Morris Financial Concepts, Inc. Reduced Holdings in Q2 2025

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-23.1K
- 81.55%
$72.02 - $73.82 $1.67M - $1.71M
5.23K $385K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-19.8K
- 74.98%
$55.54 - $69.09 $1.1M - $1.37M
6.61K $456K
VTI
Vanguard Total Stock Market Et

ETFs
-4.01K
- 99.98%
$243.75 - $303.93 $977K - $1.22M
1 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-2.95K
- 80.93%
$285.55 - $321.23 $843K - $949K
696 $203K
BNDX
Vanguard Total International B

ETFs
-10.4K
- 64.68%
$48.77 - $49.55 $508K - $517K
5.69K $281K
PEP
Pepsico Inc

Consumer Defensive
-2.14K
- 44.02%
$128.02 - $151.37 $274K - $324K
2.72K $359K
XOM
Exxon Mobil Corp

Energy
-2.44K
- 27.88%
$99.93 - $119.04 $243K - $290K
6.3K $679K
HD
Home Depot, Inc.

Consumer Cyclical
-819
- 47.04%
$335.24 - $380.78 $275K - $312K
922 $338K
KO
Coca Cola CO

Consumer Defensive
-3.27K
- 38.96%
$68.37 - $73.9 $224K - $242K
5.12K $362K
JNJ
Johnson & Johnson

Healthcare
-768
- 24.36%
$146.36 - $159.82 $112K - $123K
2.39K $364K
MRK
Merck & Co., Inc.

Healthcare
-1.17K
- 27.65%
$73.47 - $87.12 $85.6K - $101K
3.05K $241K
AAPL
Apple Inc.

Technology
-13
- 0.17%
$172.42 - $223.89 $2.24K - $2.91K
7.73K $1.59M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.71K
- 2.17%
$47.89 - $48.65 $178K - $180K
167K $8.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.29K
- 11.94%
$83.54 - $100.04 $107K - $129K
9.47K $942K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.05K
- 29.3%
$79.79 - $91.42 $84K - $96.3K
2.54K $226K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.06K
- 10.95%
$496.48 - $617.85 $528K - $657K
8.65K $5.34M
MUB
Ishares National Muni Bond ETF

ETFs
-792
- 64.5%
$102.31 - $105.8 $81K - $83.8K
436 $45K
ABBV
Abb Vie Inc.

Healthcare
-12
- 0.45%
$170.16 - $206.27 $2.04K - $2.48K
2.65K $490K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.12K
- 23.98%
$55.86 - $68.61 $62.5K - $76.7K
3.55K $243K
PG
Procter & Gamble CO

Consumer Defensive
-21
- 0.77%
$157.66 - $172.39 $3.31K - $3.62K
2.71K $432K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-954
- 2.41%
$41.1 - $42.37 $39.2K - $40.4K
38.7K $1.64M
FNDA
Schwab Fundamental U S Small C

ETFs
-1.43K
- 18.23%
$23.85 - $28.69 $34.1K - $41K
6.41K $183K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-10
- 1.95%
$421.16 - $509.5 $4.21K - $5.1K
504 $224K
EEM
Ishares Msci Emerging Markets

ETFs
-2.84K
- 11.35%
$38.52 - $48.28 $109K - $137K
22.1K $1.07M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.79K
- 13.66%
$57.14 - $72.68 $216K - $275K
23.9K $1.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-224
- 8.52%
$96.84 - $99.46 $21.7K - $22.3K
2.4K $238K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-267
- 4.51%
$63.54 - $68.5 $17K - $18.3K
5.65K $381K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-630
- 2.07%
$47.09 - $48.01 $29.7K - $30.2K
29.8K $1.43M
VGSH
Vanguard

ETFs
-256
- 17.49%
$58.32 - $58.95 $14.9K - $15.1K
1.21K $71K
AVSF
American Centy ETF Tr Avantis

ETFs
-324
- 3.49%
$46.28 - $47.03 $15K - $15.2K
8.97K $421K
VZ
Verizon Communications Inc

Communication Services
-20
- 0.42%
$41.67 - $45.62 $833 - $912
4.72K $204K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-577
- 19.38%
$22.92 - $28.05 $13.2K - $16.2K
2.4K $67K
TXN
Texas Instruments Inc

Technology
-24
- 1.89%
N/A
1.25K $242K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-748
- 6.46%
$51.16 - $62.02 $38.3K - $46.4K
10.8K $672K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-220
- 13.37%
$30.87 - $39.17 $6.79K - $8.62K
1.43K $55K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-15
- 5.77%
$94.78 - $95.97 $1.42K - $1.44K
245 $23K
ADSK
Autodesk, Inc.

Technology
-3
- 0.31%
N/A
974 $239K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-44
- 0.64%
N/A
6.83K $215K
DVY
Ishares Tr

ETFs
-1
- 0.25%
$118.37 - $134.86 $118 - $135
397 $52K
FNDF
Schwab Fundamental Intl Large

ETFs
-654
- 9.31%
$32.25 - $40.02 $21.1K - $26.2K
6.37K $254K
SUB
Ishares Short Term National Mu

ETFs
-4
- 0.15%
$104.77 - $106.34 $419 - $425
2.65K $282K
IDV
Ishares Tr

ETFs
-157
- 6.63%
$27.79 - $34.84 $4.36K - $5.47K
2.21K $76K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-230
- 2.39%
$23.55 - $27.67 $5.42K - $6.36K
9.39K $259K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-59
- 2.04%
$26.66 - $33.09 $1.57K - $1.95K
2.83K $93K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-245
- 8.97%
$30.25 - $38.85 $7.41K - $9.52K
2.49K $96K
REET
Ishares Global Reit ETF

ETFs
-670
- 1.31%
$21.59 - $25.16 $14.5K - $16.9K
50.5K $1.25M
VUG
Vanguard Growth ETF

ETFs
-6
- 3.7%
$329.49 - $438.4 $1.98K - $2.63K
156 $68K
FNDX
Schwab Fundamental U S Large C

ETFs
-133
- 0.9%
$20.84 - $24.54 $2.77K - $3.26K
14.7K $360K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-426
- 7.32%
$97.68 - $121.38 $41.6K - $51.7K
5.39K $654K
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
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email