Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | EVTR | MORGAN STANLEY ETF TRUST | — | 71,850.0 | $3.6M | 0.08% | NEW | — | $50.71 | -1.2% |
| 202 | IVE | ISHARES TR | — | 16,039.0 | $3.6M | 0.08% | NEW | — | $227.06 | +4.4% |
| 203 | LQDH | ISHARES U S ETF TR | — | 38,798.0 | $3.6M | 0.08% | NEW | — | $93.13 | -1.1% |
| 204 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 4,714.0 | $3.6M | 0.08% | NEW | — | $190.78 | +10.7% |
| 205 | VIG | VANGUARD SPECIALIZED FUNDS | — | 15,181.0 | $3.6M | 0.08% | NEW | — | $236.61 | +3.3% |
| 206 | LIN | LINDE PLC | Basic Materials | 6,918.0 | $3.6M | 0.08% | NEW | — | $518.90 | -7.2% |
| 207 | SLV | ISHARES SILVER TR | Financial Services | 66,898.0 | $3.6M | 0.08% | NEW | — | $53.47 | +9.4% |
| 208 | AVDV | AMERICAN CENTY ETF TR | — | 34,348.0 | $3.5M | 0.07% | NEW | — | $103.05 | +7.2% |
| 209 | FYLD | CAMBRIA ETF TR | — | 96,771.0 | $3.5M | 0.07% | NEW | — | $36.49 | +10.8% |
| 210 | — | MFS ACTIVE EXCHANGE TRADED F | — | 122,050.0 | $3.5M | 0.07% | NEW | — | $28.57 | — |
| 211 | QMOM | EA SERIES TRUST | — | 43,998.0 | $3.5M | 0.07% | NEW | — | $78.73 | -1.6% |
| 212 | FNDX | SCHWAB STRATEGIC TR | — | 111,288.0 | $3.5M | 0.07% | NEW | — | $31.10 | +4.6% |
| 213 | LVHI | LEGG MASON ETF INVT | — | 84,194.0 | $3.4M | 0.07% | NEW | — | $40.59 | +5.6% |
| 214 | DE | DEERE & CO | Industrials | 5,367.0 | $3.4M | 0.07% | NEW | — | $634.30 | -6.2% |
| 215 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 173,869.0 | $3.4M | 0.07% | NEW | — | $19.52 | +0.2% |
| 216 | DFSV | DIMENSIONAL ETF TRUST | — | 87,160.0 | $3.4M | 0.07% | NEW | — | $38.79 | +4.5% |
| 217 | — | VANGUARD NY TAX FREE FDS | — | 32,273.0 | $3.4M | 0.07% | NEW | — | $104.00 | — |
| 218 | C | CITIGROUP INC | Financial Services | 23,720.0 | $3.3M | 0.07% | NEW | — | $139.96 | -1.9% |
| 219 | SYLD | CAMBRIA ETF TR | — | 41,743.0 | $3.3M | 0.07% | NEW | — | $79.09 | +8.9% |
| 220 | XLP | SELECT SECTOR SPDR TR | — | 39,671.0 | $3.3M | 0.07% | NEW | — | $83.07 | +3.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.4%
Financial Services
19.8%
Communication Services
7.8%
Healthcare
7.8%
Consumer Cyclical
7.5%
Industrials
7.2%
Consumer Defensive
5.4%
Energy
3.1%
Utilities
2.2%
Real Estate
1.4%