Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MORRIS FINANCIAL CONCEPTS, INC. (CIK 1387386) reported $294.6M across 195 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($39.7M, 13.47%), SCHX ($37.6M, 12.76%), IEFA ($18.5M, 6.27%), IJR ($15.5M, 5.27%), BSV ($11.6M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.7M | 13.47% | 60,745 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $37.6M | 12.76% | 1.5M | Added |
| 3 | IEFA | ISHARES TR | $18.5M | 6.27% | 203,991 | Added |
| 4 | IJR | ISHARES TR | $15.5M | 5.27% | 124,933 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $11.6M | 3.92% | 147,436 | Added |
| 6 | SHY | ISHARES TR | $10.5M | 3.58% | 127,556 | Added |
| 7 | SCHA | SCHWAB STRATEGIC TR | $9.2M | 3.12% | 315,615 | Added |
| 8 | ISTB | ISHARES TR | $9.2M | 3.11% | 188,922 | Added |
| 9 | SHV | ISHARES TR | $8.7M | 2.95% | 78,676 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $7.8M | 2.63% | 199,496 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 2.04% | 9,262 | Trimmed |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $5.1M | 1.73% | 151,009 | Added |
| 13 | IVW | ISHARES TR | $4.7M | 1.58% | 41,201 | Hold |
| 14 | DFLV | DIMENSIONAL ETF TRUST | $4.3M | 1.45% | 119,468 | Added |
| 15 | IVE | ISHARES TR | $4.2M | 1.41% | 19,690 | Added |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $3.6M | 1.22% | 57,316 | Added |
| 17 | DISV | DIMENSIONAL ETF TRUST | $3.3M | 1.12% | 83,356 | Added |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $3.0M | 1.04% | 42,876 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.02% | 10,192 | Added |
| 20 | TSLA | TESLA INC | $2.8M | 0.96% | 7,588 | Hold |
| 21 | EFA | ISHARES TR | $2.8M | 0.94% | 28,505 | Trimmed |
| 22 | AVUS | AMERICAN CENTY ETF TR | $2.5M | 0.86% | 22,875 | Added |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $2.5M | 0.85% | 73,560 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $2.3M | 0.79% | 3,873 | Added |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $2.3M | 0.78% | 43,670 | Added |
Source: SEC Form 13F filings · as of 2026-03-31