MORRIS FINANCIAL CONCEPTS, INC.

13F filer, CIK 1387386, MOUNT PLEASANT, SC

MORRIS FINANCIAL CONCEPTS, INC. reported $232,811,899 across 193 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-30. Its ten largest share positions make up 59.45% of the portfolio.

Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001398344-24-019632

Period: 2024-09-30
Reported value: $233M
Holdings: 193
Top 10 weight: 59.45%
New: 33
Sold out: 0

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IVVadded	+1,588	$916K
IJRadded	+4,968	$581K
IEFAadded	+6,656	$520K
HELOnew	+8,240	$504K
SHYadded	+5,714	$475K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SCHXreduced	-8,629	-$585K
LLYreduced	-513	-$454K
SCZreduced	-6,027	-$408K
EEMreduced	-3,060	-$140K
IJSreduced	-1,114	-$120K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001398344-24-019632, largest first. % of portfolio is the value over $232,811,899, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	62,976	$36.3M	15.6%	+1,588	Timeline
SCHXSCHWAB STRATEGIC TR	456,943	$31M	13.32%	-8,629	Timeline
IEFAISHARES TR	188,450	$14.7M	6.32%	+6,656	Timeline
IJRISHARES TR	115,901	$13.6M	5.82%	+4,968	Timeline
ISTBISHARES TR	167,754	$8.17M	3.51%	+218	Timeline
SCHASCHWAB STRATEGIC TR	143,805	$7.41M	3.18%	+3,571	Timeline
SHYISHARES TR	88,854	$7.39M	3.17%	+5,714	Timeline
DFACDIMENSIONAL ETF TRUST	208,879	$7.16M	3.08%	-894	Timeline
SHVISHARES TR	62,619	$6.93M	2.98%	+3,311	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	10,045	$5.76M	2.48%	-32	Timeline
BSVVANGUARD BD INDEX FDS	70,785	$5.57M	2.39%	+4,506	Timeline
IVWISHARES TR	42,828	$4.1M	1.76%	+2,833	Timeline
IVEISHARES TR	17,474	$3.45M	1.48%	+884	Timeline
DFISDIMENSIONAL ETF TRUST	89,003	$2.39M	1.03%	+3,122	Timeline
AVUSAMERICAN CENTY ETF TR	24,330	$2.31M	0.99%	+48	Timeline
TSLATESLA INC	8,445	$2.21M	0.95%	-118	Timeline
JPMJPMORGAN CHASE & CO	10,029	$2.11M	0.91%	+425	Timeline
SCZISHARES TR	31,147	$2.11M	0.91%	-6,027	Timeline
DFCFDIMENSIONAL ETF TRUST	44,739	$1.93M	0.83%	-78	Timeline
VCITVANGUARD SCOTTSDALE FDS	22,610	$1.89M	0.81%	+546	Timeline
DFAXDIMENSIONAL ETF TRUST	68,039	$1.84M	0.79%	0	Timeline
DISVDIMENSIONAL ETF TRUST	63,184	$1.84M	0.79%	-1,104	Timeline
AAPLAPPLE INC	7,626	$1.78M	0.76%	+684	Timeline
EFAISHARES TR	21,080	$1.76M	0.76%	+936	Timeline
AVDEAMERICAN CENTY ETF TR	25,943	$1.74M	0.75%	+78	Timeline
DFATDIMENSIONAL ETF TRUST	29,512	$1.64M	0.71%	+2,355	Timeline
DFLVDIMENSIONAL ETF TRUST	49,579	$1.53M	0.66%	+2,658	Timeline
REETISHARES TR	55,628	$1.48M	0.64%	-2,425	Timeline
LLYELI LILLY & CO	1,664	$1.47M	0.63%	-513	Timeline
DFASDIMENSIONAL ETF TRUST	21,152	$1.37M	0.59%	+1,952	Timeline
DFSDDIMENSIONAL ETF TRUST	28,659	$1.37M	0.59%	+1,156	Timeline
IJSISHARES TR	12,351	$1.33M	0.57%	-1,114	Timeline
IUSBISHARES TR	27,988	$1.32M	0.57%	+7,255	Timeline
MSFTMICROSOFT CORP	3,039	$1.31M	0.56%	+256	Timeline
