Filer Name: MORRIS FINANCIAL CONCEPTS, INC.
CIK: 1387386
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 184
Portfolio Value: $0.23B

Morris Financial Concepts, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 63,052 $37M 15.92% 0.1% -
SCHX US SCHWAB US LARGE-CAP ETF 1,367,701 $32M 13.59% 199.3% -
IJR US ISHARES CORE S&P SMALL-CAP E 119,227 $14M 5.89% 2.9% -
IEFA US ISHARES CORE MSCI EAFE ETF 189,160 $13M 5.70% 0.4% -
ISTB US ISHARES CORE 1-5 YEAR USD BO 168,910 $8M 3.46% 0.7% -
SHY US ISHARES 1-3 YEAR TREASURY BO 96,653 $8M 3.40% 8.8% -
SCHA US SCHWAB US SMALL-CAP ETF 293,265 $8M 3.25% 103.9% -
SHV US ISHARES SHORT TREASURY BOND 66,215 $7M 3.13% 5.7% -
DFAC US DIMENSIONAL US CORE EQUITY 2 208,720 $7M 3.10% -0.1% -
BSV US VANGUARD SHORT-TERM BOND ETF 75,658 $6M 2.51% 6.9% -
SPY US SPDR S&P 500 ETF TRUST 9,975 $6M 2.51% -0.7% -
IVW US ISHARES S&P 500 GROWTH ETF 42,538 $4M 1.85% -0.7% -
IVE US ISHARES S&P 500 VALUE ETF 17,353 $3M 1.42% -0.7% -
TSLA US TESLA INC 7,012 $3M 1.21% -17.0% -
DFIS US DIMENSIONAL INTERNATIONAL SM 101,318 $2M 1.07% 13.8% -
AVUS US AVANTIS U.S. EQUITY ETF 24,886 $2M 1.03% 2.3% -
JPM US JPMORGAN CHASE & CO 10,031 $2M 1.03% 0.0% -
AAPL US APPLE INC 7,788 $2M 0.84% 2.1% -
VCIT US VANGUARD INT-TERM CORPORATE 22,824 $2M 0.79% 0.9% -
DISV US DIMENSIONAL INTERNATIONAL SM 68,503 $2M 0.78% 8.4% -
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