Chief Compliance Officer

0001398344-23-000722.txt : 20230119 0001398344-23-000722.hdr.sgml : 20230119 20230119111451 ACCESSION NUMBER: 0001398344-23-000722 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230119 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: 23536375 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 X0202 13F-HR LIVE false false false 0001387386 XXXXXXXX 12-31-2022 12-31-2022 false MORRIS FINANCIAL CONCEPTS, INC.

409 COLEMAN BLVD. STE 100 MOUNT PLEASANT SC 29464

13F HOLDINGS REPORT 028-22215 000114862 801-60830 N Tucker Morris Chief Compliance Officer 843-884-6192 /s/ Tucker Morris Mount Pleasant SC 01-19-2023 0 145 123818351 INFORMATION TABLE 2 fp0081715-1_13fhr-table.xml ABBVIE INC COM 00287Y109 288474 1785 SH SOLE 0 0 1785 ALPHABET INC CAP STK CL C 02079K107 80862 911 SH SOLE 0 0 911 ALPHABET INC CAP STK CL A 02079K305 163402 1852 SH SOLE 0 0 1852 ALTRIA GROUP INC COM 02209S103 241996 5294 SH SOLE 0 0 5294 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 29963 597 SH SOLE 0 0 597 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 66162 1609 SH SOLE 0 0 1609 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 128006 3124 SH SOLE 0 0 3124 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 560526 11111 SH SOLE 0 0 11111 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 253932 5535 SH SOLE 0 0 5535 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1233315 23187 SH SOLE 0 0 23187 AMERICAN CENTY ETF TR US SML CP VALU 025072877 15126 203 SH SOLE 0 0 203 AMERICAN CENTY ETF TR US EQT ETF 025072885 1341683 19728 SH SOLE 0 0 19728 APOLLO ENDOSURGERY INC COM 03767D108 111156 11149 SH SOLE 0 0 11149 APPLE INC COM 037833100 876458 6746 SH SOLE 0 0 6746 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 414235 1341 SH SOLE 0 0 1341 BRISTOL-MYERS SQUIBB CO COM 110122108 233146 3240 SH SOLE 0 0 3240 COCA COLA CO COM 191216100 499306 7849 SH SOLE 0 0 7849 DEERE & CO COM 244199105 331431 773 SH SOLE 0 0 773 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 158824 5878 SH SOLE 0 0 5878 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 70638 2821 SH SOLE 0 0 2821 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 75003 3417 SH SOLE 0 0 3417 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 64398 1259 SH SOLE 0 0 1259 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 51817 1179 SH SOLE 0 0 1179 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 21370 876 SH SOLE 0 0 876 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 14301 583 SH SOLE 0 0 583 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5108488 210399 SH SOLE 0 0 210399 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1145 51 SH SOLE 0 0 51 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 200667 9329 SH SOLE 0 0 9329 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1883 76 SH SOLE 0 0 76 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 727623 15787 SH SOLE 0 0 15787 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1769043 42607 SH SOLE 0 0 42607 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1516428 70205 SH SOLE 0 0 70205 DOMINION ENERGY INC COM 25746U109 200311 3267 SH SOLE 0 0 3267 EXXON MOBIL CORP COM 30231G102 435280 3946 SH SOLE 0 0 3946 GENUINE PARTS CO COM 372460105 212917 1227 SH SOLE 0 0 1227 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 28003 973 SH SOLE 0 0 973 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 29273 1034 SH SOLE 0 0 1034 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 382325 5022 SH SOLE 0 0 5022 GOLDMAN SACHS ETF TR ACTIVEBETA US 381430602 12178 223 SH SOLE 0 0 223 