IWNISHARES TR	7,517	$1.25M	0.54%	+366	Timeline
EEMISHARES TR	26,433	$1.21M	0.52%	-3,060	Timeline
DFEMDIMENSIONAL ETF TRUST	42,816	$1.21M	0.52%	+7,280	Timeline
DFGRDIMENSIONAL ETF TRUST	41,360	$1.19M	0.51%	+2,568	Timeline
IEMGISHARES INC	19,578	$1.12M	0.48%	+5,472	Timeline
MCDMCDONALDS CORP	3,619	$1.1M	0.47%	+55	Timeline
XOMEXXON MOBIL CORP	8,571	$1M	0.43%	+247	Timeline
IWDISHARES TR	4,857	$922K	0.4%	-402	Timeline
IWMISHARES TR	4,157	$918K	0.39%	-287	Timeline
IUSGISHARES TR	6,456	$852K	0.37%	+2,942	Timeline
PEPPEPSICO INC	4,821	$820K	0.35%	+62	Timeline
AVEMAMERICAN CENTY ETF TR	12,468	$805K	0.35%	+42	Timeline
IJHISHARES TR	12,095	$754K	0.32%	-214	Timeline
MAMASTERCARD INCORPORATED	1,393	$688K	0.3%	-89	Timeline
VYMIVANGUARD WHITEHALL FDS	9,286	$682K	0.29%	-26	Timeline
EFGISHARES TR	6,314	$680K	0.29%	+2,759	Timeline
VFHVANGUARD WORLD FD	6,006	$660K	0.28%	+1,113	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,885	$638K	0.27%	0	Timeline
HDHOME DEPOT INC	1,566	$635K	0.27%	+31	Timeline
GSLCGOLDMAN SACHS ETF TR	5,474	$618K	0.27%	+336	Timeline
METAMETA PLATFORMS INC	1,066	$610K	0.26%	+108	Timeline
SUSAISHARES TR	5,015	$604K	0.26%	-362	Timeline
IWBISHARES TR	1,879	$591K	0.25%	-101	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,258	$579K	0.25%	-83	Timeline
IWOISHARES TR	1,957	$556K	0.24%	0	Timeline
JNJJOHNSON & JOHNSON	3,261	$528K	0.23%	+82	Timeline
DFAUDIMENSIONAL ETF TRUST	12,776	$507K	0.22%	+277	Timeline
ABBVABBVIE INC	2,557	$505K	0.22%	+51	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	8,240	$504K	0.22%	new	Timeline
VNQVANGUARD INDEX FDS	5,162	$503K	0.22%	-133	Timeline
MRKMERCK & CO INC	4,393	$499K	0.21%	+71	Timeline
KOCOCA COLA CO	6,752	$485K	0.21%	+25	Timeline
PGPROCTER & GAMBLE CO	2,789	$483K	0.21%	+74	Timeline
SONSONOCO PRODS CO	8,637	$472K	0.2%	0	Timeline
MDLZMONDELEZ INTL INC	6,147	$453K	0.19%	-377	Timeline
SCHBSCHWAB STRATEGIC TR	6,620	$440K	0.19%	0	Timeline
ESMLISHARES TR	10,464	$438K	0.19%	+128	Timeline
SCHCSCHWAB STRATEGIC TR	11,344	$437K	0.19%	-238	Timeline
GOOGLALPHABET INC	2,561	$425K	0.18%	+405	Timeline
COSTCOSTCO WHOLESALE CORPORATION	458	$406K	0.17%	-1	Timeline
AVSFAMERICAN CENTY ETF TR	8,423	$397K	0.17%	-69	Timeline
VYMVANGUARD WHITEHALL FDS	3,067	$393K	0.17%	-8	Timeline
FNDXSCHWAB STRATEGIC TR	5,194	$373K	0.16%	-300	Timeline
ACIOETF SER SOLUTIONS	9,247	$367K	0.16%	new	Timeline
WFCWELLS FARGO & CO	6,306	$356K	0.15%	-505	Timeline
SCHESCHWAB STRATEGIC TR	12,165	$355K	0.15%	-117	Timeline
FNDCSCHWAB STRATEGIC TR	9,001	$343K	0.15%	-26	Timeline
NFLXNETFLIX INC.	481	$341K	0.15%	+62	Timeline
GEGE AEROSPACE	1,800	$339K	0.15%	0	Timeline
TFCTRUIST FINL CORP	7,688	$329K	0.14%	0	Timeline
NVDANVIDIA CORPORATION	2,693	$327K	0.14%	+476	Timeline
SUBISHARES TR	2,956	$314K	0.13%	+144	Timeline
DEDEERE & CO	723	$302K	0.13%	0	Timeline
