MORRIS FINANCIAL CONCEPTS, INC. - Portfolio overview

MORRIS FINANCIAL CONCEPTS, INC. has 203 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.42%
2. SCHX - SCHWAB STRATEGIC TR, 12.71%
3. IEFA - ISHARES TR, 6.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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