HoldingsChannel.com
Morris Financial Concepts Inc. Top Holdings
As of  06/30/2022, below is a summary of the Morris Financial Concepts Inc. top holdings by largest position size, as per the latest 13f filing made by Morris Financial Concepts Inc.. In the Morris Financial Concepts Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Morris Financial Concepts Inc. in that top holding, then the share count change between reporting periods, and finally the Morris Financial Concepts Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 344,916 +4,551 $15,404
     SCHX344,916+4,551$15,404
ISHARES TR (IVV) 37,644 +2,740 $14,273
     IVV37,644+2,740$14,273
ISHARES TR (IJR) 89,114 +5,830 $8,235
     IJR89,114+5,830$8,235
SCHWAB STRATEGIC TR 149,814 +1,974 $5,841
     SCHA149,814+1,974$5,841
DIMENSIONAL ETF TRUST (DFAC) 218,180 -28,606 $5,084
     DFAC218,180-28,606$5,084
SPDR S&P 500 ETF TR (SPY) 10,541 -560 $3,977
     SPY10,541-560$3,977
ISHARES TR (SCZ) 57,274 +4,150 $3,127
     SCZ57,274+4,150$3,127
ISHARES TR (EFA) 43,901 +3,698 $2,743
     EFA43,901+3,698$2,743
VANGUARD SCOTTSDALE FDS (VCIT) 33,947 -536 $2,716
     VCIT33,947-536$2,716
ISHARES TR (IVW) 41,864 UNCH $2,526
     IVW41,864UNCH$2,526
ISHARES TR (IVE) 18,113 -203 $2,490
     IVE18,113-203$2,490
ISHARES TR (IWD) 15,906 -163 $2,306
     IWD15,906-163$2,306
TESLA INC 3,024 +176 $2,036
     TSLA3,024+176$2,036
ISHARES TR (IJH) 8,851 +168 $2,002
     IJH8,851+168$2,002
DIMENSIONAL ETF TRUST (DFAX) 90,186 -9,922 $1,934
     DFAX90,186-9,922$1,934
ISHARES TR (EEM) 44,395 +1,863 $1,780
     EEM44,395+1,863$1,780
ISHARES TR (IJS) 16,640 +488 $1,481
     IJS16,640+488$1,481
SCHWAB STRATEGIC TR 22,502 +434 $1,412
     SCHM22,502+434$1,412
AMERICAN CENTY ETF TR (AVUS) 18,563 +12,779 $1,207
     AVUS18,563+12,779$1,207
JPMORGAN CHASE & CO 9,942 UNCH $1,120
     JPM9,942UNCH$1,120
APPLE INC 7,403 -1 $1,012
     AAPL7,403-1$1,012
ISHARES TR (IWN) 7,208 -7 $981
     IWN7,208-7$981
ISHARES TR (REET) 36,747 -564 $889
     REET36,747-564$889
MCDONALDS CORP 3,454 -7 $853
     MCD3,454-7$853
ISHARES TR (IEFA) 13,914 +13,914 $819
     IEFA13,914+13,914$819
ISHARES TR (IWM) 4,594 +1,321 $778
     IWM4,594+1,321$778
LILLY ELI & CO 2,337 +95 $758
     LLY2,337+95$758
JOHNSON & JOHNSON 4,148 -60 $736
     JNJ4,148-60$736
AMERICAN CENTY ETF TR (AVDE) 13,249 +4,496 $675
     AVDE13,249+4,496$675
PEPSICO INC 3,875 -19 $646
     PEP3,875-19$646
COCA COLA CO 9,403 +124 $592
     KO9,403+124$592
MICROSOFT CORP 2,224 UNCH $571
     MSFT2,224UNCH$571
PROCTER AND GAMBLE CO 3,745 -34 $538
     PG3,745-34$538
VERIZON COMMUNICATIONS INC 9,882 +2,253 $502
     VZ9,882+2,253$502
SONOCO PRODS CO 8,637 UNCH $493
     SON8,637UNCH$493
MONDELEZ INTL INC 7,882 +333 $489
     MDLZ7,882+333$489
SCHWAB STRATEGIC TR 15,607 -315 $487
     SCHC15,607-315$487
MOODYS CORP 1,765 UNCH $480
     MCO1,765UNCH$480
INTERNATIONAL BUSINESS MACHS 3,111 -2 $439
     IBM3,111-2$439
HOME DEPOT INC 1,554 -2 $426
     HD1,554-2$426
PHILIP MORRIS INTL INC 4,223 UNCH $417
     PM4,223UNCH$417
ISHARES TR (IWO) 1,954 UNCH $403
     IWO1,954UNCH$403
SCHWAB STRATEGIC TR 6,429 -91 $401
     SCHV6,429-91$401
ISHARES TR (IWB) 1,927 +1,927 $400
     IWB1,927+1,927$400
VANGUARD INDEX FDS (VNQ) 4,153 -411 $378
     VNQ4,153-411$378
VANGUARD WORLD FDS (VFH) 4,578 UNCH $353
     VFH4,578UNCH$353
SCHWAB STRATEGIC TR 13,686 +639 $347
     SCHE13,686+639$347
ISHARES TR (IUSB) 7,367 -5,125 $345
     IUSB7,367-5,125$345
EXXON MOBIL CORP 3,952 UNCH $338
     XOM3,952UNCH$338
SPDR INDEX SHS FDS (DWX) 9,765 +108 $335
     DWX9,765+108$335

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 06/30/2022: $105,175
At 03/31/2022: $119,934

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

Morris Financial Concepts Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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