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

Currently, MORRIS FINANCIAL CONCEPTS, INC. holds 198 types of securities in its portfolio with a total value $276.8M. In the most recent quarter, they have increased their positions in SCHX (+51.3K shares, valued at $1.4M), SHY (+8.0K shares, valued at $660.1K), BSV (+8.3K shares, valued at $655.4K); decreased their positions in FIX (-168 shares, valued at $138.6K), TSM (-235 shares, valued at $65.6K), LLY (-84 shares, valued at $64.1K); initiated new positions in DIS (+2.2K shares, valued at $257.3K), D (+3.6K shares, valued at $219.2K), DUBS (+4.9K shares, valued at $179.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR60.8K shares0.93%2025-09-302025-10-21

SCHX SCHWAB STRATEGIC TR1.4M shares3.87%2025-09-302025-10-21

IEFA ISHARES TR192.6K shares0.26%2025-09-302025-10-21

IJR ISHARES TR121.6K shares4.20%2025-09-302025-10-21

SHY ISHARES TR114.3K shares7.48%2025-09-302025-10-21

ISTB ISHARES TR176.5K shares5.55%2025-09-302025-10-21

SCHA SCHWAB STRATEGIC TR300.2K shares3.02%2025-09-302025-10-21

SHV ISHARES TR75.7K shares4.71%2025-09-302025-10-21

Sponsored

DFAC DIMENSIONAL ETF TRUST204.0K shares-0.05%2025-09-302025-10-21

BSV VANGUARD BD INDEX FDS88.6K shares10.35%2025-09-302025-10-21

SPY SPDR S&P 500 ETF TR9.4K shares8.15%2025-09-302025-10-21

IVW ISHARES TR42.4K shares-0.10%2025-09-302025-10-21

DFIS DIMENSIONAL ETF TRUST132.2K shares6.01%2025-09-302025-10-21

IVE ISHARES TR19.8K shares-0.55%2025-09-302025-10-21

TSLA TESLA INC7.8K shares-0.01%2025-09-302025-10-21

JPM JPMORGAN CHASE & CO.9.8K shares-0.77%2025-09-302025-10-21

Sponsored

DISV DIMENSIONAL ETF TRUST80.7K shares1.50%2025-09-302025-10-21

EFA ISHARES TR30.2K shares13.76%2025-09-302025-10-21

DFAT DIMENSIONAL ETF TRUST47.8K shares10.48%2025-09-302025-10-21

AVUS AMERICAN CENTY ETF TR25.0K shares-1.45%2025-09-302025-10-21

DFLV DIMENSIONAL ETF TRUST80.3K shares20.47%2025-09-302025-10-21

DFAS DIMENSIONAL ETF TRUST38.1K shares11.61%2025-09-302025-10-21

VOO VANGUARD INDEX FDS3.3K shares8.23%2025-09-302025-10-21

AAPL APPLE INC7.8K shares0.93%2025-09-302025-10-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS23.1K shares-0.22%2025-09-302025-10-21

SCZ ISHARES TR23.4K shares-2.31%2025-09-302025-10-21

DFGR DIMENSIONAL ETF TRUST60.6K shares8.50%2025-09-302025-10-21

DFCF DIMENSIONAL ETF TRUST38.5K shares-0.52%2025-09-302025-10-21

LLY ELI LILLY & CO2.2K shares-3.75%2025-09-302025-10-21

AVDE AMERICAN CENTY ETF TR20.8K shares-0.31%2025-09-302025-10-21

MSFT MICROSOFT CORP3.1K shares-0.03%2025-09-302025-10-21

IUSG ISHARES TR9.8K shares0.67%2025-09-302025-10-21

Sponsored

DFAE DIMENSIONAL ETF TRUST51.1K shares14.03%2025-09-302025-10-21

IWB ISHARES TR4.4K shares-0.09%2025-09-302025-10-21

IEMG ISHARES INC22.9K shares4.76%2025-09-302025-10-21

DFSD DIMENSIONAL ETF TRUST30.6K shares2.61%2025-09-302025-10-21

IWM ISHARES TR5.8K shares-2.41%2025-09-302025-10-21

DFIV DIMENSIONAL ETF TRUST30.2K shares21.70%2025-09-302025-10-21

IWN ISHARES TR7.5K shares-0.41%2025-09-302025-10-21

DFAX DIMENSIONAL ETF TRUST41.6K shares0.00%2025-09-302025-10-21

Sponsored

REET ISHARES TR51.0K shares1.08%2025-09-302025-10-21

EEM ISHARES TR23.6K shares6.78%2025-09-302025-10-21

DFAU DIMENSIONAL ETF TRUST26.8K shares100.80%2025-09-302025-10-21

DFEM DIMENSIONAL ETF TRUST37.5K shares-2.49%2025-09-302025-10-21

IUSB ISHARES TR21.7K shares4.68%2025-09-302025-10-21

IJS ISHARES TR9.0K shares-4.63%2025-09-302025-10-21

EFG ISHARES TR8.7K shares1.23%2025-09-302025-10-21

VYMI VANGUARD WHITEHALL FDS11.4K shares0.11%2025-09-302025-10-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2025-09-302025-10-21

