Savvy Advisors

Savvy Advisors as of March 31, 2024

Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 223 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $13M 26k 480.69
Amgen (AMGN) 6.5 $11M 39k 284.32
Ishares Tr Core Total Usd (IUSB) 3.7 $6.4M 141k 45.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $4.4M 71k 62.06
Microsoft Corporation (MSFT) 2.5 $4.4M 11k 420.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $3.5M 7.9k 444.00
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.0 $3.4M 64k 52.87
NVIDIA Corporation (NVDA) 1.9 $3.2M 3.6k 903.58
Apple (AAPL) 1.4 $2.4M 14k 171.48
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.4 $2.4M 85k 28.23
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $2.2M 21k 104.73
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $2.0M 20k 103.79
Vanguard Index Fds Value Etf (VTV) 1.2 $2.0M 12k 162.85
Ishares Tr TRS FLT RT BD (TFLO) 1.1 $2.0M 39k 50.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $2.0M 51k 39.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $1.9M 41k 45.61
Select Sector Spdr Tr Technology (XLK) 1.1 $1.9M 9.1k 208.27
Ishares Tr National Mun Etf (MUB) 1.0 $1.7M 16k 107.60
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.6M 16k 97.94
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $1.6M 22k 73.15
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.9 $1.5M 23k 67.39
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.5M 2.9k 525.77
First Tr Value Line Divid In SHS (FVD) 0.8 $1.5M 35k 42.23
JPMorgan Chase & Co. (JPM) 0.8 $1.4M 7.2k 200.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.4M 28k 50.17
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $1.4M 14k 99.43
Amazon (AMZN) 0.8 $1.3M 7.4k 180.38
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.3M 27k 49.24
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.7 $1.3M 11k 114.86
Wal-Mart Stores (WMT) 0.7 $1.2M 19k 60.17
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.7 $1.1M 25k 46.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.1M 2.6k 420.52
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.6 $1.1M 39k 27.94
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.6 $1.1M 51k 21.24
Ishares Tr Yld Optim Bd (BYLD) 0.6 $1.1M 48k 22.36
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.0M 5.0k 210.32
Exxon Mobil Corporation (XOM) 0.6 $1.0M 8.9k 116.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.0M 28k 36.19
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $1.0M 12k 85.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.0M 21k 48.21
Meta Platforms Cl A (META) 0.6 $1.0M 2.1k 485.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $983k 19k 50.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $981k 12k 80.63
Verizon Communications (VZ) 0.6 $980k 23k 41.96
Ishares Tr Msci India Etf (INDA) 0.6 $977k 19k 51.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $976k 2.9k 337.05
Broadcom (AVGO) 0.6 $960k 724.00 1325.84
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $871k 14k 61.53
Visa Com Cl A (V) 0.5 $829k 3.0k 279.08
Home Depot (HD) 0.5 $816k 2.1k 383.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $811k 14k 58.11
Cisco Systems (CSCO) 0.5 $801k 16k 49.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $770k 6.4k 121.00
Spdr Gold Tr Gold Shs (GLD) 0.4 $768k 3.7k 205.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $750k 1.4k 523.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $744k 15k 51.28
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $742k 3.0k 249.86
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $738k 14k 52.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $733k 12k 60.74
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $731k 13k 56.17
Blackrock Etf Trust Ii Intermedia Muni (INMU) 0.4 $718k 30k 23.76
Alphabet Cap Stk Cl C (GOOG) 0.4 $715k 4.7k 152.26
Ishares Tr Msci Eafe Etf (EFA) 0.4 $710k 8.9k 79.86
International Business Machines (IBM) 0.4 $694k 3.6k 190.94
Dow (DOW) 0.4 $690k 12k 57.93
Tesla Motors (TSLA) 0.4 $686k 3.9k 175.79
Ishares Gold Tr Ishares New (IAU) 0.4 $685k 16k 42.01
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $664k 5.8k 114.96
Abbvie (ABBV) 0.4 $663k 3.6k 182.08
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $661k 15k 43.04
Caterpillar (CAT) 0.4 $650k 1.8k 366.40
Mastercard Incorporated Cl A (MA) 0.4 $637k 1.3k 481.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $636k 7.8k 81.43
