Asset Manager
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Savvy Advisors, Inc.
Market Value
$1.5B
+50.8%
Holdings
667
+136
New Purchases
159
Added To
352
Closed
25
Reduced
117
Top 10 Concentration
36.4%
Turnover
27.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IVV | 3.26% | 0.77% | +2.49% | $49M |
| AGG | 2.07% | 0.50% | +1.57% | $31M |
| DBEF | 0.77% | 0.02% | +0.75% | $12M |
| JBND | 0.73% | 0.00% | +0.73% | $11M |
| MSFT | 2.89% | 2.18% | +0.70% | $43M |
| VOO | 6.77% | 6.08% | +0.69% | $101M |
| JPIE | 0.49% | 0.00% | +0.49% | $7M |
| SCHV | 0.44% | 0.00% | +0.44% | $7M |
| SCHB | 0.36% | 0.05% | +0.31% | $5M |
| NVDA | 7.48% | 7.19% | +0.29% | $112M |
| AVGO | 0.68% | 0.39% | +0.29% | $10M |
| META | 0.86% | 0.61% | +0.24% | $13M |
| SPY | 1.05% | 0.86% | +0.19% | $16M |
| AMZN | 1.48% | 1.31% | +0.17% | $22M |
| JMST | 0.24% | 0.09% | +0.15% | $4M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FFIU | 2.99% | 4.05% | -1.06% | $45M |
| IUSB | 3.49% | 4.36% | -0.86% | $52M |
| AMGN | 0.86% | 1.43% | -0.57% | $13M |
| PG | 0.90% | 1.43% | -0.54% | $13M |
| AAPL | 2.68% | 3.16% | -0.48% | $40M |
| SGOL | 1.02% | 1.47% | -0.44% | $15M |
| VTV | 1.51% | 1.88% | -0.36% | $23M |
| JQUA | 2.45% | 2.81% | -0.36% | $37M |
| RWM | 0.00% | 0.29% | -0.29% | $0 |
| VTI | 0.74% | 1.01% | -0.27% | $11M |
| SCHX | 0.66% | 0.88% | -0.22% | $10M |
| EFG | 0.96% | 1.17% | -0.21% | $14M |
| BIV | 0.14% | 0.35% | -0.21% | $2M |
| XCEM | 0.54% | 0.72% | -0.18% | $8M |
| DMBS | 0.44% | 0.61% | -0.17% | $7M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 72 | $645M | 43.1% |
| Large Cap | 383 | $576M | 38.5% |
| Mid Cap | 114 | $169M | 11.3% |
| Small Cap | 75 | $54M | 3.6% |
| Micro Cap | 23 | $53M | 3.5% |
Portfolio Analytics
Avg Market Cap
$126.0B
Median Market Cap
$29.1B
Avg P/E
32.4
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
333
# ETFs / Funds
334
Top Holdings (667 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 7.48% | 708,182 | $112M | $157.99 | $41M | +50,191 | +7.6% | |
| 2 | VOO | 6.77% | 178,254 | $101M | $568.03 | $41M | +60,964 | +52.0% | |
| 3 | IUSB | 3.49% | 1,129,771 | $52M | $46.23 | $9M | +192,240 | +20.5% | |
| 4 | IVV | 3.26% | 78,572 | $49M | $620.90 | $41M | +64,983 | +478.2% | |
| 5 | FFIU | 2.99% | 2,053,969 | $45M | $21.77 | $5M | +227,797 | +12.5% | |
| 6 | MSFT | 2.89% | 86,829 | $43M | $497.41 | $22M | +29,141 | +50.5% | |
| 7 | AAPL | 2.68% | 195,748 | $40M | $205.17 | $9M | +54,426 | +38.5% | |
| 8 | JQUA | 2.45% | 610,579 | $37M | $60.05 | $9M | +117,244 | +23.8% | |
| 9 | SCHG | 2.36% | 1,208,229 | $35M | $29.21 | $13M | +309,180 | +34.4% | |
| 10 | AGG | 2.07% | 311,642 | $31M | $99.20 | $26M | +261,662 | +523.5% | |
| 11 | VTV | 1.51% | 128,067 | $23M | $176.74 | $4M | +20,335 | +18.9% | |
| 12 | AMZN | 1.48% | 100,839 | $22M | $219.39 | $9M | +32,406 | +47.4% | |
| 13 | IVLU | 1.48% | 672,133 | $22M | $32.89 | $6M | +151,685 | +29.1% | |
| 14 | SPY | 1.05% | 25,339 | $16M | $617.85 | $7M | +10,135 | +66.7% | |
| 15 | XLK | 1.04% | 61,625 | $16M | $253.23 | $5M | +9,517 | +18.3% | |
