MORRIS FINANCIAL CONCEPTS, INC. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$238.3B
Holdings
198
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (198 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 63,075 | $35.4B | 14.87% | |
| 2 | SCHXSCHWAB STRATEGIC TR | 1,377,799 | $30.4B | 12.77% | |
| 3 | AQLTISHARES TR | 191,389 | $14.5B | 6.08% | |
| 4 | IJRISHARES TR | 120,937 | $12.6B | 5.31% | |
| 5 | SHYISHARES TR | 100,673 | $8.3B | 3.49% | |
| 6 | ISTBISHARES TR | 170,914 | $8.3B | 3.47% | |
| 7 | SHVISHARES TR | 68,310 | $7.5B | 3.17% | |
| 8 | SCHASCHWAB STRATEGIC TR | 294,525 | $6.9B | 2.90% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 206,789 | $6.8B | 2.86% | |
| 10 | BSVVANGUARD BD INDEX FDS | 79,606 | $6.2B | 2.61% | |
| 11 | SPYSPDR S&P 500 ETF TR | 9,711 | $5.4B | 2.28% | |
| 12 | IVWISHARES TR | 42,444 | $3.9B | 1.65% | |
| 13 | IVEISHARES TR | 17,157 | $3.3B | 1.37% | |
| 14 | DFISDIMENSIONAL ETF TRUST | 113,433 | $2.9B | 1.23% | |
| 15 | JPMJPMORGAN CHASE & CO. | 9,981 | $2.4B | 1.03% | |
| 16 | AVUSAMERICAN CENTY ETF TR | 25,092 | $2.3B | 0.97% | |
| 17 | EFAISHARES TR | 27,477 | $2.2B | 0.94% | |
| 18 | DISVDIMENSIONAL ETF TRUST | 72,481 | $2.1B | 0.89% | |
| 19 | BNDVANGUARD BD INDEX FDS | 28,362 | $2.1B | 0.87% | |
| 20 | TSLATESLA INC | 7,960 | $2.1B | 0.87% | |
| 21 | VCITVANGUARD SCOTTSDALE FDS | 23,169 | $1.9B | 0.79% | |
| 22 | DFATDIMENSIONAL ETF TRUST | 35,249 | $1.8B | 0.76% | |
| 23 | LLYELI LILLY & CO | 2,195 | $1.8B | 0.76% | |
| 24 | DFLVDIMENSIONAL ETF TRUST | 59,079 | $1.8B | 0.76% | |
| 25 | SCZISHARES TR | 27,726 | $1.8B | 0.74% | |
| 26 | AAPLAPPLE INC | 7,746 | $1.7B | 0.72% | |
| 27 | DFCFDIMENSIONAL ETF TRUST | 39,653 | $1.7B | 0.70% | |
| 28 | VXUSVANGUARD STAR FDS | 26,419 | $1.6B | 0.69% | |
| 29 | DFASDIMENSIONAL ETF TRUST | 24,776 | $1.5B | 0.62% | |
| 30 | DFSDDIMENSIONAL ETF TRUST | 30,430 | $1.4B | 0.61% | |
| 31 | AVDEAMERICAN CENTY ETF TR | 20,870 | $1.4B | 0.58% | |
| 32 | DFGRDIMENSIONAL ETF TRUST | 49,863 | $1.3B | 0.55% | |
| 33 | REETISHARES TR | 51,154 | $1.2B | 0.52% | |
| 34 | MSFTMICROSOFT CORP | 3,188 | $1.2B | 0.50% | |
| 35 | IUSGISHARES TR | 9,375 | $1.2B | 0.50% | |
| 36 | IEMGISHARES INC | 21,217 | $1.1B | 0.48% | |
| 37 | MCDMCDONALDS CORP | 3,649 | $1.1B | 0.48% | |
| 38 | IWNISHARES TR | 7,492 | $1.1B | 0.47% | |
| 39 | VTIVANGUARD INDEX FDS | 4,009 | $1.1B | 0.46% | |
| 40 | DFAXDIMENSIONAL ETF TRUST | 41,809 | $1.1B | 0.46% | |
| 41 | EEMISHARES TR | 24,974 | $1.1B | 0.46% | |
| 42 | DFEMDIMENSIONAL ETF TRUST | 39,936 | $1.1B | 0.44% | |
| 43 | IJSISHARES TR | 10,759 | $1.0B | 0.44% | |
| 44 | XOMEXXON MOBIL CORP | 8,737 | $1.0B | 0.44% | |
| 45 | IUSBISHARES TR | 20,472 | $943.4M | 0.40% | |
| 46 | EFGISHARES TR | 8,399 | $839.9M | 0.35% | |
| 47 | IWDISHARES TR | 4,396 | $827.2M | 0.35% | |
| 48 | IWMISHARES TR | 4,125 | $822.9M | 0.35% | |
| 49 | DFAEDIMENSIONAL ETF TRUST | 31,515 | $815.9M | 0.34% | |
| 50 | BNDXVANGUARD CHARLOTTE FDS | 16,118 | $786.9M | 0.33% | |
