0001398344-22-020672.txt : 20221025 0001398344-22-020672.hdr.sgml : 20221025 20221025130736 ACCESSION NUMBER: 0001398344-22-020672 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221025 DATE AS OF CHANGE: 20221025 EFFECTIVENESS DATE: 20221025 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MORRIS FINANCIAL CONCEPTS, INC. CENTRAL INDEX KEY: 0001387386 IRS NUMBER: 571114092 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22215 FILM NUMBER: 221328533 BUSINESS ADDRESS: STREET 1: 409 COLEMAN BLVD. STE 100 CITY: MOUNT PLEASANT STATE: SC ZIP: 29464 BUSINESS PHONE: 843-884-6192 MAIL ADDRESS: STREET 1: 409 COLEMAN BLVD. STE 100 CITY: MOUNT PLEASANT STATE: SC ZIP: 29464 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001387386 XXXXXXXX 09-30-2022 09-30-2022 false MORRIS FINANCIAL CONCEPTS, INC.

409 COLEMAN BLVD. STE 100 MOUNT PLEASANT SC 29464

13F HOLDINGS REPORT 028-22215 N Tucker Morris 843-884-6192 /s/ Tucker Morris Mount Pleasant SC 10-25-2022 0 120 96587 INFORMATION TABLE 2 fp0080423-1_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 240 1791 SH SOLE 0 0 1791 ALPHABET INC CAP STK CL C 02079K107 47 491 SH SOLE 0 0 491 ALPHABET INC CAP STK CL A 02079K305 172 1794 SH SOLE 0 0 1794 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 25 554 SH SOLE 0 0 554 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 27 680 SH SOLE 0 0 680 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 94 2332 SH SOLE 0 0 2332 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 183 3987 SH SOLE 0 0 3987 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 146 3203 SH SOLE 0 0 3203 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1025 22476 SH SOLE 0 0 22476 AMERICAN CENTY ETF TR US EQT ETF 025072885 1063 17051 SH SOLE 0 0 17051 APPLE INC COM 037833100 995 7203 SH SOLE 0 0 7203 BRISTOL-MYERS SQUIBB CO COM 110122108 230 3239 SH SOLE 0 0 3239 COCA COLA CO COM 191216100 528 9424 SH SOLE 0 0 9424 DEERE & CO COM 244199105 258 773 SH SOLE 0 0 773 DISNEY WALT CO COM 254687106 202 2142 SH SOLE 0 0 2142 DOMINION ENERGY INC COM 25746U109 288 4174 SH SOLE 0 0 4174 EXXON MOBIL CORP COM 30231G102 345 3952 SH SOLE 0 0 3952 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 19 765 SH SOLE 0 0 765 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 10 374 SH SOLE 0 0 374 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 267 3753 SH SOLE 0 0 3753 GOLDMAN SACHS ETF TR ACTIVEBETA US 381430602 61 1200 SH SOLE 0 0 1200 HOME DEPOT INC COM 437076102 429 1554 SH SOLE 0 0 1554 INTERNATIONAL BUSINESS MACHS COM 459200101 370 3111 SH SOLE 0 0 3111 ISHARES TR MORNINGSTR US EQ 464287127 74 1500 SH SOLE 0 0 1500 ISHARES TR SELECT DIVID ETF 464287168 52 488 SH SOLE 0 0 488 ISHARES TR CORE S&P500 ETF 464287200 14331 39958 SH SOLE 0 0 39958 ISHARES TR CORE US AGGBD ET 464287226 181 1881 SH SOLE 0 0 1881 ISHARES TR MSCI EMG MKT ETF 464287234 1588 45541 SH SOLE 0 0 45541 ISHARES TR IBOXX INV CP ETF 464287242 12 118 SH SOLE 0 0 118 