| 16 | SGOL | 1.02% | 485,460 | $15M | $31.54 | $763K | -2,408 | -0.5% | |
| 17 | EFG | 0.96% | 128,037 | $14M | $112.00 | $3M | +12,279 | +10.6% | |
| 18 | QQQ | 0.90% | 24,347 | $13M | $551.63 | $6M | +7,693 | +46.2% | |
| 19 | PG | 0.90% | 84,051 | $13M | $159.32 | -$816K | +687 | +0.8% | |
| 20 | AMGN | 0.86% | 45,950 | $13M | $279.21 | -$1M | +542 | +1.2% | |
| 21 | META | 0.86% | 17,363 | $13M | $738.08 | $7M | +6,827 | +64.8% | |
| 22 | MUB | 0.81% | 116,166 | $12M | $104.48 | $4M | +38,275 | +49.1% | |
| 23 | GOOGL | 0.81% | 68,387 | $12M | $176.23 | $5M | +25,250 | +58.5% | |
| 24 | DBEF | 0.77% | 263,123 | $12M | $43.75 | $11M | +257,896 | +4933.9% | |
| 25 | SPEM | 0.76% | 264,670 | $11M | $42.74 | $4M | +68,021 | +34.6% | |
| 26 | VTI | 0.74% | 36,225 | $11M | $303.93 | $1M | -88 | -0.2% | |
| 27 | JBND | 0.73% | 205,026 | $11M | $53.59 | — | +205,026 | — | NEW |
| 28 | TLH | 0.72% | 105,751 | $11M | $101.60 | $3M | +29,253 | +38.2% | |
| 29 | BRK-B | 0.68% | 20,941 | $10M | $485.76 | $2M | +6,097 | +41.1% | |
| 30 | AVGO | 0.68% | 36,879 | $10M | $275.65 | $6M | +13,752 | +59.5% | |
| 31 | SCHX | 0.66% | 404,893 | $10M | $24.44 | $1M | +10,627 | +2.7% | |
| 32 | VMBS | 0.62% | 200,321 | $9M | $46.34 | $3M | +54,458 | +37.3% | |
| 33 | JPM | 0.61% | 31,318 | $9M | $289.91 | $4M | +9,559 | +43.9% | |
| 34 | GOOG | 0.58% | 48,670 | $9M | $177.39 | $3M | +11,848 | +32.2% | |
| 35 | VEA | 0.57% | 149,243 | $9M | $57.01 | $2M | +21,199 | +16.6% | |
| 36 | SCHD | 0.56% | 314,912 | $8M | $26.50 | $2M | +105,145 | +50.1% | |
| 37 | IAU | 0.55% | 132,461 | $8M | $62.36 | $2M | +21,656 | +19.5% | |
| 38 | XCEM | 0.54% | 236,697 | $8M | $34.18 | $954K | -4,919 | -2.0% | |
| 39 | OEF | 0.50% | 24,428 | $7M | $304.35 | $3M | +6,959 | +39.8% | |
| 40 | JPIE | 0.49% | 157,552 | $7M | $46.32 | — | +157,552 | — | NEW |
| 41 | MTUM | 0.48% | 30,041 | $7M | $240.32 | $2M | +5,337 | +21.6% | |
| 42 | TSLA | 0.48% | 22,597 | $7M | $317.66 | $4M | +8,544 | +60.8% | |
| 43 | V | 0.45% | 18,983 | $7M | $355.04 | $2M | +5,642 | +42.3% | |
| 44 | SCHV | 0.44% | 238,046 | $7M | $27.67 | — | +238,046 | — | NEW |
| 45 | DMBS | 0.44% | 134,091 | $7M | $49.07 | $493K | +9,990 | +8.1% | |
| 46 | MA | 0.40% | 10,772 | $6M | $561.96 | $2M | +3,636 | +51.0% | |
| 47 | IEFA | 0.38% | 68,478 | $6M | $83.48 | $2M | +18,512 | +37.0% | |
| 48 | XOM | 0.38% | 52,497 | $6M | $107.80 | $1M | +16,594 | +46.2% | |
| 49 | VB | 0.36% | 22,695 | $5M | $236.98 | $274K | -324 | -1.4% | |
| 50 | SCHB | 0.36% | 225,410 | $5M | $23.83 | $5M | +203,096 | +910.2% | |
| 51 | LLY | 0.36% | 6,889 | $5M | $779.48 | $1M | +2,132 | +44.8% | |
| 52 | WMT | 0.34% | 52,490 | $5M | $97.78 | $2M | +12,692 | +31.9% | |
| 53 | DFUS | 0.34% | 76,445 | $5M | $67.02 | $2M | +27,884 | +57.4% | |
| 54 | COST | 0.34% | 5,126 | $5M | $989.93 | $1M | +1,026 | +25.0% | |
| 55 | IBM | 0.33% | 16,843 | $5M | $294.78 | $1M | +1,874 | +12.5% | |
| 56 | VUG | 0.33% | 11,091 | $5M | $438.38 | $960K | +569 | +5.4% | |
| 57 | GLD | 0.31% | 15,416 | $5M | $304.83 | $371K | +395 | +2.6% | |
