MORRIS FINANCIAL CONCEPTS, INC.

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CIK 1387386

13F portfolio (2026-Q1)

$295M

Positions

195

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

195

Top 5

41.7%

Top 10

57.1%

Effective N

19.8

HHI

0.051

This quarter

6 new · 0 exit →

By sector

Unclassified89.7%

Information Technology2.4%

Consumer Discretionary2.0%

Financials1.8%

Health Care1.3%

Communication Services0.9%

Industrials0.6%

Consumer Staples0.6%

Other0.8%

By market cap

Unknown89.8%

Mega (>$200B)8.3%

Large ($10–200B)1.7%

Mid ($2–10B)0.2%

By region

Other89.7%

North America10.2%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	89.88%	142
Banks	1.28%	3
Pharmaceuticals & Biotechnology	1.18%	6
Technology Hardware & Equipment	1.05%	3
Automobiles & Components	0.96%	1
Specialty Retail	0.84%	6
Semiconductors & Semiconductor Equipment	0.65%	5
Software & IT Services	0.56%	3
Oil, Gas & Consumable Fuels	0.40%	1
Software	0.39%	1
Commercial Services & Supplies	0.31%	2
Electrical Equipment & Components	0.30%	2
Machinery	0.30%	2
Beverages	0.29%	2
Hotels, Restaurants & Leisure	0.17%	2
Utilities	0.17%	2
Tobacco	0.16%	2
Capital Markets	0.14%	1
Media & Entertainment	0.14%	1
Aerospace & Defense	0.13%	1
Chemicals	0.13%	1
Construction & Engineering	0.12%	1
Food Products	0.10%	1
Metals & Mining	0.09%	1
Diversified Telecommunication Services	0.08%	1
Health Care Equipment & Supplies	0.08%	1
Entertainment	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	13.47%
2	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	12.76%
3	IEFA	ISHARES TR	Unclassified	6.27%
4	IJR	ISHARES TR	Unclassified	5.27%
5	BSV	VANGUARD BD INDEX FDS	Unclassified	3.92%
6	SHY	ISHARES TR	Unclassified	3.58%
7	SCHA	SCHWAB STRATEGIC TR	Unclassified	3.12%
8	ISTB	ISHARES TR	Unclassified	3.11%
9	SHV	ISHARES TR	Unclassified	2.95%
10	DFAC	DIMENSIONAL ETF TRUST	Unclassified	2.63%

54/195 names classified · sector 10.3% of weight · industry 10.1% · mkt cap 10.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Consumer DiscretionaryTSLA, MCD, HD, COST, WMT · other

Information TechnologyAAPL, MSFT, IBM, NVDA, GE · other

FinancialsJPM, BRK.B, MA, TFC, WFC · other

Health CareLLY, JNJ, ABBV, MRK, BMY · other

Consumer StaplesPEP, KO, MDLZ, PM, MO

Communication ServicesGOOGL, META, VZ, DIS, NFLX · other

IndustrialsMCO, DE, RTX, CMI, FIX · other

MaterialsPG, SON, CMC

Energy

UtilitiesSO, D

UnclassifiedIVV, SCHX, IJR, IEFA, SCHA · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 10.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 10% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (52 classified)MORRIS FINANCIAL CONCEPTS, INC. centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsHealth CareCommunication ServicesIndustrialsConsumer StaplesEnergyMaterialsUtilities

Style box summary for MORRIS FINANCIAL CONCEPTS, INC.: centroid Large Core. Heaviest cells: Large Core 3.9%, Large Growth 3.3%, Large Value 2.1%.

