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
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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