account_balance
Investment manager · 13F filer · SEC CIK 1387386
Morris Financial Concepts, Inc.
Reported value$326Mas of Jun 30, 2026
Positions204 12 new, 3 sold out
Top 10 weight56.7%IVV alone is 14%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.8%
SCHXSchwab Strategic Tr
12.8%Trimmed −3%
IEFAiShares Tr
6.1%
IJRiShares Tr
5.6%
BSVVanguard Bd Index FDS
3.8%Added +7%
SCHASchwab Strategic Tr
3.4%Trimmed −4%
SHYiShares Tr
3.2%
ISTBiShares Tr
2.8%
DFACDimensional ETF Trust
2.7%
SHViShares Tr
2.6%
SPYSPDR S&P 500 ETF Trust
2.1%
IVWiShares Tr
1.7%
IVViShares Tr
13.8%
SCHXSchwab Strategic Tr
12.8%Trimmed −3%
IEFAiShares Tr
6.1%
IJRiShares Tr
5.6%
BSV3.8%
SCHA3.4%
SHYiShares Tr
3.2%
ISTB2.8%
DFAC
SHV2.6%
SPY2.1%IVW1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.8% Held
SCHX Schwab Strategic Tr 12.8% Trimmed −3%
IEFA iShares Tr 6.1% Held
IJR iShares Tr 5.6% Held
BSV Vanguard Bd Index FDS 3.8% Added +7%
SCHA Schwab Strategic Tr 3.4% Trimmed −4%
SHY iShares Tr 3.2% Held
ISTB iShares Tr 2.8% Held
DFAC Dimensional ETF Trust 2.7% Held
SHV iShares Tr 2.6% Held
SPY SPDR S&P 500 ETF Trust 2.1% HeldIVW iShares Tr 1.7% Held
What changed
Biggest moves since Mar 31, 2026
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