$155 Million is the total value of MORRIS FINANCIAL CONCEPTS, INC.'s 154 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $20,141,869 | +10.5% | 384,607 | +2.1% | 13.02% | +1.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $18,382,607 | +11.0% | 41,243 | +2.4% | 11.88% | +1.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $10,574,017 | +7.5% | 106,112 | +4.3% | 6.83% | -1.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,618,514 | +5.8% | 142,497 | +4.8% | 6.22% | -2.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $7,035,550 | +5.1% | 160,629 | +0.6% | 4.55% | -3.6% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $6,347,891 | +26.2% | 136,104 | +27.6% | 4.10% | +15.8% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $5,721,564 | +7.0% | 210,739 | +0.4% | 3.70% | -1.9% |
| SHV | Buy | ISHARES TRshort treas bd | $5,635,269 | +21.6% | 51,021 | +21.6% | 3.64% | +11.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $5,459,925 | +18.6% | 67,340 | +20.2% | 3.53% | +8.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,584,985 | +6.9% | 10,343 | -1.3% | 2.96% | -2.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $3,083,268 | +5.7% | 19,128 | -0.5% | 1.99% | -3.1% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $3,064,074 | -3.5% | 51,951 | -2.6% | 1.98% | -11.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,921,748 | +10.1% | 41,455 | -0.2% | 1.89% | +1.0% |
| TSLA | Sell | TESLA INC | $2,342,056 | +24.5% | 8,947 | -1.3% | 1.51% | +14.2% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,084,934 | +2.5% | 13,210 | -1.1% | 1.35% | -6.0% |
| Buy | DIMENSIONAL ETF TRUST | $2,074,941 | +13.4% | 49,723 | +15.5% | 1.34% | +4.0% | |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,801,658 | -10.7% | 22,797 | -9.3% | 1.16% | -18.1% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $1,788,776 | +12.8% | 23,790 | +6.4% | 1.16% | +3.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,762,359 | +2.1% | 44,549 | +1.8% | 1.14% | -6.4% |
| Sell | DIMENSIONAL ETF TRUSTworld ex us core | $1,622,050 | +0.6% | 69,586 | -0.5% | 1.05% | -7.7% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,534,026 | +4.5% | 16,132 | +2.8% | 0.99% | -4.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,513,180 | -4.7% | 20,871 | -6.0% | 0.98% | -12.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,492,188 | +10.2% | 10,260 | -1.3% | 0.96% | +1.0% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,453,890 | +4.1% | 25,329 | +3.4% | 0.94% | -4.6% |
| AAPL | Sell | APPLE INC | $1,289,180 | +16.4% | 6,646 | -1.1% | 0.83% | +6.7% |
| REET | Buy | ISHARES TRglobal reit etf | $1,167,671 | +18.1% | 50,835 | +17.9% | 0.76% | +8.3% |
| LLY | LILLY ELI & CO | $1,083,348 | +36.6% | 2,310 | 0.0% | 0.70% | +25.2% | |
| MCD | Buy | MCDONALDS CORP | $1,044,229 | +7.2% | 3,499 | +0.4% | 0.68% | -1.7% |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $1,025,586 | +11.7% | 22,127 | +12.5% | 0.66% | +2.5% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,007,132 | +2.9% | 7,153 | +0.1% | 0.65% | -5.7% |
| MSFT | Sell | MICROSOFT CORP | $905,836 | +16.6% | 2,660 | -1.3% | 0.58% | +6.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $902,837 | +149.2% | 11,947 | +152.2% | 0.58% | +128.6% |
| PEP | Buy | PEPSICO INC | $870,791 | +1.8% | 4,701 | +0.2% | 0.56% | -6.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $839,344 | +5.4% | 4,482 | +0.4% | 0.54% | -3.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $786,456 | -45.0% | 3,008 | -47.3% | 0.51% | -49.6% |
| IUSB | Buy | ISHARES TRcore total usd | $696,464 | +29.9% | 15,317 | +31.8% | 0.45% | +19.0% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $656,172 | +3.9% | 12,194 | +2.2% | 0.42% | -4.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $641,133 | -1.9% | 3,873 | -8.2% | 0.41% | -10.2% |
