Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVVY ADVISORS INC | 05-13-2024 | 03-31-2024 | 223 | 173,493,089 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $12,711,468 | 26,444 | 0.01 | 0.00 | 14,681 | 124.81 | 03-31-2024 |
| AMGEN INC | COM | 2 | $11,202,208 | 39,400 | 0.01 | 0.01 | 103 | 0.26 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 3 | $6,446,186 | 141,395 | 0.00 | 0.00 | 82,049 | 138.26 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 4 | $4,422,909 | 71,268 | 0.00 | 0.00 | -2,396 | -3.25 | 03-31-2024 |
