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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 $251,911,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 60,203 $37,380,299 14.84%
2.
Schwab Strategic Trust
 FNDF 1,327,241 $32,437,770 12.88%
3.
Ishares Tr - CORE MSCI EAFE
 192,053 $16,032,584 6.36%
4.
Ishares Trust
 IEF 116,714 $12,755,688 5.06%
5.
Ishares Trust
 IEF 106,371 $8,813,901 3.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)