Savant Capital Management

Latest statistics and disclosures from Savant Capital's latest quarterly 13F-HR filing:

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Positions held by Savant Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Savant Capital

Savant Capital holds 1588 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Savant Capital has 1588 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.7 $1.1B +7% 18M 60.17
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.4 $749M +8% 11M 69.74
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Dimensional Etf Trust Us Mktwide Value (DFUV) 5.2 $713M -3% 17M 41.21
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Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $606M +5% 2.2M 274.84
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Dimensional Etf Trust Intl High Profit (DIHP) 4.1 $565M +35% 21M 26.94
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 3.0 $413M +17% 7.3M 56.47
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $382M +13% 5.2M 73.45
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Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $334M +2% 8.5M 39.36
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $297M +8% 6.1M 48.82
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Dimensional Etf Trust Us Large Cap Val (DFLV) 2.1 $289M +38% 9.5M 30.57
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Dimensional Etf Trust Us Small Cap Val (DFSV) 1.9 $264M +16% 9.4M 28.15
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $260M 5.0M 51.49
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.8 $254M -12% 7.7M 32.99
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Apple (AAPL) 1.2 $169M 759k 222.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $161M -3% 313k 513.91
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Dimensional Etf Trust Short Duration F (DFSD) 1.0 $144M +31% 3.0M 47.52
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Dimensional Etf Trust Global Real Est (DFGR) 1.0 $144M +20% 5.5M 26.26
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $144M -12% 1.8M 80.37
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $135M +25% 2.7M 49.90
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $126M +14% 2.5M 50.83
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.8 $115M +29% 2.5M 46.07
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Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $112M -12% 555k 202.13
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $103M -3% 184k 559.39
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Microsoft Corporation (MSFT) 0.7 $101M 268k 375.39
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $91M -11% 2.5M 35.88
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $88M -4% 3.3M 26.58
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $84M 492k 170.89
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $81M 1.4M 59.75
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $81M +43% 1.9M 42.06
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $77M -5% 2.1M 36.41
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Ishares Tr Eafe Value Etf (EFV) 0.5 $75M +14% 1.3M 58.94
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NVIDIA Corporation (NVDA) 0.5 $75M +14% 688k 108.38
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $70M -2% 377k 186.29
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $68M -2% 121k 561.90
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $66M +6% 1.3M 49.62
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $64M +27% 991k 64.20
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Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $60M -3% 988k 60.48
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Amazon (AMZN) 0.4 $60M 313k 190.26
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Ishares Tr Global Reit Etf (REET) 0.4 $58M 2.4M 24.26
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $56M 2.5M 22.08
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Uber Technologies (UBER) 0.4 $52M +4% 714k 72.86
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Wisdomtree Tr Intl Smcap Div (DLS) 0.4 $52M -2% 785k 66.00
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $47M -2% 761k 62.10
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $46M -14% 1.8M 25.84
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Johnson & Johnson (JNJ) 0.3 $45M +10% 274k 165.84
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $44M +7% 1.1M 38.44
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Eli Lilly & Co. (LLY) 0.3 $43M +4% 52k 825.91
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Coca-Cola Company (KO) 0.3 $43M 594k 71.62
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $43M 520k 81.73
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Waste Management (WM) 0.3 $42M 181k 231.51
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $41M +13% 1.9M 21.53
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JPMorgan Chase & Co. (JPM) 0.3 $41M +2% 166k 245.30
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $40M -8% 1.7M 23.43
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $40M 201k 199.49
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $39M 107k 361.09
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $38M +5% 419k 90.59
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $37M -32% 561k 65.76
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Ishares Core Msci Emkt (IEMG) 0.3 $37M -4% 680k 53.97
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $37M -33% 1.3M 27.77
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $36M +9% 68k 532.58
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $36M -9% 453k 79.86
