The Analysis of MORRIS FINANCIAL CONCEPTS, INC.'s Holdings
Currently, MORRIS FINANCIAL CONCEPTS, INC. holds 193 types of securities in its portfolio with a total value $285.5M. In the most recent quarter, they have increased their positions in SCHX (+45.0K shares, valued at $1.2M), BSV (+9.1K shares, valued at $715.8K), NFLX (+4.3K shares, valued at $402.3K); decreased their positions in IVV (-821 shares, valued at $562.3K), AVUS (-2.9K shares, valued at $322.7K), AVDE (-2.2K shares, valued at $179.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR59.9K shares-1.35%2025-12-312026-02-09
SCHX SCHWAB STRATEGIC TR1.4M shares3.27%2025-12-312026-02-09 IEFA ISHARES TR195.2K shares1.36%2025-12-312026-02-09 IJR ISHARES TR122.4K shares0.61%2025-12-312026-02-09 SHY ISHARES TR117.6K shares2.83%2025-12-312026-02-09 ISTB ISHARES TR181.4K shares2.81%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR309.0K shares2.93%2025-12-312026-02-09 SHV ISHARES TR77.0K shares1.78%2025-12-312026-02-09 DFAC DIMENSIONAL ETF TRUST204.0K shares-0.02%2025-12-312026-02-09 BSV VANGUARD BD INDEX FDS97.7K shares10.25%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR9.4K shares-0.02%2025-12-312026-02-09 IVW ISHARES TR41.2K shares-2.83%2025-12-312026-02-09 DFIS DIMENSIONAL ETF TRUST141.1K shares6.78%2025-12-312026-02-09 IVE ISHARES TR19.6K shares-0.61%2025-12-312026-02-09 TSLA TESLA INC7.6K shares-2.20%2025-12-312026-02-09 DFAT DIMENSIONAL ETF TRUST53.2K shares11.28%2025-12-312026-02-09 DISV DIMENSIONAL ETF TRUST83.1K shares2.86%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.9.8K shares-0.40%2025-12-312026-02-09 DFLV DIMENSIONAL ETF TRUST86.6K shares7.89%2025-12-312026-02-09 EFA ISHARES TR30.2K shares0.10%2025-12-312026-02-09 DFAS DIMENSIONAL ETF TRUST40.4K shares6.19%2025-12-312026-02-09 AVUS AMERICAN CENTY ETF TR22.1K shares-11.55%2025-12-312026-02-09 LLY ELI LILLY & CO2.1K shares-0.60%2025-12-312026-02-09 AAPL APPLE INC7.9K shares0.87%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS24.1K shares4.08%2025-12-312026-02-09 DFAE DIMENSIONAL ETF TRUST57.4K shares12.29%2025-12-312026-02-09 DFGR DIMENSIONAL ETF TRUST67.1K shares10.78%2025-12-312026-02-09 IUSG ISHARES TR10.2K shares3.59%2025-12-312026-02-09 SCZ ISHARES TR22.0K shares-6.09%2025-12-312026-02-09 DFIV DIMENSIONAL ETF TRUST34.0K shares12.50%2025-12-312026-02-09 DFCF DIMENSIONAL ETF TRUST39.7K shares3.14%2025-12-312026-02-09 IWB ISHARES TR4.3K shares-1.73%2025-12-312026-02-09 IEMG ISHARES INC23.0K shares0.54%2025-12-312026-02-09 AVDE AMERICAN CENTY ETF TR18.6K shares-10.48%2025-12-312026-02-09 MSFT MICROSOFT CORP3.1K shares0.29%2025-12-312026-02-09 IWM ISHARES TR5.8K shares-0.67%2025-12-312026-02-09 DFSD DIMENSIONAL ETF TRUST28.9K shares-5.46%2025-12-312026-02-09 DFAX DIMENSIONAL ETF TRUST41.6K shares0.00%2025-12-312026-02-09 IWN ISHARES TR7.4K shares-0.37%2025-12-312026-02-09 REET ISHARES TR50.6K