Morris Financial Concepts, Inc. Purchases in Q3 2025

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.3K
+ 3.87%
$24.46 - $26.5 $1.25M - $1.36M
1.38M $36.3M
IVV
Ishares Core S&P 500 ETF

ETFs
558
+ 0.93%
$620.67 - $670.08 $346K - $374K
60.8K $40.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.9K
+ 4.2%
$108.46 - $120.63 $532K - $592K
122K $14.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.79K
+ 3.02%
$25.29 - $28.33 $222K - $249K
300K $8.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
705
+ 8.15%
$617.65 - $666.84 $435K - $470K
9.35K $6.23M
IEFA
Ishares Tr

ETFs
500
+ 0.26%
$81.7 - $87.53 $40.9K - $43.8K
193K $16.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.31K
+ 10.35%
$78.11 - $79.07 $649K - $657K
88.6K $6.99M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.96K
+ 7.48%
$82.38 - $83.0 $655K - $660K
114K $9.48M
DFAU
Dimensional ETF Tr

ETFs
13.5K
+ 100.8%
$42.42 - $45.96 $571K - $618K
26.8K $1.23M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.29K
+ 5.55%
$48.31 - $48.93 $449K - $454K
176K $8.62M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.54K
+ 10.48%
$53.36 - $59.69 $242K - $271K
47.8K $2.78M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.65K
+ 13.76%
$87.29 - $93.61 $319K - $342K
30.2K $2.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.96K
+ 11.61%
$63.41 - $69.69 $251K - $276K
38.1K $2.61M
AAPL
Apple Inc.

Technology
72
+ 0.93%
$202.38 - $256.87 $14.6K - $18.5K
7.81K $1.99M
SHV
Ishares Tr

ETFs
3.4K
+ 4.71%
$110.06 - $110.49 $374K - $376K
75.7K $8.36M
DFIV
Dimensional ETF Tr

ETFs
5.39K
+ 21.7%
$42.66 - $46.53 $230K - $251K
30.2K $1.39M
DFAE
Dimensional ETF Tr

ETFs
6.29K
+ 14.03%
$28.84 - $31.84 $181K - $200K
51.1K $1.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
251
+ 8.23%
$567.77 - $614.76 $143K - $154K
3.3K $2.02M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.2K
+ 1.5%
$32.78 - $35.79 $39.2K - $42.8K
80.7K $2.88M
DIS
Walt Disney CO

Communication Services
2.25K
New
$112.25 - $124.0 $252K - $279K
2.25K $257K
D
Dominion Energy, Inc

Utilities
3.58K
New
$56.32 - $62.1 $202K - $223K
3.58K $219K
EEM
Ishares Msci Emerging Markets

ETFs
1.5K
+ 6.78%
$48.07 - $53.4 $72.2K - $80.2K
23.6K $1.26M
GOOGL
Alphabet Inc.

Communication Services
22
+ 0.84%
$174.36 - $254.72 $3.84K - $5.6K
2.63K $638K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
65
+ 0.67%
$148.97 - $165.88 $9.68K - $10.8K
9.84K $1.62M
MO
Altria Group, Inc.

Consumer Defensive
1.6K
+ 45.7%
$57.75 - $67.68 $92.1K - $108K
5.09K $335K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.83K
+ 31.32%
$50.9 - $52.37 $93.1K - $95.8K
7.67K $400K
JNJ
Johnson & Johnson

Healthcare
100
+ 4.19%
$155.17 - $185.42 $15.5K - $18.5K
2.49K $460K
VNQ
Vanguard Specialized Funds Van

ETFs
907
+ 35.69%
$88.47 - $93.24 $80.2K - $84.6K
3.45K $315K
REET
Ishares Global Reit ETF

ETFs
545
+ 1.08%
$24.45 - $25.91 $13.3K - $14.1K
51K $1.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
349
+ 3.22%
$62.09 - $66.51 $21.7K - $23.2K
11.2K $729K
IEMG
Ishares Inc

ETFs
1.04K
+ 4.76%
N/A
22.9K $1.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
970
+ 4.68%
$45.6 - $46.92 $44.2K - $45.5K
21.7K $1.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
109
+ 3.15%
$192.76 - $203.86 $21K - $22.2K
3.57K $726K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13
+ 0.11%
$79.76 - $85.78 $1.04K - $1.12K
11.4K $961K
CMC
Commercial Metals CO

Basic Materials
268
+ 6.25%
$50.28 - $59.79 $13.5K - $16K
4.56K $261K
WMT
Walmart Inc.

Consumer Defensive
251
+ 6.09%
$94.4 - $104.27 $23.7K - $26.2K
4.37K $450K
GOOG
Alphabet Inc.

Communication Services
35
+ 6.19%
$175.16 - $255.24 $6.13K - $8.93K
600 $146K
DFSD
Dimensional ETF Tr Short Durat

ETFs
779
+ 2.61%
$47.86 - $48.43 $37.3K - $37.7K
30.6K $1.47M
FNDA
Schwab Fundamental U S Small C

ETFs
871
+ 13.59%
$28.75 - $31.93 $25K - $27.8K
7.28K $226K
AVSF
American Centy ETF Tr Avantis

ETFs
845
+ 9.42%
$46.71 - $47.3 $39.5K - $40K
9.82K $463K
AN
Autonation, Inc.

Consumer Cyclical
1
+ 0.07%
$189.27 - $227.18 $189 - $227
1.41K $309K
EFG
Msci Eafe Growth ETF

ETFs
106
+ 1.23%
$106.99 - $114.46 $11.3K - $12.1K
8.69K $989K
AVIG
American Centy ETF Tr Avantis

ETFs
567
+ 10.78%
$41.02 - $42.32 $23.3K - $24K
5.83K $245K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.65%
$459.11 - $506.91 $3.67K - $4.06K
1.24K $623K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
15
+ 0.42%
$67.52 - $76.75 $1.01K - $1.15K
3.56K $266K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
233
+ 3.11%
$46.86 - $48.27 $10.9K - $11.2K
7.72K $370K
MUB
Ishares National Muni Bond ETF

ETFs
120
+ 27.52%
$103.24 - $106.68 $12.4K - $12.8K
556 $59K
SCHV
Schwab Strategic Tr Us Large C

ETFs
18
+ 0.19%
$27.61 - $29.15 $497 - $525
9.41K $273K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
251
+ 12.56%
$50.09 - $50.73 $12.6K - $12.7K
2.25K $113K
Activity Summary
Buys All Purchases 73 New Holdings 4 Increased Positions 69 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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