Classified: 10.0% of book weight (52/195 names) · unclassified 90.0%: IVV, SCHX, IEFA, IJR, BSV, SHY, SCHA, ISTB, SHV, DFAC +133 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 195 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	60,745	$40M	13.5%	HOLD
2	SCHXSCHWAB U.S. LARGE-CAP ETF	1,465,453	$38M	12.8%	ADD 3%
3	IEFAISHARES TR	203,991	$18M	6.3%	ADD 5%
4	IJRISHARES TR	124,933	$16M	5.3%	ADD 2%
5	BSVVANGUARD BD INDEX FDS	147,436	$12M	3.9%	ADD 51%
6	SHYISHARES TR	127,556	$11M	3.6%	ADD 8%
7	SCHASCHWAB STRATEGIC TR	315,615	$9M	3.1%	ADD 2%
8	ISTBISHARES TR	188,922	$9M	3.1%	ADD 4%
9	SHVISHARES TR	78,676	$9M	2.9%	ADD 2%
10	DFACDIMENSIONAL ETF TRUST	199,496	$8M	2.6%	TRIM −2%
11	SPYSTATE STR SPDR S&P 500 ETF T	9,262	$6M	2.0%	HOLD
12	DFISDIMENSIONAL ETF TRUST	151,009	$5M	1.7%	ADD 7%
13	IVWISHARES TR	41,201	$5M	1.6%	HOLD
14	DFLVDIMENSIONAL ETF TRUST	119,468	$4M	1.4%	ADD 38%
15	IVEISHARES TR	19,690	$4M	1.4%	HOLD
16	DFATDIMENSIONAL ETF TRUST	57,316	$4M	1.2%	ADD 8%
17	DISVDIMENSIONAL ETF TRUST	83,356	$3M	1.1%	HOLD
18	DFASDIMENSIONAL ETF TRUST	42,876	$3M	1.0%	ADD 6%
19	JPMJPMORGAN CHASE & CO	10,192	$3M	1.0%	ADD 4%
20	TSLATESLA INC	7,588	$3M	1.0%	HOLD
21	EFAISHARES TR	28,505	$3M	0.9%	TRIM −6%
22	AVUSAMERICAN CENTY ETF TR	22,875	$3M	0.9%	ADD 3%
23	DFAEDIMENSIONAL ETF TRUST	73,560	$2M	0.8%	ADD 28%
24	VOOVANGUARD INDEX FDS	3,873	$2M	0.8%	ADD 7%
25	DFIVDIMENSIONAL ETF TRUST	43,670	$2M	0.8%	ADD 28%
26	VCITVANGUARD SCOTTSDALE FDS	27,343	$2M	0.8%	ADD 14%
27	AAPLAPPLE INC	8,641	$2M	0.7%	ADD 10%
28	DFGRDIMENSIONAL ETF TRUST	80,838	$2M	0.7%	ADD 20%
29	DFCFDIMENSIONAL ETF TRUST	44,293	$2M	0.6%	ADD 12%
30	IEMGISHARES INC	24,828	$2M	0.6%	ADD 8%
31	AVDEAMERICAN CENTY ETF TR	19,008	$2M	0.5%	HOLD
32	SCZISHARES TR	19,696	$2M	0.5%	TRIM −10%
33	IUSGISHARES TR	9,907	$2M	0.5%	TRIM −3%
34	IWBISHARES TR	4,281	$2M	0.5%	HOLD
35	LLYELI LILLY & CO	1,635	$2M	0.5%	TRIM −24%
36	IWMISHARES TR	5,800	$1M	0.5%	HOLD
37	DFSDDIMENSIONAL ETF TRUST	29,773	$1M	0.5%	ADD 3%
38	DFAXDIMENSIONAL ETF TRUST	41,589	$1M	0.5%	HOLD
39	IWNISHARES TR	7,300	$1M	0.5%	HOLD
40	DFSUDIMENSIONAL ETF TRUST	33,517	$1M	0.5%	ADD 188%
41	REETISHARES TR	51,776	$1M	0.4%	ADD 2%
42	EEMISHARES TR	21,665	$1M	0.4%	TRIM −6%
43	VYMIVANGUARD WHITEHALL FDS	12,819	$1M	0.4%	ADD 8%
44	DFAUDIMENSIONAL ETF TRUST	26,747	$1M	0.4%	HOLD
45	XOMEXXON MOBIL CORP	7,023	$1M	0.4%	ADD 8%
46	MSFTMICROSOFT CORP	3,139	$1M	0.4%	HOLD
47	DFEMDIMENSIONAL ETF TRUST	33,476	$1M	0.4%	TRIM −10%
48	IUSBISHARES TR	23,081	$1M	0.4%	ADD 3%
49	IJSISHARES TR	8,233	$975,237	0.3%	TRIM −7%
50	EFGISHARES TR	8,447	$940,742	0.3%	TRIM −4%
51	GOOGLALPHABET INC	2,864	$823,572	0.3%	ADD 9%
52	IJHISHARES TR	11,119	$750,866	0.3%	HOLD