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $635k 19k 32.69
Eli Lilly & Co. (LLY) 0.3 $602k 773.00 778.22
Johnson & Johnson (JNJ) 0.3 $601k 3.8k 158.17
Raytheon Technologies Corp (RTX) 0.3 $590k 6.0k 97.53
Oracle Corporation (ORCL) 0.3 $578k 4.6k 125.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $576k 9.4k 61.05
Super Micro Computer (SMCI) 0.3 $554k 548.00 1010.03
Procter & Gamble Company (PG) 0.3 $540k 3.3k 162.23
Pfizer (PFE) 0.3 $540k 19k 27.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $537k 6.2k 86.48
ConocoPhillips (COP) 0.3 $536k 4.2k 127.28
Intel Corporation (INTC) 0.3 $532k 12k 44.17
Ishares Tr Rus 1000 Etf (IWB) 0.3 $530k 1.8k 288.03
Domino's Pizza (DPZ) 0.3 $518k 1.0k 496.94
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $517k 11k 45.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $515k 6.7k 76.67
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $513k 3.3k 155.84
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $499k 24k 21.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $495k 1.9k 259.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $491k 6.8k 72.63
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $488k 11k 43.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $484k 4.7k 102.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $476k 6.2k 77.30
Walt Disney Company (DIS) 0.3 $476k 3.9k 122.35
Marriott Intl Cl A (MAR) 0.3 $475k 1.9k 252.31
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $474k 4.3k 110.52
Cvr Partners (UAN) 0.3 $465k 5.9k 78.59
Citigroup Com New (C) 0.3 $464k 7.3k 63.24
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.3 $461k 15k 31.10
UnitedHealth (UNH) 0.3 $455k 919.00 494.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $452k 2.4k 191.88
Chevron Corporation (CVX) 0.3 $442k 2.8k 157.74
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $441k 17k 25.51
Alphabet Cap Stk Cl A (GOOGL) 0.3 $437k 2.9k 150.93
Select Sector Spdr Tr Energy (XLE) 0.3 $435k 4.6k 94.42
Phillips 66 (PSX) 0.2 $430k 2.6k 163.34
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $428k 6.2k 68.80
Vanguard Index Fds Large Cap Etf (VV) 0.2 $424k 1.8k 239.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $423k 10k 41.08
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $419k 2.3k 182.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $419k 2.8k 147.73
salesforce (CRM) 0.2 $418k 1.4k 301.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $417k 10k 41.77
Constellation Energy (CEG) 0.2 $417k 2.3k 184.85
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $412k 9.1k 45.31
Ishares Tr Core Msci Intl (IDEV) 0.2 $409k 6.1k 67.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $401k 13k 31.95
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $399k 4.7k 85.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $386k 4.8k 80.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $385k 15k 25.25
Nextera Energy (NEE) 0.2 $383k 6.0k 63.91
Abbott Laboratories (ABT) 0.2 $383k 3.4k 113.67
Accenture Plc Ireland Shs Class A (ACN) 0.2 $381k 1.1k 346.61
Vanguard Index Fds Small Cp Etf (VB) 0.2 $381k 1.7k 228.59
Ishares Tr Esg Aware Msci (ESML) 0.2 $378k 9.4k 40.27
Merck & Co (MRK) 0.2 $376k 2.9k 131.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $373k 4.0k 92.72
Ishares Tr Us Infrastruc (IFRA) 0.2 $370k 8.5k 43.36
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $369k 7.5k 49.05
First Tr Exchange-traded Wtr Etf (FIW) 0.2 $369k 3.6k 102.10
Ishares Tr High Yld Systm B (HYDB) 0.2 $368k 7.9k 46.72
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $361k 2.0k 182.69
T Rowe Price Etf Qm Us Bond Etf (TAGG) 0.2 $360k 8.5k 42.26
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $360k 4.6k 78.64
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $357k 1.9k 186.81
Arm Holdings Sponsored Adr (ARM) 0.2 $353k 2.8k 124.99
Ishares Tr Eafe Value Etf (EFV) 0.2 $350k 6.4k 54.40
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $350k 6.0k 58.55
A. O. Smith Corporation (AOS) 0.2 $349k 3.9k 89.46
Texas Instruments Incorporated (TXN) 0.2 $347k 2.0k 174.21
Coca-Cola Company (KO) 0.2 $347k 5.7k 61.18
Ishares Core Msci Emkt (IEMG) 0.2 $347k 6.7k 51.60
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $343k 6.8k 50.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $337k 5.3k 63.33
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $336k 5.7k 59.24
