Savvy Advisors

Latest statistics and disclosures from Savvy Advisors's latest quarterly 13F-HR filing:

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Positions held by Savvy Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 1117 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Savvy Advisors has 1117 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $238M +22% 398k 597.55
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Ishares Tr Core Univrsl Usd (IUSB) 4.1 $154M +17% 3.3M 46.19
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NVIDIA Corporation (NVDA) 3.6 $135M +9% 773k 174.40
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Ishares Tr Msci Intl Vlu Ft (IVLU) 2.4 $89M +54% 2.2M 39.68
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $83M +20% 2.9M 29.13
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Ishares Tr Core S&p500 Etf (IVV) 2.2 $81M -3% 124k 653.21
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.2 $81M -2% 1.3M 61.32
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Apple (AAPL) 2.1 $78M +25% 308k 253.79
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $67M +17% 676k 99.27
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Ishares Tr Eafe Grwth Etf (EFG) 1.4 $52M +160% 464k 111.37
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Spdr Index Shs Fds State Street Spd (SPEM) 1.3 $49M +35% 1.0M 46.91
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Microsoft Corporation (MSFT) 1.3 $49M +17% 132k 370.17
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Spinnaker Etf Series Uva Unconstraind (FFIU) 1.3 $49M 2.2M 21.86
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Vanguard Index Fds Value Etf (VTV) 1.3 $48M -12% 247k 196.20
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Ishares Tr National Mun Etf (MUB) 1.1 $40M +39% 381k 106.15
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $37M +43% 958k 38.86
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $37M +1720% 331k 110.47
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Select Sector Spdr Tr State Street Tec (XLK) 1.0 $37M +18% 275k 132.90
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Amazon (AMZN) 0.9 $35M +21% 169k 208.27
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $35M +11% 441k 78.41
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $34M -6% 532k 64.08
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First Busey Corp Com New (BUSE) 0.9 $33M +960% 1.3M 25.27
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $28M +16% 99k 287.56
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Alphabet Cap Stk Cl C (GOOG) 0.7 $28M +15% 97k 286.86
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Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $28M +16% 116k 239.99
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $28M +81% 87k 320.81
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Ishares Tr Core Intl Aggr (IAGG) 0.7 $27M +83% 546k 50.04
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Procter & Gamble Company (PG) 0.7 $27M +22% 188k 144.44
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $26M -12% 41k 650.33
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Ast Spacemobile Com Cl A (ASTS) 0.6 $24M NEW 291k 82.87
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Vanguard Index Fds Growth Etf (VUG) 0.6 $24M +8% 55k 436.79
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RBB F/m Us Treasury (TBIL) 0.6 $24M +5355% 473k 49.86
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $22M -2% 461k 46.95
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Broadcom (AVGO) 0.6 $22M +12% 70k 309.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $21M 44k 479.20
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $21M 36k 577.18
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Ishares Gold Tr Ishares New (IAU) 0.6 $21M -26% 234k 88.16
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $20M -22% 203k 100.72
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $20M +280% 811k 24.75
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $20M +393% 206k 97.13
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Vanguard World Inf Tech Etf (VGT) 0.5 $18M +14% 26k 697.72
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $18M +41% 582k 30.68
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JPMorgan Chase & Co. (JPM) 0.5 $18M +22% 60k 294.16
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Ishares Tr High Yld Systm B (HYDB) 0.5 $17M +71% 374k 46.52
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Meta Platforms Cl A (META) 0.5 $17M +22% 30k 572.13
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $17M +170% 88k 191.92
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Eli Lilly & Co. (LLY) 0.4 $17M +9% 18k 919.77
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $16M +26% 180k 90.53
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Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $16M +21% 436k 36.76
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Tesla Motors (TSLA) 0.4 $16M +27% 43k 371.75
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Exxon Mobil Corporation (XOM) 0.4 $16M +7% 94k 169.66
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.4 $16M -24% 349k 44.62
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $16M +7% 320k 48.46
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $15M +7% 56k 261.92
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $14M -2% 265k 54.05
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $14M +6% 551k 25.64
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.4 $14M -13% 339k 40.81
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Wal-Mart Stores (WMT) 0.4 $14M +29% 110k 124.28
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Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $13M 244k 52.78
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Costco Wholesale Corporation (COST) 0.3 $12M +30% 12k 996.41
