Morris Financial Concepts, Inc. Reduced Holdings in Q3 2024

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-513
- 23.56%
$772.14 - $960.02 $396K - $492K
1.66K $1.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.03K
- 16.21%
$60.13 - $68.17 $362K - $411K
31.1K $2.11M
WFC
Wells Fargo & Company

Financial Services
-505
- 7.41%
$51.58 - $60.97 $26K - $30.8K
6.31K $356K
EEM
Ishares Msci Emerging Markets

ETFs
-3.06K
- 10.38%
$40.42 - $46.7 $124K - $143K
26.4K $1.21M
ADSK
Autodesk, Inc.

Technology
-102
- 9.45%
$245.83 - $245.83 $25.1K - $25.1K
977 $240K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-409
- 18.68%
$32.04 - $37.11 $13.1K - $15.2K
1.78K $64K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-287
- 9.45%
$31.39 - $35.47 $9.01K - $10.2K
2.75K $96K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-362
- 6.73%
$108.44 - $120.37 $39.3K - $43.6K
5.02K $603K
Manager Directed Portfolios
-306
- 2.49%
N/A
12K $0
Dimensional ETF Trust
-210
- 51.34%
N/A
199 $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-101
- 5.1%
$283.28 - $314.39 $28.6K - $31.8K
1.88K $590K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-99
- 3.59%
$96.25 - $101.98 $9.53K - $10.1K
2.66K $269K
AVSF
American Centy ETF Tr Avantis

ETFs
-69
- 0.81%
$45.96 - $47.18 $3.17K - $3.26K
8.42K $396K
IWD
Ishares Russell 1000 Val ETF

ETFs
-402
- 7.64%
$173.36 - $189.8 $69.7K - $76.3K
4.86K $921K
DVY
Ishares Tr

ETFs
-8
- 1.81%
$119.99 - $135.74 $960 - $1.09K
434 $58K
FNDX
Schwab Fundamental U S Large C

ETFs
-300
- 5.46%
$65.36 - $71.76 $19.6K - $21.5K
5.19K $372K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-122
- 4.38%
$75.63 - $84.89 $9.23K - $10.4K
2.67K $224K
AVIG
American Centy ETF Tr Avantis

ETFs
-8
- 0.18%
$40.41 - $42.73 $323 - $342
4.44K $188K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-19
- 0.63%
$28.02 - $32.68 $532 - $621
2.99K $96K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-28
- 0.54%
$46.18 - $48.92 $1.29K - $1.37K
5.12K $248K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-154
- 4.43%
$73.43 - $80.37 $11.3K - $12.4K
3.32K $266K
DFAE
Dimensional ETF Tr

ETFs
-33
- 0.47%
$24.46 - $27.82 $807 - $918
6.96K $190K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-30
- 0.56%
$36.98 - $41.55 $1.11K - $1.25K
5.3K $217K
FNDF
Schwab Fundamental Intl Large

ETFs
-62
- 0.83%
$33.67 - $37.71 $2.09K - $2.34K
7.38K $275K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.22%
$801.83 - $917.05 $802 - $917
458 $406K
IWM
Ishares Russell 2000 ETF

ETFs
-287
- 6.46%
$200.87 - $224.6 $57.6K - $64.5K
4.16K $918K
FNDA
Schwab Fundamental U S Small C

ETFs
-10
- 0.25%
$54.26 - $60.01 $543 - $600
3.95K $235K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.11K
- 8.27%
$95.81 - $109.03 $107K - $121K
12.4K $1.33M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-238
- 2.05%
$34.48 - $38.87 $8.21K - $9.25K
11.3K $437K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-377
- 5.78%
$64.35 - $75.71 $24.3K - $28.5K
6.15K $452K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-117
- 0.95%
$25.45 - $29.53 $2.98K - $3.46K
12.2K $354K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8
- 0.26%
$117.9 - $128.2 $943 - $1.03K
3.07K $393K
FNDC
Schwab Fundamental Intl Small

ETFs
-26
- 0.29%
$33.85 - $38.5 $880 - $1K
9K $343K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-214
- 1.74%
$57.32 - $62.65 $12.3K - $13.4K
12.1K $753K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83
- 6.19%
$405.19 - $478.57 $33.6K - $39.7K
1.26K $579K
MA
Mastercard Inc

Financial Services
-89
- 6.01%
$429.6 - $500.99 $38.2K - $44.6K
1.39K $687K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-26
- 0.28%
$66.31 - $74.08 $1.72K - $1.93K
9.29K $681K
VNQ
Vanguard Specialized Funds Van

ETFs
-133
- 2.51%
$82.97 - $98.97 $11K - $13.2K
5.16K $502K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-78
- 0.17%
$41.34 - $43.55 $3.22K - $3.4K
44.7K $1.93M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.1K
- 1.72%
$26.06 - $29.18 $28.8K - $32.2K
63.2K $1.84M
REET
Ishares Global Reit ETF

ETFs
-2.43K
- 4.18%
$23.07 - $27.17 $55.9K - $65.9K
55.6K $1.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 0.32%
$517.38 - $573.86 $16.6K - $18.4K
10K $5.76M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-894
- 0.43%
$31.05 - $34.29 $27.8K - $30.7K
209K $7.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-118
- 1.38%
$191.76 - $263.26 $22.6K - $31.1K
8.45K $2.21M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.63K
- 1.85%
$61.11 - $67.85 $527K - $585K
457K $31M
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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