META META PLATFORMS INC1.1K shares0.00%2025-09-302025-10-21

VFH VANGUARD WORLD FD6.0K shares0.00%2025-09-302025-10-21

MA MASTERCARD INCORPORATED1.3K shares-0.22%2025-09-302025-10-21

SUSA ISHARES TR5.4K shares-1.96%2025-09-302025-10-21

IJH ISHARES TR11.2K shares3.22%2025-09-302025-10-21

IWD ISHARES TR3.6K shares3.15%2025-09-302025-10-21

XOM EXXON MOBIL CORP6.3K shares0.00%2025-09-302025-10-21

Sponsored

GSLC GOLDMAN SACHS ETF TR5.4K shares-0.37%2025-09-302025-10-21

NVDA NVIDIA CORPORATION3.7K shares-1.00%2025-09-302025-10-21

AVEM AMERICAN CENTY ETF TR8.9K shares-0.79%2025-09-302025-10-21

GOOGL ALPHABET INC2.6K shares0.84%2025-09-302025-10-21

IWO ISHARES TR2.0K shares0.00%2025-09-302025-10-21

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.65%2025-09-302025-10-21

DFAI DIMENSIONAL ETF TRUST17.0K shares-0.24%2025-09-302025-10-21

ABBV ABBVIE INC2.6K shares-0.64%2025-09-302025-10-21

Sponsored

NFLX NETFLIX INC478 shares-3.04%2025-09-302025-10-21

ESML ISHARES TR12.0K shares-2.01%2025-09-302025-10-21

GE GE AEROSPACE1.7K shares0.00%2025-09-302025-10-21

SCHB SCHWAB STRATEGIC TR19.8K shares0.00%2025-09-302025-10-21

DFSU DIMENSIONAL ETF TRUST11.6K shares0.03%2025-09-302025-10-21

VXUS VANGUARD STAR FDS6.6K shares0.00%2025-09-302025-10-21

WFC WELLS FARGO CO NEW5.8K shares-5.94%2025-09-302025-10-21

SCHC SCHWAB STRATEGIC TR10.5K shares-1.65%2025-09-302025-10-21

Sponsored

AVGO BROADCOM INC1.4K shares0.00%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW507 shares-2.50%2025-09-302025-10-21

AVSF AMERICAN CENTY ETF TR9.8K shares9.42%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON2.5K shares4.19%2025-09-302025-10-21

GEM GOLDMAN SACHS ETF TR11.1K shares-3.33%2025-09-302025-10-21

WMT WALMART INC4.4K shares6.09%2025-09-302025-10-21

GS GOLDMAN SACHS GROUP INC531 shares-2.03%2025-09-302025-10-21

PG PROCTER AND GAMBLE CO2.7K shares-0.29%2025-09-302025-10-21

Sponsored

MUNI PIMCO ETF TR7.7K shares31.32%2025-09-302025-10-21

VYM VANGUARD WHITEHALL FDS2.8K shares0.00%2025-09-302025-10-21

CMI CUMMINS INC927 shares0.00%2025-09-302025-10-21

BND VANGUARD BD INDEX FDS5.2K shares0.29%2025-09-302025-10-21

PEP PEPSICO INC2.7K shares-0.37%2025-09-302025-10-21

FNDX SCHWAB STRATEGIC TR14.4K shares-1.74%2025-09-302025-10-21

HD HOME DEPOT INC922 shares0.00%2025-09-302025-10-21

EAGG ISHARES TR7.7K shares3.11%2025-09-302025-10-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares-15.13%2025-09-302025-10-21

