MORRIS FINANCIAL CONCEPTS, INC.: 13F holdings
CIK 13873862026Q2
| Positions | 204 |
|---|
| Reported value | $326.1m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 204 (+9 vs prior quarter) |
|---|
| Reported value | $326.1m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 59,995 | $44.9m | 13.8% |
| SCHX SCHWAB STRATEGIC TR | 1,421,890 | $41.8m | 12.8% |
| IEFA ISHARES TR | 204,757 | $19.8m | 6.1% |
| IJR ISHARES TR | 122,915 | $18.2m | 5.6% |
| BSV VANGUARD BD INDEX FDS | 157,721 | $12.3m | 3.8% |
| SCHA SCHWAB STRATEGIC TR | 303,985 | $11.0m | 3.4% |
| SHY ISHARES TR | 127,224 | $10.4m | 3.2% |
| ISTB ISHARES TR | 185,878 | $9.0m | 2.8% |
| DIMENSIONAL ETF TRUST | 199,485 | $8.8m | 2.7% |
| SHV ISHARES TR | 78,289 | $8.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1387386")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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