Sponsored

The Analysis of MORRIS FINANCIAL CONCEPTS, INC.'s Holdings & P&L

Currently, MORRIS FINANCIAL CONCEPTS, INC. holds 195 types of securities in its portfolio with a total value $294.6M. In the most recent quarter, they have increased their positions in BSV (+49.8K shares, valued at $3.9M), DFLV (+32.8K shares, valued at $1.2M), SCHX (+41.9K shares, valued at $1.1M); decreased their positions in LLY (-506 shares, valued at $465.4K), SCZ (-2.3K shares, valued at $177.8K), DFAC (-4.5K shares, valued at $174.6K); initiated new positions in YUM (+1.9K shares, valued at $298.1K), AMAT (+781 shares, valued at $266.9K), VZ (+4.5K shares, valued at $228.0K).

1M P&L

+9.6M+3.11%

3M P&L

+11.0M+3.61%

HY P&L

+29.0M+10.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A261.9M

90.5%

2Banks - Diversified3.5M

1.2%

3Auto Manufacturers2.8M

1.0%

Top Industries by Stock Count

1N/A138 stocks

74.2%

2Drug Manufacturers - General3 stocks

1.6%

3Discount Stores3 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR60.7K shares1.34%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR1.5M shares2.94%2026-03-312026-04-17

IEFA ISHARES TR204.0K shares4.52%2026-03-312026-04-17

IJR ISHARES TR124.9K shares2.10%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS147.4K shares50.97%2026-03-312026-04-17

SHY ISHARES TR127.6K shares8.50%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR315.6K shares2.14%2026-03-312026-04-17

ISTB ISHARES TR188.9K shares4.12%2026-03-312026-04-17

Sponsored

SHV ISHARES TR78.7K shares2.16%2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST199.5K shares-2.20%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T9.3K shares-0.95%2026-03-312026-04-17

DFIS DIMENSIONAL ETF TRUST151.0K shares7.01%2026-03-312026-04-17

IVW ISHARES TR41.2K shares0.00%2026-03-312026-04-17

DFLV DIMENSIONAL ETF TRUST119.5K shares37.90%2026-03-312026-04-17

IVE ISHARES TR19.7K shares0.29%2026-03-312026-04-17

DFAT DIMENSIONAL ETF TRUST57.3K shares7.72%2026-03-312026-04-17

Sponsored

DISV DIMENSIONAL ETF TRUST83.4K shares0.36%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST42.9K shares6.01%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO10.2K shares4.33%2026-03-312026-04-17

TSLA TESLA INC7.6K shares0.00%2026-03-312026-04-17

EFA ISHARES TR28.5K shares-5.65%2026-03-312026-04-17

AVUS AMERICAN CENTY ETF TR22.9K shares3.43%2026-03-312026-04-17

DFAE DIMENSIONAL ETF TRUST73.6K shares28.20%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares7.37%2026-03-312026-04-17

Sponsored

DFIV DIMENSIONAL ETF TRUST43.7K shares28.33%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS27.3K shares13.56%2026-03-312026-04-17

AAPL APPLE INC8.6K shares9.75%2026-03-312026-04-17

DFGR DIMENSIONAL ETF TRUST80.8K shares20.45%2026-03-312026-04-17

DFCF DIMENSIONAL ETF TRUST44.3K shares11.56%2026-03-312026-04-17

IEMG ISHARES INC24.8K shares7.72%2026-03-312026-04-17

AVDE AMERICAN CENTY ETF TR19.0K shares1.94%2026-03-312026-04-17

SCZ ISHARES TR19.7K shares-10.33%2026-03-312026-04-17

Sponsored

IUSG ISHARES TR9.9K shares-2.79%2026-03-312026-04-17

IWB ISHARES TR4.3K shares-0.97%2026-03-312026-04-17

LLY ELI LILLY & CO1.6K shares-23.63%2026-03-312026-04-17

IWM ISHARES TR5.8K shares0.68%2026-03-312026-04-17

DFSD DIMENSIONAL ETF TRUST29.8K shares2.99%2026-03-312026-04-17

DFAX DIMENSIONAL ETF TRUST41.6K shares-0.11%2026-03-312026-04-17

IWN ISHARES TR7.3K shares-1.95%2026-03-312026-04-17

DFSU DIMENSIONAL ETF TRUST33.5K shares188.07%2026-03-312026-04-17

Sponsored

REET ISHARES TR51.8K shares2.33%2026-03-312026-04-17

EEM ISHARES TR21.7K shares-5.91%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS12.8K shares7.98%2026-03-312026-04-17

