Morris Financial Concepts, Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $39.68M | 13.5% |
| SCHWAB STRATEGIC TR | $37.57M | 12.8% |
| ISHARES TR | $18.47M | 6.3% |
| ISHARES TR | $15.53M | 5.3% |
| VANGUARD BD INDEX FDS | $11.56M | 3.9% |
| ISHARES TR | $10.53M | 3.6% |
| SCHWAB STRATEGIC TR | $9.18M | 3.1% |
| ISHARES TR | $9.16M | 3.1% |
| ISHARES TR | $8.69M | 2.9% |
| DIMENSIONAL ETF TRUST | $7.75M | 2.6% |
| STATE STR SPDR S&P 500 ETF T | $6.02M | 2.0% |
| DIMENSIONAL ETF TRUST | $5.08M | 1.7% |
| ISHARES TR | $4.66M | 1.6% |
| DIMENSIONAL ETF TRUST | $4.27M | 1.4% |
| ISHARES TR | $4.16M | 1.4% |
| DIMENSIONAL ETF TRUST | $3.58M | 1.2% |
| DIMENSIONAL ETF TRUST | $3.29M | 1.1% |
| DIMENSIONAL ETF TRUST | $3.05M | 1.0% |
| JPMORGAN CHASE & CO | $3.00M | 1.0% |
| Tesla Inc | $2.82M | 1.0% |
| ISHARES TR | $2.77M | 0.9% |
| AMERICAN CENTY ETF TR | $2.54M | 0.9% |
| DIMENSIONAL ETF TRUST | $2.49M | 0.8% |
| VANGUARD INDEX FDS | $2.31M | 0.8% |
| DIMENSIONAL ETF TRUST | $2.30M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $2.26M | 0.8% |
| Apple Inc. | $2.19M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.15M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.87M | 0.6% |
| ISHARES INC | $1.73M | 0.6% |
| AMERICAN CENTY ETF TR | $1.61M | 0.5% |
| ISHARES TR | $1.54M | 0.5% |
| ISHARES TR | $1.54M | 0.5% |
| ISHARES TR | $1.53M | 0.5% |
| ELI LILLY & Co | $1.50M | 0.5% |
| ISHARES TR | $1.44M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.43M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.41M | 0.5% |
| ISHARES TR | $1.38M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.38M | 0.5% |
| ISHARES TR | $1.30M | 0.4% |
| ISHARES TR | $1.23M | 0.4% |
| VANGUARD WHITEHALL FDS | $1.21M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.21M | 0.4% |
| EXXON MOBIL CORP | $1.19M | 0.4% |
| MICROSOFT CORP | $1.16M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.16M | 0.4% |
| ISHARES TR | $1.07M | 0.4% |
| ISHARES TR | $975.2K | 0.3% |
| ISHARES TR | $940.7K | 0.3% |