Savvy Advisors, Inc.

$3.7B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2003633 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 1,142
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 191
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 83

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$33.4M	+72,055	$204M	$238M	326,075	398,130
position key `sid:sec:prov:df074602715c1ffe206222b8ce0c038f` · issuer key `cusip6:46434V` CORE UNIVRSL USD	ADD	+$22.3M	+503,619	$132M	$154M	2,839,695	3,343,314
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$2.6M	+63,761	$132M	$135M	708,150	771,911
position key `sid:sec:prov:eae8f1b8ce41f2d97b35ae8f78ec74d1` · issuer key `cusip6:46435G` MSCI INTL VLU FT	ADD	+$33.8M	+791,660	$55.1M	$88.9M	1,448,020	2,239,680
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	+$6.1M	+492,054	$77.3M	$83.4M	2,371,128	2,863,182
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$6.9M	−4,338	$88.1M	$81.2M	128,636	124,298
position key `sid:sec:prov:481260976e25dd0536c11cf1cff62d88` · issuer key `cusip6:46641Q` US QUALTY FCTR	TRIM	−$4.7M	−34,685	$85.8M	$81.2M	1,358,559	1,323,874
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$11.4M	+62,356	$66.8M	$78.2M	245,595	307,951
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$9.4M	+98,220	$57.7M	$67.1M	577,483	675,703
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	ADD	+$31.4M	+285,999	$20.3M	$51.7M	178,301	464,300
position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X` STATE STREET SPD	ADD	+$12.8M	+271,271	$36.2M	$49.0M	772,689	1,043,960
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$5.2M	+20,075	$53.9M	$48.7M	111,477	131,552
position key `sid:sec:prov:fa53d6debd9114e4146d92bf77e162f0` · issuer key `cusip6:84858T` UVA UNCONSTRAIND	ADD	−$60.6K	+35,696	$48.6M	$48.5M	2,184,260	2,219,956
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	−$5.5M	−35,558	$53.9M	$48.4M	282,432	246,874
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$11.2M	+108,427	$29.2M	$40.4M	272,482	380,909
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	ADD	+$10.7M	+288,074	$26.5M	$37.2M	669,772	957,846
position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072` US SML CP VALU	ADD	+$34.7M	+312,649	$1.9M	$36.5M	18,175	330,824
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	+$3.1M	+42,774	$33.4M	$36.5M	232,103	274,877
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$3.2M	+30,567	$32.0M	$35.2M	138,494	169,061
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	ADD	+$3.3M	+44,356	$31.2M	$34.6M	396,445	440,801
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	−$1.4M	−35,795	$35.5M	$34.1M	568,020	532,225
position key `sid:sec:prov:8db9374e4f91ce8b8a4640eb37037e16` · issuer key `cusip6:319383` COM NEW	ADD	+$29.8M	+1,172,277	$2.9M	$32.7M	122,101	1,294,378
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$1.8M	+13,839	$26.5M	$28.4M	84,802	98,641
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	+$1.5M	+13,003	$26.4M	$27.9M	84,092	97,095
position key `sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c` · issuer key `cusip6:46432F` MSCI USA MMENTM	ADD	+$3.0M	+16,746	$24.8M	$27.8M	99,237	115,983
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	+$11.7M	+38,753	$16.0M	$27.8M	47,798	86,551
position key `sid:sec:prov:b43df51717170470bc35e2f057b8280c` · issuer key `cusip6:46435G` CORE INTL AGGR	ADD	+$12.4M	+247,843	$14.9M	$27.3M	297,912	545,755
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$5.2M	+34,948	$21.9M	$27.2M	153,050	187,998
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	−$695K	+4,302	$24.6M	$23.9M	50,408	54,710
position key `pos:17464` · issuer key `cusip6:74933W` F/M US TREASURY	ADD	+$23.1M	+464,092	$432K	$23.6M	8,666	472,758
position key `pos:16476` · issuer key `iss:19` COM CL A	NEW	+$22.4M	+270,852	$0	$22.4M	—	270,852
position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `cusip6:92206C` MTG-BKD SECS ETF	TRIM	−$516K	−9,680	$22.2M	$21.6M	470,520	460,840
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$38.3K	+7,483	$21.5M	$21.6M	62,259	69,742
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$2.4M	+6,864	$18.7M	$21.1M	37,124	43,988
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$1.8M	−675	$22.5M	$20.8M	36,666	35,991
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	TRIM	−$5.4M	−86,371	$26.0M	$20.7M	320,709	234,338
position key `pos:16971` · issuer key `iss:1013` 10-20 YR TRS ETF	TRIM	−$6.1M	−58,367	$26.5M	$20.4M	260,937	202,570
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	ADD	+$14.9M	+597,492	$5.1M	$20.1M	212,967	810,459
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$16.0M	+164,358	$4.0M	$20.0M	41,742	206,100
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$2.0M	−1,533	$21.7M	$19.7M	31,767	30,234
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	+$972K	+3,245	$17.4M	$18.3M	23,049	26,294
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	ADD	+$6.6M	+171,662	$11.3M	$17.9M	410,392	582,054
position key `pos:18039` · issuer key `iss:1025` COM	ADD	+$1.9M	+10,989	$15.8M	$17.7M	49,156	60,145
position key `sid:sec:prov:38581c738edfe91a65873f0736808fbd` · issuer key `cusip6:46435G` HIGH YLD SYSTM B	ADD	+$7.1M	+155,558	$10.3M	$17.4M	218,282	373,840
position key `pos:11390` · issuer key `iss:720` CL A	ADD	+$1.2M	+5,891	$16.0M	$17.2M	24,237	30,128
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$10.7M	+55,454	$6.2M	$16.9M	32,520	87,974
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$638K	+2,010	$17.3M	$16.6M	16,052	18,062
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$3.5M	+37,510	$12.8M	$16.3M	142,804	180,314
position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V` US HIGH PROFITAB	ADD	+$2.4M	+77,637	$13.6M	$16.0M	358,073	435,710
