Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVVY ADVISORS INC | 02-08-2024 | 12-31-2023 | 157 | 103,018,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 1 | $11,318,322 | 39,297 | 0.01 | 39,297 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $5,138,165 | 11,763 | 0.00 | 11,763 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $4,154,650 | 73,664 | 0.00 | 73,664 | +Inf | 12-31-2023 | |
| MICROSOFT CORP | COM | 4 | $3,178,592 | 8,453 | 0.00 | 8,453 | +Inf | 12-31-2023 |
