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Opus Small Cap Value Plus Etf exchange traded funds shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Opus Small Cap Value Plus Etf exchange traded funds (OSCV) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Opus Small Cap Value Plus Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Opus Small Cap Value Plus Etf exchange traded funds held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Opus Small Cap Value Plus Etf exchange traded funds by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $181k 4.8k 37.45

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding Opus Small Cap Value Plus Etf exchange traded funds

Aptus Capital Advisors
Raymond James Financial Services Advisors
Integrated Wealth Concepts
Sugarloaf Wealth Management
First Heartland Consultants
Brogan Financial
Second Line Capital
Envestnet Asset Management
Waterloo Capital
Kfg Wealth Management
ORG Partners
Park Place Capital Corp
United Advisor Group
Spotlight Asset Group
LPL Financial

View all funds holding Opus Small Cap Value Plus Etf exchange traded funds