Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SGOL | ETFS GOLD TR | Financial Services | 305,941.0 | $11.7M | 0.25% | NEW | — | $38.23 | +9.6% |
| 82 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 120,231.0 | $11.3M | 0.24% | NEW | — | $93.63 | -5.6% |
| 83 | CSCO | CISCO SYS INC | Technology | 92,402.0 | $10.9M | 0.23% | NEW | — | $117.46 | -4.9% |
| 84 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 324,370.0 | $10.8M | 0.23% | NEW | — | $33.29 | +9.1% |
| 85 | VIR | VIR BIOTECHNOLOGY INC | Healthcare | 1,040,665.0 | $10.6M | 0.23% | NEW | — | $10.19 | -8.7% |
| 86 | AMAT | APPLIED MATLS INC | Technology | 13,630.0 | $9.9M | 0.21% | NEW | — | $723.01 | -30.0% |
| 87 | XLY | SELECT SECTOR SPDR TR | — | 83,058.0 | $9.7M | 0.21% | NEW | — | $117.28 | -0.5% |
| 88 | DFAI | DIMENSIONAL ETF TRUST | — | 235,881.0 | $9.7M | 0.21% | NEW | — | $41.25 | +4.6% |
| 89 | MA | MASTERCARD INCORPORATED | Financial Services | 18,892.0 | $9.7M | 0.21% | NEW | — | $513.61 | +10.5% |
| 90 | SPYV | SPDR SERIES TRUST | — | 158,589.0 | $9.6M | 0.20% | NEW | — | $60.79 | +4.4% |
| 91 | BIL | SPDR SERIES TRUST | — | 104,879.0 | $9.6M | 0.20% | NEW | — | $91.64 | -0.1% |
| 92 | DFCA | DIMENSIONAL ETF TRUST | — | 191,505.0 | $9.6M | 0.20% | NEW | — | $50.18 | -1.3% |
| 93 | SUB | ISHARES TR | — | 89,241.0 | $9.5M | 0.20% | NEW | — | $106.47 | -0.2% |
| 94 | SCHR | SCHWAB STRATEGIC TR | — | 379,058.0 | $9.3M | 0.20% | NEW | — | $24.66 | -1.0% |
| 95 | AVSC | AMERICAN CENTY ETF TR | — | 125,769.0 | $9.2M | 0.20% | NEW | — | $73.34 | +1.6% |
| 96 | CVX | CHEVRON CORPORATION | Energy | 55,364.0 | $9.2M | 0.20% | NEW | — | $165.76 | +23.5% |
| 97 | HD | HOME DEPOT INC | Consumer Cyclical | 25,858.0 | $9.1M | 0.19% | NEW | — | $352.69 | -4.1% |
| 98 | GE | GE AEROSPACE | Industrials | 24,237.0 | $9.1M | 0.19% | NEW | — | $373.73 | -0.8% |
| 99 | IWD | ISHARES TR | — | 36,204.0 | $8.8M | 0.19% | NEW | — | $242.43 | +6.1% |
| 100 | IXUS | ISHARES TR | — | 90,674.0 | $8.7M | 0.18% | NEW | — | $95.44 | +1.9% |
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
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%