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| Name: |
MORRIS FINANCIAL CONCEPTS INC. |
| City: |
MOUNT PLEASANT |
| State: |
SC |
| Zip: |
29464 |
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| Holdings
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44 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MA |
MasterCard Inc A |
47 |
- |
$497.14 |
$654,000 |
1,482 |
0.31% |
-60,000 |
0 |
0 |
Business Services |
|
|
HD |
Home Depot Inc |
54 |
- |
$391.96 |
$528,000 |
1,535 |
0.25% |
-61,000 |
0 |
0 |
Home Improvement Stores |
|
|
IWO |
iShares Russell 2000 Growth |
55 |
- |
$282.78 |
$514,000 |
1,957 |
0.25% |
-16,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
IBM |
International Business Mach... |
56 |
- |
$220.50 |
$499,000 |
2,885 |
0.24% |
-52,000 |
0 |
0 |
Diversified Computer ... |
|
|
SON |
Sonoco Products Co |
64 |
- |
$54.29 |
$438,000 |
8,637 |
0.21% |
-62,000 |
0 |
0.009 |
Paper & Paper Products |
|
|
WFC |
Wells Fargo & Co |
70 |
- |
$55.11 |
$405,000 |
6,811 |
0.19% |
10,000 |
0 |
0 |
Domestic Money Center... |
|
|
GE |
General Electric Co |
82 |
- |
$188.67 |
$286,000 |
1,800 |
0.14% |
-30,000 |
0 |
0 |
Conglomerates |
|
|
SCHD |
Schwab US Dividend Equity ETF |
85 |
- |
$84.93 |
$273,000 |
3,515 |
0.13% |
-10,000 |
0 |
0.001 |
N/A |
|
|
CI |
Cigna Corporation |
100 |
- |
$354.94 |
$216,000 |
652 |
0.1% |
-21,000 |
0 |
0 |
Health Care Plans |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
109 |
- |
$88.03 |
$111,000 |
1,364 |
0.05% |
-4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
112 |
- |
$163.07 |
$88,000 |
480 |
0.04% |
15,000 |
0 |
0 |
Search Engines & Info... |
|
|
VO |
Vanguard Mid Cap VIPERS |
116 |
- |
$263.02 |
$68,000 |
281 |
0.03% |
-2,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IWV |
iShares Tr Russell 3000 Indx |
119 |
- |
$325.72 |
$56,000 |
181 |
0.03% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
122 |
- |
$75.25 |
$43,000 |
599 |
0.02% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IXUS |
Ishares Core Msci Total Int... |
123 |
- |
$71.20 |
$41,000 |
600 |
0.02% |
0 |
0 |
0 |
N/A |
|
|
SCHH |
Schwab Us Reit |
129 |
- |
$23.45 |
$31,000 |
1,536 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
IBDR |
Ishares Ibonds Dec 2026 Ter... |
131 |
- |
$0.00 |
$26,000 |
1,086 |
0.01% |
0 |
0 |
0.001 |
N/A |
|
|
JKD |
iShares Trust - Large Core ... |
134 |
- |
$78.96 |
$23,000 |
300 |
0.01% |
1,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IDRV |
Ishares Self-driving Ev And... |
135 |
- |
$0.00 |
$16,000 |
569 |
0.01% |
-2,000 |
0 |
0.006 |
N/A |
|
|
XT |
Ishares Exponential Technol... |
136 |
- |
$0.00 |
$15,000 |
256 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
LQD |
iShares Trust Goldman Sachs |
137 |
- |
$113.29 |
$13,000 |
118 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
138 |
- |
$381.84 |
$9,000 |
25 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
VOT |
Van Kampen Municipal Opport... |
141 |
- |
$242.21 |
$8,000 |
34 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
139 |
- |
$0.00 |
$8,000 |
66 |
0% |
0 |
0 |
0 |
N/A |
|
|
IHI |
iShares Dow Jones US Medica... |
140 |
- |
$59.42 |
$8,000 |
139 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
BIV |
Vanguard Intermediate-Term ... |
143 |
- |
$78.46 |
$7,000 |
92 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
VLUE |
Ishares Msci Usa Value Factor |
142 |
- |
$0.00 |
$7,000 |
71 |
0% |
-1,000 |
0 |
0 |
N/A |
|
|
VBR |
Vanguard Small Cap Val VIPER |
144 |
- |
$200.48 |
$6,000 |
32 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
BBCA |
Jpmorgan Betabuilders Canad... |
145 |
- |
$0.00 |
$6,000 |
91 |
0% |
0 |
0 |
0 |
N/A |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
147 |
- |
$131.82 |
$5,000 |
45 |
0% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
152 |
- |
$98.67 |
$4,000 |
40 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
151 |
- |
$98.36 |
$4,000 |
40 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
IBB |
iShares Tr Nasdaq Biotech |
150 |
- |
$145.58 |
$4,000 |
27 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
BBJP |
Jpmorgan Betabuilders Japan... |
149 |
- |
$0.00 |
$4,000 |
65 |
0% |
0 |
0 |
0 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
148 |
- |
$174.30 |
$4,000 |
28 |
0% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IXJ |
iShares Trust S&P Glbl Hltcr |
155 |
- |
$98.33 |
$2,000 |
25 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
153 |
- |
$0.00 |
$2,000 |
60 |
0% |
0 |
0 |
0 |
N/A |
|
|
AVSD |
Avantis Responsible Interna... |
156 |
- |
$0.00 |
$2,000 |
37 |
0% |
0 |
0 |
0 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
154 |
- |
$0.00 |
$2,000 |
11 |
0% |
0 |
0 |
0 |
N/A |
|
|
IWP |
iShares Tr Russell MidCap Gr |
159 |
- |
$117.32 |
$1,000 |
8 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCHR |
Schwab Intermediate-Term U.... |
158 |
- |
$50.68 |
$1,000 |
29 |
0% |
0 |
0 |
0 |
N/A |
|
|
VMBS |
Vanguard Mortgage-Backed S |
157 |
- |
$47.28 |
$1,000 |
21 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
VB |
Vanguard Small Cap VIPERS |
169 |
Closed |
$236.81 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
ICLN |
iShares S&P Global Clean En... |
160 |
- |
$14.48 |
$0 |
9 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
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