Asset Manager
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Savvy Advisors, Inc.
Market Value
$3.1B
+41.9%
Holdings
1,048
+202
New Purchases
233
Added To
582
Closed
63
Reduced
151
Top 10 Concentration
30.9%
Turnover
28.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VUG | 0.80% | 0.25% | +0.55% | $25M |
| SPEM | 1.17% | 0.68% | +0.49% | $36M |
| IUSB | 4.29% | 3.82% | +0.47% | $132M |
| IVLU | 1.79% | 1.36% | +0.43% | $55M |
| JQUA | 2.78% | 2.39% | +0.39% | $86M |
| ACIO | 0.31% | 0.00% | +0.31% | $9M |
| SPLG | 0.38% | 0.09% | +0.29% | $12M |
| XLY | 0.27% | 0.00% | +0.27% | $8M |
| IXUS | 0.31% | 0.05% | +0.26% | $10M |
| XLV | 0.27% | 0.01% | +0.26% | $8M |
| IWD | 0.25% | 0.01% | +0.23% | $8M |
| LLY | 0.56% | 0.34% | +0.22% | $17M |
| GOOG | 0.86% | 0.65% | +0.21% | $26M |
| XT | 0.21% | 0.00% | +0.21% | $6M |
| SPHQ | 0.22% | 0.02% | +0.20% | $7M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 4.28% | 6.12% | -1.83% | $132M |
| FFIU | 1.58% | 2.11% | -0.53% | $49M |
| BSV | 1.01% | 1.42% | -0.41% | $31M |
| MSFT | 1.75% | 2.15% | -0.40% | $54M |
| AAPL | 2.17% | 2.50% | -0.34% | $67M |
| MTUM | 0.81% | 1.11% | -0.30% | $25M |
| AGG | 1.87% | 2.17% | -0.30% | $58M |
| IVV | 2.86% | 3.09% | -0.24% | $88M |
| DFAC | 0.86% | 1.09% | -0.23% | $27M |
| SGOL | 0.61% | 0.81% | -0.20% | $19M |
| IMTM | 0.10% | 0.29% | -0.19% | $3M |
| VGT | 0.56% | 0.75% | -0.19% | $17M |
| DUHP | 0.44% | 0.60% | -0.16% | $14M |
| JBND | 0.37% | 0.52% | -0.16% | $11M |
| DFUV | 0.45% | 0.60% | -0.15% | $14M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 76 | $1.1B | 36.8% |
| Large Cap | 584 | $1.4B | 44.3% |
| Mid Cap | 202 | $373M | 12.1% |
| Small Cap | 135 | $133M | 4.3% |
| Micro Cap | 51 | $77M | 2.5% |
Portfolio Analytics
Avg Market Cap
$88.9B
Median Market Cap
$17.7B
Avg P/E
33.4
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
554
# ETFs / Funds
494
Top Holdings (1,048 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 6.63% | 326,075 | $204M | $627.13 | $64M | +96,367 | +42.0% | |
| 2 | IUSB | 4.29% | 2,839,695 | $132M | $46.54 | $49M | +1,065,133 | +60.0% | |
| 3 | NVDA | 4.28% | 708,150 | $132M | $186.50 | -$784K | -3,901 | -0.6% | |
| 4 | IVV | 2.86% | 128,636 | $88M | $684.94 | $21M | +28,195 | +28.1% | |
| 5 | JQUA | 2.78% | 1,358,559 | $86M | $63.18 | $34M | +532,063 | +64.4% | |
| 6 | SCHG | 2.51% | 2,371,128 | $77M | $32.62 | $25M | +734,008 | +44.8% | |
| 7 | AAPL | 2.17% | 245,595 | $67M | $271.86 | $12M | +31,937 | +14.9% | |
| 8 | AGG | 1.87% | 577,483 | $58M | $99.88 | $11M | +107,820 | +23.0% | |
| 9 | IVLU | 1.79% | 1,448,020 | $55M | $38.05 | $26M | +617,396 | +74.3% | |
| 10 | VTV | 1.75% | 282,432 | $54M | $190.99 | $20M | +97,899 | +53.0% | |
| 11 | MSFT | 1.75% | 111,477 | $54M | $483.62 | $7M | +21,190 | +23.5% | |
| 12 | FFIU | 1.58% | 2,184,260 | $49M | $22.25 | $3M | +140,863 | +6.9% | |
| 13 | SPEM | 1.17% | 772,689 | $36M | $46.81 | $21M | +456,616 | +144.5% | |
| 14 | VEA | 1.15% | 568,020 | $35M | $62.47 | $8M | +116,621 | +25.8% | |
| 15 | XLK | 1.08% | 232,103 | $33M | $143.97 | $13M | +158,193 | +214.0% | |
| 16 | AMZN | 1.04% | 138,494 | $32M | $230.82 | $8M | +28,850 | +26.3% | |
