§ 13F · FUND PROFILE
MORRIS FINANCIAL CONCEPTS, INC..
AUM · $326M (13F)Positions · 204Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $45M | 13.8% | −1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.42M | $42M | 12.8% | −3% |
| 3 | IEFA | ISHARES TR | 205K | $20M | 6.1% | ±0% |
| 4 | IJR | ISHARES TR | 123K | $18M | 5.6% | −2% |
| 5 | BSV | VANGUARD BD INDEX FDS | 158K | $12M | 3.8% | +7% |
| 6 | SCHA | SCHWAB STRATEGIC TR | 304K | $11M | 3.4% | −4% |
| 7 | SHY | ISHARES TR | 127K | $10M | 3.2% | ±0% |
| 8 | ISTB | ISHARES TR | 186K | $9M | 2.8% | −2% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 199K | $9M | 2.7% | ±0% |
| 10 | SHV | ISHARES TR | 78K | $9M | 2.6% | ±0% |
§ 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 $326 million in assets. The fund runs a broad portfolio of 204 positions.
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