Asset Manager
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Savvy Advisors, Inc.
Market Value
$2.2B
+45.2%
Holdings
844
+177
New Purchases
203
Added To
430
Closed
32
Reduced
160
Top 10 Concentration
33.2%
Turnover
27.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSV | 1.42% | 0.23% | +1.20% | $31M |
| DFAC | 1.09% | 0.14% | +0.95% | $24M |
| VGT | 0.75% | 0.02% | +0.73% | $16M |
| VEA | 1.25% | 0.57% | +0.68% | $27M |
| MTUM | 1.11% | 0.48% | +0.63% | $24M |
| DFUV | 0.60% | 0.00% | +0.60% | $13M |
| DUHP | 0.60% | 0.01% | +0.59% | $13M |
| IAGG | 0.53% | 0.09% | +0.43% | $11M |
| DFIC | 0.44% | 0.05% | +0.39% | $10M |
| IBIT | 0.45% | 0.07% | +0.39% | $10M |
| DFCA | 0.38% | 0.00% | +0.38% | $8M |
| IUSB | 3.82% | 3.49% | +0.32% | $83M |
| DFIV | 0.34% | 0.04% | +0.30% | $7M |
| VWO | 0.49% | 0.19% | +0.30% | $11M |
| AVSC | 0.29% | 0.00% | +0.29% | $6M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 6.12% | 7.48% | -1.36% | $133M |
| FFIU | 2.11% | 2.99% | -0.88% | $46M |
| AMGN | 0.10% | 0.86% | -0.76% | $2M |
| MSFT | 2.15% | 2.89% | -0.73% | $47M |
| AMZN | 1.11% | 1.48% | -0.37% | $24M |
| VOO | 6.48% | 6.77% | -0.29% | $141M |
| JPIE | 0.22% | 0.49% | -0.26% | $5M |
| EFG | 0.72% | 0.96% | -0.24% | $16M |
| PG | 0.67% | 0.90% | -0.23% | $14M |
| META | 0.63% | 0.86% | -0.23% | $14M |
| SPY | 0.82% | 1.05% | -0.22% | $18M |
| SGOL | 0.81% | 1.02% | -0.21% | $18M |
| JBND | 0.52% | 0.73% | -0.21% | $11M |
| AAPL | 2.50% | 2.68% | -0.18% | $54M |
| SCHD | 0.39% | 0.56% | -0.17% | $8M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 78 | $841M | 38.7% |
| Large Cap | 489 | $951M | 43.8% |
| Mid Cap | 159 | $253M | 11.6% |
| Small Cap | 87 | $65M | 3.0% |
| Micro Cap | 31 | $62M | 2.9% |
Portfolio Analytics
Avg Market Cap
$111.1B
Median Market Cap
$22.7B
Avg P/E
29.7
Median P/E
21.3
Avg Dividend Yield
0.33%
Avg Beta
0.92
# Stocks
468
# ETFs / Funds
376
Top Holdings (844 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 6.48% | 229,708 | $141M | $612.38 | $39M | +51,454 | +28.9% | |
| 2 | NVDA | 6.12% | 712,051 | $133M | $186.58 | $21M | +3,869 | +0.6% | |
| 3 | IUSB | 3.82% | 1,774,562 | $83M | $46.71 | $31M | +644,791 | +57.1% | |
| 4 | IVV | 3.10% | 100,441 | $67M | $669.30 | $18M | +21,869 | +27.8% | |
| 5 | AAPL | 2.50% | 213,658 | $54M | $254.63 | $14M | +17,910 | +9.2% | |
| 6 | SCHG | 2.41% | 1,637,120 | $52M | $31.91 | $17M | +428,891 | +35.5% | |
| 7 | JQUA | 2.39% | 826,496 | $52M | $62.91 | $15M | +215,917 | +35.4% | |
| 8 | AGG | 2.17% | 469,663 | $47M | $100.25 | $16M | +158,021 | +50.7% | |
| 9 | MSFT | 2.15% | 90,287 | $47M | $517.95 | $4M | +3,458 | +4.0% | |
| 10 | FFIU | 2.11% | 2,043,397 | $46M | $22.39 | $1M | -10,572 | -0.5% | |
| 11 | VTV | 1.58% | 184,533 | $34M | $186.49 | $12M | +56,466 | +44.1% | |
| 12 | BSV | 1.42% | 391,994 | $31M | $78.91 | $28M | +349,191 | +815.8% | |
| 13 | IVLU | 1.36% | 830,624 | $29M | $35.48 | $7M | +158,491 | +23.6% | |
| 14 | VEA | 1.25% | 451,399 | $27M | $59.92 | $19M | +302,156 | +202.5% | |
| 15 | MTUM | 1.11% | 94,045 | $24M | $256.45 | $17M | +64,004 | +213.1% | |
