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Morris Financial Concepts, Inc.

All holdings · as of Mar 31, 2026

195 positions

CompanyClassValueShares% of portfolio
ISHARES TR$301.1K3,1490.1%
Yum! Brands Inc$298.1K1,9180.1%
TRUIST FINANCIAL CORP$298.1K6,4850.1%
iShares MSCI UAE ETF$298.0K2,7980.1%
SOUTHERN CO$294.1K3,0470.1%
Mondelez International, Inc.$285.1K4,9470.1%
SCHWAB STRATEGIC TR$283.2K5,7870.1%
GOLDMAN SACHS ETF TR$279.1K6,4700.1%
SCHWAB STRATEGIC TR$276.6K9,0700.1%
GOLDMAN SACHS ETF TR$273.1K3,6640.1%
AMERICAN CENTY ETF TR$272.7K6,5650.1%
AUTONATION, INC.$270.2K1,3840.1%
COMMERCIAL METALS Co$268.9K4,3780.1%
APPLIED MATERIALS INC /DE$266.9K7810.1%
SCHWAB STRATEGIC TR$266.3K8,0820.1%
SCHWAB STRATEGIC TR$262.4K10,6020.1%
J P MORGAN EXCHANGE TRADED F$258.9K5,1160.1%
Moody's Corp$257.0K5890.1%
ALTRIA GROUP, INC.$250.0K3,7890.1%
PIMCO ETF TR$239.4K4,7460.1%
ISHARES TR$238.6K2,4040.1%
ABBOTT LABORATORIES$236.9K2,3070.1%
VERTEX PHARMACEUTICALS INC / MA$236.7K5300.1%
SCHWAB STRATEGIC TR$235.3K8,0760.1%
BJ's Wholesale Club Holdings, Inc.$234.7K2,3850.1%
Philip Morris International Inc.$233.3K1,4110.1%
VERIZON COMMUNICATIONS INC$228.0K4,5410.1%
TEXAS INSTRUMENTS INC$226.2K1,1650.1%
SCHWAB STRATEGIC TR$225.5K6,9540.1%
Intuitive Surgical Inc$225.4K4890.1%
Walt Disney Co$222.1K2,3050.1%
VANGUARD CHARLOTTE FDS$216.6K4,5080.1%
MCDONALD'S CORP$214.4K6900.1%
Alphabet Inc.$214.3K7470.1%
CISCO SYSTEMS, INC.$213.8K2,7550.1%
DOMINION ENERGY, INC$211.9K3,4270.1%
INVESCO EXCH TRD SLF IDX FD$199.5K10,2140.1%
INVESCO EXCH TRD SLF IDX FD$198.6K10,1220.1%
INVESCO EXCH TRD SLF IDX FD$198.3K9,7080.1%
INVESCO EXCH TRD SLF IDX FD$197.9K10,6050.1%
ISHARES TR$193.4K1,9890.1%
ETF SER SOLUTIONS$177.2K4,9140.1%
MANAGER DIRECTED PORTFOLIOS$176.0K17,0420.1%
VANGUARD INDEX FDS$136.9K6980.0%
ISHARES TR$112.1K2,6830.0%
SCHWAB STRATEGIC TR$105.7K2,7620.0%
ISHARES TR$84.1K1,9760.0%
VANGUARD SCOTTSDALE FDS$74.3K1,2690.0%
ISHARES TR$72.8K6860.0%
VANGUARD INDEX FDS$72.7K2530.0%
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