position key `pos:10357` · issuer key `iss:1786` COM	ADD	+$783K	+9,185	$15.2M	$16.0M	33,751	42,936
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$5.4M	+6,501	$10.5M	$15.9M	87,021	93,522
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	TRIM	−$3.3M	−111,307	$18.9M	$15.6M	460,111	348,804
position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V` US MKTWIDE VALUE	ADD	+$1.7M	+23,434	$13.8M	$15.5M	296,739	320,173
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$1.2M	+3,696	$13.6M	$14.7M	52,610	56,306
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	TRIM	−$231K	−5,733	$14.5M	$14.3M	270,274	264,541
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	ADD	+$171K	+32,374	$14.0M	$14.1M	518,836	551,210
position key `sid:sec:prov:85ce85b77f9ebc9b364456ce20610699` · issuer key `cusip6:19762B` EM CORE EX ETF	TRIM	−$1.2M	−52,237	$15.0M	$13.8M	391,355	339,118
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$4.2M	+25,072	$9.4M	$13.6M	84,672	109,744
position key `sid:sec:prov:2159ea7ce4ecfdba0c2fac3412c58147` · issuer key `cusip6:25434V` INTERNATNAL VAL	TRIM	+$544K	−3,161	$12.3M	$12.9M	246,867	243,706
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$4.1M	+2,827	$8.0M	$12.1M	9,329	12,156
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	−$202K	+4,467	$11.9M	$11.7M	147,748	152,215
position key `sid:sec:prov:35126b98145f09bd3e6e3aac6d105dd5` · issuer key `cusip6:46654Q` ACTIVE BOND ETF	ADD	+$207K	+5,021	$11.4M	$11.6M	210,525	215,546
position key `sid:sec:prov:48a1de5dfdbac3893c1e715a4e8a2fca` · issuer key `cusip6:25861R` MORTGAGE ETF	ADD	+$997K	+21,356	$10.5M	$11.4M	210,463	231,819
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$9.5M	+94,194	$1.8M	$11.3M	17,744	111,938
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$665K	+6,389	$10.1M	$10.7M	152,392	158,781
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$4.1M	+8,469	$6.4M	$10.5M	42,302	50,771
position key `sid:sec:prov:196ed376f1892d24aed6d07bc83a5585` · issuer key `cusip6:37960A` U S ELECTRIFICAT	ADD	+$1.7M	+25,163	$8.7M	$10.5M	299,931	325,094
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	ADD	+$3.4M	+52,127	$7.0M	$10.4M	94,878	147,005
position key `sid:sec:prov:ca43aa0d264ded3a0a711580ae6bca3a` · issuer key `cusip6:25434V` INTL CORE EQUITY	TRIM	+$164K	−4,338	$10.2M	$10.4M	297,275	292,937
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$3.6M	+9,858	$6.7M	$10.4M	32,588	42,446
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$3.7M	+7,515	$6.5M	$10.2M	22,814	30,329
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$2.8M	+5,071	$7.3M	$10.1M	18,395	23,466
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$120K	+4,241	$10.1M	$10.0M	28,922	33,163
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	ADD	+$438K	+67,584	$9.5M	$10.0M	192,203	259,787
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$1.3M	+7,990	$8.4M	$9.7M	36,568	44,558
position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `cusip6:92206C` VNG RUS1000GRW	ADD	+$9.4M	+86,226	$248K	$9.7M	2,034	88,260
position key `sid:sec:prov:a6d6cb4ba1ab07c297403f029363dc6b` · issuer key `cusip6:25434V` CORE FIXED INCOM	ADD	+$5.4M	+127,770	$4.1M	$9.4M	95,386	223,156
position key `sid:sec:prov:d9630d732c8106ea2c2292ccbf2714c4` · issuer key `cusip6:003261` BBRG ALL COMD K1	NEW	+$9.0M	+372,088	$0	$9.0M	—	372,088
position key `sid:sec:prov:e26a2da2a8fa447d708bdee3c3b8a7c7` · issuer key `cusip6:25434V` CALIF MUN BD ETF	ADD	+$560K	+12,002	$8.3M	$8.8M	165,328	177,330
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	ADD	+$782K	+7,482	$7.9M	$8.7M	74,150	81,632
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	TRIM	−$995K	−14,122	$9.7M	$8.7M	114,376	100,254
position key `pos:13840` · issuer key `iss:1633` INT-TRM U.S TRES	ADD	+$4.5M	+181,654	$4.2M	$8.7M	166,952	348,606
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$3.3M	+2,969	$5.1M	$8.5M	8,975	11,944
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	+$680K	+3,284	$7.7M	$8.4M	13,492	16,776
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$163K	+3,431	$7.7M	$7.8M	135,085	138,516
position key `sid:sec:prov:42d3b075e1e3cf1fc5578a84c64e757b` · issuer key `cusip6:025072` AVANTIS US SMALL	ADD	+$1.1M	+11,597	$6.7M	$7.8M	113,758	125,355
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$1.1M	+4,242	$6.7M	$7.8M	19,478	23,720
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	TRIM	−$90.3K	−987	$7.6M	$7.5M	36,248	35,261
position key `sid:sec:prov:f25d12eac7693e7339f8a3d88399ae08` · issuer key `cusip6:25434V` INTL HIGH PROFIT	ADD	+$1.3M	+36,521	$6.2M	$7.5M	195,774	232,295
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$896K	−3,125	$8.3M	$7.4M	53,515	50,390
position key `sid:sec:prov:7555a3502d14480cbcdc0e8467fc6393` · issuer key `cusip6:37960A` DEFENSE TECH ETF	NEW	+$7.2M	+101,573	$0	$7.2M	—	101,573
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$1.3M	+4,028	$5.7M	$7.0M	18,578	22,606
position key `pos:13088` · issuer key `iss:1633` US LCAP VA ETF	TRIM	−$288K	−16,585	$7.2M	$7.0M	244,641	228,056
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	−$1.4M	−6,002	$8.2M	$6.8M	68,823	62,821
position key `pos:17056` · issuer key `iss:1012` S&P 100 ETF	TRIM	−$11.1M	−30,720	$17.7M	$6.7M	51,740	21,020
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	+$1.2M	+14,837	$5.4M	$6.6M	30,591	45,428
position key `pos:10164` · issuer key `iss:1000` S&P500 QUALITY	TRIM	−$203K	−2,871	$6.8M	$6.6M	90,619	87,748
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$1.9M	+2,417	$4.6M	$6.5M	5,289	7,706
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$1.8M	+8,061	$4.7M	$6.5M	25,550	33,611
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$5.2K	+4,707	$6.3M	$6.3M	21,296	26,003

