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
+16.09%
+8.31%
642,461.0
 
SCHX
Schwab U.S. Large-Cap ETF
1,377,799
30,421.8
+0.74%
12.770
+0.09%
0.060
+16.54%
+8.97%
57,581.0
 
IEFA
iShares Core MSCI EAFE ETF
191,389
14,478.6
+1.18%
6.080
+0.07%
0.010
+9.13%
+20.76%
146,414.2
 
IJR
iShares Core S&P Small-Cap ETF
120,937
12,646.4
+1.43%
5.310
+0.08%
0.020
+12.45%
-2.52%
81,849.8
 
SHY
iShares 1-3 Year Treasury Bond ETF
100,673
8,328.7
+4.16%
3.490
+0.14%
0.030
-0.33%
+0.63%
23,668.1
 
ISTB
iShares Core 1-5 Year USD Bond ETF
170,914
8,263.7
+1.19%
3.470
+0.04%
0.180
+0.25%
+1.47%
4,420.4
 
SHV
iShares Short Treasury Bond ETF
68,310
7,545.5
+3.16%
3.170
+0.10%
0.040
+1.00%
+2.31%
20,787.5
 
SCHA
Schwab U.S. Small-Cap ETF
294,525
6,900.7
+0.43%
2.900
+0.01%
0.040
+15.49%
+1.88%
17,833.0
 
DFAC
Dimensional U.S. Core Equity 2 ETF
206,789
6,822.0
-0.93%
2.860
-0.03%
0.020
+15.32%
+6.65%
35,930.5
 
BSV
Vanguard Short-Term Bond ETF
79,606
6,231.5
+5.22%
2.610
+0.13%
0.020
+0.04%
+1.40%
38,401.1
 

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
$72.94
0.51%
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
$70.59
14.28%
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
$312.30
7.49%
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
$49.14
0.49%
New holding
16,118
16,118
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.19%
●
725.72 ($832.09) 929.72
$805.43
-3.20%
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
$29.80
14.79%
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
$44.30
16.09%
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
$82.50
0.32%
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
$30.59
19.63%
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

  • 1

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