Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IVW | ISHARES TR | — | 48,385.0 | $6.7M | 0.14% | NEW | — | $137.53 | +2.9% |
| 122 | SCHV | SCHWAB STRATEGIC TR | — | 191,005.0 | $6.6M | 0.14% | NEW | — | $34.81 | +1.5% |
| 123 | VO | VANGUARD INDEX FDS | — | 81,640.0 | $6.6M | 0.14% | NEW | — | $80.57 | +4.3% |
| 124 | BAC | BANK OF AMER CORP | Financial Services | 115,321.0 | $6.6M | 0.14% | NEW | — | $56.98 | +12.1% |
| 125 | MCD | MCDONALDS CORP | Consumer Cyclical | 23,869.0 | $6.5M | 0.14% | NEW | — | $270.31 | -1.8% |
| 126 | INTC | INTEL CORP | Technology | 45,929.0 | $6.4M | 0.14% | NEW | — | $139.63 | -25.9% |
| 127 | SCHB | SCHWAB STRATEGIC TR | — | 220,998.0 | $6.4M | 0.14% | NEW | — | $28.96 | +3.3% |
| 128 | LMUB | ISHARES TR | — | 124,535.0 | $6.4M | 0.14% | NEW | — | $51.22 | -2.9% |
| 129 | KO | COCA COLA CO | Consumer Defensive | 78,055.0 | $6.3M | 0.14% | NEW | — | $81.27 | +7.0% |
| 130 | ETN | EATON CORP PLC | Industrials | 14,871.0 | $6.3M | 0.14% | NEW | — | $426.13 | +6.9% |
| 131 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 157,209.0 | $6.3M | 0.13% | NEW | — | $40.01 | +10.1% |
| 132 | ICVT | ISHARES TR | — | 51,407.0 | $6.3M | 0.13% | NEW | — | $121.74 | -2.2% |
| 133 | VXUS | VANGUARD STAR FDS | — | 71,185.0 | $6.1M | 0.13% | NEW | — | $85.49 | +2.8% |
| 134 | ALLW | SSGA ACTIVE TR | — | 206,833.0 | $6.1M | 0.13% | NEW | — | $29.27 | +2.1% |
| 135 | XLG | INVESCO EXCHANGE TRADED FD T | — | 98,864.0 | $6.1M | 0.13% | NEW | — | $61.23 | +2.7% |
| 136 | DELL | DELL TECHNOLOGIES INC | Technology | 13,936.0 | $6.0M | 0.13% | NEW | — | $431.46 | +11.2% |
| 137 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 97,337.0 | $6.0M | 0.13% | NEW | — | $61.46 | -1.5% |
| 138 | MRK | MERCK & CO INC | Healthcare | 46,232.0 | $5.9M | 0.13% | NEW | — | $128.50 | +5.8% |
| 139 | QQQM | INVESCO EXCH TRADED FD TR II | — | 19,395.0 | $5.9M | 0.12% | NEW | — | $302.97 | -0.8% |
| 140 | IWF | ISHARES TR | — | 46,905.0 | $5.8M | 0.12% | NEW | — | $124.17 | +0.7% |
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%