MF
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MORRIS FINANCIAL CONCEPTS, INC.13F | |
| MORRIS FINANCIAL CONCEPTS, INC. | |
| Last update 2025-04-29 | 198 Stocks (16 new) |
| Value $238.00 Mil | Turnover 5 % |
MORRIS FINANCIAL CONCEPTS, INC... Top Holdings of 2025-03-31
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| 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 | +19.72% | +7.85% | 634,780.5 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,377,799 | 30,421.8 | +0.74% | 12.770 | +0.09% | 0.060 | +20.08% | +8.02% | 56,958.3 | ||
IEFA | iShares Core MSCI EAFE ETF | 191,389 | 14,478.6 | +1.18% | 6.080 | +0.07% | 0.010 | +11.77% | +19.85% | 141,636.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 120,937 | 12,646.4 | +1.43% | 5.310 | +0.08% | 0.020 | +17.64% | -1.38% | 82,064.6 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 100,673 | 8,328.7 | +4.16% | 3.490 | +0.14% | 0.030 | +0.61% | +2.55% | 23,689.8 | ||
ISTB | iShares Core 1-5 Year USD Bond ETF | 170,914 | 8,263.7 | +1.19% | 3.470 | +0.04% | 0.180 | +1.38% | +3.39% | 4,413.0 | ||
SHV | iShares Short Treasury Bond ETF | 68,310 | 7,545.5 | +3.16% | 3.170 | +0.10% | 0.040 | +0.97% | +2.23% | 20,765.2 | ||
SCHA | Schwab U.S. Small-Cap ETF | 294,525 | 6,900.7 | +0.43% | 2.900 | +0.01% | 0.040 | +20.32% | +1.80% | 17,820.7 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 206,789 | 6,822.0 | -0.93% | 2.860 | -0.03% | 0.020 | +18.77% | +6.22% | 35,553.0 | ||
BSV | Vanguard Short-Term Bond ETF | 79,606 | 6,231.5 | +5.22% | 2.610 | +0.13% | 0.020 | +0.93% | +3.16% | 38,401.1 |
MORRIS FINANCIAL CONCEPTS, INC.'s Historical Top Holdings Breakdowns
MORRIS FINANCIAL CONCEPTS, INC.'s Top Stock Picks
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| 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 | $72.73 | 0.22% | 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 | $69.28 | 12.16% | 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 | $309.26 | 6.45% | 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 | $49.21 | 0.63% | New holding | 16,118 | 16,118 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.19% | 725.72 ($832.09) 929.72 | $761.50 | -8.48% | 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 | $29.59 | 13.98% | 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 | $42.82 | 12.21% | 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 | $82.46 | 0.27% | 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 | $29.91 | 16.97% | 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 | $78.23 | 0.77% | Add 5.22% | 79,606 | 3,948 |
MORRIS FINANCIAL CONCEPTS, INC. Total Holding History ($B)
MORRIS FINANCIAL CONCEPTS, INC.'s Asset Allocation
MORRIS FINANCIAL CONCEPTS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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MORRIS FINANCIAL CONCEPTS, INC.'s Holdings Bubble Chart
MORRIS FINANCIAL CONCEPTS, INC. News
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