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Portfolio (Quarterly) Guide ↗

MORRIS FINANCIAL CONCEPTS, INC.

· CIK 0001387386
13F Portfolio $295M AUM 195 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 58 Added 58 Reduced 4 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AN AUTONATION INC Consumer Cyclical 1,384.0 $270K 0.09% -28.0 -2.0% $195.26 -1.9%
42 CMC COMMERCIAL METALS CO Basic Materials 4,378.0 $269K 0.09% -185.0 -4.0% $61.43 +12.6%
43 SCHE SCHWAB STRATEGIC TR 8,082.0 $266K 0.09% -206.0 -2.5% $32.95 +7.8%
44 MO ALTRIA GROUP INC Consumer Defensive 3,789.0 $250K 0.09% -1K -26.9% $65.99 +11.8%
45 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,385.0 $235K 0.08% -17.0 -0.7% $98.42 -9.7%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 1,411.0 $233K 0.08% -125.0 -8.1% $165.38 +9.3%
47 TXN TEXAS INSTRS INC Technology 1,165.0 $226K 0.08% -79.0 -6.3% $194.14 +47.0%
48 FNDA SCHWAB STRATEGIC TR 6,954.0 $226K 0.08% -60.0 -0.9% $32.43 +16.4%
49 D DOMINION ENERGY INC Utilities 3,427.0 $212K 0.07% -44.0 -1.3% $61.82 +12.2%
50 VTV VANGUARD INDEX FDS 698.0 $137K 0.05% -28.0 -3.9% $196.20 +11.3%
51 ISCF ISHARES TR 2,683.0 $112K 0.04% -176.0 -6.2% $41.79 +3.0%
52 IDV ISHARES TR 1,976.0 $84K 0.03% -232.0 -10.5% $42.56 -2.8%
53 SCHM SCHWAB STRATEGIC TR 1,899.0 $59K 0.02% -366.0 -16.2% $30.96 +16.9%
54 DVY ISHARES TR 388.0 $59K 0.02% -9.0 -2.3% $151.41 +4.5%
55 IBDR ISHARES TR 1,066.0 $26K 0.01% -7.0 -0.7% $24.24 -0.0%
56 AVUV AMERICAN CENTY ETF TR 197.0 $22K 0.01% -64.0 -24.5% $110.47 +13.1%
57 LDUR PIMCO ETF TR 191.0 $18K 0.01% -45.0 -19.1% $95.82 -0.2%
58 IHI ISHARES TR 50.0 $3K 0.00% -20.0 -28.6% $53.36 -4.4%
Page 3 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.0%
Technology 17.3%
Consumer Cyclical 12.2%
Healthcare 10.4%
Consumer Defensive 9.7%
Communication Services 7.0%
Industrials 5.9%
Energy 3.3%
Utilities 2.5%
Basic Materials 0.8%