Savvy Advisors, Inc. AGG holdings history
ISHARES CORE U.S. AGGREGATE · CUSIP 464287226 · CIK 2003633
As of 2026-06-30, Savvy Advisors, Inc. reported 719.53K AGG (shares), valued at $71.22M, or 1.52% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 6.49%; reported value increased 6.18%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.52% | 719,535 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 1.80% | 675,703 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 1.86% | 577,483 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 2.16% | 469,663 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 2.06% | 311,642 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.50% | 49,980 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.50% | 42,488 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.71% | 34,443 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.23% | 38,869 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.92% | 16,346 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.21% | 12,521 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 1.21% | 12,521 | $1.24M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 0.92% | 16,346 | $1.60M | Shares increased 30.55%; reported value increased 28.83%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.23% | 38,869 | $3.77M | Shares increased 137.79%; reported value increased 135.68%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.71% | 34,443 | $3.49M | Shares decreased 11.39%; reported value decreased 7.55%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 0.50% | 42,488 | $4.12M | Shares increased 23.36%; reported value increased 18.03%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.50% | 49,980 | $4.94M | Shares increased 17.63%; reported value increased 20.09%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.06% | 311,642 | $30.91M | Shares increased 523.53%; reported value increased 525.30%, and weight changed +1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.16% | 469,663 | $47.08M | Shares increased 50.71%; reported value increased 52.30%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 1.86% | 577,483 | $57.68M | Shares increased 22.96%; reported value increased 22.50%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.80% | 675,703 | $67.08M | Shares increased 17.01%; reported value increased 16.29%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 1.52% | 719,535 | $71.22M | Shares increased 6.49%; reported value increased 6.18%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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