SOSOUTHERN CO	3,306	$298K	0.13%	+10	Timeline
SCHDSCHWAB STRATEGIC TR	3,515	$297K	0.13%	0	Timeline
CMICUMMINS INC	907	$294K	0.13%	new	Timeline
MCOMOODYS CORP	605	$287K	0.12%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,563	$280K	0.12%	new	Timeline
WMTWALMART INC	3,423	$276K	0.12%	new	Timeline
FNDFSCHWAB STRATEGIC TR	7,382	$276K	0.12%	-62	Timeline
DISDISNEY WALT CO	2,824	$272K	0.12%	+568	Timeline
GSSCGOLDMAN SACHS ETF TR	3,893	$270K	0.12%	+774	Timeline
AGGISHARES TR	2,661	$269K	0.12%	-99	Timeline
ADSKAUTODESK INC	977	$269K	0.12%	-102	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,540	$267K	0.11%	+87	Timeline
SCHVSCHWAB STRATEGIC TR	3,320	$267K	0.11%	-154	Timeline
GSGOLDMAN SACHS GROUP INC	518	$256K	0.11%	new	Timeline
DFAIDIMENSIONAL ETF TRUST	8,040	$256K	0.11%	+3,233	Timeline
ABTABBOTT LABORATORIES	2,234	$255K	0.11%	+78	Timeline
ANAUTONATION INC	1,403	$251K	0.11%	new	Timeline
EAGGISHARES TR	5,122	$249K	0.11%	-28	Timeline
SCHGSCHWAB STRATEGIC TR	2,387	$249K	0.11%	new	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	4,895	$248K	0.11%	+277	Timeline
VRTXVERTEX PHARMACEUTICALS INC	521	$242K	0.1%	new	Timeline
FNDASCHWAB STRATEGIC TR	3,949	$235K	0.1%	-10	Timeline
UNHUNITEDHEALTH GROUP INC	392	$229K	0.1%	new	Timeline
CITHE CIGNA GROUP	652	$226K	0.1%	0	Timeline
ESGDISHARES TR	2,665	$224K	0.1%	-122	Timeline
VZVERIZON COMMUNICATIONS INC	4,898	$220K	0.09%	new	Timeline
SCHFSCHWAB STRATEGIC TR	5,301	$218K	0.09%	-30	Timeline
AVGOBROADCOM INC	1,222	$211K	0.09%	new	Timeline
AMZNAMAZON COM INC	1,111	$207K	0.09%	new	Timeline
ISRGINTUITIVE SURGICAL INC	415	$204K	0.09%	new	Timeline
RTXRTX CORPORATION	1,680	$204K	0.09%	new	Timeline
INVESCOINVESCO	9,689	$200K	0.09%	new
BSCQINVESCO EXCH TRD SLF IDX FD	10,214	$200K	0.09%	new	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	10,122	$200K	0.09%	new	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	9,708	$200K	0.09%	new	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	10,605	$199K	0.09%	new	Timeline
DFAEDIMENSIONAL ETF TRUST	6,963	$191K	0.08%	-33	Timeline
AVIGAMERICAN CENTY ETF TR	4,441	$189K	0.08%	-8	Timeline
OSCVETF SER SOLUTIONS	4,823	$181K	0.08%	new	Timeline
MUBISHARES TR	1,551	$168K	0.07%	+31	Timeline
GSIEGOLDMAN SACHS ETF TR	4,444	$161K	0.07%	+514	Timeline
DUBSETF SER SOLUTIONS	4,857	$154K	0.07%	new	Timeline
IDUBETF SER SOLUTIONS	6,787	$148K	0.06%	new	Timeline
VGSRMANAGER DIRECTED PORTFOLIOS	11,991	$133K	0.06%	-306	Timeline
GEMGOLDMAN SACHS ETF TR	3,784	$133K	0.06%	+1,269	Timeline
VTVVANGUARD INDEX FDS	722	$126K	0.05%	+694	Timeline
IWRISHARES TR	1,364	$120K	0.05%	0	Timeline
DFIVDIMENSIONAL ETF TRUST	2,774	$106K	0.05%	new	Timeline
ISCFISHARES TR	2,750	$96.9K	0.04%	-287	Timeline
FNDESCHWAB STRATEGIC TR	2,989	$96.5K	0.04%	-19	Timeline
VGSHVANGUARD SCOTTSDALE FDS	1,464	$86.4K	0.04%	+282	Timeline
GOOGALPHABET INC	480	$80.3K	0.03%	0	Timeline