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 38

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:efc5a74ead662a589fdaf906b7073edf` · issuer key `cusip6:33740F` FT VEST US EQT	NO CHANGE	−$18.3K	$830K	$812K	15,676	15,676
position key `sid:sec:prov:8792951d2b021f8d632248f11cf9c34c` · issuer key `cusip6:46132X` COM	NO CHANGE	+$10.4K	$481K	$492K	80,050	80,050
position key `sid:sec:prov:2ff3635b66d66eaaa1a1d5cdeb830341` · issuer key `cusip6:27827X` COM	NO CHANGE	+$1.8K	$427K	$429K	43,865	43,865
position key `pos:10509` · issuer key `iss:366` COM	NO CHANGE	+$80.3K	$341K	$421K	3,323	3,323
position key `sid:sec:prov:850f2f7057541e3c545d1f0791da8d89` · issuer key `cusip6:02072Q` CAMBRIA US EQUAL	NO CHANGE	−$15.1K	$408K	$393K	8,036	8,036
position key `sid:sec:prov:f27417dd942d4e00fe6e0f540f864d1d` · issuer key `cusip6:895436` COM	NO CHANGE	−$12.4K	$379K	$366K	11,598	11,598
position key `sid:sec:prov:16e0aa9716a0c65288910b9afd5cf420` · issuer key `cusip6:45409F` NYLI MACKAY MUNI	NO CHANGE	−$3.4K	$350K	$346K	14,614	14,614
position key `sid:sec:prov:155b339528014bd3c5ad66a0771061d4` · issuer key `cusip6:69346N` COM SHS BEN INT	NO CHANGE	+$49.5K	$283K	$333K	15,079	15,079
position key `pos:14799` · issuer key `iss:1981` ITL HIGH DIV FD	NO CHANGE	+$14.5K	$302K	$316K	5,843	5,843
position key `sid:sec:prov:9eec473c9053783c683fbc9e0dcb0662` · issuer key `cusip6:33740U` FT VEST U.S EQT	NO CHANGE	−$5.0K	$308K	$303K	7,962	7,962
position key `sid:sec:prov:79b170b8a5ace3b6ea08e4b3dcbdf6c0` · issuer key `cusip6:87283Q` US EQUITY RESEAR	NO CHANGE	−$12.7K	$289K	$276K	6,754	6,754
position key `sid:sec:prov:2746223139e9f801397eee47e7a0226f` · issuer key `cusip6:33740U` FT VEST UQ EQT	NO CHANGE	−$7.2K	$250K	$243K	4,890	4,890
position key `sid:sec:prov:76ac18d7b20cca99093acbbdb3329dc8` · issuer key `cusip6:025072` US QUALITY GROW	NO CHANGE	−$21.8K	$263K	$241K	2,297	2,297
position key `sid:sec:prov:76a113f97763debac4a028fa78797658` · issuer key `cusip6:33740U` FT VEST US EQT	NO CHANGE	−$5.7K	$238K	$232K	4,607	4,607
position key `sid:sec:prov:84f9c43d04ea9a70faf3f0325ad86e6c` · issuer key `cusip6:921935` US MULTIFACTOR	NO CHANGE	+$6.5K	$224K	$231K	1,489	1,489
position key `sid:sec:prov:689fe9c365569687cf1e13e32787d140` · issuer key `cusip6:33737J` EMERG MKT ALPH	NO CHANGE	+$19.7K	$207K	$227K	7,562	7,562
position key `sid:sec:prov:729825d702a50a42c2b5d53443100fbe` · issuer key `cusip6:67079X` COM SHS	NO CHANGE	+$4.2K	$201K	$205K	19,962	19,962
position key `sid:sec:prov:61e2d4bdf7d10ccd087e59e012a6baab` · issuer key `cusip6:112830` SHS BEN INT	NO CHANGE	−$1.4K	$186K	$184K	14,325	14,325
position key `sid:sec:prov:4f66cde9811c542526d44a84eec30f32` · issuer key `cusip6:46132H` COM	NO CHANGE	−$11.8K	$190K	$178K	17,030	17,030
position key `sid:sec:prov:c783dce4841053fde1bdbd987015eb72` · issuer key `cusip6:46138J` INVSCO 30 CORP	NO CHANGE	−$2.1K	$174K	$172K	10,301	10,301
position key `pos:13853` · issuer key `cusip6:23334J` COM	NO CHANGE	+$436	$166K	$167K	14,545	14,545
position key `pos:16039` · issuer key `iss:686` COM	NO CHANGE	−$57.6K	$222K	$164K	60,000	60,000
position key `sid:sec:prov:ad49d961dbbb64b85040917312c959aa` · issuer key `cusip6:233368` COM	NO CHANGE	+$167	$152K	$152K	16,676	16,676
position key `sid:sec:prov:cfffdf51022f15f3c479af8e9a4c7513` · issuer key `cusip6:39986L` COM	NO CHANGE	−$55.0K	$206K	$151K	137,572	137,572
position key `pos:14060` · issuer key `iss:47` COM CALL	NO CHANGE	+$63.4K	$79.0K	$142K	700	700
position key `sid:sec:prov:dade0ba9bd8f6a75283228b30b12dfd5` · issuer key `cusip6:31423P` COM	NO CHANGE	−$2.3K	$143K	$141K	12,866	12,866
position key `sid:sec:prov:a1bd2f883bff3b6e61837a17f4244274` · issuer key `cusip6:72201J` COM	NO CHANGE	−$11.8K	$145K	$133K	19,347	19,347
position key `sid:sec:prov:9bc2de160a6438af934ba018a550918c` · issuer key `cusip6:14838T` COM NEW	NO CHANGE	−$69.6K	$200K	$131K	221,800	221,800
position key `sid:sec:prov:809be8ac4132e5c14d227bbfe4b1f8d4` · issuer key `cusip6:72200W` COM	NO CHANGE	+$496	$125K	$125K	16,553	16,553
position key `sid:sec:prov:523dc1014a3b4cc1e02fc14451347f9b` · issuer key `cusip6:746729` FRANKLIN SHT TRM	NO CHANGE	−$271	$107K	$107K	10,789	10,789
position key `sid:sec:prov:36d3b7a8aeed7f2fb68109c90e5c88f8` · issuer key `cusip6:15713L` COM	NO CHANGE	−$103K	$205K	$102K	25,922	25,922
position key `sid:sec:prov:90e14bf11c9dade96ba9a0021fefac3d` · issuer key `cusip6:8676EP` COM	NO CHANGE	+$41.1K	$58.3K	$99.4K	15,333	15,333
position key `pos:14060` · issuer key `iss:47` COM PUT	NO CHANGE	+$76.0K	$5.4K	$81.4K	400	400
position key `pos:11173` · issuer key `iss:995` UNIT SER 1 PUT	NO CHANGE	+$56.3K	$1.5K	$57.7K	100	100
position key `pos:11849` · issuer key `iss:104` COM CALL	NO CHANGE	+$30.0K	$215	$30.2K	100	100
position key `sid:sec:prov:8b410e02912252c59aced28e4295987d` · issuer key `cusip6:65345M` COM CL A	NO CHANGE	−$14.9K	$44.7K	$29.8K	21,266	21,266
position key `sid:sec:prov:ac03202a748c5b7126b20c2cb822ba48` · issuer key `cusip6:64121N` COM	NO CHANGE	+$2.1K	$21.0K	$23.0K	16,000	16,000
position key `sid:sec:prov:e694c3278562d404a39ab88d77b64188` · issuer key `cusip6:00507W` COM	NO CHANGE	−$3.6K	$13.6K	$10.0K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 730 issuers · $3.7B disclosed value over 1,142 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$238M	398,130
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$48.4M	246,874
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$27.8M	86,551
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$23.9M	54,710
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$14.7M	56,306
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$6.2M	20,667
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$3.7M	12,726
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$2.4M	27,473
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$2.2M	10,151
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$1.8M	10,039
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$1.0M	3,917
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$936K	4,548
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$734K	2,427