ISHARES TR GLOBAL TECH ETF 464287291 66 1558 SH SOLE 0 0 1558 ISHARES TR S&P 500 GRWT ETF 464287309 2422 41864 SH SOLE 0 0 41864 ISHARES TR NORTH AMERN NAT 464287374 1 22 SH SOLE 0 0 22 ISHARES TR S&P 500 VAL ETF 464287408 2498 19434 SH SOLE 0 0 19434 ISHARES TR 1 3 YR TREAS BD 464287457 0 1 SH SOLE 0 0 1 ISHARES TR MSCI EAFE ETF 464287465 1671 29830 SH SOLE 0 0 29830 ISHARES TR RUS MDCP VAL ETF 464287473 4 45 SH SOLE 0 0 45 ISHARES TR RUS MID CAP ETF 464287499 85 1364 SH SOLE 0 0 1364 ISHARES TR CORE S&P MCP ETF 464287507 1744 7952 SH SOLE 0 0 7952 ISHARES TR ISHARES BIOTECH 464287556 3 27 SH SOLE 0 0 27 ISHARES TR RUS 1000 VAL ETF 464287598 1962 14425 SH SOLE 0 0 14425 ISHARES TR RUS 1000 GRW ETF 464287614 17 82 SH SOLE 0 0 82 ISHARES TR RUS 1000 ETF 464287622 418 2118 SH SOLE 0 0 2118 ISHARES TR RUS 2000 VAL ETF 464287630 927 7189 SH SOLE 0 0 7189 ISHARES TR RUS 2000 GRW ETF 464287648 404 1954 SH SOLE 0 0 1954 ISHARES TR RUSSELL 2000 ETF 464287655 805 4881 SH SOLE 0 0 4881 ISHARES TR CORE S&P US VLU 464287663 4 65 SH SOLE 0 0 65 ISHARES TR RUSSELL 3000 ETF 464287689 29 142 SH SOLE 0 0 142 ISHARES TR U.S. REAL ES ETF 464287739 3 33 SH SOLE 0 0 33 ISHARES TR CORE S&P SCP ETF 464287804 7596 87121 SH SOLE 0 0 87121 ISHARES TR SP SMCP600VL ETF 464287879 1318 15984 SH SOLE 0 0 15984 ISHARES TR SHRT NAT MUN ETF 464288158 4 41 SH SOLE 0 0 41 ISHARES TR MRGSTR MD CP ETF 464288208 1 17 SH SOLE 0 0 17 ISHARES TR GL CLEAN ENE ETF 464288224 0 9 SH SOLE 0 0 9 ISHARES TR MSCI ACWI ETF 464288257 21 274 SH SOLE 0 0 274 ISHARES TR EAFE SML CP ETF 464288273 2788 57155 SH SOLE 0 0 57155 ISHARES TR NATIONAL MUN ETF 464288414 4 41 SH SOLE 0 0 41 ISHARES TR 3 7 YR TREAS BD 464288661 1 11 SH SOLE 0 0 11 ISHARES TR SHORT TREAS BD 464288679 115 1046 SH SOLE 0 0 1046 ISHARES TR MSCI USA ESG SLC 464288802 196 2588 SH SOLE 0 0 2588 ISHARES TR U.S. MED DVC ETF 464288810 12 264 SH SOLE 0 0 264 ISHARES TR EAFE VALUE ETF 464288877 1 36 SH SOLE 0 0 36 ISHARES TR EAFE GRWTH ETF 464288885 9 125 SH SOLE 0 0 125 ISHARES TR MSCI USA QLT FCT 46432F339 1 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE 46432F388 11 129 SH SOLE 0 0 129 ISHARES TR CORE MSCI TOTAL 46432F834 48 949 SH SOLE 0 0 949 ISHARES TR CORE MSCI EAFE 46432F842 4741 90012 SH SOLE 0 0 90012 ISHARES TR CORE 1 5 YR USD 46432F859 194 4219 SH SOLE 0 0 4219 ISHARES TR INTL EQTY FACTOR 46434V274 1 64 SH SOLE 0 0 64 ISHARES TR EXPONENTIAL TECH 46434V381 11 253 SH SOLE 0 0 253 ISHARES TR CORE TOTAL USD 46434V613 401 9011 SH SOLE 0 0 9011 ISHARES TR GLOBAL REIT ETF 46434V647 812 38183 SH SOLE 0 0 38183 JOHNSON & JOHNSON COM 478160104 639 3914 SH SOLE 0 0 3914 JPMORGAN CHASE & CO COM 46625H100 1094 10468 SH SOLE 0 0 10468 LILLY ELI & CO COM 532457108 711 2199 SH SOLE 0 0 2199 MCDONALDS CORP COM 580135101 797 3453 SH SOLE 0 0 3453 MERCK & CO INC COM 58933Y105 262 3037 SH SOLE 0 0 3037 MICROSOFT CORP COM 594918104 571 2453 SH SOLE 0 0 2453 MONDELEZ INTL INC CL A 609207105 408 7434 SH SOLE 0 0 7434 