DFAU DIMENSIONAL ETF TRUST26.7K shares-0.76%2026-03-312026-04-17

XOM EXXON MOBIL CORP7.0K shares8.10%2026-03-312026-04-17

MSFT MICROSOFT CORP3.1K shares-0.13%2026-03-312026-04-17

DFEM DIMENSIONAL ETF TRUST33.5K shares-9.90%2026-03-312026-04-17

IUSB ISHARES TR23.1K shares2.52%2026-03-312026-04-17

Sponsored

IJS ISHARES TR8.2K shares-7.02%2026-03-312026-04-17

EFG ISHARES TR8.4K shares-4.01%2026-03-312026-04-17

ALPHABET INC ALPHABET INC2.9K shares9.44%2026-03-312026-04-17

IJH ISHARES TR11.1K shares-0.62%2026-03-312026-04-17

SUSA ISHARES TR5.7K shares5.50%2026-03-312026-04-17

WMT WALMART INC5.9K shares34.69%2026-03-312026-04-17

VFH VANGUARD WORLD FD6.0K shares0.00%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR8.8K shares1.42%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.14%2026-03-312026-04-17

GSLC GOLDMAN SACHS ETF TR5.5K shares1.40%2026-03-312026-04-17

IWD ISHARES TR3.2K shares-10.23%2026-03-312026-04-17

MA MASTERCARD INCORPORATED1.3K shares0.00%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST16.8K shares-1.54%2026-03-312026-04-17

IWO ISHARES TR2.0K shares0.00%2026-03-312026-04-17

META META PLATFORMS INC1.1K shares-2.13%2026-03-312026-04-17

MUNI PIMCO ETF TR11.6K shares38.36%2026-03-312026-04-17

Sponsored

NVDA NVIDIA CORPORATION3.4K shares-7.25%2026-03-312026-04-17

DFSI DIMENSIONAL ETF TRUST13.6K shares164.43%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON2.3K shares-3.31%2026-03-312026-04-17

ABBV ABBVIE INC2.6K shares-0.19%2026-03-312026-04-17

ESML ISHARES TR11.6K shares-2.12%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-8.54%2026-03-312026-04-17

VXUS VANGUARD STAR FDS6.6K shares0.11%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR19.7K shares0.00%2026-03-312026-04-17

Sponsored

GE AEROSPACE GE AEROSPACE1.7K shares0.00%2026-03-312026-04-17

GEM GOLDMAN SACHS ETF TR11.4K shares0.81%2026-03-312026-04-17

AVSF AMERICAN CENTY ETF TR10.5K shares8.47%2026-03-312026-04-17

PEP PEPSICO INC3.1K shares15.54%2026-03-312026-04-17

CMI CUMMINS INC899 shares-2.81%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION483 shares-3.59%2026-03-312026-04-17

WFC WELLS FARGO & CO5.8K shares0.00%2026-03-312026-04-17

SCHC SCHWAB STRATEGIC TR9.7K shares-6.53%2026-03-312026-04-17

Sponsored

HD HOME DEPOT INC1.3K shares41.21%2026-03-312026-04-17

BROADCOM INC BROADCOM INC1.4K shares-4.48%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-5.92%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC492 shares-6.64%2026-03-312026-04-17

NFLX NETFLIX INC.4.3K shares-9.50%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS2.8K shares-1.81%2026-03-312026-04-17

EAGG ISHARES TR8.6K shares7.17%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR14.2K shares-0.21%2026-03-312026-04-17

Sponsored

GEV GE VERNOVA INC450 shares0.00%2026-03-312026-04-17

RTX RTX CORPORATION2.0K shares2.03%2026-03-312026-04-17

PG PROCTER & GAMBLE CO2.7K shares-0.63%2026-03-312026-04-17

DE DEERE & CO684 shares-1.30%2026-03-312026-04-17

KO COCA COLA CO5.0K shares-2.16%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC3.0K shares0.00%2026-03-312026-04-17

