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  Name: MORRIS FINANCIAL CONCEPTS INC.
  City: MOUNT PLEASANT
  State: SC
  Zip: 29464
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $195,457,000
  Total Value Change : $20,356,000
  Securities Held Change : 6
   
All Securities Held : 167
  New Positions : 12
  Closed Positions : 7
  Increased Positions : 55
  Unchanged Positions : 41
  Decreased Positions : 59

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BA)1 Year Chart         BA Boeing Co 168 Closed $177.27 $0 0 0% -207,000 -795 0    Aerospace/Defense - M...
   (DWX)1 Year Chart         DWX Spdr S&P Intl Divd 167 Closed $34.95 $0 0 0% -232,000 -6,524 0    Closed - End Fund - E...
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 174 Closed $0.00 $0 0 0% -3,000 -67 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 172 Closed $123.17 $0 0 0% -6,000 -51 0    Closed - End Fund - E...
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 171 Closed $87.24 $0 0 0% -5,000 -55 0    Closed - End Fund - E...
   (PM)1 Year Chart         PM Philip Morris International... 170 Closed $102.20 $0 0 0% -252,000 -2,673 0    Cigarettes & Other To...
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 169 Closed $194.78 $0 0 0% -5,000 -26 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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