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Manager Directed Portfolios shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $133k 12k 11.11
2024-06-30 $119k 12k 9.67
2024-03-31 $118k 12k 9.80
2023-12-31 $118k 12k 9.96

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 Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios