Morris Financial Concepts, Inc. Purchases in Q1 2025

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.3K
+ 459.96%
$71.17 - $73.66 $1.66M - $1.72M
28.4K $2.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26.4K
New
$58.01 - $64.46 $1.53M - $1.7M
26.4K $1.64M
IEFA
Ishares Tr

ETFs
2.23K
+ 1.18%
$69.57 - $78.65 $155K - $175K
191K $14.5M
VTI
Vanguard Total Stock Market Et

ETFs
4.01K
New
$271.18 - $303.12 $1.09M - $1.22M
4.01K $1.1M
BNDX
Vanguard Total International B

ETFs
16.1K
New
$48.33 - $49.5 $779K - $798K
16.1K $786K
LLY
Eli Lilly & CO

Healthcare
557
+ 34.0%
$725.72 - $929.72 $404K - $518K
2.2K $1.81M
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 11.96%
$23.92 - $26.89 $290K - $326K
113K $2.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.63K
+ 15.24%
$74.85 - $84.89 $272K - $308K
27.5K $2.25M
DFAE
Dimensional ETF Tr

ETFs
16K
+ 103.34%
$24.64 - $26.86 $395K - $430K
31.5K $815K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.02K
+ 4.16%
$81.83 - $82.73 $329K - $333K
101K $8.33M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.95K
+ 5.22%
$76.94 - $78.28 $304K - $309K
79.6K $6.23M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.98K
+ 5.81%
$26.09 - $30.21 $104K - $120K
72.5K $2.11M
SHV
Ishares Tr

ETFs
2.1K
+ 3.16%
$110.11 - $110.51 $231K - $232K
68.3K $7.55M
PM
Philip Morris International Inc.

Consumer Defensive
1.54K
New
$117.15 - $158.79 $180K - $244K
1.54K $243K
YUM
Yum Brands Inc

Consumer Cyclical
1.42K
New
$123.25 - $162.53 $175K - $230K
1.42K $223K
DFAI
Dimensional ETF Tr

ETFs
6.38K
+ 68.93%
$28.88 - $32.4 $184K - $207K
15.6K $488K
VZ
Verizon Communications Inc

Communication Services
4.74K
New
$37.81 - $46.49 $179K - $220K
4.74K $214K
CI
Cigna Corp

Healthcare
652
New
$274.49 - $329.0 $179K - $215K
652 $214K
MO
Altria Group, Inc.

Consumer Defensive
3.49K
New
$50.81 - $60.02 $177K - $209K
3.49K $209K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2K
+ 1.19%
$47.59 - $48.35 $95.4K - $96.9K
171K $8.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.01K
+ 27.27%
$126.86 - $146.45 $255K - $294K
9.38K $1.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
104
+ 9.21%
$442.66 - $534.52 $46K - $55.6K
1.23K $656K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.56K
New
$51.26 - $52.53 $131K - $134K
2.56K $131K
EFG
Msci Eafe Growth ETF

ETFs
1.07K
+ 14.52%
$96.1 - $106.37 $102K - $113K
8.4K $839K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
840
+ 8.76%
$67.08 - $76.14 $56.3K - $64K
10.4K $768K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.47%
$279.74 - $321.29 $4.76K - $5.46K
3.65K $1.14M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.2K
+ 13.54%
$50.44 - $58.1 $212K - $244K
35.2K $1.81M
IEMG
Ishares Inc

ETFs
1.5K
+ 7.58%
N/A
21.2K $1.14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.11K
+ 14.36%
$58.81 - $68.2 $183K - $212K
24.8K $1.48M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.19%
$142.06 - $167.7 $852 - $1.01K
3.15K $522K
VCIT
Vanguard Intermediate Term Cor

ETFs
345
+ 1.51%
$79.17 - $82.04 $27.3K - $28.3K
23.2K $1.89M
DFSD
Dimensional ETF Tr Short Durat

ETFs
875
+ 2.96%
$46.74 - $47.55 $40.9K - $41.6K
30.4K $1.45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
216
+ 3.79%
$56.12 - $68.15 $12.1K - $14.7K
5.92K $401K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.19K
New
$49.75 - $50.27 $59.2K - $59.8K
1.19K $59K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
13
+ 0.57%
$88.0 - $115.5 $1.14K - $1.5K
2.3K $261K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 1.78%
$402.49 - $513.76 $3.62K - $4.62K
514 $249K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
808
+ 15.07%
$45.92 - $47.58 $37.1K - $38.4K
6.17K $292K
REET
Ishares Global Reit ETF

ETFs
998
+ 1.99%
$23.24 - $25.16 $23.2K - $25.1K
51.2K $1.24M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
164
+ 5.96%
$75.32 - $84.77 $12.4K - $13.9K
2.91K $238K
NFLX
Netflix Inc

Communication Services
5
+ 1.02%
$828.4 - $1058.6 $4.14K - $5.29K
494 $460K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
260
New
$94.87 - $96.11 $24.7K - $25K
260 $24K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
213
New
$100.32 - $100.76 $21.4K - $21.5K
213 $21K
DASH
Door Dash, Inc.

Communication Services
10
+ 0.83%
$168.37 - $213.38 $1.68K - $2.13K
1.21K $221K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
102
+ 0.89%
$31.09 - $34.34 $3.17K - $3.5K
11.6K $383K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
77
+ 2.81%
$126.11 - $135.06 $9.71K - $10.4K
2.82K $363K
BOND
Pimco Active Bond Exchange Tra

ETFs
151
New
$89.27 - $92.9 $13.5K - $14K
151 $13K
IDV
Ishares Tr

ETFs
120
+ 5.34%
$27.0 - $31.7 $3.24K - $3.8K
2.37K $73K
AVIG
American Centy ETF Tr Avantis

ETFs
170
+ 3.34%
$40.06 - $41.55 $6.81K - $7.06K
5.25K $217K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
234
New
$49.67 - $51.43 $11.6K - $12K
234 $11K
Activity Summary
Buys All Purchases 81 New Holdings 16 Increased Positions 65 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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