ticker not yet mapped

$372M

934,519

9.9%

—

ISHARES TR

38 positions · 38 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$81.2M	124,298
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$67.1M	675,703
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$20.0M	206,100
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$10.7M	158,781
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$7.5M	35,261
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$6.7M	21,020
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$6.2M	49,619
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$5.1M	11,965
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$4.7M	41,470
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$4.4M	11,860
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$3.5M	24,859
ISHARES TR · EUROPE ETF CUSIP — src ↗	$2.8M	40,685
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$2.6M	12,383
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$2.5M	10,072
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$2.2M	26,993
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$2.0M	18,247
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$1.7M	4,656
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$1.5M	17,157
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.3M	8,671
ISHARES TR · EXPND TEC SC ETF CUSIP — src ↗	$1.1M	9,565
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.1M	11,181
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.0M	3,295
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$973K	2,961
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$825K	14,528
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$709K	5,535
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$681K	7,136
ISHARES TR · GLOBAL ENERG ETF CUSIP — src ↗	$638K	11,078
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$547K	3,524
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$534K	4,510
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$520K	3,570
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$510K	2,810
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$467K	2,463
ISHARES TR · US TRSPRTION CUSIP — src ↗	$393K	5,272
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$389K	3,800
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$343K	3,409
ISHARES TR · CHINA LG-CAP ETF CUSIP — src ↗	$318K	8,846
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$303K	3,035
ISHARES TR · GLOB HLTHCRE ETF CUSIP — src ↗	$244K	2,606

ticker not yet mapped

$245M

1,608,924

6.6%

—

SCHWAB STRATEGIC TR

23 positions · 23 reported rows

Rows Savvy Advisors, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$83.4M	2,863,182
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$20.1M	810,459
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$17.9M	582,054
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$14.1M	551,210
SCHWAB STRATEGIC TR · INT-TRM U.S TRES CUSIP — src ↗	$8.7M	348,606
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$7.0M	228,056
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$5.6M	222,657
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$3.4M	109,142
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$3.1M	117,355
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$3.0M	108,898
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$2.5M	51,063
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$2.5M	84,498
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$1.6M	69,574
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$1.5M	62,784
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$1.2M	35,729
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$771K	16,505
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$577K	15,091
SCHWAB STRATEGIC TR · ULTRA SHORT INCM CUSIP — src ↗	$571K	22,678
SCHWAB STRATEGIC TR · US REIT ETF CUSIP — src ↗	$360K	16,756
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$356K	10,980
SCHWAB STRATEGIC TR · MUN BD ETF CUSIP — src ↗	$311K	12,200
SCHWAB STRATEGIC TR · 1 5YR CORP BD CUSIP — src ↗	$310K	12,539
SCHWAB STRATEGIC TR · HIGH YIELD BD ET CUSIP — src ↗	$209K	8,057

