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, BSV, and represent 41.69% of Morris Financial Concepts's stock portfolio.
Added to shares of these 10 stocks: BSV, DFLV, SCHX, DFSU, SHY, IEFA, DFAE, IVV, DFIV, DFGR.
Started 6 new stock positions in CSCO, YUM, IWV, VZ, DGRO, AMAT.
Reduced shares in these 10 stocks: LLY, ADSK, DASH, SCZ, DFAC, EFA, DFEM, MO, EEM, IWD.
Sold out of its positions in ADSK, DASH, IXJ, VLUE.
Morris Financial Concepts was a net buyer of stock by $14M.
Morris Financial Concepts has $295M in assets under management (AUM), dropping by 3.16%.
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 195 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.5	$40M		61k	653.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.8	$38M	+2%	1.5M	25.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.3	$19M	+4%	204k	90.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.3	$16M	+2%	125k	124.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.9	$12M	+50%	147k	78.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.6	$11M	+8%	128k	82.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.1	$9.2M	+2%	316k	29.08	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.1	$9.2M	+4%	189k	48.46	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.9	$8.7M	+2%	79k	110.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.6	$7.8M	-2%	200k	38.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$6.0M		9.3k	650.36	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.7	$5.1M	+7%	151k	33.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$4.7M		41k	113.11	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.4	$4.3M	+37%	120k	35.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$4.2M		20k	211.15	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$3.6M	+7%	57k	62.45	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$3.3M		83k	39.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$3.0M	+6%	43k	71.13	View chart
JPMorgan Chase & Co. (JPM)	1.0	$3.0M	+4%	10k	294.15	View chart
Tesla Motors (TSLA)	1.0	$2.8M		7.6k	371.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$2.8M	-5%	29k	97.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$2.5M	+3%	23k	111.18	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$2.5M	+28%	74k	33.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.3M	+7%	3.9k	597.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$2.3M	+28%	44k	52.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$2.3M	+13%	27k	82.75	View chart
Apple (AAPL)	0.7	$2.2M	+9%	8.6k	253.79	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$2.1M	+20%	81k	26.58	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$1.9M	+11%	44k	42.22	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.7M	+7%	25k	69.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.6M		19k	84.84	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$1.5M	-10%	20k	78.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$1.5M	-2%	9.9k	155.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.5M		4.3k	356.56	View chart
Eli Lilly & Co. (LLY)	0.5	$1.5M	-23%	1.6k	919.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.4M		5.8k	248.00	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$1.4M	+2%	30k	47.88	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.4M		42k	33.97	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.4M		7.3k	189.59	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.4M	+188%	34k	41.09	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$1.3M	+2%	52k	25.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.2M	-5%	22k	56.79	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.2M	+7%	13k	94.24	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.2M		27k	45.12	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M	+8%	7.0k	169.66	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M		3.1k	370.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$1.2M	-9%	34k	34.55	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.1M	+2%	23k	46.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$975k	-7%	8.2k	118.45	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$941k	-4%	8.4k	111.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$824k	+9%	2.9k	287.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$751k		11k	67.53	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$750k	+5%	5.7k	132.10	View chart
Wal-Mart Stores (WMT)	0.2	$730k	+34%	5.9k	124.28	View chart
Vanguard World Financials Etf (VFH)	0.2	$726k		6.0k	120.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$709k		8.8k	80.58	View chart
International Business Machines (IBM)	0.2	$699k		2.9k	242.36	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$687k		5.5k	125.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$679k	-10%	3.2k	213.67	View chart
Mastercard Incorporated Cl A (MA)	0.2	$668k		1.3k	499.72	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$655k		17k	38.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$614k		2.0k	313.81	View chart
Meta Platforms Cl A (META)	0.2	$605k	-2%	1.1k	572.13	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$604k	+38%	12k	52.19	View chart
NVIDIA Corporation (NVDA)	0.2	$587k	-7%	3.4k	174.40	View chart
Dimensional Etf Trust International (DFSI)	0.2	$576k	+164%	14k	42.40	View chart
Johnson & Johnson (JNJ)	0.2	$572k	-3%	2.3k	244.45	View chart
Abbvie (ABBV)	0.2	$571k		2.6k	217.50	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$546k	-2%	12k	47.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$544k	-8%	1.1k	479.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$510k		6.6k	77.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$494k		20k	25.10	View chart
Ge Aerospace Com New (GE)	0.2	$492k		1.7k	283.77	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$492k		11k	43.20	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$491k	+8%	11k	46.80	View chart
Pepsi (PEP)	0.2	$486k	+15%	3.1k	155.29	View chart
Cummins (CMI)	0.2	$484k	-2%	899.00	538.02	View chart
Costco Wholesale Corporation (COST)	0.2	$481k	-3%	483.00	995.74	View chart
Wells Fargo & Company (WFC)	0.2	$460k		5.8k	79.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$453k	-6%	9.7k	46.74	View chart
Home Depot (HD)	0.1	$428k	+41%	1.3k	328.87	View chart
Broadcom (AVGO)	0.1	$422k	-4%	1.4k	309.51	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$419k	-5%	1.2k	337.95	View chart
Goldman Sachs (GS)	0.1	$416k	-6%	492.00	845.99	View chart
Netflix (NFLX)	0.1	$415k	-9%	4.3k	96.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$410k		2.8k	148.11	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$408k	+7%	8.6k	47.55	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$396k		14k	27.85	View chart
Ge Vernova (GEV)	0.1	$393k		450.00	872.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$389k	+2%	2.0k	192.90	View chart
Procter & Gamble Company (PG)	0.1	$387k		2.7k	144.42	View chart
Deere & Company (DE)	0.1	$385k		684.00	563.30	View chart
Coca-Cola Company (KO)	0.1	$382k	-2%	5.0k	76.05	View chart
Merck & Co (MRK)	0.1	$366k		3.0k	120.29	View chart
