$150 Million is the total value of MORRIS FINANCIAL CONCEPTS, INC.'s 152 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 1.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $19,459,242 | -3.4% | 384,570 | -0.0% | 12.93% | -0.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $17,719,324 | -3.6% | 41,262 | +0.0% | 11.78% | -0.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $10,053,179 | -4.9% | 106,575 | +0.4% | 6.68% | -2.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,381,683 | -2.5% | 145,792 | +2.3% | 6.24% | +0.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $6,720,229 | -4.5% | 162,246 | +1.0% | 4.47% | -1.8% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $6,025,690 | -5.1% | 129,920 | -4.5% | 4.00% | -2.4% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $5,473,914 | -4.3% | 208,928 | -0.9% | 3.64% | -1.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $5,348,552 | -2.0% | 66,056 | -1.9% | 3.55% | +0.7% |
| SHV | Sell | ISHARES TRshort treas bd | $5,272,954 | -6.4% | 47,732 | -6.4% | 3.50% | -3.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,375,820 | -4.6% | 10,236 | -1.0% | 2.91% | -1.9% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $2,937,460 | -4.1% | 52,018 | +0.1% | 1.95% | -1.4% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $2,937,907 | -4.7% | 19,097 | -0.2% | 1.95% | -2.1% |
| IVW | ISHARES TRs&p 500 grwt etf | $2,836,351 | -2.9% | 41,455 | 0.0% | 1.88% | -0.2% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,442,877 | +170.6% | 32,498 | +172.0% | 1.62% | +178.4% |
| Buy | DIMENSIONAL ETF TRUST | $2,307,872 | +11.2% | 57,168 | +15.0% | 1.53% | +14.4% | |
| TSLA | TESLA INC | $2,238,718 | -4.4% | 8,947 | 0.0% | 1.49% | -1.7% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,995,674 | -4.3% | 13,145 | -0.5% | 1.33% | -1.6% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $1,798,884 | +0.6% | 24,555 | +3.2% | 1.20% | +3.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,719,705 | -2.4% | 45,315 | +1.7% | 1.14% | +0.4% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,697,421 | -5.8% | 22,340 | -2.0% | 1.13% | -3.1% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $1,541,877 | -4.9% | 68,467 | -1.6% | 1.02% | -2.2% | |
| JPM | Sell | JPMORGAN CHASE & CO | $1,466,851 | -1.7% | 10,115 | -1.4% | 0.98% | +1.1% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,460,261 | +0.4% | 26,240 | +3.6% | 0.97% | +3.2% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,438,258 | -6.2% | 16,120 | -0.1% | 0.96% | -3.5% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,419,301 | -6.2% | 20,593 | -1.3% | 0.94% | -3.6% |
| REET | Buy | ISHARES TRglobal reit etf | $1,269,070 | +8.7% | 59,947 | +17.9% | 0.84% | +11.7% |
| LLY | Sell | ELI LILLY & CO | $1,213,919 | +12.1% | 2,260 | -2.2% | 0.81% | +15.3% |
| AAPL | Sell | APPLE INC | $1,127,319 | -12.6% | 6,584 | -0.9% | 0.75% | -10.1% |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $1,092,481 | +6.5% | 23,555 | +6.5% | 0.73% | +9.5% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $969,173 | -3.8% | 7,150 | -0.0% | 0.64% | -1.1% |
| MCD | Buy | MCDONALDS CORP | $925,684 | -11.4% | 3,514 | +0.4% | 0.62% | -8.9% |
| MSFT | Sell | MICROSOFT CORP | $832,949 | -8.0% | 2,638 | -0.8% | 0.55% | -5.3% |
| IUSB | Buy | ISHARES TRcore total usd | $812,181 | +16.6% | 18,579 | +21.3% | 0.54% | +20.0% |
| PEP | Buy | PEPSICO INC | $798,241 | -8.3% | 4,711 | +0.2% | 0.53% | -5.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $788,437 | -6.1% | 4,461 | -0.5% | 0.52% | -3.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $693,121 | -11.9% | 2,780 | -7.6% | 0.46% | -9.3% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $654,344 | -0.3% | 12,395 | +1.6% | 0.44% | +2.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $583,049 | -9.1% | 3,743 | -3.4% | 0.39% | -6.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $528,022 | -11.6% | 7,608 | -7.1% | 0.35% | -9.1% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $510,163 | -4.9% | 15,819 | -0.4% | 0.34% | -2.3% |