ticker not yet mapped

$179M

6,360,073

4.8%

—

ISHARES TR

11 positions · 11 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$154M	3,343,314
ISHARES TR · FUTURE EXPONENTI CUSIP 46434V381 src ↗	$6.1M	89,543
ISHARES TR · MSCI INTL QUALTY CUSIP 46434V456 src ↗	$4.4M	95,151
ISHARES TR · 0-5YR HI YL CP CUSIP — src ↗	$3.2M	75,370
ISHARES TR · MSCI INTL MOMENT CUSIP 46434V449 src ↗	$2.9M	60,981
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$2.8M	66,436
ISHARES TR · YLD OPTIM BD CUSIP 46434V787 src ↗	$1.3M	59,874
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$745K	10,616
ISHARES TR · U S EQUITY FACTR CUSIP 46434V282 src ↗	$673K	10,194
ISHARES TR · TRS FLT RT BD CUSIP 46434V860 src ↗	$365K	7,219
ISHARES TR · CORE MSCI PAC CUSIP 46434V696 src ↗	$278K	3,640

ticker not yet mapped

$177M

3,822,338

4.7%

—

DIMENSIONAL ETF TRUST

32 positions · 32 reported rows

Rows Savvy Advisors, Inc. reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$37.2M	957,846
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$16.0M	435,710
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$15.5M	320,173
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$12.9M	243,706
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$10.4M	147,005
DIMENSIONAL ETF TRUST · INTL CORE EQUITY CUSIP 25434V799 src ↗	$10.4M	292,937
DIMENSIONAL ETF TRUST · CORE FIXED INCOM CUSIP 25434V872 src ↗	$9.4M	223,156
DIMENSIONAL ETF TRUST · CALIF MUN BD ETF CUSIP 25434V633 src ↗	$8.8M	177,330
DIMENSIONAL ETF TRUST · INTL HIGH PROFIT CUSIP 25434V765 src ↗	$7.5M	232,295
DIMENSIONAL ETF TRUST · INTL CORE EQT MK CUSIP 25434V203 src ↗	$5.8M	149,901
DIMENSIONAL ETF TRUST · SHORT DURATION F CUSIP 25434V864 src ↗	$4.7M	97,554
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$4.6M	65,176
DIMENSIONAL ETF TRUST · US CORE EQT MKT CUSIP 25434V104 src ↗	$3.7M	82,196
DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG CUSIP 25434V302 src ↗	$3.1M	92,520
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$2.8M	81,229
DIMENSIONAL ETF TRUST · US SMALL CAP VAL CUSIP 25434V815 src ↗	$2.7M	76,000
DIMENSIONAL ETF TRUST · EMERGING MKTS CO CUSIP 25434V732 src ↗	$1.8M	52,182
DIMENSIONAL ETF TRUST · GLOBAL REAL EST CUSIP 25434V658 src ↗	$1.5M	54,844
DIMENSIONAL ETF TRUST · ULTRASHORT FIXED CUSIP 25434V591 src ↗	$1.5M	28,600
DIMENSIONAL ETF TRUST · US LARGE CAP VAL CUSIP 25434V666 src ↗	$1.2M	34,881
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$1.2M	19,771
DIMENSIONAL ETF TRUST · US CORE EQUITY 1 CUSIP 25434V625 src ↗	$1.1M	15,899
DIMENSIONAL ETF TRUST · WORLD EQUITY ETF CUSIP 25434V617 src ↗	$1.0M	13,741
DIMENSIONAL ETF TRUST · GLOBAL CR ETF CUSIP 25434V567 src ↗	$717K	13,253
DIMENSIONAL ETF TRUST · INTL SMALL CAP E CUSIP 25434V773 src ↗	$644K	19,128
DIMENSIONAL ETF TRUST · INTL SMALL CAP V CUSIP 25434V781 src ↗	$482K	12,234
DIMENSIONAL ETF TRUST · GLOBAL CORE PLUS CUSIP 25434V583 src ↗	$383K	7,099
DIMENSIONAL ETF TRUST · NATL MUN BD ETF CUSIP 25434V849 src ↗	$359K	7,487
DIMENSIONAL ETF TRUST · INFLATION PROTE CUSIP 25434V856 src ↗	$299K	7,173
DIMENSIONAL ETF TRUST · EMERGING MKTS HI CUSIP 25434V757 src ↗	$299K	8,844
DIMENSIONAL ETF TRUST · EMERGING MKTS VA CUSIP 25434V740 src ↗	$281K	7,864
DIMENSIONAL ETF TRUST · DIMENSIONAL INTE CUSIP 25434V575 src ↗	$223K	4,256

ticker not yet mapped

$169M

3,981,990

4.5%

—

ISHARES TR

22 positions · 22 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$51.7M	464,300
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$40.4M	380,909
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$20.4M	202,570
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$8.7M	81,632
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$3.2M	27,380
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$2.4M	25,915
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$2.2M	38,868
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$1.6M	13,196
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$1.5M	20,388
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$1.5M	28,249
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$1.4M	45,012
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$1.3M	24,854
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$1.3M	16,189
ISHARES TR · US OIL GS EX ETF CUSIP — src ↗	$1.3M	10,230
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$1.2M	10,758
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$1.0M	13,054
ISHARES TR · MBS ETF CUSIP — src ↗	$936K	9,858
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$700K	10,225
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$674K	5,105
ISHARES TR · GLOB INDSTRL ETF CUSIP — src ↗	$593K	3,278
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$302K	1,379
ISHARES TR · INTL DEV RE ETF CUSIP — src ↗	$229K	10,241

ticker not yet mapped

$145M

1,443,590

3.9%

—

ISHARES TR

9 positions · 10 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · MSCI INTL VLU FT CUSIP 46435G409 src ↗	$88.9M	2,239,680
ISHARES TR · CORE INTL AGGR CUSIP 46435G672 src ↗	$27.3M	545,755
ISHARES TR · HIGH YLD SYSTM B CUSIP 46435G250 src ↗	$17.4M	373,840
ISHARES TR · CONV BD ETF CUSIP 46435G102 src ↗	$4.1M	40,067
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$2.4M	28,342
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$893K	6,315
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$810K	8,472
ISHARES TR · ESG AWRE USD ETF CUSIP 46435G193 src ↗	$590K	25,496
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$276K	8,685
ISHARES TR · RUSEL 2500 ETF CUSIP 46435G268 src ↗	$214K	2,799

ticker not yet mapped

$143M

3,279,451

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$135M	771,911
NVIDIA CORPORATION · COM · PUT CUSIP — src ↗	$174K	1,000