Automatic Data Processing (ADP) 0.2 $335k 1.3k 249.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $334k 3.1k 108.92
Waste Management (WM) 0.2 $331k 1.6k 213.14
McDonald's Corporation (MCD) 0.2 $325k 1.2k 281.95
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $323k 4.9k 65.86
Exelon Corporation (EXC) 0.2 $322k 8.6k 37.57
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $321k 5.5k 58.07
Parker-Hannifin Corporation (PH) 0.2 $312k 562.00 555.79
Kraneshares Trust Kfa Mount Lucas (KMLM) 0.2 $312k 10k 29.89
Ford Motor Company (F) 0.2 $304k 23k 13.28
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.2 $300k 7.1k 41.98
Blackrock Etf Trust Ii Short Term Calif (CALY) 0.2 $300k 6.0k 50.26
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $292k 9.1k 32.19
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.2 $291k 5.0k 57.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $289k 5.8k 50.10
Adobe Systems Incorporated (ADBE) 0.2 $288k 571.00 504.60
Franklin Resources (BEN) 0.2 $285k 10k 28.11
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $284k 3.2k 89.68
General Electric Com New (GE) 0.2 $280k 1.6k 175.53
Ishares Tr Core Msci Eafe (IEFA) 0.2 $280k 3.8k 74.22
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $279k 5.5k 50.77
Boeing Company (BA) 0.2 $279k 1.4k 192.99
CVS Caremark Corporation (CVS) 0.2 $278k 3.5k 79.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $278k 3.3k 84.44
Freeport-mcmoran CL B (FCX) 0.2 $277k 5.9k 47.02
Starbucks Corporation (SBUX) 0.2 $275k 3.0k 91.39
Bank of America Corporation (BAC) 0.2 $274k 7.2k 37.92
Netflix (NFLX) 0.2 $272k 448.00 607.33
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $272k 6.5k 41.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $271k 1.6k 169.37
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $262k 13k 20.30
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $262k 5.2k 50.12
Nu Hldgs Ord Shs Cl A (NU) 0.2 $261k 22k 11.93
Ishares Msci Emrg Chn (EMXC) 0.2 $261k 4.5k 57.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $259k 3.1k 84.10
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $257k 6.3k 40.93
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $248k 4.3k 57.86
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $244k 5.9k 41.07
Winnebago Industries (WGO) 0.1 $243k 3.3k 74.00
Synopsys (SNPS) 0.1 $242k 424.00 571.50
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $239k 2.3k 103.79
Costco Wholesale Corporation (COST) 0.1 $237k 323.00 732.89
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $236k 5.5k 42.88
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $236k 3.4k 69.77
Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $232k 5.8k 39.63
American Express Company (AXP) 0.1 $231k 1.0k 227.69
Philip Morris International (PM) 0.1 $231k 2.5k 91.62
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $229k 5.5k 41.95
Goldman Sachs (GS) 0.1 $221k 530.00 417.80
Ecolab (ECL) 0.1 $220k 954.00 230.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $219k 4.8k 46.00
Equity Residential Sh Ben Int (EQR) 0.1 $219k 3.5k 63.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.1 $217k 5.5k 39.24
AFLAC Incorporated (AFL) 0.1 $217k 2.5k 85.86
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 0.1 $216k 8.2k 26.50
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $216k 5.2k 41.21
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $215k 1.3k 162.88
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $214k 4.0k 53.34
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $213k 4.5k 47.04
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $212k 1.2k 179.42
Vanguard World Comm Srvc Etf (VOX) 0.1 $211k 1.6k 131.22
Illinois Tool Works (ITW) 0.1 $210k 783.00 268.33
Charles Schwab Corporation (SCHW) 0.1 $205k 2.8k 72.34
Lockheed Martin Corporation (LMT) 0.1 $205k 450.00 454.87
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $204k 4.5k 45.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $202k 1.2k 164.35
Oramed Pharmaceuticals Com New (ORMP) 0.0 $55k 19k 2.92
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $38k 15k 2.59
Network 1 Sec Solutions (NTIP) 0.0 $33k 16k 2.07
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $29k 10k 2.86
Novonix Sponsored Ads (NVX) 0.0 $23k 10k 2.24
Mondee Holdings Class A Com (MOND) 0.0 $23k 10k 2.31
Amarin Corp Spons Adr New (AMRN) 0.0 $13k 15k 0.89
Kulr Technology Group (KULR) 0.0 $4.5k 12k 0.38
System1 *w Exp 99/99/999 (SST.WS) 0.0 $2.5k 17k 0.14