TFC TRUIST FINL CORP7.7K shares0.00%2025-09-302025-10-21

AMZN AMAZON COM INC1.6K shares0.00%2025-09-302025-10-21

MDLZ MONDELEZ INTL INC5.6K shares-0.73%2025-09-302025-10-21

FNDC SCHWAB STRATEGIC TR7.6K shares-3.65%2025-09-302025-10-21

MO ALTRIA GROUP INC5.1K shares45.70%2025-09-302025-10-21

SO SOUTHERN CO3.5K shares0.32%2025-09-302025-10-21

DE DEERE & CO723 shares0.00%2025-09-302025-10-21

Sponsored

RTX RTX CORPORATION2.0K shares-5.10%2025-09-302025-10-21

KO COCA COLA CO4.8K shares-6.64%2025-09-302025-10-21

DASH DOORDASH INC1.2K shares-4.27%2025-09-302025-10-21

VNQ VANGUARD INDEX FDS3.4K shares35.69%2025-09-302025-10-21

ESGD ISHARES TR3.4K shares-2.96%2025-09-302025-10-21

AN AUTONATION INC1.4K shares0.07%2025-09-302025-10-21

ADSK AUTODESK INC973 shares-0.10%2025-09-302025-10-21

ABT ABBOTT LABS2.3K shares-1.80%2025-09-302025-10-21

Sponsored

SUB ISHARES TR2.7K shares2.90%2025-09-302025-10-21

MCO MOODYS CORP605 shares0.00%2025-09-302025-10-21

SCHD SCHWAB STRATEGIC TR10.5K shares0.00%2025-09-302025-10-21

BNDX VANGUARD CHARLOTTE FDS5.7K shares0.00%2025-09-302025-10-21

SCHE SCHWAB STRATEGIC TR8.4K shares-0.74%2025-09-302025-10-21

GSIE GOLDMAN SACHS ETF TR6.8K shares-0.59%2025-09-302025-10-21

GEV GE VERNOVA INC450 shares0.00%2025-09-302025-10-21

SCHV SCHWAB STRATEGIC TR9.4K shares0.19%2025-09-302025-10-21

Sponsored

GSSC GOLDMAN SACHS ETF TR3.6K shares0.42%2025-09-302025-10-21

FNDF SCHWAB STRATEGIC TR6.1K shares-3.72%2025-09-302025-10-21

CMC COMMERCIAL METALS CO4.6K shares6.25%2025-09-302025-10-21

JPST J P MORGAN EXCHANGE TRADED F5.1K shares1.62%2025-09-302025-10-21

SCHG SCHWAB STRATEGIC TR8.1K shares0.00%2025-09-302025-10-21

DIS DISNEY WALT CO2.2K sharesnew addition2025-09-302025-10-21

MRK MERCK & CO INC3.0K shares-0.10%2025-09-302025-10-21

PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-09-302025-10-21

Sponsored

SCHF SCHWAB STRATEGIC TR10.6K shares0.00%2025-09-302025-10-21

AVIG AMERICAN CENTY ETF TR5.8K shares10.78%2025-09-302025-10-21

AGG ISHARES TR2.4K shares0.29%2025-09-302025-10-21

TXN TEXAS INSTRS INC1.3K shares1.28%2025-09-302025-10-21

BJ BJS WHSL CLUB HLDGS INC2.4K shares6.23%2025-09-302025-10-21

FNDA SCHWAB STRATEGIC TR7.3K shares13.59%2025-09-302025-10-21

D DOMINION ENERGY INC3.6K sharesnew addition2025-09-302025-10-21

SE SEA LTD1.2K shares-12.94%2025-09-302025-10-21

Sponsored

FIX COMFORT SYS USA INC262 shares-39.07%2025-09-302025-10-21

ISRG INTUITIVE SURGICAL INC483 shares1.68%2025-09-302025-10-21

VZ VERIZON COMMUNICATIONS INC4.8K shares2.54%2025-09-302025-10-21

MCD MCDONALDS CORP693 shares-0.43%2025-09-302025-10-21

DFSI DIMENSIONAL ETF TRUST5.1K shares-7.11%2025-09-302025-10-21

BSCP INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2025-09-302025-10-21

VRTX VERTEX PHARMACEUTICALS INC511 shares1.39%2025-09-302025-10-21

BSCQ INVESCO EXCH TRD SLF IDX FD10.2K shares0.00%2025-09-302025-10-21

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2025-09-302025-10-21

BSCR INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2025-09-302025-10-21

BSCT INVESCO EXCH TRD SLF IDX FD10.6K shares0.00%2025-09-302025-10-21

DUBS ETF SER SOLUTIONS4.9K sharesnew addition2025-09-302025-10-21

VGSR MANAGER DIRECTED PORTFOLIOS16.7K shares0.54%2025-09-302025-10-21