shares-0.85%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST27.0K shares0.58%2025-12-312026-02-09 EEM ISHARES TR23.0K shares-2.60%2025-12-312026-02-09 DFEM DIMENSIONAL ETF TRUST37.2K shares-0.81%2025-12-312026-02-09 VYMI VANGUARD WHITEHALL FDS11.9K shares4.56%2025-12-312026-02-09 IUSB ISHARES TR22.5K shares3.84%2025-12-312026-02-09 IJS ISHARES TR8.9K shares-1.99%2025-12-312026-02-09 EFG ISHARES TR8.8K shares1.25%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.6K shares-0.34%2025-12-312026-02-09 VFH VANGUARD WORLD FD6.0K shares0.00%2025-12-312026-02-09 XOM EXXON MOBIL CORP6.5K shares3.11%2025-12-312026-02-09 MA MASTERCARD INCORPORATED1.3K shares0.00%2025-12-312026-02-09 SUSA ISHARES TR5.4K shares-1.19%2025-12-312026-02-09 IWD ISHARES TR3.5K shares-0.76%2025-12-312026-02-09 IJH ISHARES TR11.2K shares0.02%2025-12-312026-02-09 GSLC GOLDMAN SACHS ETF TR5.4K shares0.67%2025-12-312026-02-09 META META PLATFORMS INC1.1K shares-0.18%2025-12-312026-02-09 NVDA NVIDIA CORPORATION3.6K shares-0.74%2025-12-312026-02-09 AVEM AMERICAN CENTY ETF TR8.7K shares-3.03%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST17.1K shares0.15%2025-12-312026-02-09 IWO ISHARES TR2.0K shares0.00%2025-12-312026-02-09 ABBV ABBVIE INC2.6K shares0.00%2025-12-312026-02-09 ESML ISHARES TR11.9K shares-0.90%2025-12-312026-02-09 WFC WELLS FARGO CO NEW5.8K shares0.00%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.7K shares0.00%2025-12-312026-02-09 SCHB SCHWAB STRATEGIC TR19.7K shares-0.70%2025-12-312026-02-09 DFSU DIMENSIONAL ETF TRUST11.6K shares0.03%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON2.4K shares-2.70%2025-12-312026-02-09 VXUS VANGUARD STAR FDS6.6K shares0.00%2025-12-312026-02-09 BROADCOM INC BROADCOM INC1.4K shares-0.35%2025-12-312026-02-09 WMT WALMART INC4.4K shares-0.23%2025-12-312026-02-09 CMI CUMMINS INC925 shares-0.22%2025-12-312026-02-09 SCHC SCHWAB STRATEGIC TR10.4K shares-0.96%2025-12-312026-02-09 GEM GOLDMAN SACHS ETF TR11.3K shares1.74%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC527 shares-0.75%2025-12-312026-02-09 AVSF AMERICAN CENTY ETF TR9.7K shares-1.47%2025-12-312026-02-09 NFLX NETFLIX INC4.8K shares897.70%2025-12-312026-02-09 MUNI PIMCO ETF TR8.4K shares9.15%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW501 shares-1.18%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS2.8K shares0.00%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-12-312026-02-09 PEP PEPSICO INC2.7K shares0.00%2025-12-312026-02-09 FNDX SCHWAB STRATEGIC TR14.2K shares-1.31%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO2.7K shares-0.22%2025-12-312026-02-09 EAGG ISHARES TR8.0K shares3.69%2025-12-312026-02-09 AMZN AMAZON COM INC1.6K shares1.31%2025-12-312026-02-09 RTX RTX CORPORATION2.0K shares0.00%2025-12-312026-02-09 KO COCA COLA CO5.1K shares7.23%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS4.7K