Asset Manager
← All Institutions
Savvy Advisors, Inc.
Market Value
$3.7B
+20.5%
Holdings
1,168
+113
New Purchases
176
Added To
638
Closed
61
Reduced
259
Top 10 Concentration
28.5%
Turnover
20.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AVUV | 0.98% | 0.06% | +0.92% | $37M |
| BUSE | 0.88% | 0.09% | +0.79% | $33M |
| EFG | 1.39% | 0.66% | +0.73% | $52M |
| TBIL | 0.63% | 0.01% | +0.62% | $24M |
| IVLU | 2.39% | 1.78% | +0.60% | $89M |
| ASTS | 0.60% | 0.00% | +0.60% | $22M |
| EFA | 0.54% | 0.13% | +0.41% | $20M |
| SCHF | 0.54% | 0.17% | +0.37% | $20M |
| VONG | 0.26% | 0.01% | +0.25% | $10M |
| RSP | 0.45% | 0.20% | +0.25% | $17M |
| IAGG | 0.73% | 0.48% | +0.25% | $27M |
| SGOV | 0.30% | 0.06% | +0.25% | $11M |
| BCI | 0.24% | 0.00% | +0.24% | $9M |
| VTI | 0.75% | 0.52% | +0.23% | $28M |
| SHLD | 0.19% | 0.00% | +0.19% | $7M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IVV | 2.18% | 2.85% | -0.67% | $81M |
| NVDA | 3.62% | 4.28% | -0.66% | $135M |
| JQUA | 2.18% | 2.78% | -0.60% | $81M |
| DBEF | 0.13% | 0.63% | -0.50% | $5M |
| VTV | 1.30% | 1.75% | -0.45% | $48M |
| MSFT | 1.31% | 1.75% | -0.44% | $49M |
| OEF | 0.18% | 0.57% | -0.40% | $7M |
| TLH | 0.55% | 0.86% | -0.31% | $20M |
| IAU | 0.56% | 0.84% | -0.29% | $21M |
| FFIU | 1.30% | 1.57% | -0.27% | $49M |
| SCHG | 2.24% | 2.50% | -0.26% | $83M |
| VEA | 0.92% | 1.15% | -0.23% | $34M |
| VOO | 6.39% | 6.62% | -0.23% | $238M |
| SGOL | 0.42% | 0.61% | -0.19% | $16M |
| ACIO | 0.12% | 0.31% | -0.19% | $5M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 81 | $1.2B | 33.4% |
| Large Cap | 619 | $1.7B | 46.2% |
| Mid Cap | 236 | $507M | 13.6% |
| Small Cap | 165 | $152M | 4.1% |
| Micro Cap | 67 | $99M | 2.7% |
Portfolio Analytics
Avg Market Cap
$85.6B
Median Market Cap
$15.0B
Avg P/E
29.5
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
583
# ETFs / Funds
585
Top Holdings (1,168 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 6.39% | 398,130 | $238M | $597.55 | $33M | +72,055 | +22.1% | |
| 2 | IUSB | 4.15% | 3,343,314 | $154M | $46.19 | $22M | +503,619 | +17.7% | |
| 3 | NVDA | 3.62% | 771,911 | $135M | $174.40 | $3M | +63,761 | +9.0% | |
| 4 | IVLU | 2.39% | 2,239,680 | $89M | $39.68 | $34M | +791,660 | +54.7% | |
| 5 | SCHG | 2.24% | 2,863,182 | $83M | $29.13 | $6M | +492,054 | +20.8% | |
| 6 | IVV | 2.18% | 124,298 | $81M | $653.21 | -$7M | -4,338 | -3.4% | |
