MORRIS FINANCIAL CONCEPTS, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$233M
Signature - Title
Tucker Morris - Chief Compliance Officer
Location
Mount Pleasant, SC
Summary
This page shows a list of all the recent 13F filings made by MORRIS FINANCIAL CONCEPTS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MORRIS FINANCIAL CONCEPTS, INC. reported 193 stock holdings with total value $233M as of Q3 2024. Top holdings included IVV, SCHX, IEFA, IJR, and ISTB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 193 $233M +$13.3M -$2.43M +$10.9M IVV, SCHX, IEFA, IJR, ISTB 13F-HR 10/30/2024, 11:20 AM
Q2 2024 160 $209M +$15.7M -$3.8M +$11.9M IVV, SCHX, IEFA, IJR, ISTB 13F-HR 7/29/2024, 05:10 PM
Q1 2024 166 $195M +$16.5M -$5.52M +$11M IVV, SCHX, IEFA, IJR, SCHA 13F-HR 4/18/2024, 12:29 PM
Q4 2023 161 $175M +$12.2M -$1.7M +$10.5M IVV, SCHX, IJR, IEFA, SCHA 13F-HR 1/29/2024, 05:06 PM
Q3 2023 152 $150M +$3.68M -$2.55M +$1.13M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 10/24/2023, 04:16 PM
Q2 2023 154 $155M +$8.97M -$2.96M +$6.01M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 8/9/2023, 12:12 PM
Q1 2023 150 $142M +$14.5M -$2.72M +$11.7M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 5/10/2023, 10:29 AM
Q4 2022 145 $124M +$23.1M -$3.09M +$20.1M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 1/19/2023, 11:14 AM
Q3 2022 117 $96.6M +$8.96M -$10.3M -$1.32M SCHX, IVV, IJR, SCHA, IEFA 13F-HR 10/25/2022, 01:07 PM
Q2 2022 124 $105M +$6.14M -$2.99M +$3.16M SCHX, IVV, IJR, SCHA, DFAC 13F-HR 7/25/2022, 10:09 AM
Q1 2022 119 $120M +$19.4M -$1.02M +$18.4M SCHX, IVV, IJR, SCHA, DFAC 13F-HR 4/29/2022, 12:33 PM
Q4 2021 109 $120M $0 $0 SCHX, IVV, IJR, SCHA, DFAC 13F-HR 2/14/2022, 09:11 PM