shares-10.44%2025-12-312026-02-09 TFC TRUIST FINL CORP7.1K shares-8.17%2025-12-312026-02-09 FNDC SCHWAB STRATEGIC TR7.6K shares0.83%2025-12-312026-02-09 DE DEERE & CO693 shares-4.15%2025-12-312026-02-09 HD HOME DEPOT INC922 shares0.00%2025-12-312026-02-09 CMC COMMERCIAL METALS CO4.6K shares0.09%2025-12-312026-02-09 VNQ VANGUARD INDEX FDS3.5K shares0.32%2025-12-312026-02-09 ESGD ISHARES TR3.2K shares-5.75%2025-12-312026-02-09 SUB ISHARES TR2.8K shares3.63%2025-12-312026-02-09 MCO MOODYS CORP589 shares-2.64%2025-12-312026-02-09 SO SOUTHERN CO3.4K shares-1.52%2025-12-312026-02-09 MO ALTRIA GROUP INC5.2K shares1.97%2025-12-312026-02-09 GEV GE VERNOVA INC450 shares0.00%2025-12-312026-02-09 MDLZ MONDELEZ INTL INC5.5K shares-2.66%2025-12-312026-02-09 AN AUTONATION INC1.4K shares-0.14%2025-12-312026-02-09 GSIE GOLDMAN SACHS ETF TR6.8K shares0.00%2025-12-312026-02-09 SCHD SCHWAB STRATEGIC TR10.5K shares0.00%2025-12-312026-02-09 ADSK AUTODESK INC970 shares-0.31%2025-12-312026-02-09 ABT ABBOTT LABS2.3K shares0.00%2025-12-312026-02-09 SCHV SCHWAB STRATEGIC TR9.4K shares-0.49%2025-12-312026-02-09 GSSC GOLDMAN SACHS ETF TR3.7K shares2.92%2025-12-312026-02-09 FNDF SCHWAB STRATEGIC TR6.1K shares-0.75%2025-12-312026-02-09 SCHE SCHWAB STRATEGIC TR8.3K shares-0.96%2025-12-312026-02-09 ISRG INTUITIVE SURGICAL INC476 shares-1.45%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR8.1K shares0.00%2025-12-312026-02-09 DASH DOORDASH INC1.2K shares-0.26%2025-12-312026-02-09 JPST J P MORGAN EXCHANGE TRADED F5.1K shares0.47%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR10.6K shares0.00%2025-12-312026-02-09 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-12-312026-02-09 FIX COMFORT SYS USA INC264 shares0.76%2025-12-312026-02-09 AVIG AMERICAN CENTY ETF TR5.9K shares0.84%2025-12-312026-02-09 DIS DISNEY WALT CO2.1K shares-4.90%2025-12-312026-02-09 AGG ISHARES TR2.4K shares-0.17%2025-12-312026-02-09 VRTX VERTEX PHARMACEUTICALS INC507 shares-0.78%2025-12-312026-02-09 FNDA SCHWAB STRATEGIC TR7.0K shares-3.63%2025-12-312026-02-09 DFSI DIMENSIONAL ETF TRUST5.1K shares0.00%2025-12-312026-02-09 BNDX VANGUARD CHARLOTTE FDS4.5K shares-20.82%2025-12-312026-02-09 BJ BJS WHSL CLUB HLDGS INC2.4K shares-1.48%2025-12-312026-02-09 TXN TEXAS INSTRS INC1.2K shares-1.50%2025-12-312026-02-09 MCD MCDONALDS CORP691 shares-0.29%2025-12-312026-02-09 D DOMINION ENERGY INC3.5K shares-3.15%2025-12-312026-02-09 BSCS INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2025-12-312026-02-09 BSCQ INVESCO EXCH TRD SLF IDX FD10.2K shares0.00%2025-12-312026-02-09 BSCR INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2025-12-312026-02-09 BSCT INVESCO EXCH TRD SLF IDX FD10.6K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC600 shares0.00%2025-12-312026-02-09 DUBS ETF SER SOLUTIONS4.9K shares0.00%2025-12-312026-02-09 VGSR MANAGER DIRECTED PORTFOLIOS16.7K shares0.16%2025-12-312026-02-09 VTV