Morris Financial Concepts, Inc.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $823.6K | 0.3% |
| ISHARES TR | $750.9K | 0.3% |
| ISHARES TR | $749.9K | 0.3% |
| Walmart Inc. | $730.0K | 0.2% |
| VANGUARD WORLD FD | $725.6K | 0.2% |
| AMERICAN CENTY ETF TR | $708.5K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $699.4K | 0.2% |
| GOLDMAN SACHS ETF TR | $686.5K | 0.2% |
| ISHARES TR | $679.0K | 0.2% |
| Mastercard Inc | $667.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $654.6K | 0.2% |
| ISHARES TR | $614.1K | 0.2% |
| Meta Platforms Inc | $604.7K | 0.2% |
| PIMCO ETF TR | $604.4K | 0.2% |
| NVIDIA Corp | $586.5K | 0.2% |
| DIMENSIONAL ETF TRUST | $575.5K | 0.2% |
| JOHNSON & JOHNSON | $571.5K | 0.2% |
| AbbVie Inc. | $570.5K | 0.2% |
| ISHARES TR | $546.1K | 0.2% |
| Warren E. Buffett | $543.9K | 0.2% |
| VANGUARD STAR FDS | $510.2K | 0.2% |
| SCHWAB STRATEGIC TR | $494.3K | 0.2% |
| GENERAL ELECTRIC CO | $492.1K | 0.2% |
| GOLDMAN SACHS ETF TR | $491.9K | 0.2% |
| AMERICAN CENTY ETF TR | $491.0K | 0.2% |
| PEPSICO INC | $486.1K | 0.2% |
| CUMMINS INC | $483.7K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $480.9K | 0.2% |
| WELLS FARGO & COMPANY/MN | $460.1K | 0.2% |
| SCHWAB STRATEGIC TR | $452.6K | 0.2% |
| HOME DEPOT, INC. | $428.2K | 0.1% |
| Broadcom Inc. | $421.9K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $419.1K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $416.2K | 0.1% |
| Netflix Inc | $415.0K | 0.1% |
| VANGUARD WHITEHALL FDS | $409.7K | 0.1% |
| ISHARES TR | $408.0K | 0.1% |
| SCHWAB STRATEGIC TR | $395.9K | 0.1% |
| GE Vernova Inc. | $392.8K | 0.1% |
| RTX Corp | $388.5K | 0.1% |
| PROCTER & GAMBLE Co | $387.3K | 0.1% |
| DEERE & CO | $385.3K | 0.1% |
| COCA COLA CO | $381.6K | 0.1% |
| Merck & Co., Inc. | $366.4K | 0.1% |
| Comfort Systems USA Inc | $364.1K | 0.1% |
| SCHWAB STRATEGIC TR | $353.6K | 0.1% |
| VANGUARD BD INDEX FDS | $346.1K | 0.1% |
| Amazon.com Inc | $337.2K | 0.1% |
| SCHWAB STRATEGIC TR | $323.5K | 0.1% |
| VANGUARD INDEX FDS | $307.4K | 0.1% |