| IWB | Sell | ISHARES TRrus 1000 etf | $491,432 | -4.1% | 2,092 | -0.5% | 0.33% | -1.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $472,555 | +2.7% | 1,349 | 0.0% | 0.31% | +5.7% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $471,092 | +28.0% | 7,612 | +30.7% | 0.31% | +31.5% |
| SON | SONOCO PRODS CO | $469,421 | -7.9% | 8,637 | 0.0% | 0.31% | -5.2% | |
| HD | Sell | HOME DEPOT INC | $467,422 | -3.0% | 1,547 | -0.3% | 0.31% | -0.3% |
| MRK | Sell | MERCK & CO INC | $460,923 | -13.1% | 4,477 | -2.6% | 0.31% | -10.8% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $458,019 | +22.3% | 20,876 | +27.2% | 0.30% | +25.6% | |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $451,783 | +5.5% | 9,888 | +7.2% | 0.30% | +8.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $449,417 | -17.4% | 3,081 | -14.1% | 0.30% | -15.1% |
| IWO | ISHARES TRrus 2000 grw etf | $438,662 | -7.6% | 1,957 | 0.0% | 0.29% | -4.9% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $405,765 | +5.5% | 5,363 | +16.5% | 0.27% | +8.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $403,068 | -4.4% | 6,253 | -0.5% | 0.27% | -1.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $402,938 | -3.2% | 2,872 | -7.7% | 0.27% | -0.4% |
| KO | Sell | COCA COLA CO | $391,600 | -10.3% | 6,995 | -3.5% | 0.26% | -7.8% |
| ABBV | Sell | ABBVIE INC | $381,594 | +10.4% | 2,560 | -0.2% | 0.25% | +13.9% |
| VFH | VANGUARD WORLD FDSfinancials etf | $367,705 | -1.1% | 4,578 | 0.0% | 0.24% | +1.7% | |
| Buy | DIMENSIONAL ETF TRUSTus large cap val | $359,100 | +15.3% | 14,474 | +18.0% | 0.24% | +18.9% | |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $349,893 | +5.1% | 3,889 | +9.4% | 0.23% | +8.4% |
| XOM | Sell | EXXON MOBIL CORP | $346,554 | -18.1% | 2,947 | -25.3% | 0.23% | -16.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $337,107 | -1.8% | 6,023 | +1.0% | 0.22% | +0.9% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $332,863 | -3.6% | 6,677 | 0.0% | 0.22% | -0.9% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $331,740 | -3.7% | 13,857 | -1.0% | 0.22% | -1.3% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $330,913 | -1.2% | 10,296 | +2.0% | 0.22% | +1.9% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $306,934 | +3.6% | 3,644 | +7.3% | 0.20% | +6.2% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $303,810 | -2.2% | 9,593 | -0.3% | 0.20% | +0.5% |
| FB | Sell | META PLATFORMS INCcl a | $302,612 | -0.5% | 1,008 | -4.9% | 0.20% | +2.0% |
| AVSF | Buy | AMERICAN CENTY ETF TRavantis shfxdinc | $299,963 | +7.0% | 6,588 | +7.8% | 0.20% | +9.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $288,742 | +661.1% | 2,795 | +680.7% | 0.19% | +668.0% |
| DE | Sell | DEERE & CO | $283,790 | -7.6% | 752 | -0.8% | 0.19% | -4.5% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $269,701 | -4.5% | 5,562 | -0.6% | 0.18% | -1.6% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $267,357 | -4.0% | 5,328 | -4.1% | 0.18% | -1.1% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $261,460 | +25.8% | 2,542 | +27.3% | 0.17% | +29.9% |
| DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $251,700 | -3.8% | 8,404 | -0.4% | 0.17% | -1.2% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $248,721 | -2.6% | 3,515 | 0.0% | 0.16% | 0.0% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $244,212 | -3.5% | 5,391 | +0.5% | 0.16% | -0.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $236,758 | -42.0% | 2,557 | -38.8% | 0.16% | -40.5% |
| SO | Sell | SOUTHERN CO | $230,100 | -23.9% | 3,555 | -17.4% | 0.15% | -21.5% |
