§ 13F · FUND PROFILE
MORRIS FINANCIAL CONCEPTS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $251.9T (13F)Positions · 197Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $41.1T | 14.4% | −1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.42M | $38.3T | 13.4% | +3% |
| 3 | IEFA | ISHARES TR | 195K | $17.5T | 6.1% | +1% |
| 4 | IJR | ISHARES TR | 122K | $14.7T | 5.2% | +1% |
| 5 | SHY | ISHARES TR | 118K | $9.7T | 3.4% | +3% |
| 6 | ISTB | ISHARES TR | 181K | $8.8T | 3.1% | +3% |
| 7 | SCHA | SCHWAB STRATEGIC TR | 309K | $8.8T | 3.1% | +3% |
| 8 | SHV | ISHARES TR | 77K | $8.5T | 3.0% | +2% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 204K | $8.1T | 2.8% | ±0% |
| 10 | BSV | VANGUARD BD INDEX FDS | 98K | $7.7T | 2.7% | +10% |
§ 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 $251911.8 trillion in assets. The fund runs a portfolio of 197 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed