HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
57,072 | +10,328 | $30,004 |
| IVV | 57,072 | +10,328 | $30,004 |
| SCHWAB STRATEGIC TR |
429,427 | +38,098 | $26,650 |
| SCHX | 429,427 | +38,098 | $26,650 |
| ISHARES TR (IEFA) |
174,507 | +12,753 | $12,952 |
| IEFA | 174,507 | +12,753 | $12,952 |
| ISHARES TR (IJR) |
114,285 | -3,175 | $12,631 |
| IJR | 114,285 | -3,175 | $12,631 |
| SCHWAB STRATEGIC TR |
151,190 | -14,803 | $7,445 |
| SCHA | 151,190 | -14,803 | $7,445 |
| ISHARES TR (ISTB) |
147,657 | +1,363 | $7,005 |
| ISTB | 147,657 | +1,363 | $7,005 |
| DIMENSIONAL ETF TRUST (DFAC) |
209,994 | +1,211 | $6,709 |
| DFAC | 209,994 | +1,211 | $6,709 |
| ISHARES TR (SHY) |
72,610 | +3,993 | $5,938 |
| SHY | 72,610 | +3,993 | $5,938 |
| ISHARES TR (SHV) |
51,263 | +1,073 | $5,667 |
| SHV | 51,263 | +1,073 | $5,667 |
| SPDR S&P 500 ETF TR (SPY) |
10,111 | +3 | $5,289 |
| SPY | 10,111 | +3 | $5,289 |
| VANGUARD BD INDEX FDS (BSV) |
56,252 | +17,682 | $4,313 |
| BSV | 56,252 | +17,682 | $4,313 |
| ISHARES TR (IVW) |
39,101 | UNCH | $3,302 |
| IVW | 39,101 | UNCH | $3,302 |
| ISHARES TR (IVE) |
17,069 | -2,603 | $3,189 |
| IVE | 17,069 | -2,603 | $3,189 |
| ISHARES TR (SCZ) |
42,769 | -10,497 | $2,709 |
| SCZ | 42,769 | -10,497 | $2,709 |
| AMERICAN CENTY ETF TR (AVUS) |
24,668 | -349 | $2,208 |
| AVUS | 24,668 | -349 | $2,208 |
| JPMORGAN CHASE & CO |
9,715 | -224 | $1,946 |
| JPM | 9,715 | -224 | $1,946 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
23,620 | +305 | $1,902 |
| VCIT | 23,620 | +305 | $1,902 |
| DIMENSIONAL ETF TRUST (DFCF) |
43,088 | +1,564 | $1,808 |
| DFCF | 43,088 | +1,564 | $1,808 |
| ELI LILLY & CO |
2,250 | +3 | $1,750 |
| LLY | 2,250 | +3 | $1,750 |
| DIMENSIONAL ETF TRUST (DFAX) |
68,390 | -77 | $1,740 |
| DFAX | 68,390 | -77 | $1,740 |
| AMERICAN CENTY ETF TR (AVDE) |
26,325 | -392 | $1,678 |
| AVDE | 26,325 | -392 | $1,678 |
| ISHARES TR (EEM) |
40,802 | -5,894 | $1,676 |
| EEM | 40,802 | -5,894 | $1,676 |
| ISHARES TR (EFA) |
19,898 | -785 | $1,589 |
| EFA | 19,898 | -785 | $1,589 |
| TESLA INC |
8,571 | -332 | $1,507 |
| TSLA | 8,571 | -332 | $1,507 |
| ISHARES TR (IJS) |
14,631 | -1,896 | $1,503 |
| IJS | 14,631 | -1,896 | $1,503 |
| DIMENSIONAL ETF TRUST (DFIS) |
57,410 | +26,221 | $1,439 |
| DFIS | 57,410 | +26,221 | $1,439 |
| ISHARES TR (IWD) |
7,906 | -4,912 | $1,416 |
| IWD | 7,906 | -4,912 | $1,416 |
| ISHARES TR (REET) |
54,861 | -1,189 | $1,299 |
| REET | 54,861 | -1,189 | $1,299 |
| DIMENSIONAL ETF TRUST (DFSD) |
25,430 | +1,310 | $1,196 |
| DFSD | 25,430 | +1,310 | $1,196 |
| APPLE INC |
6,738 | -8 | $1,155 |
| AAPL | 6,738 | -8 | $1,155 |
| DIMENSIONAL ETF TRUST (DFAT) |
20,799 | +7,538 | $1,132 |
| DFAT | 20,799 | +7,538 | $1,132 |
| ISHARES TR (IWN) |
7,058 | -83 | $1,121 |
| IWN | 7,058 | -83 | $1,121 |
| MICROSOFT CORP |
2,646 | -17 | $1,113 |
| MSFT | 2,646 | -17 | $1,113 |
| DIMENSIONAL ETF TRUST (DISV) |
38,724 | +26,210 | $1,053 |
| DISV | 38,724 | +26,210 | $1,053 |
| MCDONALDS CORP |
3,557 | +28 | $1,003 |
| MCD | 3,557 | +28 | $1,003 |
| ISHARES TR (IWM) |
4,559 | -196 | $959 |
| IWM | 4,559 | -196 | $959 |
| ISHARES TR (IUSB) |
20,644 | +1,148 | $941 |
| IUSB | 20,644 | +1,148 | $941 |
| PEPSICO INC |
4,739 | +14 | $829 |
| PEP | 4,739 | +14 | $829 |
| DIMENSIONAL ETF TRUST (DFLV) |
26,826 | +1,564 | $805 |
| DFLV | 26,826 | +1,564 | $805 |
| DIMENSIONAL ETF TRUST (DFAS) |
12,848 | +7,244 | $801 |
| DFAS | 12,848 | +7,244 | $801 |
| ISHARES TR (IJH) |
12,516 | +9,826 | $760 |
| IJH | 12,516 | +9,826 | $760 |
| AMERICAN CENTY ETF TR (AVEM) |
12,743 | +66 | $739 |
| AVEM | 12,743 | +66 | $739 |
| DIMENSIONAL ETF TRUST (DFGR) |
28,068 | +16,956 | $717 |
| DFGR | 28,068 | +16,956 | $717 |
| MASTERCARD INCORPORATED |
1,482 | UNCH | $714 |
| MA | 1,482 | UNCH | $714 |
| EXXON MOBIL CORP |
6,034 | +3,086 | $701 |
| XOM | 6,034 | +3,086 | $701 |
| HOME DEPOT INC |
1,535 | -9 | $589 |
| HD | 1,535 | -9 | $589 |
| ISHARES TR (IWB) |
2,032 | UNCH | $585 |
| IWB | 2,032 | UNCH | $585 |
| MERCK & CO INC |
4,358 | -110 | $575 |
| MRK | 4,358 | -110 | $575 |
| VANGUARD WHITEHALL FDS (VYMI) |
8,297 | +1,155 | $571 |
| VYMI | 8,297 | +1,155 | $571 |
 BERKSHIRE HATHAWAY INC DEL |
$560 | ||
| BRK.B | 1,331 | -18 | $560 |
See Full List: All Stocks Held By Morris Financial Concepts Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Morris Financial Concepts Inc.
|
Size ($ in 1000's)
At 03/31/2024: $195,457 At 12/31/2023: $175,101 Morris Financial Concepts Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morris Financial Concepts Inc. 13F filings. Link to 13F filings: SEC filings |