| 16 | AMZN | 1.11% | 109,644 | $24M | $219.57 | $2M | +8,805 | +8.7% | |
| 17 | DFAC | 1.09% | 615,158 | $24M | $38.57 | $22M | +557,323 | +963.6% | |
| 18 | MUB | 0.98% | 198,963 | $21M | $106.49 | $9M | +82,797 | +71.3% | |
| 19 | XLK | 0.96% | 73,910 | $21M | $281.86 | $5M | +12,285 | +19.9% | |
| 20 | SPY | 0.82% | 26,816 | $18M | $666.19 | $2M | +1,477 | +5.8% | |
| 21 | SGOL | 0.81% | 479,613 | $18M | $36.81 | $2M | -5,847 | -1.2% | |
| 22 | GOOGL | 0.79% | 70,843 | $17M | $243.10 | $5M | +2,456 | +3.6% | |
| 23 | TLH | 0.77% | 161,879 | $17M | $102.99 | $6M | +56,128 | +53.1% | |
| 24 | VGT | 0.75% | 21,901 | $16M | $746.63 | $16M | +21,480 | +5102.1% | |
| 25 | QQQ | 0.73% | 26,459 | $16M | $600.37 | $2M | +2,112 | +8.7% | |
| 26 | EFG | 0.72% | 136,664 | $16M | $113.88 | $1M | +8,627 | +6.7% | |
| 27 | VMBS | 0.70% | 325,880 | $15M | $46.96 | $6M | +125,559 | +62.7% | |
| 28 | SPEM | 0.68% | 316,073 | $15M | $46.81 | $3M | +51,403 | +19.4% | |
| 29 | AVGO | 0.67% | 44,103 | $15M | $329.91 | $4M | +7,224 | +19.6% | |
| 30 | PG | 0.67% | 94,040 | $14M | $153.65 | $1M | +9,989 | +11.9% | |
| 31 | DBEF | 0.66% | 309,312 | $14M | $46.42 | $3M | +46,189 | +17.6% | |
| 32 | IAU | 0.66% | 195,577 | $14M | $72.77 | $6M | +63,116 | +47.6% | |
| 33 | GOOG | 0.65% | 57,723 | $14M | $243.55 | $5M | +9,053 | +18.6% | |
| 34 | META | 0.63% | 18,663 | $14M | $734.38 | $891K | +1,300 | +7.5% | |
| 35 | DUHP | 0.60% | 346,887 | $13M | $37.77 | $13M | +340,971 | +5763.5% | |
| 36 | DFUV | 0.60% | 292,722 | $13M | $44.69 | — | +292,722 | — | NEW |
| 37 | SCHX | 0.60% | 494,508 | $13M | $26.34 | $3M | +89,615 | +22.1% | |
| 38 | VTI | 0.59% | 38,968 | $13M | $328.17 | $2M | +2,743 | +7.6% | |
| 39 | TSLA | 0.58% | 28,548 | $13M | $444.72 | $6M | +5,951 | +26.3% | |
| 40 | BRK-B | 0.54% | 23,162 | $12M | $502.74 | $1M | +2,221 | +10.6% | |
| 41 | VB | 0.53% | 45,684 | $12M | $254.28 | $6M | +22,989 | +101.3% | |
| 42 | IAGG | 0.53% | 223,196 | $11M | $51.23 | $10M | +195,693 | +711.5% | |
| 43 | JBND | 0.52% | 210,526 | $11M | $54.16 | $415K | +5,500 | +2.7% | |
| 44 | JPM | 0.51% | 35,007 | $11M | $315.43 | $2M | +3,689 | +11.8% | |
| 45 | XCEM | 0.49% | 293,899 | $11M | $36.33 | $3M | +57,202 | +24.2% | |
| 46 | VWO | 0.49% | 196,878 | $11M | $54.18 | $8M | +140,171 | +247.2% | |
| 47 | OEF | 0.46% | 29,798 | $10M | $332.84 | $2M | +5,370 | +22.0% | |
| 48 | IBIT | 0.45% | 151,658 | $10M | $65.00 | $9M | +135,494 | +838.2% | |
| 49 | DFIC | 0.44% | 291,202 | $10M | $32.79 | $9M | +269,406 | +1236.0% | |
| 50 | DMBS | 0.43% | 187,820 | $9M | $49.68 | $3M | +53,729 | +40.1% | |
| 51 | SCHD | 0.39% | 307,199 | $8M | $27.30 | $41K | -7,713 | -2.5% | |
| 52 | DFCA | 0.38% | 164,040 | $8M | $49.82 | — | +164,040 | — | NEW |
| 53 | COST | 0.37% | 8,791 | $8M | $925.62 | $3M | +3,665 | +71.5% | |
| 54 | SUB | 0.37% | 74,264 | $8M | $106.78 | $5M | +49,887 | +204.7% | |
| 55 | V | 0.35% | 22,234 | $8M | $341.39 | $851K | +3,251 | +17.1% | |
| 56 | DFIV | 0.34% | 161,916 | $7M | $46.12 | $7M | +148,098 | +1071.8% | |
| 57 | XONA.DE | 0.34% | 65,359 | $7M | $112.75 | $2M | +12,862 | +24.5% | |
