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
Chief Compliance Officer
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