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Ishares Tr Core Intl Aggr (IAGG) 0.3 $36M +20% 722k 49.99
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Procter & Gamble Company (PG) 0.3 $35M -2% 207k 170.42
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Smurfit Westrock SHS (SW) 0.3 $35M +14% 774k 45.06
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $35M +143% 739k 47.04
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $34M -3% 556k 60.66
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Abbvie (ABBV) 0.2 $33M 156k 209.52
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $32M -31% 624k 51.18
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Exxon Mobil Corporation (XOM) 0.2 $32M +11% 269k 118.93
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Meta Platforms Cl A (META) 0.2 $31M +10% 53k 576.36
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $30M -28% 383k 78.28
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Vanguard Index Fds Value Etf (VTV) 0.2 $30M 171k 172.74
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $29M -14% 277k 104.57
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $29M -7% 665k 43.43
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $28M 1.0M 26.46
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $27M 323k 83.00
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $27M 457k 58.35
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MarketAxess Holdings (MKTX) 0.2 $26M 121k 216.35
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $26M 83k 312.04
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $26M 136k 188.16
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Alphabet Cap Stk Cl C (GOOG) 0.2 $25M +6% 163k 156.23
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Wal-Mart Stores (WMT) 0.2 $24M +7% 277k 87.79
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $24M -5% 246k 96.51
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $23M +8% 347k 66.27
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $23M 148k 154.64
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $23M 271k 83.28
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Home Depot (HD) 0.2 $23M 61k 366.49
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $22M +7% 959k 22.98
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $22M 168k 128.84
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Ishares Tr Dow Jones Us Etf (IYY) 0.2 $21M -2% 157k 136.10
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $21M 67k 317.64
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Southern Company (SO) 0.2 $21M 231k 91.95
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Caterpillar (CAT) 0.2 $21M 64k 329.80
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $21M 93k 221.75
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $21M +243% 236k 87.17
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Visa Com Cl A (V) 0.1 $19M +22% 54k 350.45
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $19M 738k 25.04
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $19M +2% 39k 468.92
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $18M 922k 19.78
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Bank of America Corporation (BAC) 0.1 $18M +14% 436k 41.73
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $18M -11% 621k 29.12
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $18M 684k 26.20
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $18M -30% 432k 40.76
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $17M -29% 710k 23.77
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Cme (CME) 0.1 $17M +29% 63k 265.29
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Costco Wholesale Corporation (COST) 0.1 $17M +25% 18k 945.79
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Vanguard World Mega Grwth Ind (MGK) 0.1 $17M 54k 308.88
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $17M 87k 190.58
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McDonald's Corporation (MCD) 0.1 $17M +6% 53k 312.37
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Merck & Co (MRK) 0.1 $16M +19% 183k 89.76
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Raytheon Technologies Corp (RTX) 0.1 $16M 123k 132.46
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $16M -9% 167k 97.48
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Chevron Corporation (CVX) 0.1 $16M 97k 167.29
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $16M +33% 244k 65.21
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $16M -3% 583k 26.89
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Abbott Laboratories (ABT) 0.1 $16M 118k 132.65
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $15M -4% 100k 150.98
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Pepsi (PEP) 0.1 $15M +17% 100k 149.94
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.1 $15M -4% 148k 99.98
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $15M +12% 120k 122.01
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Broadcom (AVGO) 0.1 $15M +36% 87k 167.43
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $15M -3% 401k 36.14
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Cisco Systems (CSCO) 0.1 $14M +15% 233k 61.71
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $14M 47k 306.74
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C H Robinson Worldwide Com New (CHRW) 0.1 $14M 140k 102.40
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $14M +130% 283k 50.73
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $14M -9% 189k 75.65
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ConocoPhillips (COP) 0.1 $14M +187% 136k 105.02
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UnitedHealth (UNH) 0.1 $14M +23% 27k 523.76
