Morris Financial Concepts, Inc. Reduced Holdings in Q1 2025

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-264
- 2.65%
$551.42 - $612.93 $146K - $162K
9.71K $5.43M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.93K
- 0.93%
$32.42 - $36.13 $62.6K - $69.8K
207K $6.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
-94
- 0.22%
$92.45 - $106.69 $8.69K - $10K
42.4K $3.94M
AAPL
Apple Inc.

Technology
-42
- 0.54%
$209.68 - $247.1 $8.81K - $10.4K
7.75K $1.72M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.01K
- 8.55%
$96.3 - $112.23 $96.9K - $113K
10.8K $1.05M
IWN
Ishares Russell2000 Val ETF

ETFs
-27
- 0.36%
$149.27 - $169.4 $4.03K - $4.57K
7.49K $1.13M
NVDA
Nvidia Corp

Technology
-40
- 1.06%
$106.98 - $149.43 $4.28K - $5.98K
3.74K $405K
IWM
Ishares Russell 2000 ETF

ETFs
-29
- 0.7%
$198.1 - $229.79 $5.74K - $6.66K
4.13K $822K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-307
- 2.58%
$57.21 - $65.8 $17.6K - $20.2K
11.6K $675K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-248
- 4.82%
$113.22 - $126.36 $28.1K - $31.3K
4.9K $562K
MRK
Merck & Co., Inc.

Healthcare
-171
- 3.9%
$83.01 - $101.02 $14.2K - $17.3K
4.21K $378K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2K
- 4.81%
$40.79 - $42.32 $81.7K - $84.8K
39.7K $1.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-10
- 0.63%
$165.25 - $224.62 $1.65K - $2.25K
1.57K $260K
IWD
Ishares Russell 1000 Val ETF

ETFs
-345
- 7.28%
$182.82 - $196.21 $63.1K - $67.7K
4.4K $827K
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.93%
$190.26 - $242.06 $2.85K - $3.63K
1.6K $304K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-184
- 1.69%
$37.84 - $44.02 $6.96K - $8.1K
10.7K $410K
IVE
Ishares S&P 500 Value ETF

ETFs
-196
- 1.13%
$185.78 - $198.58 $36.4K - $38.9K
17.2K $3.27M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.4%
$347.25 - $424.87 $2.43K - $2.97K
1.74K $638K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.93K
- 6.5%
$59.28 - $66.1 $114K - $127K
27.7K $1.76M
DFAU
Dimensional ETF Tr

ETFs
-332
- 2.42%
$37.84 - $42.29 $12.6K - $14K
13.4K $515K
DIS
Walt Disney CO

Communication Services
-9
- 0.31%
$96.87 - $114.0 $872 - $1.03K
2.87K $282K
MUB
Ishares National Muni Bond ETF

ETFs
-291
- 19.16%
$104.71 - $107.69 $30.5K - $31.3K
1.23K $129K
AVEM
American Centy ETF Tr Avantis

ETFs
-657
- 6.68%
$57.11 - $62.4 $37.5K - $41K
9.18K $552K
SUB
Ishares Short Term National Mu

ETFs
-239
- 8.25%
$105.3 - $106.24 $25.2K - $25.4K
2.66K $280K
GOOG
Alphabet Inc.

Communication Services
-15
- 2.59%
$156.06 - $207.71 $2.34K - $3.12K
565 $88K
FNDX
Schwab Fundamental U S Large C

ETFs
-729
- 4.69%
$23.03 - $25.01 $16.8K - $18.2K
14.8K $349K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.28%
$576.36 - $736.67 $1.73K - $2.21K
1.09K $625K
SON
Sonoco Products CO

Consumer Cyclical
-32
- 0.37%
$44.71 - $49.22 $1.43K - $1.58K
8.61K $406K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-777
- 1.91%
$25.35 - $27.46 $19.7K - $21.3K
39.9K $1.06M
TXN
Texas Instruments Inc

Technology
-54
- 4.08%
N/A
1.27K $247K
AVLV
American Centy ETF Tr Avantis
-122
- 19.65%
$63.51 - $70.42 $7.75K - $8.59K
499 $32K
VNQ
Vanguard Specialized Funds Van

ETFs
-156
- 4.16%
$85.55 - $94.34 $13.3K - $14.7K
3.59K $325K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-176
- 2.5%
N/A
6.87K $216K
AVUV
American Centy ETF Tr Avantis

ETFs
-25
- 8.74%
$84.95 - $100.62 $2.12K - $2.52K
261 $22K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-504
- 2.4%
$44.72 - $46.25 $22.5K - $23.3K
20.5K $943K
FNDC
Schwab Fundamental Intl Small

ETFs
-608
- 6.75%
$33.34 - $37.44 $20.3K - $22.8K
8.4K $304K
DVY
Ishares Tr

ETFs
-36
- 8.29%
$128.58 - $138.1 $4.63K - $4.97K
398 $53K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-30
- 21.58%
$58.32 - $65.09 $1.75K - $1.95K
109 $6K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 2.01%
$158.56 - $176.26 $8.88K - $9.87K
2.73K $465K
WFC
Wells Fargo & Company

Financial Services
-161
- 2.55%
$66.78 - $81.42 $10.8K - $13.1K
6.15K $441K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-186
- 1.9%
$25.77 - $27.6 $4.79K - $5.13K
9.62K $255K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-13
- 1.2%
N/A
1.07K $25K
MA
Mastercard Inc

Financial Services
-54
- 3.88%
$504.67 - $576.31 $27.3K - $31.1K
1.34K $733K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-39
- 1.46%
$95.85 - $99.25 $3.74K - $3.87K
2.63K $259K
SO
Southern CO

Utilities
-342
- 9.38%
$80.96 - $92.96 $27.7K - $31.8K
3.3K $303K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-19
- 0.69%
$31.42 - $34.87 $597 - $663
2.73K $91K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-16
- 0.55%
$28.11 - $32.0 $450 - $512
2.89K $89K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-54
- 0.63%
$25.81 - $28.52 $1.39K - $1.54K
8.51K $234K
FNDF
Schwab Fundamental Intl Large

ETFs
-370
- 5.0%
$32.9 - $37.45 $12.2K - $13.9K
7.03K $253K
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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