| MCO | MOODYS CORP | $613,775 | +13.6% | 1,765 | 0.0% | 0.40% | +4.2% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $597,375 | +2.9% | 8,190 | -1.6% | 0.39% | -5.6% |
| PG | PROCTER AND GAMBLE CO | $544,085 | +2.1% | 3,586 | 0.0% | 0.35% | -6.4% | |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $536,200 | -1.7% | 15,878 | -1.9% | 0.35% | -9.9% |
| MRK | Buy | MERCK & CO INC | $530,580 | +67.1% | 4,598 | +54.1% | 0.34% | +53.1% |
| IWB | ISHARES TRrus 1000 etf | $512,341 | +8.2% | 2,102 | 0.0% | 0.33% | -0.9% | |
| SON | SONOCO PRODS CO | $509,756 | -3.2% | 8,637 | 0.0% | 0.33% | -11.3% | |
| HD | Sell | HOME DEPOT INC | $482,093 | +5.1% | 1,552 | -0.1% | 0.31% | -3.4% |
| IWO | ISHARES TRrus 2000 grw etf | $474,886 | +7.0% | 1,957 | 0.0% | 0.31% | -1.9% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $460,009 | +11.3% | 1,349 | +0.7% | 0.30% | +2.1% |
| KO | Sell | COCA COLA CO | $436,325 | -3.0% | 7,246 | -0.1% | 0.28% | -11.0% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $428,041 | +184.0% | 9,227 | +172.4% | 0.28% | +161.3% |
| XOM | Buy | EXXON MOBIL CORP | $423,266 | -2.2% | 3,947 | +0.0% | 0.27% | -10.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $421,459 | +3.3% | 6,282 | +1.0% | 0.27% | -5.2% |
| IBM | INTERNATIONAL BUSINESS MACHS | $416,280 | +2.1% | 3,111 | 0.0% | 0.27% | -6.3% | |
| PM | PHILIP MORRIS INTL INC | $408,084 | +0.4% | 4,180 | 0.0% | 0.26% | -7.7% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $384,710 | +28.0% | 4,604 | +27.2% | 0.25% | +17.5% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap e | $374,431 | +47.1% | 16,408 | +48.2% | 0.24% | +35.2% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $371,917 | +4.3% | 4,578 | 0.0% | 0.24% | -4.4% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $367,935 | +33.2% | 5,822 | +30.6% | 0.24% | +22.1% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $344,651 | +0.1% | 13,993 | -0.4% | 0.22% | -8.2% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $345,216 | +8.0% | 6,677 | 0.0% | 0.22% | -0.9% | |
| ABBV | Buy | ABBVIE INC | $345,717 | +21.6% | 2,566 | +43.8% | 0.22% | +11.5% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $343,175 | +2.0% | 5,961 | -2.7% | 0.22% | -6.3% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $334,987 | +0.5% | 10,093 | +0.4% | 0.22% | -8.1% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $332,984 | +18.6% | 3,556 | +11.2% | 0.22% | +8.6% |
| Buy | DIMENSIONAL ETF TRUSTus large cap val | $311,556 | +122.9% | 12,266 | +115.6% | 0.20% | +105.1% | |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $310,727 | +1.3% | 9,623 | -1.9% | 0.20% | -6.9% |
| DE | Sell | DEERE & CO | $307,134 | -3.0% | 758 | -1.2% | 0.20% | -11.2% |
| FB | Buy | META PLATFORMS INCcl a | $304,199 | +37.6% | 1,060 | +1.6% | 0.20% | +26.3% |
| SO | Sell | SOUTHERN CO | $302,405 | -6.5% | 4,305 | -7.4% | 0.20% | -14.5% |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $296,384 | +7.5% | 3,395 | 0.0% | 0.19% | -1.0% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $282,369 | +3.5% | 5,597 | -0.2% | 0.18% | -5.2% |
| AVSF | Buy | AMERICAN CENTY ETF TRavantis shfxdinc | $280,291 | +11.1% | 6,113 | +12.2% | 0.18% | +1.7% |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $278,438 | – | 5,553 | +100.0% | 0.18% | – |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $261,587 | +21.4% | 8,441 | +12.7% | 0.17% | +11.2% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $255,259 | -0.7% | 3,515 | 0.0% | 0.16% | -8.8% | |
| EAGG | Buy | ISHARES TResg awr us agrgt | $252,973 | +30.2% | 5,363 | +32.6% | 0.16% | +19.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $245,665 | +12.5% | 3,842 | +21.9% | 0.16% | +3.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $244,623 | -16.8% | 6,578 | -13.0% | 0.16% | -23.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $244,698 | -73.6% | 3,445 | -74.8% | 0.16% | -75.8% |