$135M

772,911

3.6%

—

J P MORGAN EXCHANGE TRADED F

7 positions · 7 reported rows

Rows Savvy Advisors, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · US QUALTY FCTR CUSIP 46641Q761 src ↗	$81.2M	1,323,874
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$4.9M	95,559
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$3.9M	83,978
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$905K	15,962
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$859K	17,182
J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF CUSIP 46641Q670 src ↗	$314K	6,662
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$210K	4,154

ticker not yet mapped

$92.2M

1,547,371

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$78.2M

307,951

2.1%

—

AMERICAN CENTY ETF TR

10 positions · 10 reported rows

Rows Savvy Advisors, Inc. reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$36.5M	330,824
AMERICAN CENTY ETF TR · AVANTIS US SMALL CUSIP 025072323 src ↗	$7.8M	125,355
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$5.3M	65,869
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$3.3M	39,154
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$2.8M	28,463
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$2.8M	25,047
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$1.0M	12,987
AMERICAN CENTY ETF TR · DIVERSIFIED MU CUSIP 025072505 src ↗	$374K	7,463
AMERICAN CENTY ETF TR · AVANTIS ALL EQT CUSIP 025072232 src ↗	$372K	4,227
AMERICAN CENTY ETF TR · US QUALITY GROW CUSIP 025072307 src ↗	$241K	2,297

ticker not yet mapped

$60.6M

641,686

1.6%

—

ISHARES TR

5 positions · 5 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$27.8M	115,983
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$16.3M	180,314
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$8.7M	100,254
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$6.3M	32,705
ISHARES TR · MSCI USA VALUE CUSIP 46432F388 src ↗	$1.2M	8,182

ticker not yet mapped

$60.3M

437,438

1.6%

—

SELECT SECTOR SPDR TR

9 positions · 9 reported rows

Rows Savvy Advisors, Inc. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$36.5M	274,877
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$7.4M	50,390
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$6.8M	62,821
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$3.6M	43,458
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.4M	23,108
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$531K	3,286
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$506K	10,246
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$481K	10,472
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$358K	3,233

ticker not yet mapped

$57.6M

481,891

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$28.4M	98,641
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$27.9M	97,095

$56.2M

195,736

1.5%

—

SPDR INDEX SHS FDS

6 positions · 6 reported rows

Rows Savvy Advisors, Inc. reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$49.0M	1,043,960
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$3.0M	66,780
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X152 src ↗	$2.2M	25,924
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X533 src ↗	$998K	25,289
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X202 src ↗	$674K	10,849
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X541 src ↗	$267K	3,575

ticker not yet mapped

$56.1M

1,176,377

1.5%

—

SPINNAKER ETF SERIES

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for SPINNAKER ETF SERIES, as it reported them
SPINNAKER ETF SERIES · UVA UNCONSTRAIND CUSIP 84858T202 src ↗	$48.5M	2,219,956
SPINNAKER ETF SERIES · SELECT STOXX EUR CUSIP 84858T772 src ↗	$2.7M	66,953

ticker not yet mapped

$51.3M

2,286,909

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$48.7M

131,552

1.3%

—

VANGUARD BD INDEX FDS

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$34.6M	440,801
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$4.8M	62,043
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$4.6M	61,904
VANGUARD BD INDEX FDS · LONG TERM BOND CUSIP 921937793 src ↗	$959K	13,946

ticker not yet mapped

$44.9M

578,694

1.2%

—

VANGUARD SCOTTSDALE FDS

10 positions · 10 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$21.6M	460,840
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$9.7M	88,260
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$4.7M	59,644
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$3.7M	62,636
VANGUARD SCOTTSDALE FDS · LONG TERM TREAS CUSIP 92206C847 src ↗	$1.6M	28,134
VANGUARD SCOTTSDALE FDS · TOTAL CORP BND CUSIP 92206C573 src ↗	$804K	10,464
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$637K	7,702
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$552K	5,508
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$261K	2,783
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$260K	4,366

ticker not yet mapped

$43.8M

730,337

1.2%

—

SPDR SERIES TRUST

16 positions · 16 reported rows

Rows Savvy Advisors, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$11.7M	152,215
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$7.8M	138,516
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$5.6M	226,270
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$4.6M	47,404
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.9M	20,166
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.5M	26,633
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.0M	20,736
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.1M	38,773
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$563K	9,509
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$517K	5,652
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$434K	1,710
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$359K	10,697
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$340K	3,147
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$325K	12,363
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$282K	3,563
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$262K	10,243

ticker not yet mapped

$41.4M

727,597

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$35.2M

169,061

0.9%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$34.1M

532,225

0.9%

—

FIRST BUSEY CORP · COM NEW CUSIP 319383204
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$32.7M

