Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | CMCSA | COMCAST CORP NEW | Communication Services | 32,699.0 | $803K | 0.02% | NEW | — | $24.55 | +9.3% |
| 602 | JAAA | JANUS DETROIT STR TR | — | 15,857.0 | $801K | 0.02% | NEW | — | $50.49 | +0.3% |
| 603 | CSX | CSX CORP | Industrials | 16,841.0 | $800K | 0.02% | NEW | — | $47.53 | +8.4% |
| 604 | SCHC | SCHWAB STRATEGIC TR | — | 16,625.0 | $800K | 0.02% | NEW | — | $48.12 | +6.5% |
| 605 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 18,729.0 | $799K | 0.02% | NEW | — | $42.68 | +18.2% |
| 606 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 2,747.0 | $795K | 0.02% | NEW | — | $289.44 | -4.7% |
| 607 | DLR | DIGITAL RLTY TR INC | Real Estate | 4,417.0 | $793K | 0.02% | NEW | — | $179.56 | +6.6% |
| 608 | SUSA | ISHARES TR | — | 5,110.0 | $788K | 0.02% | NEW | — | $154.30 | +2.3% |
| 609 | SPSM | SPDR SERIES TRUST | — | 13,643.0 | $787K | 0.02% | NEW | — | $57.67 | -0.7% |
| 610 | PHEQ | MORGAN STANLEY ETF TRUST | — | 22,741.0 | $786K | 0.02% | NEW | — | $34.57 | +1.6% |
| 611 | PSA | PUBLIC STORAGE | Real Estate | 2,464.0 | $784K | 0.02% | NEW | — | $318.27 | +1.4% |
| 612 | — | BIRKENSTOCK HOLDING PLC | — | 18,221.0 | $784K | 0.02% | NEW | — | $43.03 | — |
| 613 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1,583.0 | $784K | 0.02% | NEW | — | $495.16 | -11.7% |
| 614 | CNC | CENTENE CORP DEL | Healthcare | 12,190.0 | $783K | 0.02% | NEW | — | $64.19 | +0.9% |
| 615 | LRGF | ISHARES TR | — | 10,318.0 | $780K | 0.02% | NEW | — | $75.63 | +3.1% |
| 616 | IFLN | INVESCO EXCH TRADED FD TR II | — | 42,612.0 | $779K | 0.02% | NEW | — | $18.29 | -0.3% |
| 617 | DISV | DIMENSIONAL ETF TRUST | — | 19,396.0 | $778K | 0.02% | NEW | — | $40.13 | +10.9% |
| 618 | EIX | EDISON INTL | Utilities | 10,444.0 | $778K | 0.02% | NEW | — | $74.45 | -3.4% |
| 619 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 8,446.0 | $774K | 0.02% | NEW | — | $91.68 | -0.7% |
| 620 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 14,052.0 | $774K | 0.02% | NEW | — | $55.09 | +2.2% |
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%