| 7 | JQUA | 2.18% | 1,323,874 | $81M | $61.32 | -$5M | -34,685 | -2.5% | |
| 8 | AAPL | 2.10% | 307,951 | $78M | $253.79 | $11M | +62,356 | +25.4% | |
| 9 | AGG | 1.80% | 675,703 | $67M | $99.27 | $9M | +98,220 | +17.0% | |
| 10 | EFG | 1.39% | 464,300 | $52M | $111.37 | $31M | +285,999 | +160.4% | |
| 11 | SPEM | 1.32% | 1,043,960 | $49M | $46.91 | $13M | +271,271 | +35.1% | |
| 12 | MSFT | 1.31% | 131,552 | $49M | $370.17 | -$5M | +20,075 | +18.0% | |
| 13 | FFIU | 1.30% | 2,219,956 | $49M | $21.86 | -$61K | +35,696 | +1.6% | |
| 14 | VTV | 1.30% | 246,874 | $48M | $196.20 | -$6M | -35,558 | -12.6% | |
| 15 | MUB | 1.09% | 380,909 | $40M | $106.15 | $11M | +108,427 | +39.8% | |
| 16 | DFAC | 1.00% | 957,846 | $37M | $38.86 | $11M | +288,074 | +43.0% | |
| 17 | AVUV | 0.98% | 330,824 | $37M | $110.47 | $35M | +312,649 | +1720.2% | |
| 18 | XLK | 0.98% | 274,877 | $37M | $132.90 | $3M | +42,774 | +18.4% | |
| 19 | AMZN | 0.95% | 169,061 | $35M | $208.27 | $3M | +30,567 | +22.1% | |
| 20 | BSV | 0.93% | 440,801 | $35M | $78.41 | $3M | +44,356 | +11.2% | |
| 21 | VEA | 0.92% | 532,225 | $34M | $64.08 | -$1M | -35,795 | -6.3% | |
| 22 | BUSE | 0.88% | 1,294,378 | $33M | $25.27 | $30M | +1,172,277 | +960.1% | |
| 23 | GOOGL | 0.76% | 98,641 | $28M | $287.56 | $2M | +13,839 | +16.3% | |
| 24 | GOOG | 0.75% | 97,095 | $28M | $286.86 | $1M | +13,003 | +15.5% | |
| 25 | MTUM | 0.75% | 115,983 | $28M | $239.99 | $3M | +16,746 | +16.9% | |
| 26 | VTI | 0.75% | 86,551 | $28M | $320.81 | $12M | +38,753 | +81.1% | |
| 27 | IAGG | 0.73% | 545,755 | $27M | $50.04 | $12M | +247,843 | +83.2% | |
| 28 | PG | 0.73% | 187,998 | $27M | $144.44 | $5M | +34,948 | +22.8% | |
| 29 | VUG | 0.64% | 54,710 | $24M | $436.79 | -$695K | +4,302 | +8.5% | |
| 30 | TBIL | 0.63% | 472,758 | $24M | $49.86 | $23M | +464,092 | +5355.3% | |
| 31 | ASTS | 0.60% | 270,852 | $22M | $82.87 | — | +270,852 | — | NEW |
| 32 | VMBS | 0.58% | 460,840 | $22M | $46.95 | -$516K | -9,680 | -2.1% | |
| 33 | AVGO | 0.58% | 69,742 | $22M | $309.51 | $38K | +7,483 | +12.0% | |
| 34 | BRK-B | 0.57% | 43,988 | $21M | $479.20 | $2M | +6,864 | +18.5% | |
| 35 | QQQ | 0.56% | 35,991 | $21M | $577.18 | -$2M | -675 | -1.8% | |
| 36 | IAU | 0.56% | 234,338 | $21M | $88.16 | -$5M | -86,371 | -26.9% | |
| 37 | TLH | 0.55% | 202,570 | $20M | $100.72 | -$6M | -58,367 | -22.4% | |
