Savvy Advisors

Savvy Advisors as of Dec. 31, 2023

Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 157 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amgen (AMGN) 11.0 $11M 39k 288.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $5.1M 12k 436.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $4.2M 74k 56.40
Microsoft Corporation (MSFT) 3.1 $3.2M 8.5k 376.03
Ishares Tr Core Total Usd (IUSB) 2.7 $2.7M 59k 46.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $2.6M 6.3k 409.50
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.9 $2.0M 42k 47.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.8 $1.9M 19k 98.59
Apple (AAPL) 1.7 $1.8M 9.2k 192.54
First Tr Value Line Divid In SHS (FVD) 1.3 $1.4M 34k 40.56
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.2 $1.3M 48k 26.51
NVIDIA Corporation (NVDA) 1.2 $1.2M 2.5k 495.20
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.2M 13k 99.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.2M 32k 36.96
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.1 $1.2M 25k 47.00
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.1M 11k 96.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.1M 22k 47.24
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $1.1M 23k 46.36
Ishares Tr TRS FLT RT BD (TFLO) 0.9 $946k 19k 50.47
Amazon (AMZN) 0.9 $932k 6.1k 151.94
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.9 $919k 12k 80.04
Verizon Communications (VZ) 0.9 $902k 24k 37.70
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $893k 17k 52.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $868k 16k 55.90
Tesla Motors (TSLA) 0.8 $853k 3.4k 248.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $839k 18k 47.90
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $814k 7.7k 105.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $814k 2.7k 303.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $764k 10k 75.32
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.7 $745k 8.3k 89.81
Dow (DOW) 0.7 $736k 13k 54.84
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $721k 34k 21.18
Ishares Tr Russell 2000 Etf (IWM) 0.7 $718k 3.6k 200.73
Spdr Gold Tr Gold Shs (GLD) 0.7 $708k 3.7k 191.17
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.7 $704k 14k 51.67
Exxon Mobil Corporation (XOM) 0.7 $701k 7.0k 99.98
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.7 $682k 27k 25.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $673k 1.9k 356.66
JPMorgan Chase & Co. (JPM) 0.6 $661k 3.9k 170.08
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.6 $653k 23k 29.02
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $649k 13k 51.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $640k 7.7k 82.96
Ishares Tr Msci Eafe Etf (EFA) 0.6 $621k 8.2k 75.35
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $597k 17k 35.41
Cisco Systems (CSCO) 0.6 $596k 12k 50.52
Visa Com Cl A (V) 0.6 $591k 2.3k 260.35
Intel Corporation (INTC) 0.6 $590k 12k 50.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $589k 6.7k 88.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $573k 7.5k 76.13
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $569k 12k 48.72
Pfizer (PFE) 0.5 $557k 19k 28.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $545k 5.3k 103.07
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $526k 9.4k 55.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $525k 11k 48.45
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $513k 12k 44.60
International Business Machines (IBM) 0.5 $511k 3.1k 163.56
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $505k 10k 50.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $504k 4.8k 104.92
ConocoPhillips (COP) 0.5 $500k 4.3k 116.07
Home Depot (HD) 0.5 $494k 1.4k 346.63
Meta Platforms Cl A (META) 0.5 $488k 1.4k 353.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $486k 6.3k 77.02
Caterpillar (CAT) 0.5 $479k 1.6k 295.76
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.5 $479k 7.7k 61.94
Marriott Intl Cl A (MAR) 0.5 $475k 2.1k 225.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $469k 6.1k 77.38
Select Sector Spdr Tr Technology (XLK) 0.5 $469k 2.4k 192.48
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.5 $468k 24k 19.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $467k 2.0k 237.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $446k 7.2k 61.90
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $441k 4.1k 108.24
Mastercard Incorporated Cl A (MA) 0.4 $430k 1.0k 426.51
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $427k 6.6k 65.06
Ishares Tr Rus 1000 Etf (IWB) 0.4 $421k 1.6k 262.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $412k 10k 41.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $403k 10k 40.21
