Savvy Advisors, Inc.
- SEC CIK
- 0002003633
- 最新申報
- 2026/8/3
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/8 申報。只含多頭部位。
- 持股檔數
- 157
- 2023 年第 3 季沒有申報
- 總值
- $1.03 億
- 2023 年第 3 季沒有申報
Savvy Advisors, Inc. 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 39,297 | $1,132 萬 | 11.0% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,763 | $513.8 萬 | 5.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 73,664 | $415.5 萬 | 4.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,453 | $317.9 萬 | 3.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 59,346 | $273.4 萬 | 2.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,294 | $257.7 萬 | 2.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 41,649 | $199.3 萬 | 1.9% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 18,801 | $185.4 萬 | 1.8% | – | – | – |
| AAPLApple Inc. | Stock | 9,165 | $176.5 萬 | 1.7% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 33,503 | $135.9 萬 | 1.3% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 47,865 | $126.9 萬 | 1.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,517 | $124.6 萬 | 1.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,521 | $124.3 萬 | 1.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 31,956 | $118.1 萬 | 1.1% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,549 | $115.4 萬 | 1.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,072 | $107.2 萬 | 1.0% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 22,325 | $105.5 萬 | 1.0% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 22,657 | $105.0 萬 | 1.0% | – | – | – |
| iShares Tr46434V860 | TRS FLT RT BD | 18,748 | $94.6 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,136 | $93.2 萬 | 0.9% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,479 | $91.9 萬 | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 23,927 | $90.2 萬 | 0.9% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 17,115 | $89.3 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 15,525 | $86.8 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 3,433 | $85.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,505 | $83.8 萬 | 0.8% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,722 | $81.4 萬 | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,685 | $81.4 萬 | 0.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,149 | $76.4 萬 | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 8,300 | $74.5 萬 | 0.7% | – | – | – |
| DOWDow Inc. | Stock | 13,426 | $73.6 萬 | 0.7% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 34,018 | $72.0 萬 | 0.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,579 | $71.8 萬 | 0.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,701 | $70.8 萬 | 0.7% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,616 | $70.4 萬 | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,014 | $70.1 萬 | 0.7% | – | – | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 27,120 | $68.2 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,887 | $67.3 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,886 | $66.1 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 22,499 | $65.3 萬 | 0.6% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 12,483 | $64.9 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,716 | $64.0 萬 | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,239 | $62.1 萬 | 0.6% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 16,854 | $59.7 萬 | 0.6% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 11,796 | $59.6 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,270 | $59.1 萬 | 0.6% | – | – | 歷史 |
| INTCIntel Corp | Stock | 11,750 | $59.0 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,668 | $58.9 萬 | 0.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,521 | $57.3 萬 | 0.6% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 11,671 | $56.9 萬 | 0.6% | – | – | – |
| PFEPfizer Inc | Stock | 19,350 | $55.7 萬 | 0.5% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,291 | $54.5 萬 | 0.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,441 | $52.6 萬 | 0.5% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 10,832 | $52.5 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 11,494 | $51.3 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,125 | $51.1 萬 | 0.5% | – | – | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 10,046 | $50.5 萬 | 0.5% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,800 | $50.4 萬 | 0.5% | – | – | – |
| COPConocoPhillips | Stock | 4,307 | $50.0 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,425 | $49.4 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,378 | $48.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,315 | $48.6 萬 | 0.5% | – | – | – |
| CATCaterpillar Inc | Stock | 1,621 | $47.9 萬 | 0.5% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 7,740 | $47.9 萬 | 0.5% | – | – | – |
| MARMarriott International Inc | Stock | 2,108 | $47.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,057 | $46.9 萬 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,434 | $46.8 萬 | 0.5% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 23,712 | $46.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,969 | $46.7 萬 | 0.5% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 7,207 | $44.6 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,071 | $44.1 萬 | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 1,009 | $43.0 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,555 | $42.6 萬 | 0.4% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,604 | $42.1 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,018 | $41.2 萬 | 0.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,015 | $40.3 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 4,334 | $39.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 5,389 | $39.1 萬 | 0.4% | – | – | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 13,526 | $39.0 萬 | 0.4% | – | – | – |
| CCitigroup Inc | Stock | 7,487 | $38.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,803 | $38.5 萬 | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,455 | $38.2 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,168 | $36.6 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,615 | $36.3 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,300 | $36.3 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 759 | $36.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 9,387 | $35.7 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,295 | $35.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,041 | $35.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,493 | $35.1 萬 | 0.3% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 2,618 | $34.9 萬 | 0.3% | – | – | 歷史 |
| BENFranklin Templeton Inc | COM | 11,523 | $34.3 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 3,611 | $34.2 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,170 | $34.0 萬 | 0.3% | – | – | 歷史 |
| AOSSmith A O Corp | COM | 4,100 | $33.8 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,242 | $32.7 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 15,645 | $32.4 萬 | 0.3% | – | – | – |
| WMWaste Management Inc | Stock | 1,807 | $32.4 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,309 | $32.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,788 | $32.2 萬 | 0.3% | – | – | – |