53	SUSAISHARES TR	5,677	$749,932	0.3%	ADD 6%
54	WMTWALMART INC	5,874	$730,021	0.2%	ADD 35%
55	VFHVANGUARD WORLD FD	6,006	$725,585	0.2%	HOLD
56	AVEMAMERICAN CENTY ETF TR	8,792	$708,453	0.2%	HOLD
57	IBMINTERNATIONAL BUSINESS MACHS	2,886	$699,444	0.2%	HOLD
58	GSLCGOLDMAN SACHS ETF TR	5,486	$686,463	0.2%	HOLD
59	IWDISHARES TR	3,178	$679,043	0.2%	TRIM −10%
60	MAMASTERCARD INCORPORATED	1,336	$667,629	0.2%	HOLD
61	DFAIDIMENSIONAL ETF TRUST	16,801	$654,567	0.2%	HOLD
62	IWOISHARES TR	1,957	$614,126	0.2%	HOLD
63	METAMETA PLATFORMS INC	1,057	$604,741	0.2%	TRIM −2%
64	MUNIPIMCO Intermediate Muni Bd Actv - ETF	11,581	$604,412	0.2%	ADD 38%
65	NVDANVIDIA CORPORATION	3,363	$586,507	0.2%	TRIM −7%
66	DFSIDIMENSIONAL ETF TRUST	13,573	$575,495	0.2%	ADD 164%
67	JNJJOHNSON & JOHNSON	2,338	$571,524	0.2%	TRIM −3%
68	ABBVABBVIE INC	2,623	$570,503	0.2%	HOLD
69	ESMLISHARES TR	11,615	$546,137	0.2%	TRIM −2%
70	BRK.BBERKSHIRE HATHAWAY INC DEL	1,135	$543,892	0.2%	TRIM −9%
71	VXUSVANGUARD STAR FDS	6,616	$510,160	0.2%	HOLD
72	SCHBSCHWAB STRATEGIC TR	19,691	$494,252	0.2%	HOLD
73	GEGE AEROSPACE	1,734	$492,057	0.2%	HOLD
74	GEMGOLDMAN SACHS ETF TR	11,387	$491,918	0.2%	HOLD
75	AVSFAMERICAN CENTY ETF TR	10,492	$491,002	0.2%	ADD 8%
76	PEPPEPSICO INC	3,130	$486,058	0.2%	ADD 16%
77	CMICUMMINS INC	899	$483,680	0.2%	TRIM −3%
78	COSTCOSTCO WHSL CORP NEW	483	$480,941	0.2%	TRIM −4%
79	WFCWELLS FARGO CO NEW	5,780	$460,146	0.2%	HOLD
80	SCHCSCHWAB STRATEGIC TR	9,684	$452,630	0.2%	TRIM −7%
81	HDHOME DEPOT INC	1,302	$428,194	0.1%	ADD 41%
82	AVGOBROADCOM INC	1,363	$421,862	0.1%	TRIM −4%
83	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,240	$419,058	0.1%	TRIM −6%
84	GSGOLDMAN SACHS GROUP INC	492	$416,227	0.1%	TRIM −7%
85	NFLXNETFLIX INC	4,316	$414,983	0.1%	TRIM −9%
86	VYMVANGUARD WHITEHALL FDS	2,766	$409,681	0.1%	HOLD
87	EAGGISHARES TR	8,581	$408,027	0.1%	ADD 7%
88	FNDXSCHWAB STRATEGIC TR	14,216	$395,916	0.1%	HOLD
89	GEVGE VERNOVA INC	450	$392,805	0.1%	HOLD
90	RTXRTX CORPORATION	2,014	$388,501	0.1%	ADD 2%
91	PGPROCTER AND GAMBLE CO	2,682	$387,332	0.1%	HOLD
92	DEDEERE & CO	684	$385,297	0.1%	HOLD
93	KOCOCA COLA CO	5,018	$381,636	0.1%	TRIM −2%
94	MRKMERCK & CO INC	3,046	$366,403	0.1%	HOLD
95	FIXCOMFORT SYS USA INC	264	$364,053	0.1%	HOLD
96	FNDCSCHWAB STRATEGIC TR	7,627	$353,588	0.1%	HOLD
97	BNDVANGUARD BD INDEX FDS	4,700	$346,105	0.1%	HOLD
98	AMZNAMAZON COM INC	1,619	$337,189	0.1%	HOLD
99	SCHDSCHWAB STRATEGIC TR	10,545	$323,521	0.1%	HOLD
100	VNQVANGUARD INDEX FDS	3,466	$307,434	0.1%	HOLD
101	ESGDISHARES TR	3,149	$301,107	0.1%	HOLD
102	YUMYUM BRANDS INC	1,918	$298,137	0.1%	NEW
103	TFCTRUIST FINL CORP	6,485	$298,115	0.1%	TRIM −8%
104	SUBISHARES TR	2,798	$298,029	0.1%	HOLD