| 51 | VYMIVANGUARD WHITEHALL FDS | 10,433 | $768.8M | 0.32% | |
| 52 | MAMASTERCARD INCORPORATED | 1,339 | $734.0M | 0.31% | |
| 53 | PEPPEPSICO INC | 4,857 | $728.3M | 0.31% | |
| 54 | VFHVANGUARD WORLD FD | 6,006 | $717.5M | 0.30% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 2,885 | $717.4M | 0.30% | |
| 56 | IJHISHARES TR | 11,585 | $676.0M | 0.28% | |
| 57 | DFIVDIMENSIONAL ETF TRUST | 17,059 | $671.4M | 0.28% | |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,233 | $656.7M | 0.28% | |
| 59 | GSLCGOLDMAN SACHS ETF TR | 5,820 | $640.7M | 0.27% | |
| 60 | HDHOME DEPOT INC | 1,741 | $638.0M | 0.27% | |
| 61 | METAMETA PLATFORMS INC | 1,085 | $625.4M | 0.26% | |
| 62 | KOCOCA COLA CO | 8,393 | $601.1M | 0.25% | |
| 63 | SUSAISHARES TR | 4,896 | $562.4M | 0.24% | |
| 64 | ABBVABBVIE INC | 2,657 | $556.7M | 0.23% | |
| 65 | AVEMAMERICAN CENTY ETF TR | 9,176 | $552.1M | 0.23% | |
| 66 | IWBISHARES TR | 1,773 | $543.9M | 0.23% | |
| 67 | JNJJOHNSON & JOHNSON | 3,153 | $523.0M | 0.22% | |
| 68 | DFAUDIMENSIONAL ETF TRUST | 13,399 | $515.1M | 0.22% | |
| 69 | IWOISHARES TR | 1,957 | $500.1M | 0.21% | |
| 70 | COSTCOSTCO WHSL CORP NEW | 520 | $491.6M | 0.21% | |
| 71 | DFAIDIMENSIONAL ETF TRUST | 15,636 | $488.3M | 0.20% | |
| 72 | PGPROCTER AND GAMBLE CO | 2,734 | $466.0M | 0.20% | |
| 73 | NFLXNETFLIX INC | 494 | $460.7M | 0.19% | |
| 74 | WFCWELLS FARGO CO NEW | 6,145 | $441.1M | 0.19% | |
| 75 | AVSFAMERICAN CENTY ETF TR | 9,296 | $434.5M | 0.18% | |
| 76 | GOOGLALPHABET INC | 2,804 | $433.6M | 0.18% | |
| 77 | SCHBSCHWAB STRATEGIC TR | 19,830 | $426.9M | 0.18% | |
| 78 | ESMLISHARES TR | 10,682 | $410.3M | 0.17% | |
| 79 | SONSONOCO PRODS CO | 8,605 | $406.5M | 0.17% | |
| 80 | NVDANVIDIA CORPORATION | 3,740 | $405.3M | 0.17% | |
| 81 | DFSUDIMENSIONAL ETF TRUST | 11,257 | $403.1M | 0.17% | |
| 82 | MDLZMONDELEZ INTL INC | 5,918 | $401.5M | 0.17% | |
| 83 | SCHCSCHWAB STRATEGIC TR | 11,124 | $399.1M | 0.17% | |
| 84 | GEMGOLDMAN SACHS ETF TR | 11,551 | $383.3M | 0.16% | |
| 85 | MRKMERCK & CO INC | 4,214 | $378.2M | 0.16% | |
| 86 | VYMVANGUARD WHITEHALL FDS | 2,817 | $363.3M | 0.15% | |
| 87 | WMTWALMART INC | 4,114 | $361.2M | 0.15% | |
| 88 | FNDXSCHWAB STRATEGIC TR | 14,823 | $350.0M | 0.15% | |
| 89 | GEGE AEROSPACE | 1,734 | $347.1M | 0.15% | |
| 90 | DEDEERE & CO | 723 | $339.3M | 0.14% | |
| 91 | VNQVANGUARD INDEX FDS | 3,594 | $325.4M | 0.14% | |
| 92 | TFCTRUIST FINL CORP | 7,688 | $316.4M | 0.13% | |
| 93 | ABTABBOTT LABS | 2,329 | $308.9M | 0.13% | |
| 94 | FNDCSCHWAB STRATEGIC TR | 8,402 | $304.2M | 0.13% | |
| 95 | AMZNAMAZON COM INC | 1,598 | $304.0M | 0.13% | |
| 96 | SOSOUTHERN CO | 3,304 | $303.8M | 0.13% | |
| 97 | GSGOLDMAN SACHS GROUP INC | 545 | $297.7M | 0.12% | |
| 98 | GSSCGOLDMAN SACHS ETF TR | 4,663 | $295.8M | 0.12% | |
| 99 | SCHDSCHWAB STRATEGIC TR | 10,545 | $294.8M | 0.12% | |
| 100 | EAGGISHARES TR | 6,168 | $292.9M | 0.12% |
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