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Spdr Series Trust State Street Spd (SPYM) 0.3 $12M +3% 152k 76.54
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.3 $12M +2% 216k 53.77
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Doubleline Etf Trust Mortgage Etf (DMBS) 0.3 $11M +10% 232k 49.38
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $11M +530% 112k 100.66
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $11M +4% 159k 67.53
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Chevron Corporation (CVX) 0.3 $11M +20% 51k 206.90
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Global X Fds U S Electrificat (ZAP) 0.3 $11M +8% 325k 32.16
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Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $10M +54% 147k 70.91
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $10M 293k 35.53
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Johnson & Johnson (JNJ) 0.3 $10M +30% 42k 244.44
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Micron Technology (MU) 0.3 $10M +32% 30k 337.84
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Spdr Gold Tr Gold Shs (GLD) 0.3 $10M +26% 24k 430.29
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Visa Com Cl A (V) 0.3 $10M +14% 33k 302.24
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $10M +35% 260k 38.42
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Abbvie (ABBV) 0.3 $9.7M +21% 45k 217.49
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $9.7M +4239% 88k 109.69
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $9.4M +133% 223k 42.22
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $9.0M NEW 372k 24.29
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Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.2 $8.8M +7% 177k 49.85
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $8.7M +10% 82k 106.50
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Ishares Tr Core Msci Total (IXUS) 0.2 $8.7M -12% 100k 86.64
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $8.7M +108% 349k 24.91
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Caterpillar (CAT) 0.2 $8.5M +33% 12k 708.46
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Mastercard Incorporated Cl A (MA) 0.2 $8.4M +24% 17k 499.66
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Spdr Series Trust State Street Spd (SPYV) 0.2 $7.8M +2% 139k 56.58
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American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $7.8M +10% 125k 62.30
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Home Depot (HD) 0.2 $7.8M +21% 24k 328.89
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $7.5M -2% 35k 213.67
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Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $7.5M +18% 232k 32.22
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Select Sector Spdr Tr State Street Hea (XLV) 0.2 $7.4M -5% 50k 146.61
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Global X Fds Defense Tech Etf (SHLD) 0.2 $7.2M NEW 102k 70.84
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McDonald's Corporation (MCD) 0.2 $7.0M +21% 23k 310.79
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $7.0M -6% 228k 30.50
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Select Sector Spdr Tr State Street Con (XLY) 0.2 $6.8M -8% 63k 108.98
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Ishares Tr S&p 100 Etf (OEF) 0.2 $6.7M -59% 21k 318.07
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Palantir Technologies Cl A (PLTR) 0.2 $6.6M +48% 45k 146.28
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $6.6M -3% 88k 75.19
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Goldman Sachs (GS) 0.2 $6.5M +42% 7.7k 845.94
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Raytheon Technologies Corp (RTX) 0.2 $6.5M +31% 34k 192.90
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International Business Machines (IBM) 0.2 $6.3M +22% 26k 242.39
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $6.3M +19% 33k 191.81
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Verizon Communications (VZ) 0.2 $6.3M +11% 125k 50.20
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $6.2M +86% 21k 298.86
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $6.2M 50k 124.31
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Ishares Tr Future Exponenti (XT) 0.2 $6.1M -2% 90k 68.15
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Spdr Series Trust State Street Spd (BIL) 0.2 $6.1M +6% 66k 91.64
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Ishares Core Msci Emkt (IEMG) 0.2 $6.0M -4% 86k 69.75
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $5.9M +216% 123k 48.05
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $5.8M +120% 150k 38.96
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Netflix (NFLX) 0.2 $5.7M +57% 60k 96.15
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Spdr Series Trust State Street Spd (HYMB) 0.1 $5.6M +114% 226k 24.80
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $5.6M -2% 223k 25.10
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Philip Morris International (PM) 0.1 $5.5M +25% 33k 165.34
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Ge Aerospace Com New (GE) 0.1 $5.4M +29% 19k 283.76
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Cisco Systems (CSCO) 0.1 $5.4M +32% 70k 77.59
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Ishares Tr Long Term Muni (LMUB) 0.1 $5.3M NEW 107k 49.93
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $5.3M +13% 66k 80.58
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TJX Companies (TJX) 0.1 $5.3M +14% 33k 159.70
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Advanced Micro Devices (AMD) 0.1 $5.2M +46% 26k 203.43
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Spdr Series Trust State Street Spd (TFI) 0.1 $5.2M +70% 114k 45.34
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $5.1M +29% 12k 426.39
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $5.0M -74% 102k 49.40