| 17 | BSV | 1.01% | 396,445 | $31M | $78.81 | $312K | +4,451 | +1.1% | |
| 18 | MUB | 0.95% | 272,482 | $29M | $107.11 | $8M | +73,519 | +37.0% | |
| 19 | GOOGL | 0.86% | 84,802 | $27M | $313.00 | $9M | +13,959 | +19.7% | |
| 20 | TLH | 0.86% | 260,937 | $27M | $101.67 | $10M | +99,058 | +61.2% | |
| 21 | DFAC | 0.86% | 669,772 | $27M | $39.59 | $3M | +54,614 | +8.9% | |
| 22 | GOOG | 0.86% | 84,092 | $26M | $313.80 | $12M | +26,369 | +45.7% | |
| 23 | IAU | 0.84% | 320,709 | $26M | $81.17 | $12M | +125,132 | +64.0% | |
| 24 | MTUM | 0.81% | 99,237 | $25M | $250.31 | $722K | +5,192 | +5.5% | |
| 25 | VUG | 0.80% | 50,408 | $25M | $487.86 | $19M | +39,128 | +346.9% | |
| 26 | QQQ | 0.73% | 36,666 | $23M | $614.32 | $7M | +10,207 | +38.6% | |
| 27 | VMBS | 0.72% | 470,520 | $22M | $47.08 | $7M | +144,640 | +44.4% | |
| 28 | PG | 0.71% | 153,050 | $22M | $143.31 | $7M | +59,010 | +62.8% | |
| 29 | SPY | 0.70% | 31,767 | $22M | $681.92 | $4M | +4,951 | +18.5% | |
| 30 | AVGO | 0.70% | 62,259 | $22M | $346.10 | $7M | +18,156 | +41.2% | |
| 31 | EFG | 0.66% | 178,301 | $20M | $113.92 | $5M | +41,637 | +30.5% | |
| 32 | DBEF | 0.63% | 405,556 | $20M | $48.11 | $5M | +96,244 | +31.1% | |
| 33 | SGOL | 0.61% | 460,111 | $19M | $41.08 | $1M | -19,502 | -4.1% | |
| 34 | BRK-B | 0.61% | 37,124 | $19M | $502.65 | $7M | +13,962 | +60.3% | |
| 35 | OEF | 0.58% | 51,740 | $18M | $342.97 | $8M | +21,942 | +73.6% | |
| 36 | VGT | 0.56% | 23,049 | $17M | $753.79 | $1M | +1,148 | +5.2% | |
| 37 | LLY | 0.56% | 16,052 | $17M | $1,074.67 | $10M | +6,404 | +66.4% | |
| 38 | VTI | 0.52% | 47,798 | $16M | $335.27 | $3M | +8,830 | +22.7% | |
| 39 | META | 0.52% | 24,237 | $16M | $660.10 | $2M | +5,574 | +29.9% | |
| 40 | JPM | 0.51% | 49,156 | $16M | $322.22 | $5M | +14,149 | +40.4% | |
| 41 | TSLA | 0.49% | 33,751 | $15M | $449.72 | $2M | +5,203 | +18.2% | |
| 42 | XCEM | 0.49% | 391,355 | $15M | $38.36 | $4M | +97,456 | +33.2% | |
| 43 | IAGG | 0.48% | 297,912 | $15M | $50.01 | $3M | +74,716 | +33.5% | |
| 44 | VWO | 0.47% | 270,274 | $15M | $53.76 | $4M | +73,396 | +37.3% | |
| 45 | SCHX | 0.45% | 518,836 | $14M | $26.91 | $937K | +24,328 | +4.9% | |
| 46 | DFUV | 0.45% | 296,739 | $14M | $46.59 | $743K | +4,017 | +1.4% | |
| 47 | DUHP | 0.44% | 358,073 | $14M | $38.03 | $516K | +11,186 | +3.2% | |
| 48 | VB | 0.44% | 52,610 | $14M | $257.95 | $2M | +6,926 | +15.2% | |
| 49 | IEFA | 0.41% | 142,804 | $13M | $89.46 | $6M | +60,965 | +74.5% | |
| 50 | DFIV | 0.40% | 246,867 | $12M | $49.90 | $5M | +84,951 | +52.5% | |
| 51 | SPLG | 0.38% | 147,748 | $12M | $80.22 | $10M | +122,398 | +482.8% | |
| 52 | JBND | 0.37% | 210,525 | $11M | $54.07 | -$19K | -1 | — | |
| 53 | SCHD | 0.37% | 410,392 | $11M | $27.43 | $3M | +103,193 | +33.6% | |
| 54 | XOM | 0.34% | 87,021 | $10M | $120.34 | $3M | +21,662 | +33.1% | |
| 55 | DMBS | 0.34% | 210,463 | $10M | $49.66 | $1M | +22,643 | +12.1% | |
| 56 | HYDB | 0.34% | 218,282 | $10M | $47.35 | $3M | +72,969 | +50.2% | |
| 57 | DFIC | 0.33% | 297,275 | $10M | $34.46 | $696K | +6,073 | +2.1% | |
| 58 | V | 0.33% | 28,922 | $10M | $350.71 | $3M | +6,688 | +30.1% | |
