0001841816-22-000001.txt : 20220202 0001841816-22-000001.hdr.sgml : 20220202 20220202154637 ACCESSION NUMBER: 0001841816-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220202 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morris Retirement Advisors, LLC CENTRAL INDEX KEY: 0001841816 IRS NUMBER: 821528574 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20502 FILM NUMBER: 22583425 BUSINESS ADDRESS: STREET 1: 3799 US HIGHWAY 46, SUITE 100 CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 844-672-7623 MAIL ADDRESS: STREET 1: 3799 US HIGHWAY 46, SUITE 100 CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841816 XXXXXXXX 12-31-2021 12-31-2021 false Morris Retirement Advisors, LLC

3799 Us Highway 46, Suite 100 Parsippany NJ 07054

13F HOLDINGS REPORT 028-20502 N Marco Lima 844-672-7623 /s/ Marco Lima Parsippany NJ 02-02-2022 0 119 129269 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 825 5862 SH SOLE 0 0 5862 ABBVIE INC COM 00287Y109 350 2583 SH SOLE 0 0 2583 ALPHABET INC CAP STK CL A 02079K305 446 154 SH SOLE 0 0 154 ALPHABET INC CAP STK CL C 02079K107 443 153 SH SOLE 0 0 153 AMAZON COM INC COM 023135106 1771 531 SH SOLE 0 0 531 APPLE INC COM 037833100 3819 21506 SH SOLE 0 0 21506 AXON ENTERPRISE INC COM 05464C101 322 2050 SH SOLE 0 0 2050 BLACKROCK CORPOR HI YLD FD I COM 09255P107 238 19273 SH SOLE 0 0 19273 BLOCK INC CL A 852234103 240 1485 SH SOLE 0 0 1485 BOEING CO COM 097023105 774 3842 SH SOLE 0 0 3842 BROADCOM INC COM 11135F101 234 352 SH SOLE 0 0 352 CATERPILLAR INC COM 149123101 767 3712 SH SOLE 0 0 3712 CHARTER COMMUNICATIONS INC N CL A 16119P108 512 786 SH SOLE 0 0 786 CHEVRON CORP NEW COM 166764100 758 6458 SH SOLE 0 0 6458 CISCO SYS INC COM 17275R102 321 5062 SH SOLE 0 0 5062 COHEN & 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ISHARES TR NATIONAL MUN ETF 464288414 299 2575 SH SOLE 0 0 2575 ISHARES TR CORE S&P SCP ETF 464287804 213 1856 SH SOLE 0 0 1856 ISHARES TR RUS 1000 ETF 464287622 393 1485 SH SOLE 0 0 1485 ISHARES TR S&P 500 GRWT ETF 464287309 340 4065 SH SOLE 0 0 4065 ISHARES TR 0-5 YR TIPS ETF 46429B747 3255 30741 SH SOLE 0 0 30741 ISHARES TR CORE 1 5 YR USD 46432F859 3359 66610 SH SOLE 0 0 66610 ISHARES TR SELECT DIVID ETF 464287168 352 2871 SH SOLE 0 0 2871 ISHARES TR MSCI USA MIN VOL 46429B697 217 2682 SH SOLE 0 0 2682 ISHARES TR MSCI USA QLT FCT 46432F339 4232 29075 SH SOLE 0 0 29075 J P MORGAN EXCHANGE-TRADED F BETABUILDERS EUR 46641Q191 3542 59288 SH SOLE 0 0 59288 JOHNSON & JOHNSON COM 478160104 440 2570 SH SOLE 0 0 2570 JPMORGAN CHASE & CO COM 46625H100 480 3030 SH SOLE 0 0 3030 KEYCORP COM 493267108 526 22733 SH SOLE 0 0 22733 KEYSIGHT TECHNOLOGIES INC COM 49338L103 260 1261 SH SOLE 0 0 1261 MCDONALDS CORP COM 580135101 697 2600 SH SOLE 0 0 2600 MERCK & CO INC COM 58933Y105 256 3347 SH SOLE 0 0 3347 META PLATFORMS INC CL A 30303M102 306 911 SH SOLE 0 0 911 MICROSOFT CORP COM 594918104 2979 8859 SH SOLE 0 0 8859 MODERNA INC COM 60770K107 219 862 SH SOLE 0 0 862 MONDELEZ INTL INC CL A 609207105 548 8265 SH SOLE 0 0 8265 MORGAN STANLEY COM NEW 617446448 549 5596 SH SOLE 0 0 5596 NUVEEN N Y MUN VALUE FD COM 67062M105 106 10743 SH SOLE 0 0 10743 NVIDIA CORPORATION COM 67066G104 1200 4081 SH SOLE 0 0 4081 NXP SEMICONDUCTORS N V COM N6596X109 205 898 SH SOLE 0 0 898 PAYCHEX INC COM 704326107 284 2078 SH SOLE 0 0 2078 PEPSICO INC COM 713448108 712 4101 SH SOLE 0 0 4101 PFIZER INC COM 717081103 1135 19229 SH SOLE 0 0 19229 PIMCO DYNAMIC INCOME FD SHS 72201Y101 815 31436 SH SOLE 0 0 31436 PIMCO STRATEGIC INCOME FD COM 72200X104 92 13587 SH SOLE 0 0 13587 PIONEER HIGH INCOME FUND INC COM 72369H106 179 18466 SH SOLE 0 0 18466 PIONEER NAT RES CO COM 723787107 277 1522 SH SOLE 0 0 1522 PROCTER AND GAMBLE CO COM 742718109 309 1892 SH SOLE 0 0 1892 PUBLIC SVC ENTERPRISE GRP IN COM 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