Comfort Systems USA (FIX)	0.1	$364k		264.00	1378.99	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$354k		7.6k	46.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$346k		4.7k	73.64	View chart
Amazon (AMZN)	0.1	$337k		1.6k	208.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$324k		11k	30.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$307k		3.5k	88.70	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$301k		3.1k	95.62	View chart
Yum! Brands (YUM)	0.1	$298k	NEW	1.9k	155.44	View chart
Truist Financial Corp equities (TFC)	0.1	$298k	-8%	6.5k	45.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$298k		2.8k	106.52	View chart
Southern Company (SO)	0.1	$294k	-11%	3.0k	96.52	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$285k	-9%	4.9k	57.64	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$283k	-4%	5.8k	48.93	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$279k	-4%	6.5k	43.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$277k	-3%	9.1k	30.50	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$273k		3.7k	74.55	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$273k	+11%	6.6k	41.54	View chart
AutoNation (AN)	0.1	$270k		1.4k	195.26	View chart
Commercial Metals Company (CMC)	0.1	$269k	-4%	4.4k	61.43	View chart
Applied Materials (AMAT)	0.1	$267k	NEW	781.00	341.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$266k	-2%	8.1k	32.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$262k		11k	24.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$259k		5.1k	50.61	View chart
Moody's Corporation (MCO)	0.1	$257k		589.00	436.25	View chart
Altria (MO)	0.1	$250k	-26%	3.8k	65.99	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$239k	+75%	4.7k	50.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$239k		2.4k	99.27	View chart
Abbott Laboratories (ABT)	0.1	$237k		2.3k	102.67	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$237k	+4%	530.00	446.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$235k		8.1k	29.13	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$235k		2.4k	98.42	View chart
Philip Morris International (PM)	0.1	$233k	-8%	1.4k	165.38	View chart
Verizon Communications (VZ)	0.1	$228k	NEW	4.5k	50.20	View chart
Texas Instruments Incorporated (TXN)	0.1	$226k	-6%	1.2k	194.14	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$226k		7.0k	32.43	View chart
Intuitive Surgical Com New (ISRG)	0.1	$225k	+2%	489.00	460.99	View chart
Walt Disney Company (DIS)	0.1	$222k	+7%	2.3k	96.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$217k		4.5k	48.05	View chart
McDonald's Corporation (MCD)	0.1	$214k		690.00	310.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$214k	+24%	747.00	286.86	View chart
Cisco Systems (CSCO)	0.1	$214k	NEW	2.8k	77.59	View chart
Dominion Resources (D)	0.1	$212k		3.4k	61.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$200k		10k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$199k		10k	19.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$198k		9.7k	20.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$198k		11k	18.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$193k	+45%	2.0k	97.23	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.1	$177k		4.9k	36.06	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$176k		17k	10.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$137k	-3%	698.00	196.20	View chart
Ishares Tr International Sl (ISCF)	0.0	$112k	-6%	2.7k	41.79	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$106k		2.8k	38.26	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$84k	-10%	2.0k	42.56	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$74k		1.3k	58.54	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$73k	+3%	686.00	106.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$73k		253.00	287.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$66k		152.00	436.79	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$65k		1.9k	35.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$61k		1.3k	45.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$59k	-16%	1.9k	30.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$59k	-2%	388.00	151.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$57k		703.00	80.61	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$52k		600.00	86.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$49k		669.00	73.78	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$38k		855.00	44.02	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$38k		375.00	99.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$34k	+2%	80.00	426.40	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.0	$34k		1.4k	24.67	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$34k		1.6k	21.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$28k	NEW	400.00	70.18	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$27k		300.00	89.86	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$26k		1.1k	24.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$22k	-24%	197.00	110.47	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$21k		213.00	100.57	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$21k		539.00	38.53	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$18k	-19%	191.00	95.82	View chart
Ishares Tr Future Exponenti (XT)	0.0	$18k		258.00	68.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$17k		65.00	261.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$17k		77.00	217.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$15k	+91%	46.00	323.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$13k		118.00	108.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$13k	+5%	138.00	92.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$8.7k		34.00	257.35	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$8.6k		91.00	94.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$8.5k	NEW	23.00	370.70	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$8.4k		61.00	138.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$7.1k		92.00	77.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$6.5k		45.00	145.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$5.4k		68.00	79.26	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$4.6k		27.00	168.85	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$4.5k		65.00	68.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.0k		21.00	191.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$3.8k		40.00	95.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$3.7k		50.00	74.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$3.5k		40.00	86.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.8k		60.00	46.23	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$2.7k		37.00	73.65	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$2.7k	-28%	50.00	53.36	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$1.4k		58.00	24.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$1.2k		5.00	240.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$986.000400		21.00	46.95	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 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
Morris Financial Concepts 2022 Q2 filed July 25, 2022

View all past filings

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