FIX COMFORT SYS USA INC264 shares0.00%2026-03-312026-04-17

FNDC SCHWAB STRATEGIC TR7.6K shares-0.08%2026-03-312026-04-17

Sponsored

BND VANGUARD BD INDEX FDS4.7K shares0.00%2026-03-312026-04-17

AMZN AMAZON COM INC1.6K shares0.00%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR10.5K shares0.00%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS3.5K shares0.20%2026-03-312026-04-17

ESGD ISHARES TR3.1K shares-0.91%2026-03-312026-04-17

YUM YUM BRANDS INC1.9K sharesnew addition2026-03-312026-04-17

TFC TRUIST FINL CORP6.5K shares-8.14%2026-03-312026-04-17

SUB ISHARES TR2.8K shares-1.10%2026-03-312026-04-17

Sponsored

SO SOUTHERN CO3.0K shares-11.50%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC4.9K shares-9.41%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR5.8K shares-4.94%2026-03-312026-04-17

GSIE GOLDMAN SACHS ETF TR6.5K shares-4.67%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR9.1K shares-3.13%2026-03-312026-04-17

GSSC GOLDMAN SACHS ETF TR3.7K shares0.00%2026-03-312026-04-17

AVIG AMERICAN CENTY ETF TR6.6K shares11.74%2026-03-312026-04-17

AN AUTONATION INC1.4K shares-1.98%2026-03-312026-04-17

Sponsored

CMC COMMERCIAL METALS CO4.4K shares-4.05%2026-03-312026-04-17

AMAT APPLIED MATLS INC781 sharesnew addition2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR8.1K shares-2.49%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR10.6K shares0.00%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-03-312026-04-17

MCO MOODYS CORP589 shares0.00%2026-03-312026-04-17

MO ALTRIA GROUP INC3.8K shares-26.92%2026-03-312026-04-17

SMMU PIMCO ETF TR4.7K shares75.78%2026-03-312026-04-17

Sponsored

AGG ISHARES TR2.4K shares-0.12%2026-03-312026-04-17

ABT ABBOTT LABORATORIES2.3K shares0.87%2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC530 shares4.54%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR8.1K shares0.00%2026-03-312026-04-17

BJ BJS WHSL CLUB HLDGS INC2.4K shares-0.71%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC1.4K shares-8.14%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-17

TXN TEXAS INSTRS INC1.2K shares-6.35%2026-03-312026-04-17

Sponsored

FNDA SCHWAB STRATEGIC TR7.0K shares-0.86%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC489 shares2.73%2026-03-312026-04-17

DIS DISNEY WALT CO2.3K shares7.86%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS4.5K shares0.00%2026-03-312026-04-17

MCD MCDONALDS CORP690 shares-0.14%2026-03-312026-04-17

ALPHABET INC ALPHABET INC747 shares24.50%2026-03-312026-04-17

CSCO CISCO SYS INC2.8K sharesnew addition2026-03-312026-04-17

D DOMINION ENERGY INC3.4K shares-1.27%2026-03-312026-04-17

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD10.2K shares0.00%2026-03-312026-04-17

