§ 13F · FUND PROFILE
MORRIS FINANCIAL CONCEPTS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $277M (13F)Positions · 198Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 61K | $40M | 13.5% | +1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.47M | $38M | 12.8% | +3% |
| 3 | IEFA | ISHARES TR | 204K | $18M | 6.3% | +5% |
| 4 | IJR | ISHARES TR | 125K | $16M | 5.3% | +2% |
| 5 | BSV | VANGUARD BD INDEX FDS | 147K | $12M | 3.9% | +51% |
| 6 | SHY | ISHARES TR | 128K | $11M | 3.6% | +9% |
| 7 | SCHA | SCHWAB STRATEGIC TR | 316K | $9M | 3.1% | +2% |
| 8 | ISTB | ISHARES TR | 189K | $9M | 3.1% | +4% |
| 9 | SHV | ISHARES TR | 79K | $9M | 2.9% | +2% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 199K | $8M | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MORRIS SIGNAL
AC read
MORRIS FINANCIAL CONCEPTS, INC. is a Other fund managing $277 million in assets. The fund runs a portfolio of 198 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed