Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | PICK | ISHARES INC | — | 26,127.0 | $1.5M | 0.03% | NEW | — | $58.15 | +6.4% |
| 402 | ITW | ILLINOIS TOOL WKS INC | Industrials | 5,614.0 | $1.5M | 0.03% | NEW | — | $270.45 | +5.3% |
| 403 | — | VANGUARD CALIF TAX FREE FDS | — | 15,046.0 | $1.5M | 0.03% | NEW | — | $100.60 | — |
| 404 | PSQO | PALMER SQUARE FUNDS TR | — | 73,091.0 | $1.5M | 0.03% | NEW | — | $20.67 | +0.7% |
| 405 | CRM | SALESFORCE INC | Technology | 9,609.0 | $1.5M | 0.03% | NEW | — | $156.66 | +25.2% |
| 406 | DGCB | DIMENSIONAL ETF TRUST | — | 27,411.0 | $1.5M | 0.03% | NEW | — | $54.67 | -2.7% |
| 407 | BLV | VANGUARD BD INDEX FDS | — | 21,701.0 | $1.5M | 0.03% | NEW | — | $68.93 | -4.8% |
| 408 | FDX | FEDEX CORP | Industrials | 4,681.0 | $1.5M | 0.03% | NEW | — | $313.13 | +4.9% |
| 409 | DVY | ISHARES TR | — | 9,374.0 | $1.5M | 0.03% | NEW | — | $156.30 | +5.5% |
| 410 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 8,209.0 | $1.5M | 0.03% | NEW | — | $178.25 | +16.8% |
| 411 | ADBE | ADOBE INC | Technology | 7,126.0 | $1.5M | 0.03% | NEW | — | $205.03 | +28.3% |
| 412 | IGM | ISHARES TR | — | 8,910.0 | $1.5M | 0.03% | NEW | — | $163.58 | -2.0% |
| 413 | SCUS | SCHWAB STRATEGIC TR | — | 57,581.0 | $1.4M | 0.03% | NEW | — | $25.17 | -0.0% |
| 414 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 38,486.0 | $1.4M | 0.03% | NEW | — | $37.58 | +10.8% |
| 415 | JUCY | ETF SER SOLUTIONS | — | 65,335.0 | $1.4M | 0.03% | NEW | — | $21.98 | +0.3% |
| 416 | TMUS | T-MOBILE US INC | Communication Services | 8,560.0 | $1.4M | 0.03% | NEW | — | $167.74 | +8.9% |
| 417 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 48,580.0 | $1.4M | 0.03% | NEW | — | $29.40 | +1.1% |
| 418 | VOT | VANGUARD INDEX FDS | — | 4,662.0 | $1.4M | 0.03% | NEW | — | $306.27 | +0.1% |
| 419 | PRU | PRUDENTIAL FINL INC | Financial Services | 13,221.0 | $1.4M | 0.03% | NEW | — | $107.93 | +15.4% |
| 420 | — | BLACKROCK ETF TRUST | — | 17,628.0 | $1.4M | 0.03% | NEW | — | $80.16 | — |
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%