Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SAVVY ADVISORS INC | 05-13-2024 | 03-31-2024 | 223 | 173,493,089 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PACER FDS TR | US CASH COWS 100 | 51 | $811,274 | 13,961 | 0.00 | 0.00 | 1,478 | 11.84 | 03-31-2024 |
CISCO SYS INC | COM | 52 | $800,979 | 16,048 | 0.00 | 0.00 | 4,252 | 36.05 | 03-31-2024 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 53 | $770,375 | 6,367 | 0.00 | 6,367 | +Inf | 03-31-2024 | |
SPDR GOLD TR | GOLD SHS | 54 | $767,953 | 3,733 | 0.00 | 0.00 | 32 | 0.86 | 03-31-2024 |