Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- Latest filing
- Aug 3, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 223
- +66 vs. Q4 2023
- Portfolio value
- $173.5M
- +$70.5M (+68.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 26,444 | $12.7M | 7.3% | +14,681+124.8% | Added | – |
| AMGNAmgen Inc | Stock | 39,400 | $11.2M | 6.5% | +103+0.3% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 141,395 | $6.45M | 3.7% | +82,049+138.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 71,268 | $4.42M | 2.5% | −2,396−3.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 10,499 | $4.42M | 2.5% | +2,046+24.2% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,868 | $3.49M | 2.0% | +1,574+25.0% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 64,087 | $3.39M | 2.0% | +22,438+53.9% | Added | – |
| NVDANVIDIA Corp | Stock | 3,556 | $3.21M | 1.9% | +1,039+41.3% | Added | History |
| AAPLApple Inc. | Stock | 14,258 | $2.44M | 1.4% | +5,093+55.6% | Added | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 84,601 | $2.39M | 1.4% | +36,736+76.7% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,272 | $2.23M | 1.3% | +13,550+175.5% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,469 | $2.02M | 1.2% | +8,397+75.8% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,396 | $2.02M | 1.2% | +12,396 | New | – |
| iShares Tr46434V860 | TRS FLT RT BD | 39,320 | $1.99M | 1.1% | +20,572+109.7% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 50,668 | $1.98M | 1.1% | +18,712+58.6% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 41,447 | $1.89M | 1.1% | +18,790+82.9% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,063 | $1.89M | 1.1% | +6,629+272.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,482 | $1.67M | 1.0% | +12,646+445.9% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,346 | $1.60M | 0.9% | +3,825+30.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 21,533 | $1.58M | 0.9% | +14,978+228.5% | Added | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 22,794 | $1.54M | 0.9% | +15,054+194.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,910 | $1.53M | 0.9% | +2,910 | New | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 34,510 | $1.46M | 0.8% | +1,007+3.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 7,178 | $1.44M | 0.8% | +3,292+84.7% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,513 | $1.38M | 0.8% | +10,008+57.2% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,721 | $1.36M | 0.8% | −5,080−27.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 7,422 | $1.34M | 0.8% | +1,286+21.0% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,790 | $1.32M | 0.8% | +4,465+20.0% | Added | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 11,247 | $1.29M | 0.7% | +2,947+35.5% | Added | – |
| WMTWalmart Inc. | Stock | 19,165 | $1.15M | 0.7% | +14,836+342.7% | AddedConverted for a 3-for-1 split | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,549 | $1.14M | 0.7% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,611 | $1.10M | 0.6% | +724+38.4% | Added | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 38,501 | $1.08M | 0.6% | +16,002+71.1% | Added | – |
| SGOLabrdn Gold ETF Trust | ETF | 50,512 | $1.07M | 0.6% | +26,800+113.0% | Added | History |
| iShares Tr46434V787 | YLD OPTIM BD | 47,573 | $1.06M | 0.6% | +33,398+235.6% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,971 | $1.05M | 0.6% | +1,392+38.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 8,912 | $1.04M | 0.6% | +1,898+27.1% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 28,436 | $1.03M | 0.6% | +11,582+68.7% | Added | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,722 | $1.00M | 0.6% | +243+2.1% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,770 | $1.00M | 0.6% | +9,938+91.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,061 | $1.00M | 0.6% | +683+49.6% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,421 | $982.7K | 0.6% | +19,421 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,163 | $980.7K | 0.6% | +4,642+61.7% | Added | – |
| VZVerizon Communications Inc | Stock | 23,363 | $980.3K | 0.6% | −564−2.4% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 18,933 | $976.8K | 0.6% | +18,933 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,896 | $976.1K | 0.6% | +211+7.9% | Added | – |
| AVGOBroadcom Inc. | Stock | 724 | $959.9K | 0.6% | +487+205.5% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 14,163 | $871.4K | 0.5% | −1,362−8.8% | Reduced | – |
| VVisa Inc. | Stock | 2,972 | $829.4K | 0.5% | +702+30.9% | Added | History |