| MCO | Sell | MOODYS CORP | $230,804 | -62.4% | 730 | -58.6% | 0.15% | -61.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $227,304 | +5.1% | 1,737 | -3.9% | 0.15% | +7.9% |
| PXD | PIONEER NAT RES CO | $226,336 | +10.8% | 986 | 0.0% | 0.15% | +13.6% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $218,263 | -11.2% | 3,761 | -2.1% | 0.14% | -8.8% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $218,324 | -3.7% | 6,636 | +0.7% | 0.14% | -1.4% |
| TFC | TRUIST FINL CORP | $208,681 | -5.7% | 7,294 | 0.0% | 0.14% | -2.8% | |
| ABT | ABBOTT LABS | $203,966 | -11.2% | 2,106 | 0.0% | 0.14% | -8.1% | |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $193,531 | +1.9% | 3,687 | +6.4% | 0.13% | +4.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $179,522 | -2.8% | 1,909 | +1.2% | 0.12% | 0.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $175,616 | -2.8% | 5,171 | +2.1% | 0.12% | 0.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $176,780 | -27.8% | 2,612 | -24.2% | 0.12% | -25.9% |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $159,362 | +6.3% | 4,021 | +11.0% | 0.11% | +9.3% |
| MUB | Buy | ISHARES TRnational mun etf | $148,729 | +16.7% | 1,450 | +21.4% | 0.10% | +20.7% |
| Buy | DIMENSIONAL ETF TRUSTglobal real est | $141,631 | +21.4% | 6,320 | +32.1% | 0.09% | +25.3% | |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $138,447 | +55.2% | 5,822 | +54.4% | 0.09% | +58.6% | |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $111,180 | +23.5% | 4,926 | +28.3% | 0.07% | +27.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $109,296 | +2.4% | 4,186 | +7.2% | 0.07% | +5.8% |
| IWR | ISHARES TRrus mid cap etf | $94,457 | -5.2% | 1,364 | 0.0% | 0.06% | -1.6% | |
| ISCF | Buy | ISHARES TRinternational sl | $89,805 | -3.2% | 3,036 | +1.0% | 0.06% | 0.0% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $80,679 | -2.1% | 3,077 | 0.0% | 0.05% | +1.9% | |
| IDV | ISHARES TRintl sel div etf | $76,149 | -3.5% | 2,998 | 0.0% | 0.05% | 0.0% | |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $66,923 | +35.8% | 2,871 | +40.1% | 0.04% | +37.5% | |
| GOOG | ALPHABET INCcap stk cl c | $63,288 | +9.0% | 480 | 0.0% | 0.04% | +10.5% | |
| VO | VANGUARD INDEX FDSmid cap etf | $62,288 | -5.4% | 299 | 0.0% | 0.04% | -4.7% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $60,883 | -0.2% | 1,057 | 0.0% | 0.04% | +2.6% | |
| ILCB | ISHARES TRmorningstr us eq | $57,011 | -3.6% | 968 | 0.0% | 0.04% | 0.0% | |
| GSSC | GOLDMAN SACHS ETF TRactivebeta us | $53,504 | -3.3% | 958 | 0.0% | 0.04% | 0.0% | |
| DVY | Sell | ISHARES TRselect divid etf | $50,645 | -5.4% | 471 | -0.4% | 0.03% | -2.9% |
| ESML | ISHARES TResg aware msci | $46,437 | -5.3% | 1,380 | 0.0% | 0.03% | -3.1% | |
| IWV | Buy | ISHARES TRrussell 3000 etf | $44,375 | +22.7% | 181 | +27.5% | 0.03% | +26.1% |
| IXUS | ISHARES TRcore msci total | $35,994 | -4.2% | 600 | 0.0% | 0.02% | 0.0% | |
| Sell | DIMENSIONAL ETF TRUSTus small cap val | $36,312 | -1.5% | 1,433 | -0.1% | 0.02% | 0.0% | |
| Sell | AMERICAN CENTY ETF TRus large cap vlu | $35,243 | -8.8% | 669 | -7.6% | 0.02% | -8.0% | |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $32,763 | -1.5% | 1,091 | +2.8% | 0.02% | +4.8% |
| GEM | GOLDMAN SACHS ETF TRactivebeta eme | $31,732 | -4.1% | 1,107 | 0.0% | 0.02% | 0.0% | |
| Sell | AMERICAN CENTY ETF TRreal estate etf | $32,348 | -48.9% | 861 | -44.3% | 0.02% | -48.8% | |
| IDRV | ISHARES TRself drivng ev | $28,599 | -9.1% | 769 | 0.0% | 0.02% | -5.0% | |
| IXN | Sell | ISHARES TRglobal tech etf | $26,953 | -31.6% | 466 | -26.5% | 0.02% | -28.0% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $27,318 | -10.9% | 1,539 | -1.9% | 0.02% | -10.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $22,801 | -26.2% | 247 | -23.3% | 0.02% | -25.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $22,077 | -12.8% | 83 | -9.8% | 0.02% | -6.2% |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $15,746 | +0.4% | 202 | 0.0% | 0.01% | 0.0% | |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $15,532 | -3.2% | 290 | 0.0% | 0.01% | 0.0% | |
| XT | ISHARES TRexponential tech | $13,314 | -6.1% | 255 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $14,116 | -4.9% | 75 | 0.0% | 0.01% | -10.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $12,038 | -5.7% | 118 | 0.0% | 0.01% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $11,165 | -3.8% | 41 | 0.0% | 0.01% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $10,788 | -9.5% | 125 | 0.0% | 0.01% | -12.5% | |
| VLUE | Sell | ISHARES TRmsci usa value | $10,037 | -8.2% | 111 | -5.1% | 0.01% | 0.0% |
| Sell | AMERICAN CENTY ETF TRavantis responsi | $8,302 | -21.4% | 185 | -19.6% | 0.01% | -14.3% | |
| IHI | ISHARES TRu.s. med dvc etf | $7,227 | -14.1% | 149 | 0.0% | 0.01% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $6,622 | -5.3% | 34 | 0.0% | 0.00% | -20.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $6,505 | +12.3% | 51 | 0.0% | 0.00% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,110 | -0.7% | 68 | 0.0% | 0.00% | 0.0% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $5,104 | +14.3% | 32 | +18.5% | 0.00% | 0.0% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $4,104 | -19.3% | 55 | -15.4% | 0.00% | 0.0% |
| BBCA | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $4,826 | -5.1% | 83 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $4,685 | -5.0% | 45 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $4,548 | -5.2% | 26 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $3,302 | -3.7% | 27 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $2,579 | -9.7% | 33 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $3,172 | -2.9% | 23 | 0.0% | 0.00% | 0.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $3,037 | -3.9% | 42 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES TR7-10 yr trsy bd | $3,664 | -5.2% | 40 | 0.0% | 0.00% | 0.0% | |
| BBJP | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $2,311 | -2.5% | 46 | 0.0% | 0.00% | 0.0% | |
| TLT | ISHARES TR20 yr tr bd etf | $3,548 | -13.8% | 40 | 0.0% | 0.00% | -33.3% | |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $1,390 | -2.7% | 29 | 0.0% | 0.00% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $1,450 | -2.3% | 11 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $2,160 | -4.0% | 31 | 0.0% | 0.00% | 0.0% | |
| Sell | AMERICAN CENTY ETF TRavantis responsi | $1,716 | -34.3% | 35 | -31.4% | 0.00% | -50.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $919 | -4.9% | 21 | 0.0% | 0.00% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $885 | -1.8% | 12 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $132 | -20.5% | 9 | 0.0% | 0.00% | – | |
| EMB | ISHARES TRjpmorgan usd emg | $330 | -4.6% | 4 | 0.0% | 0.00% | – | |
| IWP | ISHARES TRrus md cp gr etf | $731 | -5.4% | 8 | 0.0% | 0.00% | – | |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,162 | -100.0% | -0.15% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,578 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 16.0% |
| ISHARES TR | 8 | Q3 2023 | 14.8% |
| ISHARES TR | 8 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.1% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 4.2% |
| ISHARES TR | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 2.9% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 2.6% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
View MORRIS FINANCIAL CONCEPTS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-15 |
View MORRIS FINANCIAL CONCEPTS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.