Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1021 | MTCH | MATCH GROUP INC NEW | Communication Services | 7,464.0 | $284K | 0.01% | NEW | — | $38.05 | +2.5% |
| 1022 | FLRN | SPDR SERIES TRUST | — | 9,202.0 | $284K | 0.01% | NEW | — | $30.85 | -0.2% |
| 1023 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 8,167.0 | $283K | 0.01% | NEW | — | $34.67 | -19.4% |
| 1024 | EVUS | ISHARES TR | — | 8,056.0 | $283K | 0.01% | NEW | — | $35.11 | +5.5% |
| 1025 | UTEN | RBB FD INC | — | 6,542.0 | $283K | 0.01% | NEW | — | $43.20 | -1.8% |
| 1026 | IGF | ISHARES TR | — | 4,235.0 | $282K | 0.01% | NEW | — | $66.60 | -1.0% |
| 1027 | BALT | INNOVATOR ETFS TRUST | — | 8,210.0 | $281K | 0.01% | NEW | — | $34.27 | +1.3% |
| 1028 | MKL | MARKEL GROUP INC | Financial Services | 144.0 | $281K | 0.01% | NEW | — | $1953.01 | -6.9% |
| 1029 | — | DIGITALBRIDGE GROUP INC | — | 17,809.0 | $281K | 0.01% | NEW | — | $15.78 | — |
| 1030 | PDX | PIMCO DYNAMIC INCOME STRATEG | Financial Services | 13,483.0 | $281K | 0.01% | NEW | — | $20.82 | +4.5% |
| 1031 | VDE | VANGUARD WORLD FD | — | 1,863.0 | $280K | 0.01% | NEW | — | $150.12 | +19.1% |
| 1032 | ROP | ROPER TECHNOLOGIES INC | Industrials | 826.0 | $280K | 0.01% | NEW | — | $338.41 | +17.8% |
| 1033 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 1,232.0 | $280K | 0.01% | NEW | — | $226.89 | -14.6% |
| 1034 | NYT | NEW YORK TIMES CO MTN BE | Communication Services | 3,992.0 | $279K | 0.01% | NEW | — | $69.98 | -6.9% |
| 1035 | UJAN | INNOVATOR ETFS TRUST | — | 6,155.0 | $279K | 0.01% | NEW | — | $45.33 | +1.8% |
| 1036 | EEMV | ISHARES INC | — | 3,701.0 | $279K | 0.01% | NEW | — | $75.27 | -1.3% |
| 1037 | — | ISHARES TR | — | 12,558.0 | $278K | 0.01% | NEW | — | $22.14 | — |
| 1038 | INOD | INNODATA INC | Technology | 3,635.0 | $275K | 0.01% | NEW | — | $75.59 | -17.8% |
| 1039 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 2,321.0 | $275K | 0.01% | NEW | — | $118.30 | -78.5% |
| 1040 | ARKW | ARK ETF TR | — | 1,887.0 | $273K | 0.01% | NEW | — | $144.86 | +3.2% |
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
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%