| 38 | SCHF | 0.54% | 810,459 | $20M | $24.75 | $15M | +597,492 | +280.6% | |
| 39 | EFA | 0.54% | 206,100 | $20M | $97.13 | $16M | +164,358 | +393.8% | |
| 40 | SPY | 0.53% | 30,234 | $20M | $650.33 | -$2M | -1,533 | -4.8% | |
| 41 | VGT | 0.49% | 26,294 | $18M | $697.72 | $972K | +3,245 | +14.1% | |
| 42 | SCHD | 0.48% | 582,054 | $18M | $30.68 | $7M | +171,662 | +41.8% | |
| 43 | JPM | 0.48% | 60,145 | $18M | $294.16 | $2M | +10,989 | +22.4% | |
| 44 | HYDB | 0.47% | 373,840 | $17M | $46.52 | $7M | +155,558 | +71.3% | |
| 45 | META | 0.46% | 30,128 | $17M | $572.13 | $1M | +5,891 | +24.3% | |
| 46 | RSP | 0.45% | 87,974 | $17M | $191.92 | $11M | +55,454 | +170.5% | |
| 47 | LLY | 0.45% | 18,062 | $17M | $919.77 | -$638K | +2,010 | +12.5% | |
| 48 | IEFA | 0.44% | 180,314 | $16M | $90.53 | $4M | +37,510 | +26.3% | |
| 49 | DUHP | 0.43% | 435,710 | $16M | $36.76 | $2M | +77,637 | +21.7% | |
| 50 | TSLA | 0.43% | 42,936 | $16M | $371.75 | $783K | +9,185 | +27.2% | |
| 51 | XONA.DE | 0.43% | 93,522 | $16M | $169.66 | $5M | +6,501 | +7.5% | |
| 52 | SGOL | 0.42% | 348,804 | $16M | $44.62 | -$3M | -111,307 | -24.2% | |
| 53 | DFUV | 0.42% | 320,173 | $16M | $48.46 | $2M | +23,434 | +7.9% | |
| 54 | VB | 0.40% | 56,306 | $15M | $261.92 | $1M | +3,696 | +7.0% | |
| 55 | VWO | 0.38% | 264,541 | $14M | $54.05 | -$231K | -5,733 | -2.1% | |
| 56 | SCHX | 0.38% | 551,210 | $14M | $25.64 | $171K | +32,374 | +6.2% | |
| 57 | XCEM | 0.37% | 339,118 | $14M | $40.81 | -$1M | -52,237 | -13.3% | |
| 58 | WMT | 0.37% | 109,744 | $14M | $124.28 | $4M | +25,072 | +29.6% | |
| 59 | DFIV | 0.35% | 243,706 | $13M | $52.78 | $544K | -3,161 | -1.3% | |
| 60 | COST | 0.33% | 12,156 | $12M | $996.41 | $4M | +2,827 | +30.3% | |
| 61 | SPYM | 0.31% | 152,215 | $12M | $76.54 | -$202K | +4,467 | +3.0% | |
| 62 | JBND | 0.31% | 215,546 | $12M | $53.77 | $207K | +5,021 | +2.4% | |
| 63 | DMBS | 0.31% | 231,819 | $11M | $49.38 | $997K | +21,356 | +10.2% | |
| 64 | SGOV | 0.30% | 111,938 | $11M | $100.66 | $9M | +94,194 | +530.9% | |
| 65 | IJH | 0.29% | 158,781 | $11M | $67.53 | $665K | +6,389 | +4.2% | |
| 66 | CVX | 0.28% | 50,771 | $11M | $206.90 | $4M | +8,469 | +20.0% | |
| 67 | ZAP | 0.28% | 325,094 | $10M | $32.16 | $2M | +25,163 | +8.4% | |
| 68 | DFUS | 0.28% | 147,005 | $10M | $70.91 | $3M | +52,127 | +54.9% | |
| 69 | DFIC | 0.28% | 292,937 | $10M | $35.53 | $164K | -4,338 | -1.5% | |