| MO | ALTRIA GROUP INC | $233,846 | +1.5% | 5,162 | 0.0% | 0.15% | -6.8% | |
| ABT | New | ABBOTT LABS | $229,596 | – | 2,106 | +100.0% | 0.15% | – |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $226,733 | -1.2% | 6,593 | -1.5% | 0.15% | -9.3% |
| TFC | TRUIST FINL CORP | $221,373 | -11.0% | 7,294 | 0.0% | 0.14% | -18.3% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $216,298 | +13.4% | 1,807 | -1.7% | 0.14% | +4.5% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $207,757 | +63.9% | 1,997 | +64.9% | 0.13% | +50.6% |
| PXD | PIONEER NAT RES CO | $204,279 | +1.4% | 986 | 0.0% | 0.13% | -7.0% | |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $189,937 | +75.3% | 3,466 | +68.6% | 0.12% | +61.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $184,734 | -5.1% | 1,886 | -3.5% | 0.12% | -13.1% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $180,612 | +2.4% | 5,066 | 0.0% | 0.12% | -5.6% | |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $149,860 | +15.6% | 3,624 | +17.8% | 0.10% | +6.6% |
| MUB | Buy | ISHARES TRnational mun etf | $127,483 | +139.3% | 1,194 | +141.7% | 0.08% | +115.8% |
| Buy | DIMENSIONAL ETF TRUSTglobal real est | $116,682 | +121.9% | 4,784 | +123.3% | 0.08% | +102.7% | |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $106,685 | +22.3% | 3,905 | +20.6% | 0.07% | +13.1% |
| IWR | ISHARES TRrus mid cap etf | $99,613 | +4.4% | 1,364 | 0.0% | 0.06% | -4.5% | |
| ISCF | ISHARES TRinternational sl | $92,735 | -0.7% | 3,006 | 0.0% | 0.06% | -9.1% | |
| DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $90,039 | +1.3% | 3,838 | -0.6% | 0.06% | -7.9% |
| Buy | DIMENSIONAL ETF TRUSTintl small cap v | $89,184 | +1626.4% | 3,771 | +1637.8% | 0.06% | +1350.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $82,371 | +2.8% | 3,077 | 0.0% | 0.05% | -5.4% | |
| IDV | Buy | ISHARES TRintl sel div etf | $78,937 | -2.5% | 2,998 | +1.8% | 0.05% | -10.5% |
| VO | VANGUARD INDEX FDSmid cap etf | $65,830 | +4.4% | 299 | 0.0% | 0.04% | -2.3% | |
| Sell | AMERICAN CENTY ETF TRreal estate etf | $63,252 | -1.8% | 1,545 | -0.5% | 0.04% | -8.9% | |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $61,021 | +2.3% | 1,057 | +3.7% | 0.04% | -7.1% |
| ILCB | ISHARES TRmorningstr us eq | $59,125 | +8.3% | 968 | 0.0% | 0.04% | 0.0% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $58,066 | +10.9% | 480 | -4.6% | 0.04% | +2.7% |
| GSSC | Buy | GOLDMAN SACHS ETF TRactivebeta us | $55,315 | +213.4% | 958 | +201.3% | 0.04% | +200.0% |
| DVY | Sell | ISHARES TRselect divid etf | $53,535 | -4.5% | 473 | -1.3% | 0.04% | -12.5% |
| ESML | Sell | ISHARES TResg aware msci | $49,018 | -2.6% | 1,380 | -6.8% | 0.03% | -8.6% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $49,278 | – | 2,049 | +100.0% | 0.03% | – | |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $38,625 | +26.6% | 724 | +21.3% | 0.02% | +13.6% | |
| IXN | ISHARES TRglobal tech etf | $39,428 | +14.4% | 634 | 0.0% | 0.02% | +4.2% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $37,935 | +0.5% | 358 | 0.0% | 0.02% | -7.4% | |
| IXUS | Sell | ISHARES TRcore msci total | $37,572 | -36.1% | 600 | -36.8% | 0.02% | -41.5% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $36,854 | +1046.0% | 1,434 | +1011.6% | 0.02% | +1100.0% | |
| IWV | ISHARES TRrussell 3000 etf | $36,157 | +8.1% | 142 | 0.0% | 0.02% | -4.2% | |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $33,099 | +2.0% | 1,107 | +1.6% | 0.02% | -8.7% |
| GSIE | GOLDMAN SACHS ETF TRactivebeta int | $33,262 | +1.8% | 1,061 | 0.0% | 0.02% | -8.7% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $30,644 | +0.2% | 1,569 | 0.0% | 0.02% | -9.1% | |
