68	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$31k		300.00	103.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$30k		400.00	75.79	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$26k		1.1k	24.23	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$23k	+6%	275.00	82.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$22k		213.00	100.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$21k	-16%	164.00	124.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$20k		65.00	303.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$19k		77.00	242.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$17k		46.00	373.43	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$17k	+233%	90.00	190.21	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$16k	-10%	171.00	95.61	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$15k	NEW	152.00	99.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$15k	NEW	125.00	119.66	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$13k	+45%	132.00	99.40	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$13k		118.00	109.07	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$12k	-5%	131.00	92.24	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$11k	-44%	300.00	38.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$10k		34.00	306.29	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$9.9k	+3%	63.00	156.97	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$9.8k		23.00	426.39	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$8.3k	+69%	110.00	75.31	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$7.4k		45.00	164.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$7.1k		92.00	76.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$6.5k	NEW	111.00	58.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$5.4k		68.00	79.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$4.9k	NEW	76.00	64.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.6k		21.00	219.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$3.8k		50.00	76.56	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.0	$3.8k	NEW	49.00	77.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$3.8k		40.00	94.58	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$3.5k		40.00	86.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$3.0k		60.00	49.55	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.0	$3.0k		37.00	79.89	View chart
J P Morgan Exchange Traded F Beta Deve Ex Etf (BBAX)	0.0	$2.7k	NEW	45.00	59.87	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$2.4k	NEW	26.00	93.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.7k		5.00	342.80	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$1.6k	NEW	23.00	69.09	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$1.4k		58.00	24.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$982.999500		21.00	46.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$435.000600	NEW	18.00	24.17	View chart

Past Filings by Morris Financial Concepts

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

Morris Financial Concepts 2026 Q2 filed July 29, 2026
Morris Financial Concepts 2026 Q1 filed April 17, 2026
Morris Financial Concepts 2025 Q4 filed Feb. 9, 2026
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

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