HOME DEPOT INC COM 437076102 490826 1554 SH SOLE 0 0 1554 INTERNATIONAL BUSINESS MACHS COM 459200101 438306 3111 SH SOLE 0 0 3111 ISHARES TR MORNINGSTR US EQ 464287127 78960 1500 SH SOLE 0 0 1500 ISHARES TR SELECT DIVID ETF 464287168 58793 488 SH SOLE 0 0 488 ISHARES TR CORE S&P500 ETF 464287200 14775929 38458 SH SOLE 0 0 38458 ISHARES TR CORE US AGGBD ET 464287226 191070 1970 SH SOLE 0 0 1970 ISHARES TR MSCI EMG MKT ETF 464287234 1626935 42927 SH SOLE 0 0 42927 ISHARES TR IBOXX INV CP ETF 464287242 12441 118 SH SOLE 0 0 118 ISHARES TR GLOBAL TECH ETF 464287291 42768 954 SH SOLE 0 0 954 ISHARES TR S&P 500 GRWT ETF 464287309 2449044 41864 SH SOLE 0 0 41864 ISHARES TR S&P 500 VAL ETF 464287408 2810526 19374 SH SOLE 0 0 19374 ISHARES TR 1 3 YR TREAS BD 464287457 2229738 27470 SH SOLE 0 0 27470 ISHARES TR MSCI EAFE ETF 464287465 1629922 24831 SH SOLE 0 0 24831 ISHARES TR RUS MDCP VAL ETF 464287473 4730 45 SH SOLE 0 0 45 ISHARES TR RUS MD CP GR ETF 464287481 669 8 SH SOLE 0 0 8 ISHARES TR RUS MID CAP ETF 464287499 92002 1364 SH SOLE 0 0 1364 ISHARES TR CORE S&P MCP ETF 464287507 1770750 7320 SH SOLE 0 0 7320 ISHARES TR ISHARES BIOTECH 464287556 3545 27 SH SOLE 0 0 27 ISHARES TR RUS 1000 VAL ETF 464287598 2107783 13899 SH SOLE 0 0 13899 ISHARES TR RUS 1000 GRW ETF 464287614 20353 95 SH SOLE 0 0 95 ISHARES TR RUS 1000 ETF 464287622 453881 2156 SH SOLE 0 0 2156 ISHARES TR RUS 2000 VAL ETF 464287630 998276 7199 SH SOLE 0 0 7199 ISHARES TR RUS 2000 GRW ETF 464287648 419816 1957 SH SOLE 0 0 1957 ISHARES TR RUSSELL 2000 ETF 464287655 803974 4611 SH SOLE 0 0 4611 ISHARES TR CORE S&P US VLU 464287663 4591 65 SH SOLE 0 0 65 ISHARES TR RUSSELL 3000 ETF 464287689 31354 142 SH SOLE 0 0 142 ISHARES TR U.S. REAL ES ETF 464287739 2778 33 SH SOLE 0 0 33 ISHARES TR CORE S&P SCP ETF 464287804 9522677 100620 SH SOLE 0 0 100620 ISHARES TR SP SMCP600VL ETF 464287879 1439065 15760 SH SOLE 0 0 15760 ISHARES TR SHRT NAT MUN ETF 464288158 58068 557 SH SOLE 0 0 557 ISHARES TR MRGSTR MD CP ETF 464288208 997 17 SH SOLE 0 0 17 ISHARES TR GL CLEAN ENE ETF 464288224 179 9 SH SOLE 0 0 9 ISHARES TR MSCI ACWI ETF 464288257 17045 201 SH SOLE 0 0 201 ISHARES TR EAFE SML CP ETF 464288273 3101668 54916 SH SOLE 0 0 54916 ISHARES TR JPMORGAN USD EMG 464288281 338 4 SH SOLE 0 0 4 ISHARES TR NATIONAL MUN ETF 464288414 27060 256 SH SOLE 0 0 256 ISHARES TR INTL SEL DIV ETF 464288448 87863 3235 SH SOLE 0 0 3235 ISHARES TR IBOXX HI YD ETF 464288513 884 12 SH SOLE 0 0 12 ISHARES TR SHORT TREAS BD 464288679 2386913 21715 SH SOLE 0 0 21715 ISHARES TR MSCI USA ESG SLC 464288802 173366 2106 SH SOLE 0 0 2106 ISHARES TR U.S. MED DVC ETF 464288810 8359 159 SH SOLE 0 0 159 ISHARES TR EAFE VALUE ETF 464288877 1652 36 SH SOLE 0 0 36 ISHARES TR EAFE GRWTH ETF 464288885 10470 125 SH SOLE 0 0 125 ISHARES TR MSCI USA QLT FCT 46432F339 1254 11 SH SOLE 0 0 11 ISHARES TR MSCI USA VALUE 46432F388 11724 129 SH SOLE 0 0 129 ISHARES TR CORE MSCI TOTAL 46432F834 54928 949 SH SOLE 0 0 949 ISHARES TR CORE MSCI EAFE 46432F842 7641105 123963 SH SOLE 0 0 123963 ISHARES TR CORE 1 5 YR USD 46432F859 832205 17920 SH SOLE 0 0 17920 ISHARES TR MSCI INTL SML CP 46434V266 94020 3134 SH SOLE 0 0 3134 ISHARES TR INTL EQTY FACTOR 46434V274 1574 64 SH SOLE 0 0 64 ISHARES TR EXPONENTIAL TECH 46434V381 11977 253 SH SOLE 0 0 253 ISHARES TR CORE TOTAL USD 46434V613 653372 14542 SH SOLE 0 0 14542 ISHARES TR GLOBAL REIT ETF 46434V647 940947 41433 SH SOLE 0 0 41433 JOHNSON & JOHNSON COM 478160104 718841 4069 SH SOLE 0 0 4069 JPMORGAN CHASE & CO COM 46625H100 1391934 10380 SH SOLE 0 0 10380 LILLY ELI & CO COM 532457108 845094 2310 SH SOLE 0 0 2310 MCDONALDS