Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SAVVY ADVISORS INC | 08-14-2024 | 06-30-2024 | 300 | 306,834,853 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CONSTELLATION ENERGY CORP | COM | 151 | $462,423 | 2,309 | 0.00 | 0.00 | 54 | 2.39 | 06-30-2024 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 152 | $461,055 | 5,504 | 0.00 | 0.00 | -701 | -11.30 | 06-30-2024 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 153 | $459,408 | 13,096 | 0.00 | 13,096 | +Inf | 06-30-2024 | |
ISHARES TR | MSCI EMG MKT ETF | 154 | $458,594 | 10,768 | 0.00 | 0.00 | 472 | 4.58 | 06-30-2024 |