Walt Disney Company (DIS) 0.4 $391k 4.3k 90.29
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $391k 5.4k 72.54
Kraneshares Tr Kfa Mount Lucas (KMLM) 0.4 $390k 14k 28.82
Citigroup (C) 0.4 $385k 7.5k 51.44
Vanguard Index Fds Small Cp Etf (VB) 0.4 $385k 1.8k 213.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $382k 3.5k 110.66
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $366k 6.2k 59.32
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $363k 8.6k 42.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $363k 2.3k 157.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $361k 759.00 475.22
Ishares Tr Esg Aware Msci (ESML) 0.3 $357k 9.4k 38.01
Abbvie (ABBV) 0.3 $356k 2.3k 154.97
Ishares Tr Core Msci Eafe (IEFA) 0.3 $355k 5.0k 70.35
Alphabet Cap Stk Cl C (GOOG) 0.3 $351k 2.5k 140.93
Phillips 66 (PSX) 0.3 $349k 2.6k 133.14
Franklin Resources (BEN) 0.3 $343k 12k 29.79
First Tr Exchange Traded Wtr Etf (FIW) 0.3 $342k 3.6k 94.80
Johnson & Johnson (JNJ) 0.3 $340k 2.2k 156.74
A. O. Smith Corporation (AOS) 0.3 $338k 4.1k 82.44
salesforce (CRM) 0.3 $327k 1.2k 263.14
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $324k 16k 20.71
Waste Management (WM) 0.3 $324k 1.8k 179.11
Alphabet Cap Stk Cl A (GOOGL) 0.3 $323k 2.3k 139.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $322k 1.8k 179.97
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $319k 6.2k 51.28
Ishares Tr Yld Optim Bd (BYLD) 0.3 $318k 14k 22.43
Automatic Data Processing (ADP) 0.3 $316k 1.4k 232.97
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $314k 5.0k 62.49
UnitedHealth (UNH) 0.3 $310k 588.00 526.53
Ishares Tr National Mun Etf (MUB) 0.3 $308k 2.8k 108.41
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $307k 1.3k 232.64
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $305k 8.3k 36.98
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $302k 12k 24.79
Procter & Gamble Company (PG) 0.3 $300k 2.0k 146.51
Eli Lilly & Co. (LLY) 0.3 $294k 504.00 583.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $293k 4.0k 73.56
Winnebago Industries (WGO) 0.3 $292k 4.0k 72.88
Exelon Corporation (EXC) 0.3 $291k 8.1k 35.90
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.3 $284k 5.0k 56.65
Accenture Plc Ireland Shs Class A (ACN) 0.3 $284k 809.00 350.91
Ishares Gold Tr Ishares New (IAU) 0.3 $284k 7.3k 39.03
Flexshares Tr Mornstar Upstr (GUNR) 0.3 $279k 6.8k 40.95
Ishares Tr Global Reit Etf (REET) 0.3 $279k 12k 24.18
Ford Motor Company (F) 0.3 $274k 23k 12.19
Chevron Corporation (CVX) 0.3 $271k 1.8k 149.18
Constellation Energy (CEG) 0.3 $268k 2.3k 116.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $266k 5.4k 49.72
Broadcom (AVGO) 0.3 $265k 237.00 1116.77
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $264k 5.2k 51.26
Oracle Corporation (ORCL) 0.3 $260k 2.5k 105.44
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $255k 6.5k 39.10
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $254k 1.5k 173.89
Freeport-mcmoran CL B (FCX) 0.2 $250k 5.9k 42.57
Ishares Tr Core Msci Intl (IDEV) 0.2 $243k 3.8k 63.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $239k 3.1k 77.72
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.2 $238k 5.7k 41.62
Ishares Msci Emrg Chn (EMXC) 0.2 $231k 4.2k 55.41
Abbott Laboratories (ABT) 0.2 $230k 2.1k 110.06
Wal-Mart Stores (WMT) 0.2 $228k 1.4k 157.69
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $227k 5.8k 38.89
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.2 $223k 5.5k 40.63
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $222k 4.8k 46.62
Bank of America Corporation (BAC) 0.2 $220k 6.5k 33.67
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $219k 3.6k 61.53
Synopsys (SNPS) 0.2 $217k 421.00 514.91
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $216k 2.3k 93.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $215k 3.9k 54.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $213k 768.00 277.15
Adobe Systems Incorporated (ADBE) 0.2 $211k 354.00 596.60
AFLAC Incorporated (AFL) 0.2 $210k 2.5k 82.50
General Electric (GE) 0.2 $208k 1.6k 127.63
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.2 $208k 5.3k 38.89
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.2 $207k 5.2k 39.83
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.2 $204k 5.2k 38.99
Affirm Hldgs Com Cl A (AFRM) 0.2 $202k 4.1k 49.14
Blackstone Group Inc Com Cl A (BX) 0.2 $202k 1.5k 130.92
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $35k 10k 3.50
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $30k 13k 2.39
Mondee Holdings Class A Com (MOND) 0.0 $28k 10k 2.76
Novonix Sponsored Ads (NVX) 0.0 $20k 10k 1.94
Kulr Technology Group (KULR) 0.0 $2.2k 12k 0.18