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Name: |
Savvy Advisors Inc. |
City: |
NEW YORK |
State: |
NY |
Zip: |
10003 |
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Holdings
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42 |
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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 |
|
SCHX |
Schwab Strategic Trust |
4 |
- |
$62.80 |
$4,423,000 |
71,268 |
2.55% |
268,000 |
-2,396 |
0.003 |
Closed - End Fund - Debt |
|
STIP |
Ishares Barclays 0-5 Year T... |
26 |
- |
$99.36 |
$1,364,000 |
13,721 |
0.79% |
-490,000 |
-5,080 |
0.002 |
N/A |
|
VZ |
Verizon Communications Inc |
44 |
- |
$39.79 |
$980,000 |
23,363 |
0.56% |
78,000 |
-564 |
0.001 |
Telecom Services - Do... |
|
ELR |
streetTRACKS Series Trust -... |
48 |
- |
$62.32 |
$871,000 |
14,163 |
0.5% |
3,000 |
-1,362 |
0.002 |
Closed - End Fund - E... |
|
SCHP |
Schwab U.S. Tips Etf |
58 |
- |
$51.92 |
$738,000 |
14,157 |
0.43% |
-155,000 |
-2,958 |
0.005 |
N/A |
|
RDVY |
First Trust Nasdaq Rising D... |
60 |
- |
$55.27 |
$731,000 |
13,015 |
0.42% |
27,000 |
-601 |
0.001 |
N/A |
|
DOW |
DOW Inc |
65 |
- |
$57.60 |
$690,000 |
11,915 |
0.4% |
-46,000 |
-1,511 |
0.002 |
Diversified Chemicals |
|
SCHM |
Schwab U.S. Mid-Cap Etf |
73 |
- |
$79.85 |
$636,000 |
7,812 |
0.37% |
-128,000 |
-2,337 |
0.006 |
N/A |
|
VNQ |
Vanguard REIT Index VIPERs |
83 |
- |
$83.60 |
$537,000 |
6,205 |
0.31% |
-52,000 |
-463 |
0.002 |
Closed - End Fund - E... |
|
COP |
ConocoPhillips |
84 |
- |
$118.19 |
$536,000 |
4,214 |
0.31% |
36,000 |
-93 |
0 |
Integrated Oil & Gas |
|
BKLN |
Powershares Senior Loan Por... |
91 |
- |
$21.08 |
$499,000 |
23,607 |
0.29% |
-221,000 |
-10,411 |
0.008 |
N/A |
|
VTI |
Vanguard Total Stock Market... |
92 |
- |
$262.22 |
$495,000 |
1,905 |
0.29% |
28,000 |
-64 |
0 |
Closed - End Fund - E... |
|
FIXD |
First Trust Tcw Opportnisti... |
94 |
- |
$42.88 |
$488,000 |
11,188 |
0.28% |
-25,000 |
-306 |
0.011 |
N/A |
|
IJS |
iShares S&P SmCp 600/BRR Vl |
95 |
- |
$100.65 |
$484,000 |
4,707 |
0.28% |
-61,000 |
-584 |
0.006 |
Closed - End Fund - E... |
|
DIS |
Walt Disney Co |
97 |
- |
$103.02 |
$476,000 |
3,888 |
0.27% |
85,000 |
-446 |
0 |
Entertainment - Diver... |
|
MAR |
Marriott International Inc |
98 |
- |
$236.16 |
$475,000 |
1,882 |
0.27% |
0 |
-226 |
0.001 |
Lodging |
|
C |
Citigroup Inc |
101 |
- |
$63.82 |
$464,000 |
7,335 |
0.27% |
79,000 |
-152 |
0 |
Domestic Money Center... |
|
FLTR |
Vaneck Vectors Investment G... |
106 |
- |
$25.46 |
$441,000 |
17,304 |
0.25% |
-241,000 |
-9,816 |
0.01 |
N/A |
|
CEG |
Constellation Energy Corp |
117 |
- |
$220.11 |
$417,000 |
2,255 |
0.24% |
149,000 |
-40 |
0 |
N/A |
|
VWO |
Vanguard Emerging Markets S... |
116 |
- |
$44.40 |
$417,000 |
9,990 |
