HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
344,916 | +4,551 | $15,404 |
| SCHX | 344,916 | +4,551 | $15,404 |
| ISHARES TR (IVV) |
37,644 | +2,740 | $14,273 |
| IVV | 37,644 | +2,740 | $14,273 |
| ISHARES TR (IJR) |
89,114 | +5,830 | $8,235 |
| IJR | 89,114 | +5,830 | $8,235 |
| SCHWAB STRATEGIC TR |
149,814 | +1,974 | $5,841 |
| SCHA | 149,814 | +1,974 | $5,841 |
| DIMENSIONAL ETF TRUST (DFAC) |
218,180 | -28,606 | $5,084 |
| DFAC | 218,180 | -28,606 | $5,084 |
| SPDR S&P 500 ETF TR (SPY) |
10,541 | -560 | $3,977 |
| SPY | 10,541 | -560 | $3,977 |
| ISHARES TR (SCZ) |
57,274 | +4,150 | $3,127 |
| SCZ | 57,274 | +4,150 | $3,127 |
| ISHARES TR (EFA) |
43,901 | +3,698 | $2,743 |
| EFA | 43,901 | +3,698 | $2,743 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
33,947 | -536 | $2,716 |
| VCIT | 33,947 | -536 | $2,716 |
| ISHARES TR (IVW) |
41,864 | UNCH | $2,526 |
| IVW | 41,864 | UNCH | $2,526 |
| ISHARES TR (IVE) |
18,113 | -203 | $2,490 |
| IVE | 18,113 | -203 | $2,490 |
| ISHARES TR (IWD) |
15,906 | -163 | $2,306 |
| IWD | 15,906 | -163 | $2,306 |
| TESLA INC |
3,024 | +176 | $2,036 |
| TSLA | 3,024 | +176 | $2,036 |
| ISHARES TR (IJH) |
8,851 | +168 | $2,002 |
| IJH | 8,851 | +168 | $2,002 |
| DIMENSIONAL ETF TRUST (DFAX) |
90,186 | -9,922 | $1,934 |
| DFAX | 90,186 | -9,922 | $1,934 |
| ISHARES TR (EEM) |
44,395 | +1,863 | $1,780 |
| EEM | 44,395 | +1,863 | $1,780 |
| ISHARES TR (IJS) |
16,640 | +488 | $1,481 |
| IJS | 16,640 | +488 | $1,481 |
| SCHWAB STRATEGIC TR |
22,502 | +434 | $1,412 |
| SCHM | 22,502 | +434 | $1,412 |
| AMERICAN CENTY ETF TR (AVUS) |
18,563 | +12,779 | $1,207 |
| AVUS | 18,563 | +12,779 | $1,207 |
| JPMORGAN CHASE & CO |
9,942 | UNCH | $1,120 |
| JPM | 9,942 | UNCH | $1,120 |
| APPLE INC |
7,403 | -1 | $1,012 |
| AAPL | 7,403 | -1 | $1,012 |
| ISHARES TR (IWN) |
7,208 | -7 | $981 |
| IWN | 7,208 | -7 | $981 |
| ISHARES TR (REET) |
36,747 | -564 | $889 |
| REET | 36,747 | -564 | $889 |
| MCDONALDS CORP |
3,454 | -7 | $853 |
| MCD | 3,454 | -7 | $853 |
| ISHARES TR (IEFA) |
13,914 | +13,914 | $819 |
| IEFA | 13,914 | +13,914 | $819 |
| ISHARES TR (IWM) |
4,594 | +1,321 | $778 |
| IWM | 4,594 | +1,321 | $778 |
| LILLY ELI & CO |
2,337 | +95 | $758 |
| LLY | 2,337 | +95 | $758 |
| JOHNSON & JOHNSON |
4,148 | -60 | $736 |
| JNJ | 4,148 | -60 | $736 |
| AMERICAN CENTY ETF TR (AVDE) |
13,249 | +4,496 | $675 |
| AVDE | 13,249 | +4,496 | $675 |
| PEPSICO INC |
3,875 | -19 | $646 |
| PEP | 3,875 | -19 | $646 |
| COCA COLA CO |
9,403 | +124 | $592 |
| KO | 9,403 | +124 | $592 |
| MICROSOFT CORP |
2,224 | UNCH | $571 |
| MSFT | 2,224 | UNCH | $571 |
| PROCTER AND GAMBLE CO |
3,745 | -34 | $538 |
| PG | 3,745 | -34 | $538 |
| VERIZON COMMUNICATIONS INC |
9,882 | +2,253 | $502 |
| VZ | 9,882 | +2,253 | $502 |
| SONOCO PRODS CO |
8,637 | UNCH | $493 |
| SON | 8,637 | UNCH | $493 |
| MONDELEZ INTL INC |
7,882 | +333 | $489 |
| MDLZ | 7,882 | +333 | $489 |
| SCHWAB STRATEGIC TR |
15,607 | -315 | $487 |
| SCHC | 15,607 | -315 | $487 |
| MOODYS CORP |
1,765 | UNCH | $480 |
| MCO | 1,765 | UNCH | $480 |
| INTERNATIONAL BUSINESS MACHS |
3,111 | -2 | $439 |
| IBM | 3,111 | -2 | $439 |
| HOME DEPOT INC |
1,554 | -2 | $426 |
| HD | 1,554 | -2 | $426 |
| PHILIP MORRIS INTL INC |
4,223 | UNCH | $417 |
| PM | 4,223 | UNCH | $417 |
| ISHARES TR (IWO) |
1,954 | UNCH | $403 |
| IWO | 1,954 | UNCH | $403 |
| SCHWAB STRATEGIC TR |
6,429 | -91 | $401 |
| SCHV | 6,429 | -91 | $401 |
| ISHARES TR (IWB) |
1,927 | +1,927 | $400 |
| IWB | 1,927 | +1,927 | $400 |
| VANGUARD INDEX FDS (VNQ) |
4,153 | -411 | $378 |
| VNQ | 4,153 | -411 | $378 |
| VANGUARD WORLD FDS (VFH) |
4,578 | UNCH | $353 |
| VFH | 4,578 | UNCH | $353 |
| SCHWAB STRATEGIC TR |
13,686 | +639 | $347 |
| SCHE | 13,686 | +639 | $347 |
| ISHARES TR (IUSB) |
7,367 | -5,125 | $345 |
| IUSB | 7,367 | -5,125 | $345 |
| EXXON MOBIL CORP |
3,952 | UNCH | $338 |
| XOM | 3,952 | UNCH | $338 |
| SPDR INDEX SHS FDS (DWX) |
9,765 | +108 | $335 |
| DWX | 9,765 | +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 |
