• 13F History

MORRIS FINANCIAL CONCEPTS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
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 184 stock holdings with total value $233M as of Q4 2024. Top holdings included IVV, SCHX, IJR, IEFA, and ISTB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 184 $233M +$33.3M -$5.46M +$27.9M IVV, SCHX, IJR, IEFA, ISTB 13F-HR 1/29/2025, 04:57 PM
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 -$2.08M +$1.61M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 10/24/2023, 04:16 PM
Q2 2023 154 $155M +$8.97M -$2.21M +$6.76M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 8/9/2023, 12:12 PM
Q1 2023 150 $142M +$14.5M -$1.96M +$12.5M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 5/10/2023, 10:29 AM
Q4 2022 144 $124M +$23.1M -$2.88M +$20.2M SCHX, IVV, IJR, IEFA, SCHA 13F-HR 1/19/2023, 10:14 AM
Q3 2022 111 $96.6M +$8.96M -$2.04M +$6.92M SCHX, IVV, IJR, SCHA, IEFA 13F-HR 10/25/2022, 01:07 PM
Q2 2022 118 $105M +$6.14M -$1.88M +$4.26M SCHX, IVV, IJR, SCHA, DFAC 13F-HR 7/25/2022, 10:09 AM
Q1 2022 116 $120M +$19.4M -$925K +$18.5M SCHX, IVV, IJR, SCHA, DFAC 13F-HR 4/29/2022, 12:33 PM
Q4 2021 103 $120M SCHX, IVV, IJR, SCHA, DFAC 13F-HR 2/14/2022, 08:11 PM