0.24% |
5,000 |
-28 |
0.001 |
Closed - End Fund - E... |
|
VB |
Vanguard Small Cap VIPERS |
127 |
- |
$223.80 |
$381,000 |
1,665 |
0.22% |
-4,000 |
-138 |
0 |
Closed - End Fund - E... |
|
SCHG |
Schwab Strategic Trust |
130 |
- |
$95.27 |
$373,000 |
4,023 |
0.21% |
-267,000 |
-3,693 |
0 |
Closed - End Fund - Debt |
|
VONV |
Vanguard Russell 1000 Value... |
136 |
- |
$78.23 |
$360,000 |
4,572 |
0.21% |
-31,000 |
-817 |
0.005 |
N/A |
|
VGIT |
Vanguard Intermediate -Ter |
140 |
- |
$57.89 |
$350,000 |
5,981 |
0.2% |
-16,000 |
-187 |
0 |
Closed - End Fund - Debt |
|
AOS |
AO Smith Corp |
141 |
- |
$86.07 |
$349,000 |
3,900 |
0.2% |
11,000 |
-200 |
0.003 |
Electronic Equipment |
|
USFR |
Wisdomtree Bloomberg Floati... |
145 |
- |
$50.50 |
$343,000 |
6,819 |
0.2% |
-162,000 |
-3,227 |
0.001 |
N/A |
|
SCZ |
ISHARES MSCI EAFE SM |
146 |
- |
$63.78 |
$337,000 |
5,318 |
0.19% |
-109,000 |
-1,889 |
0.003 |
Closed - End Fund - E... |
|
ADP |
Automatic Data Processing Inc |
148 |
- |
$254.02 |
$335,000 |
1,342 |
0.19% |
19,000 |
-15 |
0 |
Business Software & S... |
|
LQD |
iShares Trust Goldman Sachs |
149 |
- |
$107.16 |
$334,000 |
3,063 |
0.19% |
-48,000 |
-392 |
0.001 |
Closed - End Fund - E... |
|
WM |
Waste Management Inc |
150 |
- |
$209.92 |
$331,000 |
1,554 |
0.19% |
7,000 |
-253 |
0 |
Waste Management |
|
AVDV |
Avantis International Small... |
152 |
- |
$0.00 |
$323,000 |
4,910 |
0.19% |
9,000 |
-113 |
0.003 |
N/A |
|
KMLM |
Kfa Mount Lucas Index Strat... |
156 |
- |
$0.00 |
$312,000 |
10,438 |
0.18% |
-78,000 |
-3,088 |
0 |
N/A |
|
BEN |
Franklin Resources Inc |
164 |
- |
$23.76 |
$285,000 |
10,123 |
0.16% |
-58,000 |
-1,400 |
0.002 |
Asset Management |
|
IEFA |
Ishares Core Msci Eafe |
167 |
- |
$0.00 |
$280,000 |
3,769 |
0.16% |
-75,000 |
-1,272 |
0 |
N/A |
|
GE |
General Electric Co |
166 |
- |
$160.81 |
$280,000 |
1,594 |
0.16% |
72,000 |
-36 |
0 |
Conglomerates |
|
RSP |
Guggenheim ETF Trust - Gugg... |
177 |
- |
$167.19 |
$271,000 |
1,600 |
0.16% |
-92,000 |
-700 |
0.001 |
Closed - End Fund - E... |
|
SCHH |
Schwab Us Reit |
178 |
- |
$19.74 |
$262,000 |
12,924 |
0.15% |
-62,000 |
-2,721 |
0.044 |
N/A |
|
DBEF |
Xtrackers MSCI EAFE Hedged ... |
183 |
- |
$41.81 |
$256,000 |
6,266 |
0.15% |
-49,000 |
-1,990 |
0.006 |
N/A |
|
GUNR |
FlexShares Global Upstream ... |
185 |
- |
$42.69 |
$244,000 |
5,929 |
0.14% |
-35,000 |
-886 |
0 |
N/A |
|
WGO |
Winnebago Industries Inc |
186 |
- |
$62.54 |
$242,000 |
3,277 |
0.14% |
-50,000 |
-725 |
0.01 |
Recreational Vehicles |
|
AFL |
AFLAC Inc |
201 |
- |
$87.66 |
$216,000 |
2,521 |
0.12% |
6,000 |
-19 |
0.149 |
Life & Health Insurance |
|
EMM |
Global X Emerging Markets Etf |
205 |
- |
$27.46 |
$214,000 |
4,011 |
0.12% |
-355,000 |
-7,660 |
0 |
Closed - End Fund - E... |
|