| IDRV | Sell | ISHARES TRself drivng ev | $31,460 | -37.6% | 769 | -41.5% | 0.02% | -44.4% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $30,878 | +23.3% | 322 | +17.1% | 0.02% | +11.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $25,317 | +9.1% | 92 | -3.2% | 0.02% | 0.0% |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $15,677 | +4.8% | 202 | 0.0% | 0.01% | -9.1% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $14,850 | +4.9% | 75 | 0.0% | 0.01% | 0.0% | |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $16,046 | – | 290 | +100.0% | 0.01% | – |
| XT | ISHARES TRexponential tech | $14,178 | +5.5% | 255 | 0.0% | 0.01% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $12,761 | -1.3% | 118 | 0.0% | 0.01% | -11.1% | |
| EFG | ISHARES TReafe grwth etf | $11,926 | +1.8% | 125 | 0.0% | 0.01% | 0.0% | |
| New | AMERICAN CENTY ETF TRavantis responsi | $10,564 | – | 230 | +100.0% | 0.01% | – | |
| VLUE | ISHARES TRmsci usa value | $10,939 | +1.3% | 117 | 0.0% | 0.01% | -12.5% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $11,601 | +13.4% | 41 | 0.0% | 0.01% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $8,413 | +4.6% | 149 | 0.0% | 0.01% | -16.7% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $6,996 | +5.6% | 34 | 0.0% | 0.01% | 0.0% | |
| VDE | VANGUARD WORLD FDSenergy etf | $5,794 | -1.2% | 51 | 0.0% | 0.00% | 0.0% | |
| TLT | New | ISHARES TR20 yr tr bd etf | $4,118 | – | 40 | +100.0% | 0.00% | – |
| IUSV | ISHARES TRcore s&p us vlu | $5,087 | +6.1% | 65 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $4,466 | +4.2% | 27 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $4,932 | +3.4% | 45 | 0.0% | 0.00% | 0.0% | |
| BBCA | New | J P MORGAN EXCHANGE TRADED Fbetabuilders cda | $5,085 | – | 83 | +100.0% | 0.00% | – |
| VAW | VANGUARD WORLD FDSmaterials etf | $4,797 | +2.3% | 26 | 0.0% | 0.00% | 0.0% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,145 | +419.2% | 68 | +423.1% | 0.00% | +200.0% |
| New | AMERICAN CENTY ETF TRavantis responsi | $2,611 | – | 51 | +100.0% | 0.00% | – | |
| IEF | New | ISHARES TR7-10 yr trsy bd | $3,864 | – | 40 | +100.0% | 0.00% | – |
| IBB | ISHARES TRishares biotech | $3,428 | -1.7% | 27 | 0.0% | 0.00% | 0.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $3,160 | -2.0% | 42 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $2,856 | +1.9% | 33 | 0.0% | 0.00% | 0.0% | |
| BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $2,371 | – | 46 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $3,268 | – | 23 | +100.0% | 0.00% | – |
| HYG | ISHARES TRiboxx hi yd etf | $901 | -0.7% | 12 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $2,251 | -1.5% | 31 | 0.0% | 0.00% | -50.0% | |
| SCHR | SCHWAB STRATEGIC TRint-trm u.s tres | $1,429 | -2.3% | 29 | 0.0% | 0.00% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $1,484 | +8.7% | 11 | 0.0% | 0.00% | 0.0% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $966 | -1.2% | 21 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $166 | -6.7% | 9 | 0.0% | 0.00% | – | |
| IWP | ISHARES TRrus md cp gr etf | $773 | +6.2% | 8 | 0.0% | 0.00% | -100.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $346 | +0.3% | 4 | 0.0% | 0.00% | – | |
| INTF | Exit | ISHARES TRintl eqty factor | $0 | – | -64 | -100.0% | -0.00% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -36 | -100.0% | -0.00% | – |
| SPGM | Exit | SPDR INDEX SHS FDSportfli msci gbl | $0 | – | -20 | -100.0% | -0.00% | – |
| APEN | Exit | APOLLO ENDOSURGERY INC | $0 | – | -11,149 | -100.0% | -0.08% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -1,221 | -100.0% | -0.14% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -3,691 | -100.0% | -0.14% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,222 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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.