VOVANGUARD INDEX FDS	281	$74.2K	0.03%	0	Timeline
IWVISHARES TR	220	$71.9K	0.03%	+39	Timeline
IDVISHARES TR	2,275	$68.8K	0.03%	+200	Timeline
SCHMSCHWAB STRATEGIC TR	820	$68.1K	0.03%	-58	Timeline
ESGEISHARES INC	1,780	$64.8K	0.03%	-409	Timeline
VUGVANGUARD INDEX FDS	162	$62.2K	0.03%	+137	Timeline
BNDVANGUARD BD INDEX FDS	822	$61.7K	0.03%	+223	Timeline
DVYISHARES TR	434	$58.6K	0.03%	-8	Timeline
VOOVANGUARD INDEX FDS	104	$54.9K	0.02%	new	Timeline
DFSVDIMENSIONAL ETF TRUST	1,734	$53.4K	0.02%	0	Timeline
IXUSISHARES TR	600	$43.6K	0.02%	0	Timeline
AVLVAMERICAN CENTY ETF TR	621	$40.9K	0.02%	0	Timeline
ACWIISHARES TR	341	$40.7K	0.02%	+34	Timeline
AVREAMERICAN CENTY ETF TR	850	$40.1K	0.02%	0	Timeline
IXNISHARES TR	446	$36.8K	0.02%	0	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	607	$36.1K	0.02%	0	Timeline
SCHHSCHWAB STRATEGIC TR	1,536	$35.6K	0.02%	0	Timeline
IWFISHARES TR	78	$29.3K	0.01%	0	Timeline
AVUVAMERICAN CENTY ETF TR	280	$26.9K	0.01%	+5	Timeline
IBDRISHARES TR	1,086	$26.4K	0.01%	0	Timeline
VBVANGUARD INDEX FDS	103	$24.4K	0.01%	new	Timeline
MLRGISHARES TR	300	$23.8K	0.01%	0	Timeline
IDRVISHARES TR	569	$18.1K	0.01%	0	Timeline
DFSUDIMENSIONAL ETF TRUST	445	$16.5K	0.01%	new	Timeline
XTISHARES TR	256	$15.6K	0.01%	0	Timeline
VBRVANGUARD INDEX FDS	72	$14.5K	0.01%	+40	Timeline
DFSIDIMENSIONAL ETF TRUST	385	$13.8K	0.01%	new	Timeline
LQDISHARES TR	118	$13.3K	0.01%	0	Timeline
DFAWDIMENSIONAL ETF TRUST	199	$12.6K	0.01%	-210	Timeline
ESGUISHARES TR	73	$9.21K	<0.01%	+7	Timeline
VOTVANGUARD INDEX FDS	34	$8.28K	<0.01%	0	Timeline
IHIISHARES TR	139	$8.23K	<0.01%	0	Timeline
VLUEISHARES TR	71	$7.7K	<0.01%	0	Timeline
BIVVANGUARD BD INDEX FDS	92	$7.21K	<0.01%	0	Timeline
BBCAJ P MORGAN EXCHANGE TRADED F	91	$6.58K	<0.01%	0	Timeline
IWSISHARES TR	45	$5.94K	<0.01%	0	Timeline
VCSHVANGUARD SCOTTSDALE FDS	68	$5.4K	<0.01%	0	Timeline
IBBISHARES TR	27	$3.93K	<0.01%	0	Timeline
IEFISHARES TR	40	$3.92K	<0.01%	0	Timeline
TLTISHARES TR	40	$3.92K	<0.01%	0	Timeline
BBJPJ P MORGAN EXCHANGE TRADED F	65	$3.85K	<0.01%	0	Timeline
QUALISHARES TR	21	$3.77K	<0.01%	+10	Timeline
PHOINVESCO EXCHANGE TRADED FD T	41	$2.89K	<0.01%	new	Timeline
EFVISHARES TR	50	$2.88K	<0.01%	new	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	76	$2.87K	<0.01%	new	Timeline
IQLTISHARES TR	60	$2.49K	<0.01%	0	Timeline
IXJISHARES TR	25	$2.45K	<0.01%	0	Timeline
AVSDAMERICAN CENTY ETF TR	37	$2.24K	<0.01%	0	Timeline
SCHRSCHWAB STRATEGIC TR	29	$1.47K	<0.01%	0	Timeline
MTUMISHARES TR	5	$1.01K	<0.01%	new	Timeline
VMBSVANGUARD SCOTTSDALE FDS	21	$991	<0.01%	0	Timeline
IWPISHARES TR	8	$938	<0.01%	0	Timeline
IMTMISHARES TR	23	$929	<0.01%	new	Timeline
ICLNISHARES TR	9	$132	<0.01%	0	Timeline

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-24-019632	base		2024-10-30	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC