Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
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.