Morris Financial Concepts, Inc. ETFs

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LDUR Pimco Enhanced Low Duration Ac	$0	$24,000 0.01% of portfolio	260	Q1 2025 New
ILCB Ishares Morningstar U.S. Equit	$0	$23,000 0.01% of portfolio	300	Q4 2023 Reduced 69.01%
AVUV American Centy ETF Tr Avantis	$0	$22,000 0.01% of portfolio	261	Q1 2025 Reduced 8.74%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$21,000 0.01% of portfolio	213	Q1 2025 New
IDRV Ishares Tr Self Driving Ev & T	$0	$15,000 0.01% of portfolio	539	Q4 2024 Reduced 5.27%
XT Ishares Tr Exponential Technol	$0	$14,000 0.01% of portfolio	257	Q1 2025 Added 0.39%
BOND Pimco Active Bond Exchange Tra	$0	$13,000 0.01% of portfolio	151	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$13,000 0.01% of portfolio	72	Q3 2024 Added 125.0%
VB Vanguard Small Cap ETF	$0	$12,000 0.01% of portfolio	55	Q4 2024 Reduced 46.6%
LQD Ishares Iboxx $ Investment Gra	$0	$12,000 0.01% of portfolio	118	Q4 2021 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$11,000 0.0% of portfolio	234	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$10,000 0.0% of portfolio	87	Q1 2025 Added 19.18%
VOT Vanguard Mid Cap Growth Index	$0	$8,000 0.0% of portfolio	34	Q4 2021 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$7,000 0.0% of portfolio	92	Q1 2024 Added 119.05%
VLUE Ishares Msci Usa Value Factor	$0	$7,000 0.0% of portfolio	71	Q1 2024 Reduced 36.04%
MBB Ishares Tr	$0	$6,000 0.0% of portfolio	72	Q1 2025 New
BBCA J P Morgan ETF Tr Betabuilders	$0	$6,000 0.0% of portfolio	91	Q1 2024 Added 9.64%
IHI Ishares Tr Dow Jones Us Medica	$0	$6,000 0.0% of portfolio	109	Q1 2025 Reduced 21.58%
IWS Ishares Russell Midcap Value E	$0	$5,000 0.0% of portfolio	45	Q4 2021 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$5,000 0.0% of portfolio	68	Q2 2024 Added 4.62%
IBB Ishares Biotechnology ETF	$0	$3,000 0.0% of portfolio	27	Q4 2021 New
IWV Ishares Russell 3000 ETF	$0	$3,000 0.0% of portfolio	10	Q4 2024 Reduced 95.45%
IEF Ishares Barclays	$0	$3,000 0.0% of portfolio	40	Q2 2023 New
TLT Ishares Barclays 20+ Year Trea	$0	$3,000 0.0% of portfolio	40	Q2 2023 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$3,000 0.0% of portfolio	65	Q1 2024 Added 41.3%
QUAL Ishares Msci Usa Quality Facto	$0	$3,000 0.0% of portfolio	21	Q3 2024 Added 90.91%
USHY Ishares Tr Broad Usd High Yiel	$0	$2,000 0.0% of portfolio	61	Q1 2025 New
AVSD American Centy ETF Tr Avantis	$0	$2,000 0.0% of portfolio	37	Q1 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$2,000 0.0% of portfolio	60	Q1 2024 New
EFV Msci Eafe Value ETF	$0	$2,000 0.0% of portfolio	50	Q3 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$1,000 0.0% of portfolio	5	Q3 2024 New
SCHR Schwab Intermediate Term Us Tr	$0	$1,000 0.0% of portfolio	58	Q4 2024 Added 100.0%
ICLN Ishares	$0	$0 0.0% of portfolio	9	Q1 2022 Added 12.5%
VMBS Vanguard Mortg Backed Sec ETF	$0	$0 0.0% of portfolio	21	Q4 2021 New

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