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Home > Institutional Investor > Morris Financial Concepts, Inc. > Profile

Instuitional Investor - Morris Financial Concepts, Inc.

Fund Profile
Filing Period:
Fund Name: Morris Financial Concepts, Inc.
Portfolio Value $233,199,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,052 $37,117,712 15.91%
2.
Schwab Strategic Trust
 FNDF 1,367,701 $31,703,309 13.59%
3.
Ishares Trust
 IEF 119,227 $13,737,319 5.89%
4.
Ishares Tr
 189,160 $13,294,165 5.7%
5.
Ishares Tr
 168,910 $8,068,831 3.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)