Morris Financial Concepts, Inc. Incresed Positions in Q2 2025

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.94K
+ 2830.77%
$456.74 - $568.03 $1.34M - $1.67M
3.05K $1.73M
IEFA
Ishares Tr

ETFs
664
+ 0.35%
$67.83 - $84.09 $45K - $55.8K
192K $16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.63K
+ 148.34%
$272.36 - $339.57 $716K - $893K
4.4K $1.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 9.89%
$23.2 - $29.84 $260K - $335K
125K $3.72M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.35K
+ 37.73%
$52.31 - $63.72 $489K - $596K
34.1K $2.17M
IVE
Ishares S&P 500 Value ETF

ETFs
2.71K
+ 15.77%
$168.34 - $195.42 $456K - $529K
19.9K $3.88M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.03K
+ 22.78%
$44.8 - $53.97 $360K - $433K
43.3K $2.34M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.07K
+ 9.75%
$25.93 - $32.91 $183K - $233K
79.6K $2.62M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.7K
+ 5.66%
$82.21 - $83.12 $468K - $474K
106K $8.81M
DFAE
Dimensional ETF Tr

ETFs
13.3K
+ 42.19%
$22.87 - $28.95 $304K - $385K
44.8K $1.3M
SHV
Ishares Tr

ETFs
3.95K
+ 5.79%
$110.06 - $110.46 $435K - $437K
72.3K $7.98M
DFIV
Dimensional ETF Tr

ETFs
7.79K
+ 45.69%
$34.67 - $43.21 $270K - $337K
24.9K $1.06M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
398
+ 4.25%
$113.67 - $150.4 $45.2K - $59.9K
9.77K $1.47M
AVUS
American Centy ETF Tr Avantis

ETFs
279
+ 1.11%
$81.38 - $100.82 $22.7K - $28.1K
25.4K $2.56M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.28K
+ 128.44%
$50.34 - $51.86 $165K - $170K
5.84K $299K
AVDE
American Centy ETF Tr Avantis

ETFs
23
+ 0.11%
$59.32 - $74.36 $1.36K - $1.71K
20.9K $1.55M
AVGO
Broadcom Inc.

Technology
13
+ 0.92%
$146.29 - $275.65 $1.9K - $3.58K
1.43K $394K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
659
+ 13.46%
$101.97 - $126.75 $67.2K - $83.5K
5.56K $704K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
908
+ 8.7%
$65.84 - $80.81 $59.8K - $73.4K
11.3K $908K
EFG
Msci Eafe Growth ETF

ETFs
186
+ 2.21%
$89.8 - $112.0 $16.7K - $20.8K
8.59K $961K
DFAI
Dimensional ETF Tr

ETFs
1.44K
+ 9.23%
$28.02 - $34.71 $40.4K - $50.1K
17.1K $590K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.54K
+ 14.4%
$33.46 - $41.33 $51.5K - $63.6K
12.2K $505K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
662
+ 0.83%
$77.74 - $78.78 $51.5K - $52.2K
80.3K $6.32M
DASH
Door Dash, Inc.

Communication Services
3
+ 0.25%
$163.16 - $246.51 $489 - $740
1.22K $300K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
561
+ 19.25%
$73.02 - $90.22 $41K - $50.6K
3.48K $310K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.32K
+ 21.42%
$46.41 - $47.7 $61.3K - $63K
7.49K $356K
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.16%
$131.84 - $157.76 $1.58K - $1.89K
7.5K $1.18M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
809
+ 68.04%
$49.18 - $50.17 $39.8K - $40.6K
2K $100K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.15%
$81.79 - $99.98 $491 - $600
4.12K $402K
IEMG
Ishares Inc

ETFs
667
+ 3.14%
N/A
21.9K $1.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
18
+ 0.08%
$79.56 - $82.92 $1.43K - $1.49K
23.2K $1.92M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.21%
$451.58 - $565.94 $452 - $566
475 $258K
SO
Southern CO

Utilities
181
+ 5.48%
$84.91 - $92.56 $15.4K - $16.8K
3.49K $320K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
239
+ 1.17%
$45.12 - $46.23 $10.8K - $11K
20.7K $957K
ACWI
Ishares Msci Acwi ETF

ETFs
16
+ 6.3%
$103.59 - $128.6 $1.66K - $2.06K
270 $34K
VTV
Vanguard Value ETF

ETFs
5
+ 0.69%
$153.67 - $176.74 $768 - $884
726 $128K
VB
Vanguard Small Cap ETF

ETFs
10
+ 18.18%
$193.73 - $237.37 $1.94K - $2.37K
65 $15K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 19.44%
$162.76 - $195.77 $2.28K - $2.74K
86 $16K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 10.34%
$108.06 - $135.3 $973 - $1.22K
96 $12K
AVIG
American Centy ETF Tr Avantis

ETFs
5
+ 0.1%
$40.41 - $41.62 $202 - $208
5.26K $218K
Dimensional ETF Trust
7.57K
+ 12.82%
N/A
66.7K $0
DFSU
Dimensional ETF Tr Dimen Us Su
370
+ 3.29%
N/A
11.6K $0
Manager Directed Portfolios
1.85K
+ 12.51%
N/A
16.6K $0
Dimensional ETF Trust
179
+ 78.85%
N/A
406 $0
Dimensional ETF Trust
5.97K
+ 11.98%
N/A
55.8K $0
LLY
Eli Lilly & CO

Healthcare
43
+ 1.96%
$713.71 - $898.95 $30.7K - $38.7K
2.24K $1.74M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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