| 70 | JNJ | 0.28% | 42,446 | $10M | $244.44 | $4M | +9,858 | +30.2% | |
| 71 | MU | 0.28% | 30,329 | $10M | $337.84 | $4M | +7,515 | +32.9% | |
| 72 | GLD | 0.27% | 23,466 | $10M | $430.29 | $3M | +5,071 | +27.6% | |
| 73 | V | 0.27% | 33,163 | $10M | $302.24 | -$120K | +4,241 | +14.7% | |
| 74 | IBIT | 0.27% | 259,787 | $10M | $38.42 | $438K | +67,584 | +35.2% | |
| 75 | ABBV | 0.26% | 44,558 | $10M | $217.49 | $1M | +7,990 | +21.9% | |
| 76 | VONG | 0.26% | 88,260 | $10M | $109.69 | $9M | +86,226 | +4239.2% | |
| 77 | DFCF | 0.25% | 223,156 | $9M | $42.22 | $5M | +127,770 | +133.9% | |
| 78 | BCI | 0.24% | 372,088 | $9M | $24.29 | — | +372,088 | — | NEW |
| 79 | DFCA | 0.24% | 177,330 | $9M | $49.85 | $560K | +12,002 | +7.3% | |
| 80 | SUB | 0.23% | 81,632 | $9M | $106.50 | $782K | +7,482 | +10.1% | |
| 81 | IXUS | 0.23% | 100,254 | $9M | $86.64 | -$995K | -14,122 | -12.3% | |
| 82 | SCHR | 0.23% | 348,606 | $9M | $24.91 | $4M | +181,654 | +108.8% | |
| 83 | CAT | 0.23% | 11,944 | $8M | $708.46 | $3M | +2,969 | +33.1% | |
| 84 | MA | 0.23% | 16,776 | $8M | $499.66 | $680K | +3,284 | +24.3% | |
| 85 | SPYV | 0.21% | 138,516 | $8M | $56.58 | $163K | +3,431 | +2.5% | |
| 86 | AVSC | 0.21% | 125,355 | $8M | $62.30 | $1M | +11,597 | +10.2% | |
| 87 | HD | 0.21% | 23,720 | $8M | $328.89 | $1M | +4,242 | +21.8% | |
| 88 | IWD | 0.20% | 35,261 | $8M | $213.67 | -$90K | -987 | -2.7% | |
| 89 | DIHP | 0.20% | 232,295 | $7M | $32.22 | $1M | +36,521 | +18.6% | |
| 90 | XLV | 0.20% | 50,390 | $7M | $146.61 | -$896K | -3,125 | -5.8% | |
| 91 | SHLD | 0.19% | 101,573 | $7M | $70.84 | — | +101,573 | — | NEW |
| 92 | MCD | 0.19% | 22,606 | $7M | $310.79 | $1M | +4,028 | +21.7% | |
| 93 | SCHV | 0.19% | 228,056 | $7M | $30.50 | -$288K | -16,585 | -6.8% | |
| 94 | XLY | 0.18% | 62,821 | $7M | $108.98 | -$1M | -6,002 | -8.7% | |
| 95 | OEF | 0.18% | 21,020 | $7M | $318.07 | -$11M | -30,720 | -59.4% | |
| 96 | PLTR | 0.18% | 45,428 | $7M | $146.28 | $1M | +14,837 | +48.5% | |
| 97 | SPHQ | 0.18% | 87,748 | $7M | $75.19 | -$203K | -2,871 | -3.2% | |
| 98 | GS | 0.18% | 7,706 | $7M | $845.94 | $2M | +2,417 | +45.7% | |
| 99 | RTX | 0.17% | 33,611 | $6M | $192.90 | $2M | +8,061 | +31.6% | |
| 100 | IBM | 0.17% | 26,003 | $6M | $242.39 | -$5K | +4,707 | +22.1% |
Options Breakdown
33 Calls
$12M Call Value
8 Puts
$5M Put Value
0.45 P/C Ratio