GOOG ALPHABET INC600 shares6.19%2025-09-302025-10-21

VTV VANGUARD INDEX FDS726 shares0.00%2025-09-302025-10-21

IWR ISHARES TR1.4K shares0.00%2025-09-302025-10-21

Sponsored

SMMU PIMCO ETF TR2.2K shares12.56%2025-09-302025-10-21

FNDE SCHWAB STRATEGIC TR2.8K shares-0.25%2025-09-302025-10-21

ISCF ISHARES TR2.4K shares-4.26%2025-09-302025-10-21

IDV ISHARES TR2.2K shares0.00%2025-09-302025-10-21

VGSH VANGUARD SCOTTSDALE FDS1.3K shares5.05%2025-09-302025-10-21

VO VANGUARD INDEX FDS253 shares0.00%2025-09-302025-10-21

VUG VANGUARD INDEX FDS152 shares-2.56%2025-09-302025-10-21

SCHM SCHWAB STRATEGIC TR2.3K shares-5.38%2025-09-302025-10-21

Sponsored

DFAW DIMENSIONAL ETF TRUST933 shares129.80%2025-09-302025-10-21

ESGE ISHARES INC1.4K shares-0.49%2025-09-302025-10-21

MUB ISHARES TR556 shares27.52%2025-09-302025-10-21

DFSV DIMENSIONAL ETF TRUST1.8K shares2.88%2025-09-302025-10-21

DVY ISHARES TR397 shares0.00%2025-09-302025-10-21

IXUS ISHARES TR600 shares0.00%2025-09-302025-10-21

IXN ISHARES TR375 shares0.00%2025-09-302025-10-21

AVRE AMERICAN CENTY ETF TR859 shares1.06%2025-09-302025-10-21

Sponsored

ACWI ISHARES TR271 shares0.37%2025-09-302025-10-21

IWF ISHARES TR78 shares0.00%2025-09-302025-10-21

AVLV AMERICAN CENTY ETF TR499 shares0.00%2025-09-302025-10-21

SCHH SCHWAB STRATEGIC TR1.5K shares0.00%2025-09-302025-10-21

IDUB ETF SER SOLUTIONS1.4K sharesnew addition2025-09-302025-10-21

ILCB ISHARES TR300 shares0.00%2025-09-302025-10-21

IBDR ISHARES TR1.1K shares0.00%2025-09-302025-10-21

AVUV AMERICAN CENTY ETF TR261 shares0.00%2025-09-302025-10-21

Sponsored

LDUR PIMCO ETF TR245 shares0.00%2025-09-302025-10-21

MINT PIMCO ETF TR213 shares0.00%2025-09-302025-10-21

IDRV ISHARES TR539 shares0.00%2025-09-302025-10-21

XT ISHARES TR258 shares0.39%2025-09-302025-10-21

VBR VANGUARD INDEX FDS86 shares0.00%2025-09-302025-10-21

VB VANGUARD INDEX FDS65 shares0.00%2025-09-302025-10-21

ESGU ISHARES TR101 shares5.21%2025-09-302025-10-21

BOND PIMCO ETF TR145 shares-3.97%2025-09-302025-10-21

Sponsored

LQD ISHARES TR118 shares0.00%2025-09-302025-10-21

VOT VANGUARD INDEX FDS34 shares0.00%2025-09-302025-10-21

VLUE ISHARES TR71 shares0.00%2025-09-302025-10-21

BBCA J P MORGAN EXCHANGE TRADED F91 shares0.00%2025-09-302025-10-21

BIV VANGUARD BD INDEX FDS92 shares0.00%2025-09-302025-10-21

IWS ISHARES TR45 shares0.00%2025-09-302025-10-21

IHI ISHARES TR100 shares-8.26%2025-09-302025-10-21

VCSH VANGUARD SCOTTSDALE FDS68 shares0.00%2025-09-302025-10-21

Sponsored

BBJP J P MORGAN EXCHANGE TRADED F65 shares0.00%2025-09-302025-10-21

QUAL ISHARES TR21 shares0.00%2025-09-302025-10-21

IBB ISHARES TR27 shares0.00%2025-09-302025-10-21

IEF ISHARES TR40 shares0.00%2025-09-302025-10-21

TLT ISHARES TR40 shares0.00%2025-09-302025-10-21

EFV ISHARES TR50 shares0.00%2025-09-302025-10-21

IQLT ISHARES TR60 shares0.00%2025-09-302025-10-21

AVSD AMERICAN CENTY ETF TR37 shares0.00%2025-09-302025-10-21

Sponsored

IXJ ISHARES TR25 shares0.00%2025-09-302025-10-21

SCHR SCHWAB STRATEGIC TR58 shares0.00%2025-09-302025-10-21

MTUM ISHARES TR5 shares0.00%2025-09-302025-10-21

VMBS VANGUARD SCOTTSDALE FDS21 shares0.00%2025-09-302025-10-21

VTI VANGUARD INDEX FDS1 shares0.00%2025-09-302025-10-21

ICLN ISHARES TR9 shares0.00%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available