Morris Financial Concepts, Inc. Incresed Positions 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
IEFA
Ishares Tr

ETFs
2.23K
+ 1.18%
$69.57 - $78.65 $155K - $175K
191K $14.5M
LLY
Eli Lilly & CO

Healthcare
557
+ 34.0%
$725.72 - $929.72 $404K - $518K
2.2K $1.81M
EFA
Ishares Tr Msci Eafe ETF

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

ETFs
12.1K
+ 11.96%
$23.92 - $26.89 $290K - $326K
113K $2.93M
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
DFIV
Dimensional ETF Tr

ETFs
9.23K
+ 117.81%
$35.33 - $40.77 $326K - $376K
17.1K $671K
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
DFAI
Dimensional ETF Tr

ETFs
6.38K
+ 68.93%
$28.88 - $32.4 $184K - $207K
15.6K $488K
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
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
216
+ 3.79%
$56.12 - $68.15 $12.1K - $14.7K
5.92K $401K
DFSD
Dimensional ETF Tr Short Durat

ETFs
875
+ 2.96%
$46.74 - $47.55 $40.9K - $41.6K
30.4K $1.45M
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
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
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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
517
+ 21.02%
$25.58 - $29.24 $13.2K - $15.1K
2.98K $77K
AVSF
American Centy ETF Tr Avantis

ETFs
34
+ 0.37%
$45.96 - $46.74 $1.56K - $1.59K
9.3K $434K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
116
+ 2.37%
$50.39 - $50.66 $5.85K - $5.88K
5.01K $253K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4
+ 0.24%
$32.74 - $36.2 $131 - $145
1.65K $57K
ACWI
Ishares Msci Acwi ETF

ETFs
19
+ 8.09%
$115.16 - $124.13 $2.19K - $2.36K
254 $29K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14
+ 19.18%
$120.24 - $134.3 $1.68K - $1.88K
87 $10K
Manager Directed Portfolios
2.25K
+ 18.03%
N/A
14.7K $0
Dimensional ETF Trust
1.77K
+ 3.68%
N/A
49.9K $0
Dimensional ETF Trust
6.18K
+ 11.68%
N/A
59.1K $0
Dimensional ETF Trust
28
+ 14.07%
N/A
227 $0
DFSU
Dimensional ETF Tr Dimen Us Su
621
+ 5.84%
N/A
11.3K $0
DFSI
Dimensional ETF Tr Dimen Intl
313
+ 6.0%
N/A
5.53K $0
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.39%
$57.56 - $64.0 $57.6 - $64
257 $14K
WMT
Walmart Inc.

Consumer Defensive
95
+ 2.36%
$84.5 - $105.05 $8.03K - $9.98K
4.11K $361K
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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