Morris Financial Concepts, Inc. Reduced Holdings in Q4 2024

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-25.1K
- 36.9%
$24.76 - $27.04 $622K - $679K
42.9K $1.07M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.5K
- 17.34%
$60.9 - $66.69 $274K - $300K
21.4K $1.32M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.01K
- 25.05%
$45.07 - $47.1 $316K - $330K
21K $948K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.5K
- 4.8%
$60.13 - $67.31 $89.9K - $101K
29.7K $1.8M
REET
Ishares Global Reit ETF

ETFs
-5.47K
- 9.84%
$23.43 - $26.54 $128K - $145K
50.2K $1.2M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.64K
- 21.13%
$58.59 - $66.14 $154K - $174K
9.83K $578K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.08K
- 6.89%
$41.17 - $43.34 $127K - $134K
41.7K $1.72M
LLY
Eli Lilly & CO

Healthcare
-26
- 1.56%
$727.2 - $932.06 $18.9K - $24.2K
1.64K $1.26M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.41K
- 27.35%
$87.85 - $98.6 $124K - $139K
3.75K $334K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.1K
- 4.91%
$26.16 - $28.82 $55K - $60.6K
40.7K $1.07M
IVE
Ishares S&P 500 Value ETF

ETFs
-121
- 0.69%
$189.5 - $206.17 $22.9K - $24.9K
17.4K $3.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.61K
- 29.63%
$26.63 - $30.23 $96K - $109K
8.56K $227K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-445
- 7.24%
$59.25 - $72.99 $26.4K - $32.5K
5.7K $340K
JNJ
Johnson & Johnson

Healthcare
-114
- 3.5%
$143.34 - $165.86 $16.3K - $18.9K
3.15K $455K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-129
- 10.25%
$442.29 - $483.08 $57.1K - $62.3K
1.13K $511K
IWV
Ishares Russell 3000 ETF

ETFs
-210
- 95.45%
$323.08 - $349.08 $67.8K - $73.3K
10 $3K
MRK
Merck & Co., Inc.

Healthcare
-8
- 0.18%
$96.31 - $114.76 $770 - $918
4.39K $436K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-586
- 4.74%
$104.59 - $118.05 $61.3K - $69.2K
11.8K $1.28M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-97
- 0.86%
$33.93 - $38.37 $3.29K - $3.72K
11.2K $386K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-327
- 10.66%
$126.68 - $134.74 $41.4K - $44.1K
2.74K $349K
IWD
Ishares Russell 1000 Val ETF

ETFs
-116
- 2.39%
$183.23 - $199.79 $21.3K - $23.2K
4.74K $877K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-16
- 3.07%
$396.64 - $516.74 $6.35K - $8.27K
505 $203K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-203
- 1.68%
$61.68 - $67.87 $12.5K - $13.8K
11.9K $740K
ACWI
Ishares Msci Acwi ETF

ETFs
-106
- 31.09%
$117.05 - $123.03 $12.4K - $13K
235 $27K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-83
- 2.78%
$28.89 - $33.95 $2.4K - $2.82K
2.91K $84K
VB
Vanguard Small Cap ETF

ETFs
-48
- 46.6%
$233.76 - $261.58 $11.2K - $12.6K
55 $13K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-138
- 7.75%
$33.39 - $37.66 $4.61K - $5.2K
1.64K $54K
VO
Vanguard Mid Cap ETF

ETFs
-28
- 9.96%
$261.5 - $284.63 $7.32K - $7.97K
253 $66K
SUB
Ishares Short Term National Mu

ETFs
-60
- 2.03%
$104.94 - $106.2 $6.3K - $6.37K
2.9K $305K
IDV
Ishares Tr

ETFs
-27
- 1.19%
$27.03 - $29.92 $730 - $808
2.25K $61K
MUB
Ishares National Muni Bond ETF

ETFs
-32
- 2.06%
$105.78 - $108.7 $3.38K - $3.48K
1.52K $161K
IXN
Ishares Global Information Tec

ETFs
-71
- 15.92%
$80.67 - $87.84 $5.73K - $6.24K
375 $31K
VTV
Vanguard Value ETF

ETFs
-1
- 0.14%
$168.32 - $181.87 $168 - $182
721 $122K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-30
- 5.27%
$28.98 - $32.34 $869 - $970
539 $15K
IWM
Ishares Russell 2000 ETF

ETFs
-3
- 0.07%
$216.13 - $242.4 $648 - $727
4.15K $917K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6
- 0.32%
$311.11 - $335.64 $1.87K - $2.01K
1.87K $603K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-159
- 0.08%
$33.92 - $36.6 $5.39K - $5.82K
209K $7.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 0.7%
$567.81 - $607.81 $39.7K - $42.5K
9.98K $5.85M
IVW
Ishares S&P 500 Growth ETF

ETFs
-290
- 0.68%
$94.43 - $105.47 $27.4K - $30.6K
42.5K $4.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.43K
- 16.97%
$213.65 - $479.86 $306K - $688K
7.01K $2.83M
Activity Summary
Buys All Purchases 88 New Holdings 4 Increased Positions 84 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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