| 58 | LLY | 0.34% | 9,648 | $7M | $763.03 | $2M | +2,759 | +40.0% | |
| 59 | IEFA | 0.33% | 81,839 | $7M | $87.31 | $1M | +13,361 | +19.5% | |
| 60 | HYDB | 0.32% | 145,313 | $7M | $47.84 | $3M | +66,226 | +83.7% | |
| 61 | ABBV | 0.32% | 29,922 | $7M | $231.54 | $2M | +5,236 | +21.2% | |
| 62 | DFUS | 0.31% | 92,048 | $7M | $72.44 | $2M | +15,603 | +20.4% | |
| 63 | MA | 0.30% | 11,447 | $7M | $568.83 | $458K | +675 | +6.3% | |
| 64 | WMT | 0.29% | 61,438 | $6M | $103.06 | $1M | +8,948 | +17.1% | |
| 65 | AVSC | 0.29% | 110,402 | $6M | $57.25 | — | +110,402 | — | NEW |
| 66 | IMTM | 0.29% | 130,949 | $6M | $47.88 | — | +130,949 | — | NEW |
| 67 | SCHV | 0.28% | 208,777 | $6M | $29.11 | -$509K | -29,269 | -12.3% | |
| 68 | SCHB | 0.28% | 233,691 | $6M | $25.71 | $637K | +8,281 | +3.7% | |
| 69 | HD | 0.27% | 14,326 | $6M | $405.19 | $1M | +2,293 | +19.1% | |
| 70 | DIHP | 0.27% | 189,391 | $6M | $30.39 | — | +189,391 | — | NEW |
| 71 | GLD | 0.26% | 15,716 | $6M | $355.47 | $887K | +300 | +1.9% | |
| 72 | BIL | 0.26% | 60,517 | $6M | $91.75 | $4M | +48,275 | +394.3% | |
| 73 | VUG | 0.25% | 11,280 | $5M | $479.61 | $548K | +189 | +1.7% | |
| 74 | IBM | 0.23% | 17,568 | $5M | $282.16 | -$8K | +725 | +4.3% | |
| 75 | IJR | 0.23% | 41,317 | $5M | $118.83 | $726K | +3,041 | +7.9% | |
| 76 | JPIE | 0.22% | 104,791 | $5M | $46.41 | -$2M | -52,761 | -33.5% | |
| 77 | IWV | 0.22% | 12,698 | $5M | $378.93 | — | +12,698 | — | NEW |
| 78 | QUAL | 0.22% | 24,697 | $5M | $194.50 | $2M | +8,370 | +51.3% | |
| 79 | CVX | 0.22% | 30,805 | $5M | $155.29 | $1M | +5,331 | +20.9% | |
| 80 | JMST | 0.22% | 93,186 | $5M | $51.04 | $1M | +23,039 | +32.8% | |
| 81 | MCD | 0.21% | 15,325 | $5M | $303.90 | $641K | +1,580 | +11.5% | |
| 82 | PB | 0.21% | 67,899 | $5M | $66.35 | $62K | +4,637 | +7.3% | |
| 83 | IJH | 0.20% | 66,372 | $4M | $65.26 | $1M | +18,150 | +37.6% | |
| 84 | SCHF | 0.20% | 184,938 | $4M | $23.28 | $1M | +50,058 | +37.1% | |
| 85 | AVEM | 0.20% | 57,263 | $4M | $75.11 | — | +57,263 | — | NEW |
| 86 | JNJ | 0.19% | 22,715 | $4M | $185.42 | $819K | +501 | +2.3% | |
| 87 | SPYG | 0.19% | 39,767 | $4M | $104.51 | $360K | -59 | -0.1% | |
| 88 | IWF | 0.19% | 8,843 | $4M | $468.39 | $478K | +213 | +2.5% | |
| 89 | PLTR | 0.19% | 22,561 | $4M | $182.42 | $2M | +6,936 | +44.4% | |
| 90 | ETN | 0.19% | 10,868 | $4M | $374.24 | $2M | +5,494 | +102.2% | |
| 91 | GE | 0.18% | 13,013 | $4M | $300.81 | $2M | +4,051 | +45.2% | |
| 92 | EMXC | 0.18% | 57,353 | $4M | $67.51 | $504K | +4,008 | +7.5% | |
| 93 | ORCL | 0.17% | 13,432 | $4M | $281.24 | $1M | +1,800 | +15.5% | |
| 94 | RIGS | 0.16% | 153,253 | $4M | $23.28 | $2M | +75,777 | +97.8% | |
| 95 | FBND | 0.16% | 75,578 | $3M | $46.24 | -$69K | -2,321 | -3.0% | |
| 96 | IVW | 0.16% | 28,613 | $3M | $120.72 | $58K | -2,231 | -7.2% | |
| 97 | VTEB | 0.16% | 67,875 | $3M | $50.07 | $669K | +12,201 | +21.9% | |
| 98 | SCHR | 0.16% | 133,965 | $3M | $25.13 | $2M | +68,229 | +103.8% | |
| 99 | TFI | 0.15% | 72,201 | $3M | $45.57 | $640K | +12,878 | +21.7% | |
| 100 | PANW | 0.15% | 16,064 | $3M | $203.62 | $571K | +2,869 | +21.7% |