| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 16.0% |
| ISHARES TR | 11 | Q2 2024 | 16.1% |
| ISHARES TR | 11 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 6.1% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 4.2% |
| ISHARES TR | 11 | Q2 2024 | 3.1% |
| ISHARES TR | 11 | Q2 2024 | 2.9% |
| ISHARES TR | 11 | Q2 2024 | 2.6% |
| ISHARES TR | 11 | Q2 2024 | 3.6% |
| ISHARES TR | 11 | Q2 2024 | 3.6% |
View MORRIS FINANCIAL CONCEPTS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-29 |
| 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 |
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.