MOODYS CORP COM 615369105 429 1765 SH SOLE 0 0 1765 PEPSICO INC COM 713448108 635 3887 SH SOLE 0 0 3887 PHILIP MORRIS INTL INC COM 718172109 347 4180 SH SOLE 0 0 4180 PIONEER NAT RES CO COM 723787107 213 986 SH SOLE 0 0 986 PROCTER AND GAMBLE CO COM 742718109 473 3744 SH SOLE 0 0 3744 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 14618 345175 SH SOLE 0 0 345175 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 383 6546 SH SOLE 0 0 6546 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1302 21504 SH SOLE 0 0 21504 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5619 148656 SH SOLE 0 0 148656 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 338 15103 SH SOLE 0 0 15103 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 58 2493 SH SOLE 0 0 2493 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 181 6643 SH SOLE 0 0 6643 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 267 10631 SH SOLE 0 0 10631 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 265 6237 SH SOLE 0 0 6237 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 228 4771 SH SOLE 0 0 4771 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 236 3560 SH SOLE 0 0 3560 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 47 1668 SH SOLE 0 0 1668 SCHWAB STRATEGIC TR US REIT ETF 808524847 1 33 SH SOLE 0 0 33 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1 29 SH SOLE 0 0 29 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 434 15627 SH SOLE 0 0 15627 SONOCO PRODS CO COM 835495102 490 8637 SH SOLE 0 0 8637 SOUTHERN CO COM 842587107 348 5121 SH SOLE 0 0 5121 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 2 40 SH SOLE 0 0 40 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 294 10200 SH SOLE 0 0 10200 SPDR S&P 500 ETF TR TR UNIT 78462F103 3758 10522 SH SOLE 0 0 10522 TESLA INC COM 88160R101 2406 9072 SH SOLE 0 0 9072 TRUIST FINL CORP COM 89832Q109 207 4753 SH SOLE 0 0 4753 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3 42 SH SOLE 0 0 42 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 250 3339 SH SOLE 0 0 3339 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6 34 SH SOLE 0 0 34 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 351 4380 SH SOLE 0 0 4380 VANGUARD INDEX FDS SM CP VAL ETF 922908611 0 2 SH SOLE 0 0 2 VANGUARD INDEX FDS MID CAP ETF 922908629 84 445 SH SOLE 0 0 445 VANGUARD INDEX FDS GROWTH ETF 922908736 3 13 SH SOLE 0 0 13 VANGUARD INDEX FDS SMALL CP ETF 922908751 16 94 SH SOLE 0 0 94 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1 13 SH SOLE 0 0 13 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1 21 SH SOLE 0 0 21 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2517 33255 SH SOLE 0 0 33255 VANGUARD WORLD FDS ENERGY ETF 92204A306 6 61 SH SOLE 0 0 61 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 341 4578 SH SOLE 0 0 4578 VANGUARD WORLD FDS MATERIALS ETF 92204A801 5 32 SH SOLE 0 0 32 VERIZON COMMUNICATIONS INC COM 92343V104 328 8627 SH SOLE 0 0 8627