Institutional Fund
Morris Financial Concepts, Inc.
Mount Pleasant, SCCIK 13873865 filings on record
Portfolio Value
$294.56M
Q1 2026
Holdings
195
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.2%
from $285.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.5%
- Schwab Strategic Tr12.8%
- Ishares Tr6.3%
- Ishares Tr5.3%
- Vanguard Bd Index Fds3.9%
- Ishares Tr3.6%
- Other54.7%
Portfolio Holdings
195 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 60.7K | $39.68M | 13.5% | +805 | Added |
| 2 | Schwab Strategic Tr | 1.47M | $37.57M | 12.8% | +41.9K | Added |
| 3 | Ishares Tr | 204.0K | $18.47M | 6.3% | +8.8K | Added |
| 4 | Ishares Tr | 124.9K | $15.53M | 5.3% | +2.6K | Added |
| 5 | Vanguard Bd Index Fds | 147.4K | $11.56M | 3.9% | +49.8K | Added |
| 6 | Ishares Tr | 127.6K | $10.53M | 3.6% | +10.0K | Added |
| 7 | Schwab Strategic Tr | 315.6K | $9.18M | 3.1% | +6.6K | Added |
| 8 | Ishares Tr | 188.9K | $9.16M | 3.1% | +7.5K | Added |
| 9 | Ishares Tr | 78.7K | $8.69M | 2.9% | +1.7K | Added |
| 10 | Dimensional ETF Trust | 199.5K | $7.75M | 2.6% | −4.5K | Reduced |
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