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| Name: |
Savvy Advisors Inc. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10003 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTV |
Vanguard Value VIPERS |
13 |
New |
$162.43 |
$2,019,000 |
12,396 |
1.16% |
2,019,000 |
12,396 |
0.002 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
22 |
New |
$532.53 |
$1,530,000 |
2,910 |
0.88% |
1,530,000 |
2,910 |
0 |
Closed - End Fund - E... |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
42 |
New |
$49.91 |
$983,000 |
19,421 |
0.57% |
983,000 |
19,421 |
0.001 |
N/A |
|
|
INDA |
iShares Msci India ETF |
45 |
New |
$0.00 |
$977,000 |
18,933 |
0.56% |
977,000 |
18,933 |
0.002 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
53 |
New |
$120.58 |
$770,000 |
6,367 |
0.44% |
770,000 |
6,367 |
0.002 |
Closed - End Fund - Debt |
|
|
INMU |
Blackrock Intermediate Muni... |
61 |
New |
$0.00 |
$718,000 |
30,211 |
0.41% |
718,000 |
30,211 |
0.336 |
N/A |
|
|
ITR |
SPDR Series Trust |
74 |
New |
$32.46 |
$635,000 |
19,423 |
0.37% |
635,000 |
19,423 |
0.002 |
Closed - End Fund - Debt |
|
|
RTX |
RTX Corp |
77 |
New |
$101.02 |
$590,000 |
6,045 |
0.34% |
590,000 |
6,045 |
0 |
Conglomerates |
|
|
SMCI |
Super Micro Computer Inc |
80 |
New |
$873.27 |
$553,000 |
548 |
0.32% |
553,000 |
548 |
0.001 |
Networking & Communic... |
|
|
DPZ |
Dominos Pizza Inc |
87 |
New |
$511.92 |
$518,000 |
1,043 |
0.3% |
518,000 |
1,043 |
0.003 |
Food Wholesale |
|
|
FFEB |
Ft Cboe Vest Us Equity Buff... |
88 |
New |
$0.00 |
$516,000 |
11,408 |
0.3% |
516,000 |
11,408 |
0.161 |
N/A |
|
|
FTEC |
Fidelity Msci Information T... |
90 |
New |
$160.63 |
$513,000 |
3,292 |
0.3% |
513,000 |
3,292 |
0.007 |
N/A |
|
|
UAN |
Cvr Partners, Lp |
100 |
New |
$0.85 |
$465,000 |
5,917 |
0.27% |
465,000 |
5,917 |
0.005 |
Agricultural & Fertil... |
|
|
XCEM |
Columbia Em Core Ex China Etf |
102 |
New |
$0.00 |
$461,000 |
14,827 |
0.27% |
461,000 |
14,827 |
0.016 |
N/A |
|
|
XLE |
SPDR Energy Sector |
108 |
New |
$92.08 |
$435,000 |
4,602 |
0.25% |
435,000 |
4,602 |
0 |
Closed - End Fund - E... |
|
|
VYMI |
Vanguard International High... |
110 |
New |
$0.00 |
$428,000 |
6,227 |
0.25% |
428,000 |
6,227 |
0.007 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
111 |
New |
$243.17 |
$424,000 |
1,770 |
0.24% |
424,000 |
1,770 |
0.001 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
114 |
New |
$146.51 |
$419,000 |
2,835 |
0.24% |
419,000 |
2,835 |
0 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
113 |
New |
$183.48 |
$419,000 |
2,297 |
0.24% |
419,000 |
2,297 |
0.001 |
Closed - End Fund - Debt |
|
|
FDVV |
Fidelity High Dividend Etf |
118 |
New |
$0.00 |
$412,000 |
9,088 |
0.24% |
412,000 |
9,088 |
0.047 |
N/A |
|
|
DFAC |
Dimensional U S Core Equity... |
120 |
New |
$31.96 |
$401,000 |
12,554 |
0.23% |
401,000 |
12,554 |
0.001 |
N/A |
|
|
VTWO |
Vanguard Russell 2000 Etf |
121 |
New |
$83.56 |
$399,000 |
4,695 |
0.23% |
399,000 |
4,695 |
0.007 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
122 |
New |
$79.67 |
$386,000 |
4,800 |
0.22% |
386,000 |
4,800 |
0.001 |
Closed - End Fund - Debt |
|
|
NEE |
NextEra Energy |
124 |
New |
$76.32 |
$383,000 |
5,994 |
0.22% |
383,000 |
5,994 |
0 |
Electric Utilities |
|
|
MRK |
Merck & Co Inc |
129 |
New |
$131.20 |
$376,000 |
2,850 |
0.22% |
376,000 |
2,850 |
0 |
Drug Manufacturers - ... |
|
|
IFRA |
Ishares Us Infrastructure Etf |
131 |
New |
$0.00 |
$370,000 |
8,532 |
0.21% |
370,000 |
8,532 |
0.009 |
N/A |
|
|
HYDB |
Ishares Edge High Yield Def... |
134 |
New |
$0.00 |
$368,000 |
7,870 |
0.21% |
368,000 |
7,870 |
0.087 |
N/A |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
135 |
New |
$0.00 |
$361,000 |
1,975 |
0.21% |
361,000 |
1,975 |
0.002 |
N/A |
|
|
ARM |
Arm Holdings American Depos... |
138 |
New |
$112.43 |
$352,000 |
2,820 |
0.2% |
352,000 |
2,820 |
0 |
N/A |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
139 |
New |
$0.00 |
$350,000 |
6,439 |
0.2% |
350,000 |
6,439 |
0.001 |
Closed - End Fund - E... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
144 |
New |
$54.25 |
$347,000 |
6,718 |
0.2% |
347,000 |
6,718 |
0 |
N/A |
|
|
KO |
Coca-Cola Co |
143 |
New |
$63.00 |
$347,000 |
5,674 |
0.2% |
347,000 |
5,674 |
0 |
Beverage Soft Drinks... |
|
|
TXN |
Texas Instruments Inc |
142 |
New |
$202.54 |
$347,000 |
1,994 |
0.2% |
347,000 |
1,994 |
0 |
Semiconductor- Broad... |
|
|
MCD |
McDonalds Corp |
151 |
New |
$265.77 |
$325,000 |
1,151 |
0.19% |
325,000 |
1,151 |
0 |
Restaurants |
|
|
VGSH |
Vanguard Scottsdale Funds |
154 |
New |
$57.81 |
$321,000 |
5,533 |
0.19% |
321,000 |
5,533 |
0 |
Closed - End Fund - Debt |
|
|
PH |
Parker Hannifin Corp |
155 |
New |
$546.07 |
$312,000 |
562 |
0.18% |
312,000 |
562 |
0.116 |
Industrial Equipment ... |
|
|
CALY |
Blackrock Short Term Califo... |
159 |
New |
$0.00 |
$300,000 |
5,964 |
0.17% |
300,000 |
5,964 |
0 |
N/A |
|
|
FLQH |
Franklin Libertyq Internati... |
160 |
New |
$0.00 |
$292,000 |
9,084 |
0.17% |
292,000 |
9,084 |
0.01 |
N/A |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
162 |
New |
$49.72 |
$289,000 |
5,764 |
0.17% |
289,000 |
5,764 |
0 |
Closed - End Fund - E... |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
165 |
New |
$89.20 |
$284,000 |
3,171 |
0.16% |
284,000 |
3,171 |
0 |
Closed - End Fund - E... |
|
|
BA |
Boeing Co |
169 |
New |
$186.28 |
$278,000 |
1,443 |
0.16% |
278,000 |
1,443 |
0.001 |
Aerospace/Defense - M... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
171 |
New |
$86.90 |
$278,000 |
3,289 |
0.16% |
278,000 |
3,289 |
0 |
Closed - End Fund - E... |
|
|
CVS |
CVS/Caremark Corp |
170 |
New |
$57.44 |
$278,000 |
3,486 |
0.16% |
278,000 |
3,486 |
0 |
Drug Stores |
|
|
SBUX |
Starbucks Corp |
173 |
New |
$80.72 |
$275,000 |
3,004 |
0.16% |
275,000 |
3,004 |
0 |
Specialty Eateries |
|
|
NFLX |
Netflix Inc |
175 |
New |
$640.47 |
$272,000 |
448 |
0.16% |
272,000 |
448 |
0.029 |
Music & Video Stores |
|
|
EES |
WisdomTree SmallCap Earnings |
179 |
New |
$48.85 |
$262,000 |
5,232 |
0.15% |
262,000 |
5,232 |