VANGUARD INDEX FDS726 shares0.00%2025-12-312026-02-09 SMMU PIMCO ETF TR2.7K shares20.05%2025-12-312026-02-09 IWR ISHARES TR1.4K shares0.00%2025-12-312026-02-09 ISCF ISHARES TR2.9K shares20.13%2025-12-312026-02-09 FNDE SCHWAB STRATEGIC TR2.8K shares-1.98%2025-12-312026-02-09 IDV ISHARES TR2.2K shares-0.14%2025-12-312026-02-09 VGSH VANGUARD SCOTTSDALE FDS1.3K shares0.00%2025-12-312026-02-09 VUG VANGUARD INDEX FDS152 shares0.00%2025-12-312026-02-09 VO VANGUARD INDEX FDS253 shares0.00%2025-12-312026-02-09 MUB ISHARES TR660 shares18.71%2025-12-312026-02-09 SCHM SCHWAB STRATEGIC TR2.3K shares-0.26%2025-12-312026-02-09 DFSV DIMENSIONAL ETF TRUST1.9K shares4.04%2025-12-312026-02-09 ESGE ISHARES INC1.3K shares-6.20%2025-12-312026-02-09 DVY ISHARES TR397 shares0.00%2025-12-312026-02-09 AVLV AMERICAN CENTY ETF TR703 shares40.88%2025-12-312026-02-09 IXUS ISHARES TR600 shares0.00%2025-12-312026-02-09 DFAW DIMENSIONAL ETF TRUST669 shares-28.30%2025-12-312026-02-09 IXN ISHARES TR375 shares0.00%2025-12-312026-02-09 AVRE AMERICAN CENTY ETF TR859 shares0.00%2025-12-312026-02-09 IWF ISHARES TR78 shares0.00%2025-12-312026-02-09 IDUB ETF SER SOLUTIONS1.4K shares0.00%2025-12-312026-02-09 SCHH SCHWAB STRATEGIC TR1.5K shares0.00%2025-12-312026-02-09 ILCB ISHARES TR300 shares0.00%2025-12-312026-02-09 AVUV AMERICAN CENTY ETF TR261 shares0.00%2025-12-312026-02-09 IBDR ISHARES TR1.1K shares0.00%2025-12-312026-02-09 LDUR PIMCO ETF TR236 shares-3.67%2025-12-312026-02-09 MINT PIMCO ETF TR213 shares0.00%2025-12-312026-02-09 IDRV ISHARES TR539 shares0.00%2025-12-312026-02-09 XT ISHARES TR258 shares0.00%2025-12-312026-02-09 VB VANGUARD INDEX FDS65 shares0.00%2025-12-312026-02-09 VBR VANGUARD INDEX FDS77 shares-10.47%2025-12-312026-02-09 LQD ISHARES TR118 shares0.00%2025-12-312026-02-09 BOND PIMCO ETF TR131 shares-9.66%2025-12-312026-02-09 VLUE ISHARES TR71 shares0.00%2025-12-312026-02-09 VOT VANGUARD INDEX FDS34 shares0.00%2025-12-312026-02-09 ACWI ISHARES TR61 shares-77.49%2025-12-312026-02-09 VTI VANGUARD INDEX FDS24 shares2300.00%2025-12-312026-02-09 BIV VANGUARD BD INDEX FDS92 shares0.00%2025-12-312026-02-09 IWS ISHARES TR45 shares0.00%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS68 shares0.00%2025-12-312026-02-09 IBB ISHARES TR27 shares0.00%2025-12-312026-02-09 IHI ISHARES TR70 shares-30.00%2025-12-312026-02-09 QUAL ISHARES TR21 shares0.00%2025-12-312026-02-09 IEF ISHARES TR40 shares0.00%2025-12-312026-02-09 EFV ISHARES TR50 shares0.00%2025-12-312026-02-09 TLT ISHARES TR40 shares0.00%2025-12-312026-02-09 AVSD AMERICAN CENTY ETF TR37 shares0.00%2025-12-312026-02-09 IQLT ISHARES TR60 shares0.00%2025-12-312026-02-09 IXJ ISHARES TR25 shares0.00%2025-12-312026-02-09 SCHR SCHWAB STRATEGIC TR58 shares0.00%2025-12-312026-02-09 MTUM ISHARES TR5 shares0.00%2025-12-312026-02-09 VMBS VANGUARD SCOTTSDALE FDS21 shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available