Morris Financial Concepts Inc. Portfolio Adjustments in Q2

Morris Financial Concepts Inc.'s portfolio allocation saw changes during the second quarter of 2026, with notable adjustments to holdings like SCHWAB STRATEGIC TR (SCHX) and ISHARES TR (BSV).

By Insiderset.Jul 31, 2026, 1:19 PM
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Morris Financial Concepts, Inc.
Morris Financial Concepts Inc. Portfolio Adjustments in Q2
Morris Financial Concepts Inc.'s portfolio allocation saw changes during the second quarter of 2026, with notable adjustments to holdings like SCHWAB STRATEGIC TR (SCHX) and ISHARES TR (BSV).