0 |
Closed - End Fund - Debt |
|
|
NU |
Nu Holdings Ord Shs Class A |
180 |
New |
$0.00 |
$261,000 |
21,896 |
0.15% |
261,000 |
21,896 |
0.001 |
N/A |
|
|
COST |
Costco Wholesale Corp |
189 |
New |
$801.86 |
$237,000 |
323 |
0.14% |
237,000 |
323 |
0 |
Discount, Variety Stores |
|
|
FHLC |
Fidelity Msci Health Care I... |
191 |
New |
$68.89 |
$236,000 |
3,377 |
0.14% |
236,000 |
3,377 |
0 |
N/A |
|
|
PM |
Philip Morris International... |
194 |
New |
$101.07 |
$231,000 |
2,522 |
0.13% |
231,000 |
2,522 |
0 |
Cigarettes & Other To... |
|
|
AXP |
American Express Co |
193 |
New |
$240.09 |
$231,000 |
1,016 |
0.13% |
231,000 |
1,016 |
0 |
Credit Services |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
195 |
New |
$0.00 |
$229,000 |
5,453 |
0.13% |
229,000 |
5,453 |
0.006 |
N/A |
|
|
GS |
Goldman Sachs Group Inc |
196 |
New |
$462.38 |
$221,000 |
530 |
0.13% |
221,000 |
530 |
0 |
Investment Brokerage ... |
|
|
ECL |
Ecolab Inc |
197 |
New |
$233.70 |
$220,000 |
954 |
0.13% |
220,000 |
954 |
0 |
Cleaning Products |
|
|
EQR |
Equity Residential |
199 |
New |
$66.26 |
$219,000 |
3,467 |
0.13% |
219,000 |
3,467 |
0 |
REIT - Housing/Apartm... |
|
|
FMAR |
Ft Cboe Vest Us Equity Buff... |
200 |
New |
$0.00 |
$217,000 |
5,529 |
0.13% |
217,000 |
5,529 |
0.061 |
N/A |
|
|
QMAR |
Ft Cboe Vest Growth100 Buff... |
202 |
New |
$0.00 |
$216,000 |
8,154 |
0.12% |
216,000 |
8,154 |
0 |
N/A |
|
|
ESGG |
Flexshares Stoxx Global Esg... |
204 |
New |
$0.00 |
$215,000 |
1,318 |
0.12% |
215,000 |
1,318 |
0.016 |
N/A |
|
|
DFSD |
Dfa Dimensional Short-durat... |
206 |
New |
$0.00 |
$213,000 |
4,522 |
0.12% |
213,000 |
4,522 |
0.005 |
N/A |
|
|
CRBN |
Ishares Msci Acwi Low Carbo... |
207 |
New |
$0.00 |
$212,000 |
1,182 |
0.12% |
212,000 |
1,182 |
0.003 |
N/A |
|
|
VOX |
Vanguard Telecom Services ETF |
208 |
New |
$133.94 |
$211,000 |
1,609 |
0.12% |
211,000 |
1,609 |
0.006 |
Closed - End Fund - E... |
|
|
ITW |
Illinois Tool Works Inc |
209 |
New |
$248.74 |
$210,000 |
783 |
0.12% |
210,000 |
783 |
0 |
Diversified Machinery |
|
|
LMT |
Lockheed Martin Corp |
211 |
New |
$469.71 |
$205,000 |
450 |
0.12% |
205,000 |
450 |
0 |
Aerospace/Defense - M... |
|
|
SCHW |
Charles Schwab Corp |
210 |
New |
$75.27 |
$205,000 |
2,832 |
0.12% |
205,000 |
2,832 |
0 |
Investment Brokerage ... |
|
|
FBND |
Fidelity Total Bond Etf |
212 |
New |
$0.00 |
$204,000 |
4,499 |
0.12% |
204,000 |
4,499 |
0.002 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
213 |
New |
$0.00 |
$202,000 |
1,228 |
0.12% |
202,000 |
1,228 |
0 |
N/A |
|
|
ORMP |
Oramed Pharmaceuticals Inc |
214 |
New |
$2.30 |
$55,000 |
18,810 |
0.03% |
55,000 |
18,810 |
0.08 |
N/A |
|
|
NTIP |
Network-1 Technologies Inc |
216 |
New |
$1.79 |
$33,000 |
16,000 |
0.02% |
33,000 |
16,000 |
0.066 |
Application Software |
|
|
AMRN |
Amarin Corp Plc |
220 |
New |
$0.87 |
$13,000 |
15,000 |
0.01% |
13,000 |
15,000 |
0.004 |
Drug Manufacturers - ... |
|
|
SST.WS |
System1, Inc |
222 |
New |
$0.09 |
$2,000 |
16,995 |
0% |
2,000 |
16,995 |
0.189 |
N/A |
|