105	SOSOUTHERN CO	3,047	$294,096	0.1%	TRIM −12%
106	MDLZMONDELEZ INTL INC	4,947	$285,145	0.1%	TRIM −9%
107	FNDFSCHWAB STRATEGIC TR	5,787	$283,158	0.1%	TRIM −5%
108	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	6,470	$279,051	0.1%	TRIM −5%
109	SCHVSCHWAB STRATEGIC TR	9,070	$276,635	0.1%	TRIM −3%
110	GSSCGOLDMAN SACHS ETF TR	3,664	$273,142	0.1%	HOLD
111	AVIGAMERICAN CENTY ETF TR	6,565	$272,718	0.1%	ADD 12%
112	ANAUTONATION INC	1,384	$270,240	0.1%	HOLD
113	CMCCOMMERCIAL METALS CO	4,378	$268,941	0.1%	TRIM −4%
114	AMATAPPLIED MATLS INC	781	$266,938	0.1%	NEW
115	SCHESCHWAB STRATEGIC TR	8,082	$266,307	0.1%	TRIM −2%
116	SCHFSCHWAB STRATEGIC TR	10,602	$262,406	0.1%	HOLD
117	JPSTJ P MORGAN EXCHANGE TRADED F	5,116	$258,921	0.1%	HOLD
118	MCOMOODYS CORP	589	$256,951	0.1%	HOLD
119	MOALTRIA GROUP INC	3,789	$250,036	0.1%	TRIM −27%
120	SMMUPIMCO ETF TR	4,746	$239,436	0.1%	ADD 76%
121	AGGISHARES TR	2,404	$238,645	0.1%	HOLD
122	ABTABBOTT LABS	2,307	$236,860	0.1%	HOLD
123	VRTXVERTEX PHARMACEUTICALS INC	530	$236,666	0.1%	ADD 5%
124	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	8,076	$235,254	0.1%	HOLD
125	BJBJS WHSL CLUB HLDGS INC	2,385	$234,732	0.1%	HOLD
126	PMPHILIP MORRIS INTL INC	1,411	$233,350	0.1%	TRIM −8%
127	VZVERIZON COMMUNICATIONS INC	4,541	$227,958	0.1%	NEW
128	TXNTEXAS INSTRS INC	1,165	$226,173	0.1%	TRIM −6%
129	FNDASCHWAB STRATEGIC TR	6,954	$225,518	0.1%	HOLD
130	ISRGINTUITIVE SURGICAL INC	489	$225,424	0.1%	ADD 3%
131	DISDISNEY WALT CO	2,305	$222,107	0.1%	ADD 8%
132	BNDXVANGUARD CHARLOTTE FDS	4,508	$216,595	0.1%	HOLD
133	MCDMCDONALDS CORP	690	$214,445	0.1%	HOLD
134	GOOGALPHABET INC	747	$214,284	0.1%	ADD 25%
135	CSCOCISCO SYS INC	2,755	$213,760	0.1%	NEW
136	DDOMINION ENERGY INC	3,427	$211,857	0.1%	HOLD
137	BSCQINVESCO EXCH TRD SLF IDX FD	10,214	$199,479	0.1%	HOLD
138	BSCRINVESCO EXCH TRD SLF IDX FD	10,122	$198,644	0.1%	HOLD
139	BSCSINVESCO EXCH TRD SLF IDX FD	9,708	$198,266	0.1%	HOLD
140	BSCTINVESCO EXCH TRD SLF IDX FD	10,605	$197,894	0.1%	HOLD
141	IWRISHARES TR	1,989	$193,390	0.1%	ADD 46%
142	DUBSETF SER SOLUTIONS	4,914	$177,199	0.1%	HOLD
143	VGSRMANAGER DIRECTED PORTFOLIOS	17,042	$176,044	0.1%	HOLD
144	VTVVANGUARD INDEX FDS	698	$136,948	0.0%	TRIM −4%
145	ISCFISHARES TR	2,683	$112,123	0.0%	TRIM −6%
146	FNDESCHWAB STRATEGIC TR	2,762	$105,674	0.0%	HOLD
147	IDVISHARES TR	1,976	$84,099	0.0%	TRIM −11%
148	VGSHVANGUARD SHORT-TERM TREASURY ETF	1,269	$74,287	0.0%	HOLD
149	MUBISHARES TR	686	$72,819	0.0%	ADD 4%
150	VOVANGUARD INDEX FDS	253	$72,657	0.0%	HOLD
151	VUGVANGUARD INDEX FDS	152	$66,392	0.0%	HOLD
152	DFSVDIMENSIONAL ETF TRUST	1,855	$64,999	0.0%	HOLD
153	ESGEISHARES INC	1,331	$60,521	0.0%	HOLD
154	SCHMSCHWAB STRATEGIC TR	1,899	$58,793	0.0%	TRIM −16%
