Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 41,908.0 | $4.1M | 0.09% | NEW | — | $98.59 | -1.6% |
| 182 | VTEB | VANGUARD MUN BD FDS | — | 81,394.0 | $4.1M | 0.09% | NEW | — | $50.58 | -1.9% |
| 183 | VCRB | VANGUARD MALVERN FDS | — | 52,631.0 | $4.1M | 0.09% | NEW | — | $77.23 | -1.8% |
| 184 | HYZD | WISDOMTREE TR | — | 180,572.0 | $4.1M | 0.09% | NEW | — | $22.51 | +0.5% |
| 185 | BND | VANGUARD BD INDEX FDS | — | 55,229.0 | $4.1M | 0.09% | NEW | — | $73.41 | -1.7% |
| 186 | APH | AMPHENOL CORP | Technology | 22,914.0 | $4.0M | 0.09% | NEW | — | $176.32 | -3.1% |
| 187 | NEE | NEXTERA ENERGY INC | Utilities | 45,549.0 | $4.0M | 0.09% | NEW | — | $87.77 | -1.8% |
| 188 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 85,130.0 | $3.9M | 0.08% | NEW | — | $46.05 | -0.4% |
| 189 | ORCL | ORACLE CORP | Technology | 26,747.0 | $3.9M | 0.08% | NEW | — | $146.55 | +0.1% |
| 190 | VGSH | VANGUARD SCOTTSDALE FDS | — | 66,876.0 | $3.9M | 0.08% | NEW | — | $58.20 | -0.1% |
| 191 | FBND | FIDELITY MERRIMACK STR TR | — | 85,184.0 | $3.9M | 0.08% | NEW | — | $45.49 | -1.4% |
| 192 | ABT | ABBOTT LABORATORIES | Healthcare | 42,523.0 | $3.9M | 0.08% | NEW | — | $90.74 | +21.6% |
| 193 | ACIO | ETF SER SOLUTIONS | — | 82,921.0 | $3.8M | 0.08% | NEW | — | $46.14 | +2.7% |
| 194 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 194,334.0 | $3.8M | 0.08% | NEW | — | $19.61 | +0.2% |
| 195 | HEFA | ISHARES TR | — | 81,221.0 | $3.8M | 0.08% | NEW | — | $46.92 | +1.6% |
| 196 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 28,549.0 | $3.8M | 0.08% | NEW | — | $133.25 | -6.3% |
| 197 | SCHM | SCHWAB STRATEGIC TR | — | 102,651.0 | $3.8M | 0.08% | NEW | — | $36.87 | -0.2% |
| 198 | MINT | PIMCO ETF TR | — | 37,457.0 | $3.8M | 0.08% | NEW | — | $100.81 | -0.1% |
| 199 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 64,644.0 | $3.7M | 0.08% | NEW | — | $57.62 | +12.2% |
| 200 | FNDF | SCHWAB STRATEGIC TR | — | 70,046.0 | $3.7M | 0.08% | NEW | — | $52.76 | +5.6% |
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%