1,294,378

0.9%

—

INVESCO EXCHANGE TRADED FD T

6 positions · 6 reported rows

Rows Savvy Advisors, Inc. reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$16.9M	87,974
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$6.6M	87,748
INVESCO EXCHANGE TRADED FD T · S&P MDCP MOMNTUM CUSIP — src ↗	$2.4M	16,648
INVESCO EXCHANGE TRADED FD T · AEROSPACE DEFN CUSIP — src ↗	$692K	4,175
INVESCO EXCHANGE TRADED FD T · S&P500 EQL TEC CUSIP — src ↗	$527K	11,650
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$201K	4,230

ticker not yet mapped

$27.3M

212,425

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$27.2M

187,998

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

3 positions · 3 reported rows

Rows Savvy Advisors, Inc. reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$19.7M	30,234
STATE STR SPDR S&P 500 ETF T · TR UNIT · PUT CUSIP — src ↗	$4.4M	6,700
STATE STR SPDR S&P 500 ETF T · TR UNIT · CALL CUSIP — src ↗	$2.3M	3,600

$26.4M

40,534

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AST SPACEMOBILE INC

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for AST SPACEMOBILE INC, as it reported them
AST SPACEMOBILE INC · COM CL A CUSIP — src ↗	$22.4M	270,852
AST SPACEMOBILE INC · COM CL A · CALL CUSIP — src ↗	$1.7M	20,000

$24.1M

290,852

0.6%

—

RBB FD INC

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for RBB FD INC, as it reported them
RBB FD INC · F/M US TREASURY CUSIP — src ↗	$23.6M	472,758
RBB FD INC · US TRSRY 6 MNTH CUSIP 74933W460 src ↗	$208K	4,166

ticker not yet mapped

$23.8M

476,924

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.6M

69,742

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$21.1M

43,988

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for INVESCO QQQ TR, as it reported them
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$20.8M	35,991
INVESCO QQQ TR · UNIT SER 1 · PUT CUSIP — src ↗	$57.7K	100

$20.8M

36,091

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$20.7M

234,338

0.6%

—

VANGUARD INTL EQUITY INDEX F

6 positions · 6 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$14.3M	264,541
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$2.4M	16,153
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.9M	25,834
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$1.4M	10,386
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$334K	7,513
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$245K	2,504

ticker not yet mapped

$20.6M

326,931

0.6%

—

VANGUARD WORLD FD

6 positions · 6 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$18.3M	26,294
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$477K	2,405
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$427K	1,569
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$366K	1,019
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$268K	1,490
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$243K	1,406

ticker not yet mapped

$20.1M

34,183

0.5%

—

SPDR SERIES TRUST

8 positions · 8 reported rows

Rows Savvy Advisors, Inc. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$6.1M	66,407
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R721 src ↗	$5.2M	113,974
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R770 src ↗	$3.7M	30,747
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R531 src ↗	$1.6M	25,524
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R648 src ↗	$1.3M	22,365
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 src ↗	$1.0M	21,384
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$543K	11,242
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R788 src ↗	$505K	11,084

ticker not yet mapped

$19.9M

302,727

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.7M

60,145

0.5%

—

GLOBAL X FDS

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · U S ELECTRIFICAT CUSIP 37960A370 src ↗	$10.5M	325,094
GLOBAL X FDS · DEFENSE TECH ETF CUSIP 37960A529 src ↗	$7.2M	101,573

ticker not yet mapped

$17.7M

426,667

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$17.2M

30,128

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.6M

18,062

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$16.0M

42,936

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$15.9M

93,522

0.4%

—

ETFS GOLD TR · PHYSCL GOLD SHS CUSIP 00326A104
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$15.6M

348,804

0.4%

—

J P MORGAN EXCHANGE TRADED F

5 positions · 5 reported rows

Rows Savvy Advisors, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF CUSIP 46654Q716 src ↗	$11.6M	215,546
J P MORGAN EXCHANGE TRADED F · JPMORGAM LTD DUR CUSIP 46654Q773 src ↗	$2.0M	37,880
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$880K	15,845
J P MORGAN EXCHANGE TRADED F · HEDGED EQUITY LA CUSIP 46654Q724 src ↗	$435K	6,813
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$341K	4,039

ticker not yet mapped

$15.2M

280,123

0.4%

—

ISHARES TR

6 positions · 6 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$11.3M	111,938
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$797K	34,770
ISHARES TR · ESG MSCI USA ETF CUSIP 46436E767 src ↗	$693K	12,558
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$689K	30,729
ISHARES TR · IBONDS 28 TRM TS CUSIP 46436E833 src ↗	$385K	17,300
ISHARES TR · ESG EAFE ETF CUSIP 46436E759 src ↗	$292K	3,866

ticker not yet mapped

$14.1M

211,161

0.4%

—

COLUMBIA ETF TR II · EM CORE EX ETF CUSIP 19762B202
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$13.8M

339,118

0.4%

—

ISHARES INC

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$6.0M	86,228
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$4.8M	60,875
ISHARES INC · MSCI GBL ETF NEW CUSIP — src ↗	$1.5M	25,708
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$1.4M	31,638