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International Business Machines (IBM) 0.1 $14M 57k 248.66
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3M Company (MMM) 0.1 $14M +25% 94k 146.86
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McKesson Corporation (MCK) 0.1 $14M +10% 20k 673.02
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Vanguard Index Fds Growth Etf (VUG) 0.1 $14M 37k 370.82
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Ge Aerospace Com New (GE) 0.1 $14M +72% 68k 200.15
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Woodward Governor Company (WWD) 0.1 $14M 74k 182.49
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $13M 25k 533.49
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $13M 77k 172.26
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $13M -2% 207k 63.53
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $13M 499k 26.20
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Managed Portfolio Series Leuthold Core Et 0.1 $13M NEW 371k 34.27
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Booking Holdings (BKNG) 0.1 $13M +58% 2.7k 4607.08
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $13M +5% 263k 47.48
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Ishares Tr Core Div Grwth (DGRO) 0.1 $12M -6% 196k 61.78
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Adobe Systems Incorporated (ADBE) 0.1 $12M +106% 32k 383.53
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Philip Morris International (PM) 0.1 $12M +56% 75k 158.73
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Oracle Corporation (ORCL) 0.1 $12M 84k 139.81
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $12M +12% 293k 39.69
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $12M 86k 135.68
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $12M 125k 92.83
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $12M +3% 458k 25.26
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Mastercard Incorporated Cl A (MA) 0.1 $12M 21k 548.11
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Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $11M -9% 234k 48.84
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Tesla Motors (TSLA) 0.1 $11M +8% 44k 259.16
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Netflix (NFLX) 0.1 $11M 12k 932.52
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Duke Energy Corp Com New (DUK) 0.1 $11M +9% 91k 121.97
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Centene Corporation (CNC) 0.1 $11M +1245% 182k 60.71
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American Express Company (AXP) 0.1 $11M 41k 269.05
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Ishares Tr Ultra Short-term (ICSH) 0.1 $11M -3% 218k 50.70
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $11M -15% 86k 127.08
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Fortinet (FTNT) 0.1 $11M +82% 113k 96.26
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Nextera Energy (NEE) 0.1 $11M +18% 152k 70.89
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Danaher Corporation (DHR) 0.1 $11M +32% 52k 205.00
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $11M +4% 429k 24.99
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Arista Networks Com Shs (ANET) 0.1 $11M +113% 138k 77.48
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $11M -7% 108k 98.70
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Marriott Intl Cl A (MAR) 0.1 $11M -25% 45k 238.20
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Verisign (VRSN) 0.1 $11M +101% 42k 253.87
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Citigroup Com New (C) 0.1 $11M +78% 148k 70.99
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General Motors Company (GM) 0.1 $11M +85% 223k 47.03
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $10M -2% 198k 51.07
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Medtronic SHS (MDT) 0.1 $10M +24% 111k 89.86
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At&t (T) 0.1 $9.9M +12% 349k 28.28
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $9.8M -7% 106k 92.29
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Roblox Corp Cl A (RBLX) 0.1 $9.6M +247% 165k 58.29
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $9.6M -2% 76k 125.97
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Anthem (ELV) 0.1 $9.6M +246% 22k 434.96
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $9.6M -4% 37k 258.62
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Amgen (AMGN) 0.1 $9.6M +4% 31k 311.55
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Union Pacific Corporation (UNP) 0.1 $9.5M -2% 40k 236.24
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Snowflake Cl A (SNOW) 0.1 $9.4M +238% 64k 146.16
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $9.4M -7% 207k 45.26
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Marriott Vacations Wrldwde Cp (VAC) 0.1 $9.3M 145k 64.24
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $9.2M -3% 47k 193.99
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Blackrock (BLK) 0.1 $9.1M +31% 9.6k 946.53
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $9.1M +3% 179k 50.63
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Airbnb Com Cl A (ABNB) 0.1 $9.0M +84% 76k 119.46
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $9.0M -2% 353k 25.54
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $8.9M -6% 81k 110.08
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Marathon Petroleum Corp (MPC) 0.1 $8.9M +32% 61k 145.69
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Confluent Class A Com (CFLT) 0.1 $8.8M 376k 23.44
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Comcast Corp Cl A (CMCSA) 0.1 $8.8M +42% 238k 36.90
