MF

MORRIS FINANCIAL CONCEPTS, INC.

13F
MORRIS FINANCIAL CONCEPTS, INC.
Last update 2025-04-29 198 Stocks (16 new)
Value $238.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(14.87%)SCHX(12.77%)IEFA(6.08%)IJR(5.31%)SHY(3.49%)
Summary Stock Picks Current Portfolio
MORRIS FINANCIAL CONCEPTS, INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
63,075
35,441.8
+0.04%
14.870
+0.01%
0.010
+19.67%
+7.80%
634,518.9
 
SCHX
Schwab U.S. Large-Cap ETF
1,377,799
30,421.8
+0.74%
12.770
+0.09%
0.060
+19.93%
+7.89%
56,889.6
 
IEFA
iShares Core MSCI EAFE ETF
191,389
14,478.6
+1.18%
6.080
+0.07%
0.010
+11.52%
+19.59%
141,328.0
 
IJR
iShares Core S&P Small-Cap ETF
120,937
12,646.4
+1.43%
5.310
+0.08%
0.020
+16.59%
-2.25%
81,337.5
 
SHY
iShares 1-3 Year Treasury Bond ETF
100,673
8,328.7
+4.16%
3.490
+0.14%
0.030
+0.70%
+2.64%
23,709.9
 
ISTB
iShares Core 1-5 Year USD Bond ETF
170,914
8,263.7
+1.19%
3.470
+0.04%
0.180
+1.50%
+3.52%
4,418.5
 
SHV
iShares Short Treasury Bond ETF
68,310
7,545.5
+3.16%
3.170
+0.10%
0.040
+1.00%
+2.27%
20,772.7
 
SCHA
Schwab U.S. Small-Cap ETF
294,525
6,900.7
+0.43%
2.900
+0.01%
0.040
+19.86%
+1.41%
17,752.7
 
DFAC
Dimensional U.S. Core Equity 2 ETF
206,789
6,822.0
-0.93%
2.860
-0.03%
0.020
+18.73%
+6.19%
35,543.3
 
BSV
Vanguard Short-Term Bond ETF
79,606
6,231.5
+5.22%
2.610
+0.13%
0.020
+1.08%
+3.32%
38,460.1
 

MORRIS FINANCIAL CONCEPTS, INC.'s Historical Top Holdings Breakdowns

MORRIS FINANCIAL CONCEPTS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.71%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Add 459.96%
28,362
23,297
VXUS
Vanguard Total International Stock
2025-03-31
New Buy
New Buy
+0.69%
●
58.01 ($61.77) 64.46
$69.11
11.88%
New holding
26,419
26,419
VTI
Vanguard Total Stock Market ETF
2025-03-31
New Buy
New Buy
+0.46%
●
271.18 ($290.53) 303.12
$309.09
6.39%
New holding
4,009
4,009
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
New Buy
New Buy
+0.33%
●
48.33 ($48.9) 49.5
$49.19
0.59%
New holding
16,118
16,118
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.19%
●
725.72 ($832.09) 929.72
$771.71
-7.26%
Add 34%
2,195
557
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
2025-03-31
Add
Add
+0.17%
●
24.64 ($25.96) 26.86
$29.52
13.71%
Add 103.34%
31,515
16,016
DFIV
Dimensional International Value ETF
2025-03-31
Add
Add
+0.15%
●
35.33 ($38.16) 40.8
$42.72
11.95%
Add 117.81%
17,059
9,227
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.14%
●
81.83 ($82.24) 82.73
$82.53
0.35%
Add 4.16%
100,673
4,020
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
2025-03-31
Add
Add
+0.13%
●
23.92 ($25.57) 26.87
$29.89
16.89%
Add 11.96%
113,433
12,115
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.13%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Add 5.22%
79,606
3,948

MORRIS FINANCIAL CONCEPTS, INC. Total Holding History ($B)

To

MORRIS FINANCIAL CONCEPTS, INC.'s Asset Allocation

To

MORRIS FINANCIAL CONCEPTS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MORRIS FINANCIAL CONCEPTS, INC.'s Hypothetical Growth since 2025-03-31

MORRIS FINANCIAL CONCEPTS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

MORRIS FINANCIAL CONCEPTS, INC.'s Holdings Heat Map

Size field:

MORRIS FINANCIAL CONCEPTS, INC.'s Holdings Bubble Chart

MORRIS FINANCIAL CONCEPTS, INC. News

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