BSCR INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2026-03-312026-04-17

BSCS INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2026-03-312026-04-17

BSCT INVESCO EXCH TRD SLF IDX FD10.6K shares0.00%2026-03-312026-04-17

IWR ISHARES TR2.0K shares45.82%2026-03-312026-04-17

DUBS ETF SER SOLUTIONS4.9K shares0.00%2026-03-312026-04-17

VGSR MANAGER DIRECTED PORTFOLIOS17.0K shares1.98%2026-03-312026-04-17

VTV VANGUARD INDEX FDS698 shares-3.86%2026-03-312026-04-17

Sponsored

ISCF ISHARES TR2.7K shares-6.16%2026-03-312026-04-17

FNDE SCHWAB STRATEGIC TR2.8K shares-0.22%2026-03-312026-04-17

IDV ISHARES TR2.0K shares-10.51%2026-03-312026-04-17

VGSH VANGUARD SCOTTSDALE FDS1.3K shares0.00%2026-03-312026-04-17

MUB ISHARES TR686 shares3.94%2026-03-312026-04-17

VO VANGUARD INDEX FDS253 shares0.00%2026-03-312026-04-17

VUG VANGUARD INDEX FDS152 shares0.00%2026-03-312026-04-17

DFSV DIMENSIONAL ETF TRUST1.9K shares-0.05%2026-03-312026-04-17

Sponsored

ESGE ISHARES INC1.3K shares0.00%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR1.9K shares-16.16%2026-03-312026-04-17

DVY ISHARES TR388 shares-2.27%2026-03-312026-04-17

AVLV AMERICAN CENTY ETF TR703 shares0.00%2026-03-312026-04-17

IXUS ISHARES TR600 shares0.00%2026-03-312026-04-17

DFAW DIMENSIONAL ETF TRUST669 shares0.00%2026-03-312026-04-17

AVRE AMERICAN CENTY ETF TR855 shares-0.47%2026-03-312026-04-17

IXN ISHARES TR375 shares0.00%2026-03-312026-04-17

Sponsored

IWF ISHARES TR80 shares2.56%2026-03-312026-04-17

IDUB ETF SER SOLUTIONS1.4K shares0.00%2026-03-312026-04-17

SCHH SCHWAB STRATEGIC TR1.6K shares1.50%2026-03-312026-04-17

DGRO ISHARES TR400 sharesnew addition2026-03-312026-04-17

ILCB ISHARES TR300 shares0.00%2026-03-312026-04-17

IBDR ISHARES TR1.1K shares-0.65%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR197 shares-24.52%2026-03-312026-04-17

MINT PIMCO ETF TR213 shares0.00%2026-03-312026-04-17

Sponsored

IDRV ISHARES TR539 shares0.00%2026-03-312026-04-17

LDUR PIMCO ETF TR191 shares-19.07%2026-03-312026-04-17

XT ISHARES TR258 shares0.00%2026-03-312026-04-17

VB VANGUARD INDEX FDS65 shares0.00%2026-03-312026-04-17

VBR VANGUARD INDEX FDS77 shares0.00%2026-03-312026-04-17

VTI VANGUARD INDEX FDS46 shares91.67%2026-03-312026-04-17

LQD ISHARES TR118 shares0.00%2026-03-312026-04-17

BOND PIMCO ETF TR138 shares5.34%2026-03-312026-04-17

Sponsored

VOT VANGUARD INDEX FDS34 shares0.00%2026-03-312026-04-17

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F91 shares0.00%2026-03-312026-04-17

IWV ISHARES TR23 sharesnew addition2026-03-312026-04-17

ACWI ISHARES TR61 shares0.00%2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS92 shares0.00%2026-03-312026-04-17

IWS ISHARES TR45 shares0.00%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS68 shares0.00%2026-03-312026-04-17

IBB ISHARES TR27 shares0.00%2026-03-312026-04-17

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F65 shares0.00%2026-03-312026-04-17

QUAL ISHARES TR21 shares0.00%2026-03-312026-04-17

IEF ISHARES TR40 shares0.00%2026-03-312026-04-17

EFV ISHARES TR50 shares0.00%2026-03-312026-04-17

TLT ISHARES TR40 shares0.00%2026-03-312026-04-17

IQLT ISHARES TR60 shares0.00%2026-03-312026-04-17

AVSD AMERICAN CENTY ETF TR37 shares0.00%2026-03-312026-04-17

IHI ISHARES TR50 shares-28.57%2026-03-312026-04-17

Sponsored

SCHR SCHWAB STRATEGIC TR58 shares0.00%2026-03-312026-04-17

MTUM ISHARES TR5 shares0.00%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS21 shares0.00%2026-03-312026-04-17

