Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | DRSK | ETF SER SOLUTIONS | — | 48,709.0 | $1.4M | 0.03% | NEW | — | $28.75 | -0.9% |
| 422 | MDT | MEDTRONIC PLC | Healthcare | 17,865.0 | $1.4M | 0.03% | NEW | — | $78.23 | +17.7% |
| 423 | GOVT | ISHARES TR | — | 61,211.0 | $1.4M | 0.03% | NEW | — | $22.78 | -1.4% |
| 424 | STLD | STEEL DYNAMICS INC | Basic Materials | 6,050.0 | $1.4M | 0.03% | NEW | — | $229.44 | +8.9% |
| 425 | VT | VANGUARD INTL EQUITY INDEX F | — | 8,816.0 | $1.4M | 0.03% | NEW | — | $156.95 | +2.0% |
| 426 | SMH | VANECK ETF TRUST | — | 2,101.0 | $1.4M | 0.03% | NEW | — | $655.78 | -13.1% |
| 427 | IWR | ISHARES TR | — | 12,473.0 | $1.4M | 0.03% | NEW | — | $110.32 | +2.4% |
| 428 | DBMF | LITMAN GREGORY FDS TR | — | 44,794.0 | $1.4M | 0.03% | NEW | — | $30.61 | +2.2% |
| 429 | IYW | ISHARES TR | — | 5,426.0 | $1.4M | 0.03% | NEW | — | $252.22 | -1.0% |
| 430 | SPTM | SPDR SERIES TRUST | — | 15,073.0 | $1.4M | 0.03% | NEW | — | $90.79 | +2.6% |
| 431 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 2,185.0 | $1.4M | 0.03% | NEW | — | $623.67 | +29.9% |
| 432 | IUSG | ISHARES TR | — | 7,233.0 | $1.4M | 0.03% | NEW | — | $188.08 | +1.6% |
| 433 | BYLD | ISHARES TR | — | 59,858.0 | $1.4M | 0.03% | NEW | — | $22.65 | -1.7% |
| 434 | MMM | 3M CO | Industrials | 8,370.0 | $1.4M | 0.03% | NEW | — | $161.91 | +11.8% |
| 435 | BKR | BAKER HUGHES COMPANY | Energy | 24,389.0 | $1.4M | 0.03% | NEW | — | $55.50 | +16.1% |
| 436 | VRT | VERTIV HOLDINGS CO | Industrials | 4,015.0 | $1.3M | 0.03% | NEW | — | $334.81 | -18.6% |
| 437 | DFAW | DIMENSIONAL ETF TRUST | — | 16,135.0 | $1.3M | 0.03% | NEW | — | $82.79 | +2.7% |
| 438 | NOW | SERVICENOW INC | Technology | 13,405.0 | $1.3M | 0.03% | NEW | — | $99.28 | +20.4% |
| 439 | FREL | FIDELITY COVINGTON TRUST | — | 45,286.0 | $1.3M | 0.03% | NEW | — | $29.30 | +1.2% |
| 440 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 3,576.0 | $1.3M | 0.03% | NEW | — | $370.60 | -3.6% |
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%