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Savvy Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Savvy Advisors, Inc.

报告期 2026-03-31 · CIK 0002003633

持仓数

1,141

前50大市值合计

$2.13B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$237.9M

398,130

11.2%

IUSB ISHARES TR

CORE UNIVRSL USD

$154.4M

3,343,314

7.2%

NVDA NVIDIA CORPORATION

COM

$134.6M

771,911

6.3%

IVLU ISHARES TR

MSCI INTL VLU FT

$88.9M

2,239,680

4.2%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$83.4M

2,863,182

3.9%

IVV ISHARES TR

CORE S&P500 ETF

$81.2M

124,298

3.8%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$81.2M

1,323,874

3.8%

AAPL APPLE INC

COM

$78.2M

307,951

3.7%

AGG ISHARES TR

CORE US AGGBD ET

$67.1M

675,703

3.1%

EFG ISHARES TR

EAFE GRWTH ETF

$51.7M

464,300

2.4%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$49.0M

1,043,960

2.3%

MSFT MICROSOFT CORP

COM

$48.7M

131,552

2.3%

FFIU SPINNAKER ETF SERIES

UVA UNCONSTRAIND

$48.5M

2,219,956

2.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$48.4M

246,874

2.3%

MUB ISHARES TR

NATIONAL MUN ETF

$40.4M

380,909

1.9%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$37.2M

957,846

1.7%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$36.5M

330,824

1.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$36.5M

274,877

1.7%

AMZN AMAZON COM INC

COM

$35.2M

169,061

1.7%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$34.6M

440,801

1.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$34.1M

532,225

1.6%

BUSE FIRST BUSEY CORP

COM NEW

$32.7M

1,294,378

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$28.4M

98,641

1.3%

GOOG ALPHABET INC

CAP STK CL C

$27.9M

97,095

1.3%

MTUM ISHARES TR

MSCI USA MMENTM

$27.8M

115,983

1.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$27.8M

86,551

1.3%

IAGG ISHARES TR

CORE INTL AGGR

$27.3M

545,755

1.3%

PG PROCTER & GAMBLE CO

COM

$27.2M

187,998

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$23.9M

54,710

1.1%

TBIL RBB FD INC

F/M US TREASURY

$23.6M

472,758

1.1%

ASTS AST SPACEMOBILE INC

COM CL A

$22.4M

270,852

1.1%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$21.6M

460,840

1.0%

AVGO BROADCOM INC

COM

$21.6M

69,742

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$21.1M

43,988

1.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$20.8M

35,991

1.0%

IAU ISHARES GOLD TR

ISHARES NEW

$20.7M

234,338

1.0%

TLH ISHARES TR

10-20 YR TRS ETF

$20.4M

202,570

1.0%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$20.1M

810,459

0.9%

EFA ISHARES TR

MSCI EAFE ETF

$20.0M

206,100

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$19.7M

30,234

0.9%

VGT VANGUARD WORLD FD

INF TECH ETF

$18.3M

26,294

0.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$17.9M

582,054

0.8%

JPM JPMORGAN CHASE & CO

COM

$17.7M

60,145

0.8%

HYDB ISHARES TR

HIGH YLD SYSTM B

$17.4M

373,840

0.8%

META META PLATFORMS INC

CL A

$17.2M

30,128

0.8%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$16.9M

87,974

0.8%

LLY ELI LILLY & CO

COM

$16.6M

18,062

0.8%

IEFA ISHARES TR

CORE MSCI EAFE

$16.3M

180,314

0.8%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$16.0M

435,710

0.8%

TSLA TESLA INC

COM

$16.0M

42,936

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

VOO11.2%IUSB7.2%NVDA6.3%IVLU4.2%SCHG3.9%IVV3.8%