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $4.9M +2% 96k 50.98
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $4.8M 42k 114.32
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $4.8M +121% 62k 77.18
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Ishares Msci Emrg Chn (EMXC) 0.1 $4.8M +3% 61k 78.66
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $4.7M +4% 60k 79.27
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Lockheed Martin Corporation (LMT) 0.1 $4.7M 7.8k 604.35
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $4.7M +22% 42k 113.11
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Dimensional Etf Trust Short Duration F (DFSD) 0.1 $4.7M +200% 98k 47.88
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Spdr Series Trust State Street Spd (SPYG) 0.1 $4.6M +9% 47k 97.91
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $4.6M +21% 65k 71.13
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Bank of America Corporation (BAC) 0.1 $4.6M +68% 95k 48.75
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Prosperity Bancshares (PB) 0.1 $4.6M 69k 67.18
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Pepsi (PEP) 0.1 $4.6M +5% 29k 155.29
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.6M +230% 91k 49.95
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Eaton Corp SHS (ETN) 0.1 $4.6M +7% 13k 357.67
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $4.6M +35% 62k 73.64
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Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.1 $4.5M -50% 108k 41.96
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Coca-Cola Company (KO) 0.1 $4.5M +23% 59k 76.05
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $4.5M +63% 58k 77.38
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At&t (T) 0.1 $4.5M +5% 154k 28.99
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $4.4M +101% 58k 77.11
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $4.4M +10% 95k 46.23
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $4.4M -5% 12k 370.67
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Nextera Energy (NEE) 0.1 $4.4M +25% 47k 92.88
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.3M +32% 29k 148.10
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Ssga Active Tr Sst Bridgewater (ALLW) 0.1 $4.3M NEW 148k 28.85
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Ea Series Trust Intl Quan Value (IVAL) 0.1 $4.2M NEW 123k 33.96
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Ishares Tr Conv Bd Etf (ICVT) 0.1 $4.1M +174% 40k 101.79
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $4.0M +20% 80k 49.89
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $3.9M -22% 84k 46.07
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Abbott Laboratories (ABT) 0.1 $3.9M +24% 38k 102.67
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $3.8M -15% 83k 45.62
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Bristol Myers Squibb (BMY) 0.1 $3.8M +9% 63k 60.65
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Ge Vernova (GEV) 0.1 $3.7M +20% 4.3k 872.94
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $3.7M +22% 82k 45.12
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Spdr Series Trust State Street Spd (ONEY) 0.1 $3.7M +13% 31k 120.05
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.7M +78% 63k 58.54
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.7M +23% 13k 287.18
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Merck & Co (MRK) 0.1 $3.6M +17% 30k 120.29
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Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.1 $3.6M +6% 97k 37.34
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Select Sector Spdr Tr State Street Con (XLP) 0.1 $3.6M +3% 44k 81.98
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Charles Schwab Corporation (SCHW) 0.1 $3.5M +14% 38k 93.98
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $3.5M +55% 25k 142.43
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Vanguard World Mega Grwth Ind (MGK) 0.1 $3.5M +37% 9.6k 367.42
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Linde SHS (LIN) 0.1 $3.5M +27% 7.1k 495.75
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Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $3.5M +12% 161k 22.01
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Palo Alto Networks (PANW) 0.1 $3.5M +18% 22k 160.32
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ConocoPhillips (COP) 0.1 $3.5M +7% 26k 132.00
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Ishares Silver Tr Ishares (SLV) 0.1 $3.4M -16% 50k 68.14
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $3.4M +30% 45k 75.65
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $3.4M +190% 109k 30.96
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Qualcomm (QCOM) 0.1 $3.3M +35% 26k 128.78
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $3.3M +185% 39k 84.84
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $3.2M +2% 27k 118.60
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Wells Fargo & Company (WFC) 0.1 $3.2M +41% 41k 79.61
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $3.2M +22% 9.6k 337.96
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Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $3.2M +10% 35k 92.34
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $3.2M +269% 75k 42.31
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Applied Materials (AMAT) 0.1 $3.2M +55% 9.3k 341.78
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Amphenol Corp Cl A (APH) 0.1 $3.1M +40% 25k 126.35
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $3.1M +74% 93k 33.86
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $3.1M -5% 117k 26.61
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Lowe's Companies (LOW) 0.1 $3.1M +5% 13k 236.28
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Sprott Fds Tr Uranium Miners E (URNM) 0.1 $3.1M +2% 48k 63.15
