StockDriftsStockDriftsTop 50 Morris Financial Concepts, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.47% | 60.7K | $39.7M | +1.34%(+805) | $468.33(+55.23%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 12.76% | 1.47M | $37.6M | +2.94%(+41.89K) | $19.02(+49.83%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.27% | 204.0K | $18.5M | +4.52%(+8.81K) | $63.14(+51.13%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.27% | 124.9K | $15.5M | +2.10%(+2.57K) | $108.24(+27.59%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.92% | 147.4K | $11.6M | +50.97%(+49.78K) | $77.62(+0.48%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.58% | 127.6K | $10.5M | +8.50%(+9.99K) | $81.91(+0.34%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 3.12% | 315.6K | $9.2M | +2.14%(+6.62K) | $25.03(+32.47%) | 2026-03-31 | |
| ISTB | ISHARES TR | 3.11% | 188.9K | $9.2M | +4.12%(+7.48K) | $47.09(+2.48%) | 2026-03-31 | |
| SHV | ISHARES TR | 2.95% | 78.7K | $8.7M | +2.16%(+1.67K) | $110.26(-0.14%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.63% | 199.5K | $7.8M | -2.20%(-4.49K) | $27.82(+53.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.07% | +40.76% |
| Top 20 Holdings Unweighted | +11.78% | +39.68% |
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