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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 $238,318,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,075 $35,441,800 14.87%
2.
Schwab Strategic Trust
 FNDF 1,377,799 $30,421,802 12.77%
3.
Ishares Tr - CORE MSCI EAFE
 191,389 $14,478,578 6.08%
4.
Ishares Trust
 IEF 120,937 $12,646,352 5.31%
5.
Ishares Trust
 IEF 100,673 $8,328,677 3.49%
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)