Savvy Advisors portfolio

What changed this quarter

1145 positions with a change (171 new, 615 added to, 291 trimmed, 68 sold); also, 2 entered through an IPO, 4 exited through an acquisition or merger, 2 entered through a spin-off. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vanguard S&P 500 ETF+8.8%more sharesIncreased
  6.4% → 6.4%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard S&P 500 ETFVOO6.4%
• Ishares TrIUSB3.8%
• NVIDIANVDA3.5%
• iShares Msci International V ETFIVLU2.3%
• Schwab US Large-cap Growth ETFSCHG2.2%
• AppleAAPL2.1%
• J P Morgan Exchange Traded FundJQUA2.0%
• iShares Core S&P 500 ETFIVV1.8%
• AlphabetGOOGL · GOOG1.7%
• iShares Core U.s. Aggregate ETFAGG1.5%
• iShares Msci Eafe Growth ETFEFG1.4%
• State Street Technology Select Sector ETFXLK1.2%
• MicrosoftMSFT1.2%
• American Centy ETF TrAVUV1.2%
• Vanguard Mrngstr Val ETF-aui ETFVTV1.2%
• Spinnaker ETF SeriesFFIU1.1%
• Dimensional ETF TrustDFAC1.0%
• iShares National Muni Bond E ETFMUB1.0%
• Amazon.comAMZN1.0%
• Spdr Index SHS FundsSPEM1.0%
• Vanguard Ftse Developed ETFVEA0.8%
• iShares Msci USA Momentum FA ETFMTUM0.8%
• First BuseyBUSE0.8%
• Vanguard Short-term Bond ETFBSV0.8%
• Vanguard Index FundsVTI0.7%
• iShares International Aggregate Bond ETFIAGG0.7%
• Micron TechnologyMU0.7%
• BroadcomAVGO0.7%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.7%
• TeslaTSLA0.6%
• Procter & GamblePG0.6%
• IsharesIEMG0.6%
• Eli LillyLLY0.6%
• Invesco QQQ Trust Series 1 ETFQQQ0.5%
• Vanguard Mortgage-backed Sec ETFVMBS0.5%
• Berkshire HathawayBRK/B0.5%
• Invesco Exchange Traded Fund TRSP0.5%
• State Str Spdr S&P 500 ETF TSPY0.5%
• AST SpacemobileASTS0.5%
• Vanguard Info Tech ETFVGT0.5%
• JPMorgan ChaseJPM0.5%
• iShares High Yield Systemati ETFHYDB0.5%
• Schwab International Equity ETFSCHF0.5%
• iShares Msci Eafe ETFEFA0.5%
• iShares 10-20 Year Treasury ETFTLH0.4%
• Dimensional ETF Trust0.4%
• iShares Gold Trust ETFIAU0.4%
• Meta PlatformsMETA0.4%
• Dimensional ETF TrustDFUV0.4%
• iShares Core Msci Eafe ETFIEFA0.4%
• Schwab US DVD Equity ETFSCHD0.4%
• Vanguard Most Sm-cap ETF-usd ETFVB0.4%
• RBB FundTBIL0.4%
• Columbia EM Core Ex-china ETFXCEM0.4%
• Schwab US Large-cap ETFSCHX0.3%
• Vanguard International Equity Index FVWO0.3%
• Advanced Micro DevicesAMD0.3%
• AbbVieABBV0.3%
• Dimensional ETF TrustDFIV0.3%
• CaterpillarCAT0.3%
• iShares 0-3 Month Treasury B ETFSGOV0.3%
• Vanguard Russell 1000 Growth ETFVONG0.3%
• Global X FundsZAP0.3%
• J P Morgan Exchange Traded FundJBND0.3%
• Vanguard Short-term Tips ETFVTIP0.3%
• STE Str SPDR PT S&P 500 ETFSPYM0.3%
• Exxon MobilXOM0.3%
• WisdomTree US Total Dividend ETFDTD0.3%
• Johnson & JohnsonJNJ0.3%
• VisaV0.3%
• iShares Core S&P Midcap ETFIJH0.3%
• Dimensional ETF TrustDFUS0.3%
• Abrdn EtfsBCI0.3%
• WalmartWMT0.3%
• Dimensional ETF TrustDFCF0.3%
• Doubleline ETF TrustDMBS0.3%
• Costco WholesaleCOST0.3%
• iShares Core S&P Small-cap E ETFIJR0.3%
• Dimensional ETF TrustDFIC0.3%
• Abrdn Physical Gold Shares ETFSGOL0.3%
• Invesco Exchange Traded Fund TXSMO0.2%
• Cisco SystemsCSCO0.2%
• Ishares Bitcoin Trust ETFIBIT0.2%
• Vir BiotechnologyVIR0.2%
• Applied MaterialsAMAT0.2%
• State Street Consumer Disc Select Sect ETFXLY0.2%
• Dimensional ETF TrustDFAI0.2%
• MastercardMA0.2%
• State Street SPDR P S&P 500 Value ETFSPYV0.2%
• State Street SPDR BB 1-3m T-bill ETFBIL0.2%
• Dimensional ETF TrustDFCA0.2%
• iShares Short-term National ETFSUB0.2%
• Schwab Intermediate-term US ETFSCHR0.2%
• American Centy ETF TrAVSC0.2%
• ChevronCVX0.2%
• Home DepotHD0.2%
• GE AerospaceGE0.2%
• iShares Russell 1000 Value E ETFIWD0.2%
• iShares Core International Stock ETFIXUS0.2%