Morris Financial Concepts, Inc. Incresed Positions in Q3 2024

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.59K
+ 2.59%
$520.18 - $576.82 $826K - $916K
63K $36.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.97K
+ 4.48%
$105.53 - $118.34 $524K - $588K
116K $13.6M
IEFA
Ishares Tr

ETFs
6.66K
+ 3.66%
$70.09 - $78.74 $467K - $524K
188K $14.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.57K
+ 2.55%
$46.9 - $51.96 $167K - $186K
144K $7.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.71K
+ 6.87%
$81.31 - $83.29 $465K - $476K
88.9K $7.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.51K
+ 6.8%
$76.38 - $78.87 $344K - $355K
70.8K $5.57M
IVE
Ishares S&P 500 Value ETF

ETFs
884
+ 5.33%
$181.06 - $197.17 $160K - $174K
17.5K $3.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.94K
+ 83.72%
$116.79 - $133.54 $344K - $393K
6.46K $851K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.83K
+ 7.08%
$84.77 - $97.13 $240K - $275K
42.8K $4.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.26K
+ 34.99%
$44.83 - $47.42 $325K - $344K
28K $1.32M
EFG
Msci Eafe Growth ETF

ETFs
2.76K
+ 77.61%
$96.84 - $108.77 $267K - $300K
6.31K $679K
AAPL
Apple Inc.

Technology
684
+ 9.85%
$207.23 - $234.82 $142K - $161K
7.63K $1.78M
IEMG
Ishares Inc

ETFs
5.47K
+ 38.79%
$53.64 - $53.64 $294K - $294K
19.6K $1.05M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.12K
+ 3.64%
$24.06 - $26.97 $75.1K - $84.2K
89K $2.39M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.28K
+ 20.49%
$25.21 - $28.46 $184K - $207K
42.8K $1.21M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.36K
+ 8.67%
$51.0 - $57.07 $120K - $134K
29.5K $1.64M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
218
+ 0.13%
$47.18 - $48.74 $10.3K - $10.6K
168K $8.17M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.95K
+ 10.17%
$59.25 - $65.33 $116K - $128K
21.2K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 1.54%
$245.82 - $304.51 $13.5K - $16.7K
3.62K $1.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
936
+ 4.65%
$75.32 - $84.37 $70.5K - $79K
21.1K $1.76M
VFH
Vanguard Financial ETF

ETFs
1.11K
+ 22.75%
$99.27 - $111.21 $110K - $124K
6.01K $660K
JPM
Jpmorgan Chase & CO

Financial Services
425
+ 4.43%
$194.9 - $224.8 $82.8K - $95.5K
10K $2.11M
IWN
Ishares Russell2000 Val ETF

ETFs
366
+ 5.12%
$150.05 - $171.34 $54.9K - $62.7K
7.52K $1.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
546
+ 2.47%
$79.29 - $84.02 $43.3K - $45.9K
22.6K $1.89M
AVDE
American Centy ETF Tr Avantis

ETFs
78
+ 0.3%
$60.09 - $67.67 $4.69K - $5.28K
25.9K $1.74M
META
Meta Platforms, Inc.

Communication Services
108
+ 11.27%
$453.41 - $572.44 $49K - $61.8K
1.07K $610K
AVUS
American Centy ETF Tr Avantis

ETFs
48
+ 0.2%
$86.27 - $95.15 $4.14K - $4.57K
24.3K $2.31M
VTV
Vanguard Value ETF

ETFs
694
+ 2478.57%
$159.75 - $174.57 $111K - $121K
722 $126K
DFAI
Dimensional ETF Tr

ETFs
3.23K
+ 67.26%
$28.69 - $32.06 $92.8K - $104K
8.04K $255K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 2.02%
$333.64 - $405.2 $10.3K - $12.6K
1.57K $634K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.16K
+ 4.2%
$47.0 - $47.84 $54.3K - $55.3K
28.7K $1.37M
ABBV
Abb Vie Inc.

Healthcare
51
+ 2.04%
$163.84 - $199.33 $8.36K - $10.2K
2.56K $504K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
774
+ 24.82%
$62.57 - $70.53 $48.4K - $54.6K
3.89K $269K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
336
+ 6.54%
$101.72 - $112.94 $34.2K - $37.9K
5.47K $618K
JNJ
Johnson & Johnson

Healthcare
82
+ 2.58%
$145.48 - $167.38 $11.9K - $13.7K
3.26K $528K
MSFT
Microsoft Corp

Technology
256
+ 9.2%
$395.15 - $467.56 $101K - $120K
3.04K $1.31M
NFLX
Netflix Inc

Communication Services
62
+ 14.8%
$598.55 - $722.26 $37.1K - $44.8K
481 $341K
KO
Coca Cola CO

Consumer Defensive
25
+ 0.37%
$62.69 - $73.01 $1.57K - $1.83K
6.75K $485K
NVDA
Nvidia Corp

Technology
476
+ 21.47%
$98.91 - $134.91 $47.1K - $64.2K
2.69K $327K
VUG
Vanguard Growth ETF

ETFs
137
+ 548.0%
$341.08 - $391.94 $46.7K - $53.7K
162 $62K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.27K
+ 50.46%
$31.15 - $35.67 $39.5K - $45.3K
3.78K $132K
DIS
Walt Disney CO

Communication Services
568
+ 25.18%
$85.6 - $98.61 $48.6K - $56K
2.82K $271K
AVEM
American Centy ETF Tr Avantis

ETFs
42
+ 0.34%
$57.2 - $65.59 $2.4K - $2.75K
12.5K $805K
XOM
Exxon Mobil Corp

Energy
247
+ 2.97%
$109.72 - $119.0 $27.1K - $29.4K
8.57K $1M
SO
Southern CO

Utilities
10
+ 0.3%
$77.0 - $90.52 $770 - $905
3.31K $298K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
128
+ 1.24%
$38.03 - $42.06 $4.87K - $5.38K
10.5K $437K
DFAU
Dimensional ETF Tr

ETFs
277
+ 2.22%
$35.8 - $39.69 $9.92K - $11K
12.8K $507K
PEP
Pepsico Inc

Consumer Defensive
62
+ 1.3%
$161.9 - $179.3 $10K - $11.1K
4.82K $819K
PG
Procter & Gamble CO

Consumer Defensive
74
+ 2.73%
$160.76 - $177.82 $11.9K - $13.2K
2.79K $482K
Activity Summary
Buys All Purchases 102 New Holdings 33 Increased Positions 69 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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