155	DVYISHARES TR	388	$58,747	0.0%	TRIM −2%
156	AVLVAMERICAN CENTY ETF TR	703	$56,669	0.0%	HOLD
157	IXUSISHARES TR	600	$51,984	0.0%	HOLD
158	DFAWDIMENSIONAL ETF TRUST	669	$49,361	0.0%	HOLD
159	AVREAMERICAN CENTY ETF TR	855	$37,637	0.0%	HOLD
160	IXNISHARES TR	375	$37,489	0.0%	HOLD
161	IWFISHARES TR	80	$34,112	0.0%	ADD 3%
162	IDUBETF SER SOLUTIONS	1,380	$34,045	0.0%	HOLD
163	SCHHSCHWAB STRATEGIC TR	1,559	$33,504	0.0%	HOLD
164	DGROISHARES CORE DIVIDEND GROWTH ETF	400	$28,072	0.0%	NEW
165	ILCBISHARES TR	300	$26,958	0.0%	HOLD
166	IBDRISHARES TR	1,066	$25,840	0.0%	HOLD
167	AVUVAMERICAN CENTY ETF TR	197	$21,763	0.0%	TRIM −25%
168	MINTPIMCO ETF TR	213	$21,421	0.0%	HOLD
169	IDRVISHARES TR	539	$20,768	0.0%	HOLD
170	LDURPIMCO ETF TR	191	$18,302	0.0%	TRIM −19%
171	XTISHARES TR	258	$17,583	0.0%	HOLD
172	VBVANGUARD INDEX FDS	65	$17,025	0.0%	HOLD
173	VBRVANGUARD INDEX FDS	77	$16,728	0.0%	HOLD
174	VTIVANGUARD INDEX FDS	46	$14,893	0.0%	ADD 92%
175	LQDISHARES TR	118	$12,861	0.0%	HOLD
176	BONDPIMCO ETF TR	138	$12,714	0.0%	ADD 5%
177	VOTVANGUARD INDEX FDS	34	$8,750	0.0%	HOLD
178	BBCAJ P MORGAN EXCHANGE TRADED F	91	$8,559	0.0%	HOLD
179	IWVISHARES TR	23	$8,526	0.0%	NEW
180	ACWIISHARES TR	61	$8,441	0.0%	HOLD
181	BIVVANGUARD BD INDEX FDS	92	$7,101	0.0%	HOLD
182	IWSISHARES TR	45	$6,544	0.0%	HOLD
183	VCSHVANGUARD SCOTTSDALE FDS	68	$5,390	0.0%	HOLD
184	IBBISHARES TR	27	$4,559	0.0%	HOLD
185	BBJPJ P MORGAN EXCHANGE TRADED F	65	$4,479	0.0%	HOLD
186	QUALISHARES TR	21	$4,028	0.0%	HOLD
187	IEFISHARES TR	40	$3,818	0.0%	HOLD
188	EFVISHARES TR	50	$3,718	0.0%	HOLD
189	TLTISHARES TR	40	$3,468	0.0%	HOLD
190	IQLTISHARES TR	60	$2,774	0.0%	HOLD
191	AVSDAMERICAN CENTY ETF TR	37	$2,725	0.0%	HOLD
192	IHIISHARES TR	50	$2,668	0.0%	TRIM −29%
193	SCHRSCHWAB STRATEGIC TR	58	$1,445	0.0%	HOLD
194	MTUMISHARES TR	5	$1,200	0.0%	HOLD
195	VMBSVANGUARD SCOTTSDALE FDS	21	$986	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

63K

60K

61K

60K

61K

$40M

SCHXSCHWAB U.S. LARGE-CAP ETF

1.4M

1.3M

1.4M

1.5M

$38M

IEFAISHARES TR

189K

191K

192K

193K

195K

204K

$18M

IJRISHARES TR

119K

121K

117K

122K

125K

$16M

BSVVANGUARD BD INDEX FDS

76K

80K

89K

98K

147K

$12M

SHYISHARES TR

97K

101K

106K

114K

118K

128K

$11M

SCHASCHWAB STRATEGIC TR

293K

295K

291K

300K

309K

316K

$9M

ISTBISHARES TR

169K

171K

167K

176K

181K

189K

$9M

SHVISHARES TR

66K

68K

72K

76K

77K

79K

$9M

DFACDIMENSIONAL ETF TRUST

209K

207K

204K

199K

$8M

SPYSTATE STR SPDR S&P 500 ETF T

10K

$6M

DFISDIMENSIONAL ETF TRUST

101K

113K

125K

132K

141K

151K

$5M

IVWISHARES TR

43K

42K

41K

$5M

DFLVDIMENSIONAL ETF TRUST

53K

59K

67K

80K

87K