| HDHome Depot, Inc. | Stock | 2,128 | $816.1K | 0.5% | +703+49.3% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 13,961 | $811.3K | 0.5% | +1,478+11.8% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 16,048 | $801.0K | 0.5% | +4,252+36.0% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,367 | $770.4K | 0.4% | +6,367 | New | – |
| GLDSPDR Gold Trust | ETF | 3,733 | $768.0K | 0.4% | +32+0.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,434 | $750.3K | 0.4% | +675+88.9% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,504 | $743.7K | 0.4% | +8,288+133.3% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,968 | $741.6K | 0.4% | +1,650+125.2% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 14,157 | $738.4K | 0.4% | −2,958−17.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,065 | $732.8K | 0.4% | +8,225+214.2% | AddedConverted for a 5-for-1 split | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,015 | $731.1K | 0.4% | −601−4.4% | Reduced | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 30,211 | $717.8K | 0.4% | +30,211 | New | – |
| GOOGAlphabet Inc. | Stock | 4,694 | $714.7K | 0.4% | +2,201+88.3% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 8,885 | $709.6K | 0.4% | +646+7.8% | Added | – |
| IBMInternational Business Machines Corp | Stock | 3,633 | $693.7K | 0.4% | +508+16.3% | Added | History |
| DOWDow Inc. | Stock | 11,915 | $690.2K | 0.4% | −1,511−11.3% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,901 | $685.8K | 0.4% | +468+13.6% | Added | History |
| IAUiShares Gold Trust | ETF | 16,305 | $685.0K | 0.4% | +9,041+124.5% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,778 | $664.2K | 0.4% | +978+20.4% | Added | – |
| ABBVAbbVie Inc. | Stock | 3,641 | $663.0K | 0.4% | +1,346+58.6% | Added | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 15,364 | $661.3K | 0.4% | +6,749+78.3% | Added | – |
| CATCaterpillar Inc | Stock | 1,775 | $650.4K | 0.4% | +154+9.5% | Added | History |
| MAMastercard Inc | Stock | 1,322 | $636.6K | 0.4% | +313+31.0% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,812 | $636.1K | 0.4% | −2,337−23.0% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 19,423 | $634.9K | 0.4% | +19,423 | New | – |
| LLYEli Lilly & Co | Stock | 773 | $601.6K | 0.3% | +269+53.4% | Added | History |
| JNJJohnson & Johnson | Stock | 3,799 | $600.9K | 0.3% | +1,629+75.1% | Added | History |
| RTXRTX Corp | Stock | 6,045 | $589.6K | 0.3% | +6,045 | New | History |
| ORCLOracle Corp | Stock | 4,598 | $577.6K | 0.3% | +2,137+86.8% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,441 | $576.4K | 0.3% | 00.0% | Unchanged | – |
| SMCISuper Micro Computer, Inc. | COM | 548 | $553.5K | 0.3% | +548 | New | History |
| PGProcter & Gamble Co | Stock | 3,331 | $540.4K | 0.3% | +1,284+62.7% | Added | History |
| PFEPfizer Inc | Stock | 19,443 | $539.5K | 0.3% | +93+0.5% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 6,205 | $536.6K | 0.3% | −463−6.9% | Reduced | – |
| COPConocoPhillips | Stock | 4,214 | $536.4K | 0.3% | −93−2.2% | Reduced | History |
| INTCIntel Corp | Stock | 12,037 | $531.7K | 0.3% | +287+2.4% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,840 | $530.0K | 0.3% | +236+14.7% | Added | – |
| DPZDominos Pizza Inc | COM | 1,043 | $518.3K | 0.3% | +1,043 | New | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 11,408 | $516.5K | 0.3% | +11,408 | New | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,714 | $514.8K | 0.3% | +399+6.3% | Added | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,292 | $513.0K | 0.3% | +3,292 | New | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 23,607 | $499.3K | 0.3% | −10,411−30.6% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,905 | $495.1K | 0.3% | −64−3.3% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,764 | $491.3K | 0.3% | +2,780+69.8% | Added | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,188 | $487.8K | 0.3% | −306−2.7% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,707 | $483.7K | 0.3% | −584−11.0% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,159 | $476.1K | 0.3% | +102+1.7% | Added | – |
| DISWalt Disney Co | Stock | 3,888 | $475.7K | 0.3% | −446−10.3% | Reduced | History |
| MARMarriott International Inc | Stock | 1,882 | $474.8K | 0.3% | −226−10.7% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,290 | $474.1K | 0.3% | +219+5.4% | Added | – |
| UANCVR Partners, LP | COM | 5,917 | $465.0K | 0.3% | +5,917 | New | History |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,539 | $279.0K | 0.3% | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 5,715 | $237.9K | 0.2% | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 5,340 | $207.7K | 0.2% | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 4,104 | $201.7K | 0.2% | History |
| BXBlackstone Inc. | COM | 1,539 | $201.5K | 0.2% | History |