Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 29,820.0 | $8.4M | 0.18% | NEW | — | $281.21 | -17.5% |
| 102 | DIHP | DIMENSIONAL ETF TRUST | — | 243,952.0 | $8.3M | 0.18% | NEW | — | $34.13 | +3.2% |
| 103 | GLD | SPDR GOLD TR | Financial Services | 22,562.0 | $8.3M | 0.18% | NEW | — | $368.38 | +8.7% |
| 104 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 8,156.0 | $8.2M | 0.17% | NEW | — | $1011.38 | +2.1% |
| 105 | QUAL | ISHARES TR | — | 36,930.0 | $8.1M | 0.17% | NEW | — | $219.43 | +2.3% |
| 106 | LRCX | LAM RESEARCH CORP | Technology | 18,652.0 | $8.1M | 0.17% | NEW | — | $433.34 | -25.1% |
| 107 | HYMB | SPDR SERIES TRUST | — | 313,162.0 | $8.0M | 0.17% | NEW | — | $25.44 | -2.7% |
| 108 | SHLD | GLOBAL X FDS | — | 129,990.0 | $7.8M | 0.17% | NEW | — | $59.71 | +17.3% |
| 109 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 86,064.0 | $7.8M | 0.17% | NEW | — | $90.10 | -3.5% |
| 110 | PANW | PALO ALTO NETWORKS INC | Technology | 22,333.0 | $7.6M | 0.16% | NEW | — | $341.02 | +9.5% |
| 111 | VV | VANGUARD INDEX FDS | — | 21,966.0 | $7.6M | 0.16% | NEW | — | $343.92 | +3.0% |
| 112 | XT | ISHARES TR | — | 91,405.0 | $7.6M | 0.16% | NEW | — | $82.63 | -0.5% |
| 113 | AVEM | AMERICAN CENTY ETF TR | — | 77,440.0 | $7.5M | 0.16% | NEW | — | $96.49 | -4.5% |
| 114 | OEF | ISHARES TR | — | 20,131.0 | $7.4M | 0.16% | NEW | — | $365.87 | +3.6% |
| 115 | RTX | RTX CORPORATION | Industrials | 38,745.0 | $7.4M | 0.16% | NEW | — | $189.73 | +17.8% |
| 116 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 62,802.0 | $7.3M | 0.16% | NEW | — | $116.67 | +47.9% |
| 117 | SPY PUT | STATE STR SPDR S&P 500 ETF T | Financial Services | 9,600.0 | $7.2M | 0.15% | NEW | — | $746.77 | +2.9% |
| 118 | SPYG | SPDR SERIES TRUST | — | 58,896.0 | $7.0M | 0.15% | NEW | — | $118.99 | +1.8% |
| 119 | EMXC | ISHARES INC | — | 67,049.0 | $6.9M | 0.15% | NEW | — | $102.30 | -7.2% |
| 120 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 37,259.0 | $6.7M | 0.14% | NEW | — | $180.91 | +3.8% |
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%