CORP COM 580135101 914138 3469 SH SOLE 0 0 3469 MERCK & CO INC COM 58933Y105 334527 3015 SH SOLE 0 0 3015 MICROSOFT CORP COM 594918104 673415 2808 SH SOLE 0 0 2808 MONDELEZ INTL INC CL A 609207105 539108 8089 SH SOLE 0 0 8089 MOODYS CORP COM 615369105 491804 1765 SH SOLE 0 0 1765 PEPSICO INC COM 713448108 845344 4679 SH SOLE 0 0 4679 PHILIP MORRIS INTL INC COM 718172109 423092 4180 SH SOLE 0 0 4180 PIONEER NAT RES CO COM 723787107 225193 986 SH SOLE 0 0 986 PROCTER AND GAMBLE CO COM 742718109 566477 3738 SH SOLE 0 0 3738 RAYTHEON TECHNOLOGIES CORP COM 75513E101 210620 2087 SH SOLE 0 0 2087 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 16281361 360606 SH SOLE 0 0 360606 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 416982 6316 SH SOLE 0 0 6316 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1170351 17838 SH SOLE 0 0 17838 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6192399 152861 SH SOLE 0 0 152861 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 326409 13790 SH SOLE 0 0 13790 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 77512 3128 SH SOLE 0 0 3128 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 322666 10322 SH SOLE 0 0 10322 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 295409 10162 SH SOLE 0 0 10162 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 261959 5607 SH SOLE 0 0 5607 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 340199 6366 SH SOLE 0 0 6366 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 268922 3560 SH SOLE 0 0 3560 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 52148 1619 SH SOLE 0 0 1619 SCHWAB STRATEGIC TR US REIT ETF 808524847 637 33 SH SOLE 0 0 33 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1428 29 SH SOLE 0 0 29 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 7091 147 SH SOLE 0 0 147 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 539113 17131 SH SOLE 0 0 17131 SONOCO PRODS CO COM 835495102 524352 8637 SH SOLE 0 0 8637 SOUTHERN CO COM 842587107 349207 4890 SH SOLE 0 0 4890 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 933 20 SH SOLE 0 0 20 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 216285 6692 SH SOLE 0 0 6692 SPDR S&P 500 ETF TR TR UNIT 78462F103 4039729 10563 SH SOLE 0 0 10563 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 540405 5908 SH SOLE 0 0 5908 TESLA INC COM 88160R101 1117612 9073 SH SOLE 0 0 9073 TRUIST FINL CORP COM 89832Q109 204522 4753 SH SOLE 0 0 4753 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3121 42 SH SOLE 0 0 42 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 270785 3597 SH SOLE 0 0 3597 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6112 34 SH SOLE 0 0 34 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 286206 3470 SH SOLE 0 0 3470 VANGUARD INDEX FDS SM CP VAL ETF 922908611 318 2 SH SOLE 0 0 2 VANGUARD INDEX FDS MID CAP ETF 922908629 62122 305 SH SOLE 0 0 305 VANGUARD INDEX FDS GROWTH ETF 922908736 8738 41 SH SOLE 0 0 41 VANGUARD INDEX FDS SMALL CP ETF 922908751 13703 75 SH SOLE 0 0 75 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 60364 1044 SH SOLE 0 0 1044 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 977 13 SH SOLE 0 0 13 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 956 21 SH SOLE 0 0 21 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2096940 27054 SH SOLE 0 0 27054 VANGUARD WORLD FDS ENERGY ETF 92204A306 6225 51 SH SOLE 0 0 51 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 378738 4578 SH SOLE 0 0 4578 VANGUARD WORLD FDS MATERIALS ETF 92204A801 4486 26 SH SOLE 0 0 26 VERIZON COMMUNICATIONS INC COM 92343V104 310778 7888 SH SOLE 0 0 7888