IVV

ISHARES TR

1.34%

Shares60.7K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

2.94%

Shares1.5M

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

4.52%

Shares204.0K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

2.10%

Shares124.9K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

50.97%

Shares147.4K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

8.50%

Shares127.6K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

2.14%

Shares315.6K

Event2026-03-31

Filed2026-04-17

ISTB

ISHARES TR

4.12%

Shares188.9K

Event2026-03-31

Filed2026-04-17

SHV

ISHARES TR

2.16%

Shares78.7K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

-2.20%

Shares199.5K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-0.95%

Shares9.3K

Event2026-03-31

Filed2026-04-17

DFIS

DIMENSIONAL ETF TRUST

7.01%

Shares151.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

0.00%

Shares41.2K

Event2026-03-31

Filed2026-04-17

DFLV

DIMENSIONAL ETF TRUST

37.90%

Shares119.5K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

0.29%

Shares19.7K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

7.72%

Shares57.3K

Event2026-03-31

Filed2026-04-17

DISV

DIMENSIONAL ETF TRUST

0.36%

Shares83.4K

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL ETF TRUST

6.01%

Shares42.9K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

4.33%

Shares10.2K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

-5.65%

Shares28.5K

Event2026-03-31

Filed2026-04-17

AVUS

AMERICAN CENTY ETF TR

3.43%

Shares22.9K

Event2026-03-31

Filed2026-04-17

DFAE

DIMENSIONAL ETF TRUST

28.20%

Shares73.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

7.37%

Shares3.9K

Event2026-03-31

Filed2026-04-17

DFIV

DIMENSIONAL ETF TRUST

28.33%

Shares43.7K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

13.56%

Shares27.3K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

9.75%

Shares8.6K

Event2026-03-31

Filed2026-04-17

DFGR

DIMENSIONAL ETF TRUST

20.45%

Shares80.8K

Event2026-03-31

Filed2026-04-17

DFCF

DIMENSIONAL ETF TRUST

11.56%

Shares44.3K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

7.72%

Shares24.8K

Event2026-03-31

Filed2026-04-17

AVDE

AMERICAN CENTY ETF TR

1.94%

Shares19.0K

Event2026-03-31

Filed2026-04-17

SCZ

ISHARES TR

-10.33%

Shares19.7K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

-2.79%

Shares9.9K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

-0.97%

Shares4.3K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-23.63%

Shares1.6K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

0.68%

Shares5.8K

Event2026-03-31

Filed2026-04-17

DFSD

DIMENSIONAL ETF TRUST

2.99%

Shares29.8K

Event2026-03-31

Filed2026-04-17

DFAX

DIMENSIONAL ETF TRUST

-0.11%

Shares41.6K

Event2026-03-31

Filed2026-04-17

IWN

ISHARES TR

-1.95%

Shares7.3K

Event2026-03-31

Filed2026-04-17

DFSU

DIMENSIONAL ETF TRUST

188.07%

Shares33.5K

Event2026-03-31

Filed2026-04-17

REET

ISHARES TR

2.33%

Shares51.8K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

-5.91%

Shares21.7K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

7.98%

Shares12.8K

Event2026-03-31

Filed2026-04-17

DFAU

DIMENSIONAL ETF TRUST

-0.76%

Shares26.7K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

8.10%

Shares7.0K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-17

DFEM

DIMENSIONAL ETF TRUST

-9.90%

Shares33.5K

Event2026-03-31

Filed2026-04-17

IUSB

ISHARES TR

2.52%

Shares23.1K

Event2026-03-31

Filed2026-04-17

IJS

ISHARES TR

-7.02%

Shares8.2K

Event2026-03-31

Filed2026-04-17

EFG

ISHARES TR

-4.01%

Shares8.4K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

9.44%

Shares2.9K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-0.62%

Shares11.1K

Event2026-03-31

Filed2026-04-17

SUSA

ISHARES TR

5.50%

Shares5.7K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

34.69%

Shares5.9K

Event2026-03-31

Filed2026-04-17

VFH

VANGUARD WORLD FD

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

1.42%

Shares8.8K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

0.14%

Shares2.9K

Event2026-03-31

Filed2026-04-17

GSLC

GOLDMAN SACHS ETF TR

1.40%

Shares5.5K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

-10.23%

Shares3.2K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL ETF TRUST

-1.54%

Shares16.8K

Event2026-03-31

Filed2026-04-17

IWO

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17