MORRIS FINANCIAL CONCEPTS, INC. Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$251.9B
Holdings
197
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (197 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DASHDOORDASH INC | 1,217 | $300.0M | 0.12% | |
| 102 | MUNIPIMCO ETF TR | 5,839 | $299.9M | 0.12% | |
| 103 | SUBISHARES TR | 2,653 | $282.1M | 0.11% | |
| 104 | BNDXVANGUARD CHARLOTTE FDS | 5,693 | $281.8M | 0.11% | |
| 105 | ANAUTONATION INC | 1,413 | $280.7M | 0.11% | |
| 106 | 4I1PHILIP MORRIS INTL INC | 1,536 | $279.8M | 0.11% | |
| 107 | SCHDSCHWAB STRATEGIC TR | 10,545 | $279.4M | 0.11% | |
| 108 | GSIEGOLDMAN SACHS ETF TR | 6,827 | $270.8M | 0.11% | |
| 109 | SCHVSCHWAB STRATEGIC TR | 9,391 | $259.8M | 0.10% | |
| 110 | TXNTEXAS INSTRS INC | 1,247 | $258.9M | 0.10% | |
| 111 | ISRGINTUITIVE SURGICAL INC | 475 | $258.1M | 0.10% | |
| 112 | FNDFSCHWAB STRATEGIC TR | 6,371 | $255.0M | 0.10% | |
| 113 | SCHESCHWAB STRATEGIC TR | 8,430 | $254.1M | 0.10% | |
| 114 | JPSTJ P MORGAN EXCHANGE TRADED F | 5,011 | $254.0M | 0.10% | |
| 115 | BJBJS WHSL CLUB HLDGS INC | 2,295 | $247.5M | 0.10% | |
| 116 | GSSCGOLDMAN SACHS ETF TR | 3,545 | $243.2M | 0.10% | |
| 117 | MRKMERCK & CO INC | 3,049 | $241.4M | 0.10% | |
| 118 | AGGISHARES TR | 2,404 | $238.5M | 0.09% | |
| 119 | GEVGE VERNOVA INC | 450 | $238.1M | 0.09% | |
| 120 | SCHGSCHWAB STRATEGIC TR | 8,076 | $235.9M | 0.09% | |
| 121 | SCHFSCHWAB STRATEGIC TR | 10,602 | $234.3M | 0.09% | |
| 122 | FIXCOMFORT SYS USA INC | 430 | $230.6M | 0.09% | |
| 123 | VNQVANGUARD INDEX FDS | 2,541 | $226.3M | 0.09% | |
| 124 | MLB1MERCADOLIBRE INC | 86 | $224.8M | 0.09% | |
| 125 | VRTXVERTEX PHARMACEUTICALS INC | 504 | $224.4M | 0.09% | |
| 126 | SESEA LTD | 1,399 | $223.8M | 0.09% | |
| 127 | AVIGAMERICAN CENTY ETF TR | 5,259 | $218.9M | 0.09% | |
| 128 | DFSIDIMENSIONAL ETF TRUST | 5,526 | $217.8M | 0.09% | |
| 129 | CITHE CIGNA GROUP | 652 | $215.5M | 0.09% | |
| 130 | CMCCOMMERCIAL METALS CO | 4,291 | $209.9M | 0.08% | |
| 131 | MOALTRIA GROUP INC | 3,490 | $204.6M | 0.08% | |
| 132 | BACVERIZON COMMUNICATIONS INC | 4,719 | $204.2M | 0.08% | |
| 133 | MCDMCDONALDS CORP | 696 | $203.3M | 0.08% | |
| 134 | BSCPINVESCO EXCH TRD SLF IDX FD | 9,689 | $200.4M | 0.08% | |
| 135 | BSCQINVESCO EXCH TRD SLF IDX FD | 10,214 | $199.4M | 0.08% | |
| 136 | BSCSINVESCO EXCH TRD SLF IDX FD | 9,708 | $198.9M | 0.08% | |
| 137 | BSCRINVESCO EXCH TRD SLF IDX FD | 10,122 | $198.9M | 0.08% | |
| 138 | BSCTINVESCO EXCH TRD SLF IDX FD | 10,605 | $198.3M | 0.08% | |
| 139 | FNDASCHWAB STRATEGIC TR | 6,407 | $183.6M | 0.07% | |
| 140 | VGSRMANAGER DIRECTED PORTFOLIOS | 16,594 | $173.6M | 0.07% | |
| 141 | VTVVANGUARD INDEX FDS | 726 | $128.3M | 0.05% | |
| 142 | IWRISHARES TR | 1,364 | $125.4M | 0.05% | |
| 143 | SMMUPIMCO ETF TR | 1,998 | $100.2M | 0.04% | |
| 144 | GOOGALPHABET INC | 565 | $100.2M | 0.04% | |
