MORRIS FINANCIAL CONCEPTS, INC.

Institutional manager (13F) · CIK 1387386

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $257M

#	Issuer	Value	Shares
1	ISHARES TR	$40M	60,745
2	SCHWAB STRATEGIC TR	$38M	1,465,453
3	ISHARES TR	$18M	203,991
4	ISHARES TR	$16M	124,933
5	VANGUARD BD INDEX FDS	$12M	147,436
6	ISHARES TR	$11M	127,556
7	SCHWAB STRATEGIC TR	$9M	315,615
8	ISHARES TR	$9M	188,922
9	ISHARES TR	$9M	78,676
10	DIMENSIONAL ETF TRUST	$8M	199,496
11	STATE STR SPDR S&P 500 ETF T	$6M	9,262
12	DIMENSIONAL ETF TRUST	$5M	151,009
13	ISHARES TR	$5M	41,201
14	DIMENSIONAL ETF TRUST	$4M	119,468
15	ISHARES TR	$4M	19,690
16	DIMENSIONAL ETF TRUST	$4M	57,316
17	DIMENSIONAL ETF TRUST	$3M	83,356
18	DIMENSIONAL ETF TRUST	$3M	42,876
19	JPMORGAN CHASE & CO	$3M	10,192
20	TESLA INC	$3M	7,588
21	ISHARES TR	$3M	28,505
22	AMERICAN CENTY ETF TR	$3M	22,875
23	DIMENSIONAL ETF TRUST	$2M	73,560
24	VANGUARD INDEX FDS	$2M	3,873
25	DIMENSIONAL ETF TRUST	$2M	43,670
26	VANGUARD SCOTTSDALE FDS	$2M	27,343
27	APPLE INC	$2M	8,641
28	DIMENSIONAL ETF TRUST	$2M	80,838
29	DIMENSIONAL ETF TRUST	$2M	44,293
30	ISHARES INC	$2M	24,828
31	AMERICAN CENTY ETF TR	$2M	19,008
32	ISHARES TR	$2M	19,696
33	ISHARES TR	$2M	9,907
34	ISHARES TR	$2M	4,281
35	ELI LILLY & CO	$2M	1,635
36	ISHARES TR	$1M	5,800
37	DIMENSIONAL ETF TRUST	$1M	29,773
38	DIMENSIONAL ETF TRUST	$1M	41,589
39	ISHARES TR	$1M	7,300
40	DIMENSIONAL ETF TRUST	$1M	33,517
41	ISHARES TR	$1M	51,776
42	ISHARES TR	$1M	21,665
43	VANGUARD WHITEHALL FDS	$1M	12,819
44	DIMENSIONAL ETF TRUST	$1M	26,747
45	EXXON MOBIL CORP	$1M	7,023
46	MICROSOFT CORP	$1M	3,139
47	DIMENSIONAL ETF TRUST	$1M	33,476
48	ISHARES TR	$1M	23,081
49	ISHARES TR	$975k	8,233
50	ISHARES TR	$941k	8,447

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.