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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-76
- 0.89%
$24.38 - $30.18 $1.85K - $2.29K
8.43K $254K
GOOGL
Alphabet Inc.

Communication Services
-200
- 7.13%
$144.7 - $178.6 $28.9K - $35.7K
2.6K $458K
FNDC
Schwab Fundamental Intl Small

ETFs
-545
- 6.49%
$32.97 - $42.05 $18K - $22.9K
7.86K $330K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-66
- 0.57%
$29.41 - $37.21 $1.94K - $2.46K
11.5K $427K
DFAU
Dimensional ETF Tr

ETFs
-55
- 0.41%
$34.04 - $42.36 $1.87K - $2.33K
13.3K $565K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-488
- 4.39%
$32.41 - $42.59 $15.8K - $20.8K
10.6K $452K
AVEM
American Centy ETF Tr Avantis

ETFs
-165
- 1.8%
$53.08 - $68.54 $8.76K - $11.3K
9.01K $617K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.52K
- 3.81%
$23.4 - $29.68 $35.6K - $45.2K
38.4K $1.14M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.55%
$462.22 - $707.75 $1.39K - $2.12K
542 $383K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-19
- 1.21%
$141.37 - $228.57 $2.69K - $4.34K
1.55K $351K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-944
- 3.44%
$72.96 - $90.39 $68.9K - $85.3K
26.5K $2.37M
DFAX
Dimensional ETF Tr
-175
- 0.42%
$23.37 - $29.39 $4.09K - $5.14K
41.6K $1.22M
IBM
International Business Machines Corp

Technology
-3
- 0.1%
$221.03 - $294.78 $663 - $884
2.88K $849K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.28%
$484.66 - $738.09 $1.45K - $2.21K
1.08K $798K
NVDA
Nvidia Corp

Technology
-50
- 1.34%
$94.31 - $157.99 $4.72K - $7.9K
3.69K $582K
NFLX
Netflix Inc

Communication Services
-1
- 0.2%
$855.86 - $1339.13 $856 - $1.34K
493 $660K
MSFT
Microsoft Corp

Technology
-53
- 1.66%
$354.56 - $497.45 $18.8K - $26.4K
3.14K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 2.51%
$221.86 - $362.89 $44.4K - $72.6K
7.76K $2.47M
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 0.97%
$210.28 - $289.91 $20.4K - $28.1K
9.88K $2.87M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.12K
- 1.06%
$20.42 - $25.3 $63.6K - $78.9K
291K $7.37M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.65K
- 1.28%
$29.12 - $35.84 $77.3K - $95.1K
204K $7.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.87K
- 4.55%
$498.8 - $620.9 $1.43M - $1.78M
60.2K $37.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-50.6K
- 3.67%
$19.6 - $24.44 $991K - $1.24M
1.33M $32.4M
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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