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Ge Vernova (GEV) 0.1 $8.7M +204% 28k 305.28
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $8.6M -4% 91k 93.66
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Servicenow (NOW) 0.1 $8.3M +254% 10k 796.15
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Ishares Tr National Mun Etf (MUB) 0.1 $8.3M -10% 78k 105.44
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Northrop Grumman Corporation (NOC) 0.1 $8.2M +170% 16k 512.02
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Mohawk Industries (MHK) 0.1 $8.1M -4% 71k 114.18
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Globe Life (GL) 0.1 $8.1M +9% 61k 131.72
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Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $8.1M -16% 161k 50.24
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $8.0M +233% 10.00 798441.70
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United Parcel Service CL B (UPS) 0.1 $8.0M +27% 73k 109.99
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Incyte Corporation (INCY) 0.1 $8.0M +148% 131k 60.55
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Msci (MSCI) 0.1 $7.9M +2454% 14k 565.50
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Republic Services (RSG) 0.1 $7.9M 33k 242.16
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Johnson Ctls Intl SHS (JCI) 0.1 $7.8M +37% 98k 80.11
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PNC Financial Services (PNC) 0.1 $7.8M +211% 44k 175.77
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Edison International (EIX) 0.1 $7.6M +3472% 130k 58.92
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Dex (DXCM) 0.1 $7.6M 111k 68.29
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $7.5M -3% 309k 24.34
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $7.5M +173% 324k 23.16
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $7.3M 145k 50.71
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Citizens Financial (CFG) 0.1 $7.3M +118% 178k 40.97
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $7.3M 40k 184.19
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Wells Fargo & Company (WFC) 0.1 $7.2M +4% 101k 71.79
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CVS Caremark Corporation (CVS) 0.1 $7.2M +197% 106k 67.75
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $7.2M 22k 334.48
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Honeywell International (HON) 0.1 $7.2M 34k 211.75
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Ralph Lauren Corp Cl A (RL) 0.1 $7.1M +71% 32k 220.74
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $7.1M 84k 85.07
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Pfizer (PFE) 0.1 $7.1M +19% 280k 25.34
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American Intl Group Com New (AIG) 0.1 $7.0M +307% 80k 86.94
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Spdr Gold Tr Gold Shs (GLD) 0.1 $6.9M -23% 24k 288.13
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $6.9M +351% 68k 100.67
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Deere & Company (DE) 0.0 $6.8M 15k 469.34
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.0 $6.7M 51k 133.09
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Lockheed Martin Corporation (LMT) 0.0 $6.7M +51% 15k 446.70
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Axis Cap Hldgs SHS (AXS) 0.0 $6.7M +43% 67k 100.24
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Elastic N V Ord Shs (ESTC) 0.0 $6.7M +2% 75k 89.10
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Ishares Tr Core Msci Total (IXUS) 0.0 $6.6M -38% 95k 69.81
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Walt Disney Company (DIS) 0.0 $6.5M 66k 98.70
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Baker Hughes Company Cl A (BKR) 0.0 $6.3M +39% 144k 43.95
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $6.3M 25k 255.53
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Godaddy Cl A (GDDY) 0.0 $6.3M 35k 180.14
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Intel Corporation (INTC) 0.0 $6.3M +18% 276k 22.71
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Fiserv (FI) 0.0 $6.2M 28k 220.83
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Altria (MO) 0.0 $6.2M 103k 60.02
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Texas Roadhouse (TXRH) 0.0 $6.1M +26% 37k 166.63
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salesforce (CRM) 0.0 $6.0M +46% 22k 268.37
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $6.0M -5% 24k 253.86
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Allstate Corporation (ALL) 0.0 $6.0M +64% 29k 207.07
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Doordash Cl A (DASH) 0.0 $5.9M +593% 33k 182.77
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $5.9M 150k 39.37
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Charles Schwab Corporation (SCHW) 0.0 $5.9M +164% 76k 78.28
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Bristol Myers Squibb (BMY) 0.0 $5.9M 97k 60.99
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $5.9M 23k 251.77
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Ishares Tr Esg Aware Msci (ESML) 0.0 $5.8M -11% 152k 38.41
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $5.8M -31% 211k 27.39
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Advanced Micro Devices (AMD) 0.0 $5.8M +83% 56k 102.74
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $5.7M -15% 187k 30.80
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FedEx Corporation (FDX) 0.0 $5.7M +6% 24k 243.78
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Past Filings by Savant Capital

SEC 13F filings are viewable for Savant Capital going back to 2010

View all past filings