Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | EAGG | ISHARES TR | — | 38,131.0 | $1.8M | 0.04% | NEW | — | $47.41 | -1.7% |
| 362 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 35,003.0 | $1.8M | 0.04% | NEW | — | $51.05 | +10.1% |
| 363 | ASTS CALL | AST SPACEMOBILE INC | Technology | 20,100.0 | $1.8M | 0.04% | NEW | — | $88.86 | -24.5% |
| 364 | UBER | UBER TECHNOLOGIES INC | Technology | 24,718.0 | $1.8M | 0.04% | NEW | — | $72.16 | +3.5% |
| 365 | DFGR | DIMENSIONAL ETF TRUST | — | 61,491.0 | $1.8M | 0.04% | NEW | — | $28.97 | +1.1% |
| 366 | RDDT | REDDIT INC | Communication Services | 10,182.0 | $1.8M | 0.04% | NEW | — | $173.58 | -8.9% |
| 367 | INTU | INTUIT | Technology | 6,760.0 | $1.8M | 0.04% | NEW | — | $261.01 | +34.2% |
| 368 | VIGI | VANGUARD WHITEHALL FDS | — | 18,819.0 | $1.8M | 0.04% | NEW | — | $93.38 | +4.7% |
| 369 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 36,288.0 | $1.7M | 0.04% | NEW | — | $48.18 | +5.0% |
| 370 | VGLT | VANGUARD SCOTTSDALE FDS | — | 30,893.0 | $1.7M | 0.04% | NEW | — | $55.18 | -4.8% |
| 371 | IWY | ISHARES TR | — | 5,816.0 | $1.7M | 0.04% | NEW | — | $290.61 | -1.2% |
| 372 | FLN | FIRST TR EXCH TRD ALPHDX FD | — | 68,154.0 | $1.7M | 0.04% | NEW | — | $24.73 | -0.7% |
| 373 | SO | SOUTHERN CO | Utilities | 17,514.0 | $1.7M | 0.04% | NEW | — | $95.71 | -3.8% |
| 374 | EYLD | CAMBRIA ETF TR | — | 36,717.0 | $1.7M | 0.04% | NEW | — | $45.41 | +4.2% |
| 375 | ESGE | ISHARES INC | — | 30,395.0 | $1.7M | 0.04% | NEW | — | $54.69 | -4.0% |
| 376 | SNPE | DBX ETF TR | — | 23,935.0 | $1.6M | 0.04% | NEW | — | $68.86 | +3.0% |
| 377 | SCHO | SCHWAB STRATEGIC TR | — | 68,058.0 | $1.6M | 0.04% | NEW | — | $24.14 | -0.2% |
| 378 | CMI | CUMMINS INC | Industrials | 2,296.0 | $1.6M | 0.04% | NEW | — | $713.09 | -13.0% |
| 379 | — | FORTINET INC | — | 10,610.0 | $1.6M | 0.04% | NEW | — | $153.62 | — |
| 380 | SHEL | SHELL PLC | Energy | 20,989.0 | $1.6M | 0.04% | NEW | — | $77.54 | +18.7% |
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%