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Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $3.0M 67k 45.65
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $3.0M +23% 68k 44.85
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $3.0M 109k 27.85
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Spdr Series Trust State Street Spd (SDY) 0.1 $2.9M +6% 20k 145.94
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Ishares Tr Msci Intl Moment (IMTM) 0.1 $2.9M -4% 61k 48.02
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $2.9M +4% 53k 55.24
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General Dynamics Corporation (GD) 0.1 $2.9M +18% 8.5k 343.24
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $2.9M NEW 38k 75.41
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $2.9M 71k 40.54
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Morgan Stanley Com New (MS) 0.1 $2.9M +27% 18k 164.57
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $2.8M +23% 29k 99.86
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.8M +4% 13k 215.06
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Oracle Corporation (ORCL) 0.1 $2.8M +18% 19k 147.11
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $2.8M +8% 66k 42.50
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Intuit (INTU) 0.1 $2.8M +37% 6.5k 432.37
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Blackrock (BLK) 0.1 $2.8M +6% 2.9k 961.60
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Ea Series Trust Us Quan Momentum (QMOM) 0.1 $2.8M NEW 41k 68.31
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $2.8M +53% 25k 111.18
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Amgen (AMGN) 0.1 $2.8M -14% 7.9k 351.83
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Ishares Tr Europe Etf (IEV) 0.1 $2.8M 41k 67.94
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.1 $2.8M 33k 84.66
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $2.8M +47% 81k 33.97
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Uber Technologies (UBER) 0.1 $2.7M +43% 38k 71.93
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Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.1 $2.7M +2% 67k 40.74
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $2.7M +128% 76k 35.04
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Sprott Fds Tr Sprott Critical (SETM) 0.1 $2.7M NEW 80k 33.08
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.7M -2% 11k 237.61
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Texas Instruments Incorporated (TXN) 0.1 $2.6M +36% 14k 194.14
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Deere & Company (DE) 0.1 $2.6M +36% 4.6k 563.33
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.6M +90% 12k 211.15
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Ishares Gold Tr Shares Represent (IAUM) 0.1 $2.6M NEW 56k 46.70
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.6M -6% 28k 92.74
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Lam Research Corp Com New (LRCX) 0.1 $2.6M +30% 12k 213.65
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Sandisk Corp (SNDK) 0.1 $2.5M -42% 4.0k 635.34
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salesforce (CRM) 0.1 $2.5M +25% 14k 186.67
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Spdr Series Trust State Street Spd (SLYV) 0.1 $2.5M +318% 27k 94.58
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Walt Disney Company (DIS) 0.1 $2.5M +27% 26k 96.38
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Ea Series Trust Sparkline Intang (ITAN) 0.1 $2.5M NEW 70k 35.86
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $2.5M -13% 51k 48.93
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.5M +21% 10k 247.99
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $2.5M +6% 26k 96.70
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American Express Company (AXP) 0.1 $2.5M +9% 8.2k 302.50
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Citigroup Com New (C) 0.1 $2.5M +27% 22k 113.41
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $2.5M NEW 62k 40.14
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Waste Management (WM) 0.1 $2.5M +13% 11k 229.78
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.5M +2% 85k 29.08
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Newmont Mining Corporation (NEM) 0.1 $2.4M +5% 23k 108.25
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.4M -2% 28k 88.70
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $2.4M -49% 26k 93.93
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $2.4M 17k 145.02
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.4M +11% 38k 62.56
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $2.4M +15% 84k 28.72
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $2.4M +11% 91k 26.20
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Ishares Tr Core Msci Intl (IDEV) 0.1 $2.4M +26% 28k 83.57
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $2.4M +389% 16k 145.79
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Union Pacific Corporation (UNP) 0.1 $2.3M +8% 9.5k 242.63
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Welltower Inc Com reit (WELL) 0.1 $2.3M +33% 12k 197.71
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Kroger (KR) 0.1 $2.3M 31k 72.36
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Blackstone Group Inc Com Cl A (BX) 0.1 $2.2M 19k 114.99
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Freeport Mcmoran CL B (FCX) 0.1 $2.2M 38k 58.78
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.2M +56% 27k 82.57
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $2.2M +13% 39k 56.86
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.2M +64% 10k 217.25
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Progressive Corporation (PGR) 0.1 $2.2M -12% 11k 198.24
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Past Filings by Savvy Advisors

SEC 13F filings are viewable for Savvy Advisors going back to 2023