| 145 | ISCFISHARES TR | 2,486 | $96.4M | 0.04% | |
| 146 | FNDESCHWAB STRATEGIC TR | 2,831 | $93.5M | 0.04% | |
| 147 | IDV*ISHARES TR | 2,211 | $76.3M | 0.03% | |
| 148 | VGSHVANGUARD SCOTTSDALE FDS | 1,208 | $71.0M | 0.03% | |
| 149 | VOVANGUARD INDEX FDS | 253 | $70.8M | 0.03% | |
| 150 | VUGVANGUARD INDEX FDS | 156 | $68.4M | 0.03% | |
| 151 | SCHMSCHWAB STRATEGIC TR | 2,400 | $67.3M | 0.03% | |
| 152 | ESGEISHARES INC | 1,426 | $55.9M | 0.02% | |
| 153 | AQLTISHARES TR | 397 | $52.7M | 0.02% | |
| 154 | DFSVDIMENSIONAL ETF TRUST | 1,734 | $51.0M | 0.02% | |
| 155 | IXUSISHARES TR | 600 | $46.4M | 0.02% | |
| 156 | MUBISHARES TR | 436 | $45.6M | 0.02% | |
| 157 | AVREAMERICAN CENTY ETF TR | 850 | $37.5M | 0.01% | |
| 158 | ACWIISHARES TR | 270 | $34.7M | 0.01% | |
| 159 | IXNISHARES TR | 375 | $34.6M | 0.01% | |
| 160 | AVLVAMERICAN CENTY ETF TR | 499 | $34.0M | 0.01% | |
| 161 | IWFISHARES TR | 78 | $33.1M | 0.01% | |
| 162 | SCHHSCHWAB STRATEGIC TR | 1,536 | $32.5M | 0.01% | |
| 163 | DFAWDIMENSIONAL ETF TRUST | 406 | $27.2M | 0.01% | |
| 164 | IBDRISHARES TR | 1,073 | $26.0M | 0.01% | |
| 165 | ILCBISHARES TR | 300 | $25.7M | 0.01% | |
| 166 | AVUVAMERICAN CENTY ETF TR | 261 | $23.8M | 0.01% | |
| 167 | LDURPIMCO ETF TR | 245 | $23.5M | 0.01% | |
| 168 | MINTPIMCO ETF TR | 213 | $21.4M | 0.01% | |
| 169 | VBRVANGUARD INDEX FDS | 86 | $16.8M | 0.01% | |
| 170 | XTISHARES TR | 257 | $16.8M | 0.01% | |
| 171 | IDRVISHARES TR | 539 | $16.5M | 0.01% | |
| 172 | VBVANGUARD INDEX FDS | 65 | $15.4M | 0.01% | |
| 173 | BONDPIMCO ETF TR | 151 | $13.9M | 0.01% | |
| 174 | ESGUISHARES TR | 96 | $13.0M | 0.01% | |
| 175 | LQDISHARES TR | 118 | $12.9M | 0.01% | |
| 176 | VOTVANGUARD INDEX FDS | 34 | $9.7M | 0.00% | |
| 177 | VLUEISHARES TR | 71 | $8.0M | 0.00% | |
| 178 | BBCAJ P MORGAN EXCHANGE TRADED F | 91 | $7.3M | 0.00% | |
| 179 | BIVVANGUARD BD INDEX FDS | 92 | $7.1M | 0.00% | |
| 180 | IHIISHARES TR | 109 | $6.8M | 0.00% | |
| 181 | IWSISHARES TR | 45 | $5.9M | 0.00% | |
| 182 | VCSHVANGUARD SCOTTSDALE FDS | 68 | $5.4M | 0.00% | |
| 183 | BBJPJ P MORGAN EXCHANGE TRADED F | 65 | $4.0M | 0.00% | |
| 184 | QUALISHARES TR | 21 | $3.8M | 0.00% | |
| 185 | IEFISHARES TR | 40 | $3.8M | 0.00% | |
| 186 | TLTISHARES TR | 40 | $3.5M | 0.00% | |
| 187 | IWVISHARES TR | 10 | $3.5M | 0.00% | |
| 188 | IBBISHARES TR | 27 | $3.4M | 0.00% | |
| 189 | EFVISHARES TR | 50 | $3.2M | 0.00% | |
| 190 | IQLTISHARES TR | 60 | $2.6M | 0.00% | |
| 191 | AVSDAMERICAN CENTY ETF TR | 37 | $2.5M | 0.00% | |
| 192 | IXJISHARES TR | 25 | $2.2M | 0.00% | |
| 193 | SCHRSCHWAB STRATEGIC TR | 58 | $1.5M | 0.00% | |
| 194 | MTUMISHARES TR | 5 | $1.2M | 0.00% | |
| 195 | VMBSVANGUARD SCOTTSDALE FDS | 21 | $973K | 0.00% | |
| 196 | VTIVANGUARD INDEX FDS | 1 | $267K | 0.00% | |
| 197 | ICLNISHARES TR | 9 | $118K | 0.00% |
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