| 58 | ABBV | 0.31% | 24,686 | $5M | $185.62 | $342K | +4,450 | +22.0% | |
| 59 | PB | 0.30% | 63,262 | $4M | $70.24 | -$72K | -9 | -0.0% | |
| 60 | HD | 0.29% | 12,033 | $4M | $366.65 | $1M | +3,843 | +46.9% | |
| 61 | IJR | 0.28% | 38,276 | $4M | $109.29 | $620K | +4,197 | +12.3% | |
| 62 | MCD | 0.27% | 13,745 | $4M | $292.17 | $224K | +1,607 | +13.2% | |
| 63 | SPYG | 0.25% | 39,826 | $4M | $95.32 | $918K | +4,010 | +11.2% | |
| 64 | HYDB | 0.25% | 79,087 | $4M | $47.48 | $947K | +19,461 | +32.6% | |
| 65 | IWF | 0.24% | 8,630 | $4M | $424.58 | $1M | +1,868 | +27.6% | |
| 66 | CVX | 0.24% | 25,474 | $4M | $143.19 | $469K | +6,473 | +34.1% | |
| 67 | JMST | 0.24% | 70,147 | $4M | $50.92 | $3M | +53,123 | +312.1% | |
| 68 | FBND | 0.24% | 77,899 | $4M | $45.75 | -$62K | -1,531 | -1.9% | |
| 69 | IVW | 0.23% | 30,844 | $3M | $110.10 | $2M | +12,399 | +67.2% | |
| 70 | JNJ | 0.23% | 22,214 | $3M | $152.75 | $127K | +2,522 | +12.8% | |
| 71 | BSV | 0.23% | 42,803 | $3M | $78.70 | $782K | +9,756 | +29.5% | |
| 72 | EMXC | 0.23% | 53,345 | $3M | $63.14 | $957K | +9,577 | +21.9% | |
| 73 | PM | 0.21% | 17,093 | $3M | $182.13 | $919K | +3,272 | +23.7% | |
| 74 | FNDX | 0.20% | 124,189 | $3M | $24.54 | $385K | +11,394 | +10.1% | |
| 75 | VV | 0.20% | 10,496 | $3M | $285.31 | $1M | +3,562 | +51.4% | |
| 76 | IJH | 0.20% | 48,222 | $3M | $62.02 | $1M | +19,086 | +65.5% | |
| 77 | QUAL | 0.20% | 16,327 | $3M | $182.82 | $964K | +4,504 | +38.1% | |
| 78 | SCHF | 0.20% | 134,880 | $3M | $22.10 | $681K | +18,620 | +16.0% | |
| 79 | ABT | 0.19% | 21,305 | $3M | $136.01 | $156K | +637 | +3.1% | |
| 80 | VWO | 0.19% | 56,707 | $3M | $49.46 | $1M | +23,130 | +68.9% | |
| 81 | NFLX | 0.19% | 2,093 | $3M | $1,339.13 | $1M | +543 | +35.0% | |
| 82 | VTEB | 0.18% | 55,674 | $3M | $49.03 | -$412K | -7,649 | -12.1% | |
| 83 | PANW | 0.18% | 13,195 | $3M | $204.64 | $623K | +1,019 | +8.4% | |
| 84 | FYLD | 0.18% | 91,786 | $3M | $29.24 | $74K | -5,137 | -5.3% | |
| 85 | INTU | 0.18% | 3,406 | $3M | $787.74 | $732K | +229 | +7.2% | |
| 86 | TFI | 0.18% | 59,323 | $3M | $44.67 | $2M | +35,231 | +146.2% | |
| 87 | T | 0.18% | 91,488 | $3M | $28.94 | $1M | +37,514 | +69.5% | |
| 88 | SUB | 0.17% | 24,377 | $3M | $106.34 | $568K | +5,207 | +27.2% | |
| 89 | KO | 0.17% | 36,473 | $3M | $70.75 | $282K | +4,379 | +13.6% | |
| 90 | ORCL | 0.17% | 11,632 | $3M | $218.64 | $1M | +1,220 | +11.7% | |
| 91 | VYM | 0.17% | 18,547 | $2M | $133.31 | $557K | +3,691 | +24.9% | |
| 92 | CSCO | 0.16% | 34,454 | $2M | $69.38 | $585K | +5,194 | +17.8% | |
| 93 | FTEC | 0.16% | 12,096 | $2M | $197.22 | $1M | +5,105 | +73.0% | |
| 94 | SCHW | 0.16% | 26,068 | $2M | $91.24 | $752K | +5,293 | +25.5% | |
| 95 | VCSH | 0.16% | 29,528 | $2M | $79.50 | $1M | +12,972 | +78.3% | |
| 96 | GS | 0.16% | 3,309 | $2M | $707.68 | $715K | +330 | +11.1% | |
| 97 | URNM | 0.16% | 48,549 | $2M | $47.93 | $762K | +318 | +0.7% | |
| 98 | VZ | 0.16% | 53,719 | $2M | $43.27 | $545K | +14,500 | +37.0% | |
| 99 | GE | 0.15% | 8,962 | $2M | $257.39 | $714K | +1,004 | +12.6% | |
| 100 | SPOT | 0.15% | 3,000 | $2M | $767.34 | $894K | +441 | +17.2% |