Savvy Advisors, Inc.
CIK 2003633 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- AMGN10.99%
- VOO4.99%
- SCHX4.03%
- MSFT3.09%
- IUSB2.65%
- QQQ2.50%
- JQUA1.93%
- STIP1.80%
- AAPL1.71%
- FVD1.32%
Share classes counted separately35.01%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMGNAMGEN INC View history and evidence | $11.32M | 10.99% | 39.30K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.14M | 4.99% | 11.76K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $4.15M | 4.03% | 73.66K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $3.18M | 3.09% | 8.45K shares | Prior unavailable — | — | ↗▾ |
| 05 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $2.73M | 2.65% | 59.35K shares | Prior unavailable — | — | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $2.58M | 2.50% | 6.29K shares | Prior unavailable — | — | ↗▾ |
| 07 | JQUAJPMORGAN US QUALITY FACTORUS QUALTY FCTR View history and evidence | $1.99M | 1.93% | 41.65K shares | Prior unavailable — | — | ↗▾ |
| 08 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $1.85M | 1.80% | 18.80K shares | Prior unavailable — | — | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $1.76M | 1.71% | 9.16K shares | Prior unavailable — | — | ↗▾ |
| 10 | FVDFIRST TRUST VALUE LINE DVDSHS View history and evidence | $1.36M | 1.32% | 33.50K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2003633 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 103018107
}Research all 157 reported holdings.
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