| 59 | IJH | 0.33% | 152,392 | $10M | $66.00 | $6M | +86,020 | +129.6% | |
| 60 | IXUS | 0.31% | 114,376 | $10M | $84.64 | $9M | +100,818 | +743.6% | |
| 61 | IBIT | 0.31% | 192,203 | $10M | $49.65 | -$315K | +40,545 | +26.7% | |
| 62 | ACIO | 0.31% | 217,209 | $9M | $43.70 | — | +217,209 | — | NEW |
| 63 | WMT | 0.31% | 84,672 | $9M | $111.41 | $3M | +23,234 | +37.8% | |
| 64 | ZAP | 0.28% | 299,931 | $9M | $29.06 | $7M | +233,286 | +350.0% | |
| 65 | ABBV | 0.27% | 36,568 | $8M | $228.49 | $1M | +6,646 | +22.2% | |
| 66 | XLV | 0.27% | 53,515 | $8M | $154.80 | $8M | +51,513 | +2573.1% | |
| 67 | DFCA | 0.27% | 165,328 | $8M | $50.08 | $106K | +1,288 | +0.8% | |
| 68 | XLY | 0.27% | 68,823 | $8M | $119.41 | — | +68,823 | — | NEW |
| 69 | COST | 0.26% | 9,329 | $8M | $862.37 | -$92K | +538 | +6.1% | |
| 70 | SUB | 0.26% | 74,150 | $8M | $106.70 | -$18K | -114 | -0.1% | |
| 71 | MA | 0.25% | 13,492 | $8M | $570.87 | $1M | +2,045 | +17.9% | |
| 72 | SPYV | 0.25% | 135,085 | $8M | $56.81 | $6M | +113,103 | +514.5% | |
| 73 | IWD | 0.25% | 36,248 | $8M | $210.34 | $7M | +34,890 | +2569.2% | |
| 74 | GLD | 0.24% | 18,395 | $7M | $396.31 | $2M | +2,679 | +17.1% | |
| 75 | SCHV | 0.24% | 244,641 | $7M | $29.61 | $1M | +35,864 | +17.2% | |
| 76 | DFUS | 0.23% | 94,878 | $7M | $74.17 | $369K | +2,830 | +3.1% | |
| 77 | SPHQ | 0.22% | 90,619 | $7M | $75.05 | $6M | +85,174 | +1564.3% | |
| 78 | JNJ | 0.22% | 32,588 | $7M | $206.95 | $3M | +9,873 | +43.5% | |
| 79 | HD | 0.22% | 19,478 | $7M | $344.11 | $898K | +5,152 | +36.0% | |
| 80 | AVSC | 0.22% | 113,758 | $7M | $58.74 | $362K | +3,356 | +3.0% | |
| 81 | MU | 0.21% | 22,814 | $7M | $285.41 | $4M | +5,131 | +29.0% | |
| 82 | CVX | 0.21% | 42,302 | $6M | $152.41 | $2M | +11,497 | +37.3% | |
| 83 | XT | 0.21% | 91,922 | $6M | $69.74 | — | +91,922 | — | NEW |
| 84 | IBM | 0.20% | 21,296 | $6M | $296.21 | $1M | +3,728 | +21.2% | |
| 85 | RSP | 0.20% | 32,520 | $6M | $191.56 | $6M | +28,700 | +751.3% | |
| 86 | DIHP | 0.20% | 195,774 | $6M | $31.66 | $443K | +6,383 | +3.4% | |
| 87 | IEMG | 0.20% | 90,144 | $6M | $67.22 | $3M | +41,980 | +87.2% | |
| 88 | IJR | 0.20% | 50,366 | $6M | $120.18 | $1M | +9,049 | +21.9% | |
| 89 | OSCV | 0.19% | 161,148 | $6M | $37.03 | — | +161,148 | — | NEW |
| 90 | SCHB | 0.19% | 227,410 | $6M | $26.23 | -$43K | -6,281 | -2.7% | |
| 91 | BIL | 0.19% | 62,496 | $6M | $91.38 | $158K | +1,979 | +3.3% | |
| 92 | MCD | 0.18% | 18,578 | $6M | $305.63 | $1M | +3,253 | +21.2% | |
| 93 | QUAL | 0.18% | 27,381 | $5M | $198.62 | $635K | +2,684 | +10.9% | |
| 94 | PLTR | 0.18% | 30,591 | $5M | $177.75 | $1M | +8,030 | +35.6% | |
| 95 | CAT | 0.17% | 8,975 | $5M | $572.89 | $2M | +2,961 | +49.2% | |
| 96 | SCHF | 0.17% | 212,967 | $5M | $24.04 | $814K | +28,029 | +15.2% | |
| 97 | JPIE | 0.16% | 108,017 | $5M | $46.29 | $137K | +3,226 | +3.1% | |
| 98 | EMB | 0.16% | 51,488 | $5M | $96.28 | $2M | +19,334 | +60.1% | |
| 99 | DRSK | 0.16% | 172,440 | $5M | $28.47 | — | +172,440 | — | NEW |
| 100 | IWV | 0.16% | 12,581 | $5M | $386.84 | $55K | -117 | -0.9% |
Options Breakdown
19 Calls
$493K Call Value
7 Puts
$315K Put Value
0.64 P/C Ratio