Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VGT | VANGUARD WORLD FD | — | 194,680.0 | $23.3M | 0.49% | NEW | — | $119.52 | +7.4% |
| 42 | JPM | JPMORGAN CHASE & CO | Financial Services | 68,127.0 | $22.3M | 0.47% | NEW | — | $327.33 | +1.5% |
| 43 | HYDB | ISHARES TR | — | 463,561.0 | $21.7M | 0.46% | NEW | — | $46.77 | -4.4% |
| 44 | SCHF | SCHWAB STRATEGIC TR | — | 781,121.0 | $21.6M | 0.46% | NEW | — | $27.70 | -0.4% |
| 45 | EFA | ISHARES TR | — | 207,040.0 | $21.5M | 0.46% | NEW | — | $103.88 | +0.1% |
| 46 | TLH | ISHARES TR | — | 207,915.0 | $20.9M | 0.44% | NEW | — | $100.35 | -8.6% |
| 47 | DUHP | DIMENSIONAL ETF TRUST | — | 460,604.0 | $19.2M | 0.41% | NEW | — | $41.73 | +1.4% |
| 48 | IAU | ISHARES GOLD TR | Financial Services | 251,889.0 | $19.0M | 0.40% | NEW | — | $75.51 | +3.2% |
| 49 | META | META PLATFORMS INC | Communication Services | 31,841.0 | $17.9M | 0.38% | NEW | — | $563.29 | +29.3% |
| 50 | DFUV | DIMENSIONAL ETF TRUST | — | 322,267.0 | $17.7M | 0.38% | NEW | — | $55.01 | +0.9% |
| 51 | IEFA | ISHARES TR | — | 183,407.0 | $17.7M | 0.38% | NEW | — | $96.58 | +0.4% |
| 52 | SCHD | SCHWAB STRATEGIC TR | — | 558,571.0 | $17.7M | 0.38% | NEW | — | $31.71 | +3.2% |
| 53 | VB | VANGUARD INDEX FDS | — | 57,241.0 | $17.4M | 0.37% | NEW | — | $303.12 | -4.7% |
| 54 | TBIL | RBB FD INC | — | 347,022.0 | $17.3M | 0.37% | NEW | — | $49.86 | +0.0% |
| 55 | XCEM | COLUMBIA ETF TR II | — | 317,166.0 | $16.8M | 0.36% | NEW | — | $52.88 | -0.5% |
| 56 | SCHX | SCHWAB STRATEGIC TR | — | 551,255.0 | $16.2M | 0.34% | NEW | — | $29.43 | +3.0% |
| 57 | VWO | VANGUARD INTL EQUITY INDEX F | — | 270,263.0 | $16.1M | 0.34% | NEW | — | $59.69 | -0.2% |
| 58 | AMD | ADVANCED MICRO DEVICES INC | Technology | 26,563.0 | $15.4M | 0.33% | NEW | — | $580.91 | +9.1% |
| 59 | ABBV | ABBVIE INC | Healthcare | 60,465.0 | $15.2M | 0.32% | NEW | — | $251.64 | +4.4% |
| 60 | DFIV | DIMENSIONAL ETF TRUST | — | 265,857.0 | $14.4M | 0.30% | NEW | — | $54.02 | +2.9% |
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
37.3%
Financial Services
20.3%
Healthcare
8.0%
Consumer Cyclical
7.7%
Industrials
7.4%
Communication Services
5.6%
Consumer Defensive
5.5%
Energy
3.1%
Utilities
2.3%
Real Estate
1.4%