ticker not yet mapped

$13.7M

204,449

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$13.6M

109,744

0.4%

—

FIDELITY COVINGTON TRUST

14 positions · 14 reported rows

Rows Savvy Advisors, Inc. reported for FIDELITY COVINGTON TRUST, as it reported them
FIDELITY COVINGTON TRUST · HIGH DIVID ETF CUSIP 316092840 src ↗	$2.9M	52,922
FIDELITY COVINGTON TRUST · MSCI INFO TECH I CUSIP 316092808 src ↗	$2.0M	9,610
FIDELITY COVINGTON TRUST · ENHANCED LARGE CUSIP 316092113 src ↗	$1.8M	49,911
FIDELITY COVINGTON TRUST · MSCI RL EST ETF CUSIP 316092857 src ↗	$1.5M	54,837
FIDELITY COVINGTON TRUST · BLUE CHIP GRWTH CUSIP 316092352 src ↗	$1.0M	20,112
FIDELITY COVINGTON TRUST · QLTY FCTOR ETF CUSIP 316092790 src ↗	$789K	10,867
FIDELITY COVINGTON TRUST · BLUE CHIP VALUE CUSIP 316092345 src ↗	$697K	19,385
FIDELITY COVINGTON TRUST · LOW VOLITY ETF CUSIP 316092824 src ↗	$456K	7,061
FIDELITY COVINGTON TRUST · MSCI HLTH CARE I CUSIP 316092600 src ↗	$337K	4,793
FIDELITY COVINGTON TRUST · CRYPTO IND & DIG CUSIP 316092196 src ↗	$328K	10,021
FIDELITY COVINGTON TRUST · MSCI COMMNTN SVC CUSIP 316092873 src ↗	$283K	4,153
FIDELITY COVINGTON TRUST · EMERG MKTS MLTFT CUSIP 316092543 src ↗	$227K	7,203
FIDELITY COVINGTON TRUST · SML MID MLTFCT CUSIP 316092527 src ↗	$225K	5,035
FIDELITY COVINGTON TRUST · FIDELITY US MLTF CUSIP 316092378 src ↗	$221K	6,006

ticker not yet mapped

$12.8M

261,916

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.1M

12,156

0.3%

—

DOUBLELINE ETF TRUST

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for DOUBLELINE ETF TRUST, as it reported them
DOUBLELINE ETF TRUST · MORTGAGE ETF CUSIP 25861R402 src ↗	$11.4M	231,819
DOUBLELINE ETF TRUST · ASSET BACKED SEC CUSIP 25861R808 src ↗	$261K	5,148

ticker not yet mapped

$11.7M

236,967

0.3%

—

EA SERIES TRUST

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for EA SERIES TRUST, as it reported them
EA SERIES TRUST · INTL QUAN VALUE CUSIP 02072L201 src ↗	$4.2M	122,506
EA SERIES TRUST · US QUAN MOMENTUM CUSIP 02072L409 src ↗	$2.8M	40,773
EA SERIES TRUST · SPARKLINE INTANG CUSIP 02072L771 src ↗	$2.5M	69,748
EA SERIES TRUST · ALPHA ARCH 1-3 CUSIP 02072L565 src ↗	$1.6M	13,419

ticker not yet mapped

$11.0M

246,446

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.5M

50,771

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.4M

42,446

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.2M

30,329

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.1M

23,466

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.0M

33,163

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$10.0M

259,787

0.3%

—

ETF SER SOLUTIONS

5 positions · 5 reported rows

Rows Savvy Advisors, Inc. reported for ETF SER SOLUTIONS, as it reported them
ETF SER SOLUTIONS · APTUS COLLRD INV CUSIP 26922A222 src ↗	$4.5M	107,769
ETF SER SOLUTIONS · OPUS SML CP VL CUSIP 26922A446 src ↗	$2.0M	49,694
ETF SER SOLUTIONS · APTUS DEFINED CUSIP — src ↗	$1.8M	66,051
ETF SER SOLUTIONS · APTUS DRAWDOWN CUSIP 26922A784 src ↗	$1.1M	23,121
ETF SER SOLUTIONS · DEFIANCE QUANTUM CUSIP 26922A420 src ↗	$288K	2,688

ticker not yet mapped

$9.7M

249,323

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$9.7M

44,558

0.3%

—

VANGUARD MALVERN FDS

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD MALVERN FDS, as it reported them
VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805 src ↗	$4.6M	91,285
VANGUARD MALVERN FDS · CORE BD ETF CUSIP 922020748 src ↗	$4.5M	58,079

ticker not yet mapped

$9.1M

149,364

0.2%

—

ABRDN ETFS · BBRG ALL COMD K1 CUSIP 003261104
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$9.0M

372,088

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.5M

11,944

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$8.4M

16,776

0.2%

—

CAMBRIA ETF TR

3 positions · 3 reported rows

Rows Savvy Advisors, Inc. reported for CAMBRIA ETF TR, as it reported them
CAMBRIA ETF TR · CAMBRIA FGN SHR CUSIP 132061300 src ↗	$3.6M	96,509
CAMBRIA ETF TR · SHSHLD YIELD ETF CUSIP 132061201 src ↗	$2.9M	38,197
CAMBRIA ETF TR · EMRG SHAREHLDR CUSIP 132061706 src ↗	$1.5M	35,445

ticker not yet mapped

$8.0M

170,151

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.8M

23,720

0.2%

—

VANGUARD WHITEHALL FDS

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$4.3M	29,030
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$1.9M	21,029
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$734K	7,791
VANGUARD WHITEHALL FDS · EM MK GOV BD ETF CUSIP 921946885 src ↗	$362K	5,514

ticker not yet mapped

$7.3M

63,364

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$7.0M

22,606

0.2%

—

VANECK ETF TRUST

5 positions · 5 reported rows

Rows Savvy Advisors, Inc. reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · MRNGSTR WDE MOAT CUSIP 92189F643 src ↗	$2.5M	25,815
VANECK ETF TRUST · FALLEN ANGEL HG CUSIP 92189F437 src ↗	$2.4M	83,493
VANECK ETF TRUST · URANIUM AND NUCL CUSIP 92189F601 src ↗	$1.4M	10,630
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$343K	3,733
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$257K	672

ticker not yet mapped

$6.9M

124,343

0.2%

—

DBX ETF TR

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for DBX ETF TR, as it reported them
DBX ETF TR · XTRACK MSCI EAFE CUSIP 233051200 src ↗	$5.0M	101,659
DBX ETF TR · XTRACKRS S&P 500 CUSIP 233051143 src ↗	$1.6M	27,527

ticker not yet mapped

$6.7M

129,186

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.6M

45,428

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

7,706

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.5M

33,611

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

26,003

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$6.3M

124,634

0.2%

—

VANGUARD WORLD FD

5 positions · 5 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$3.5M	9,636
VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733 src ↗	$996K	8,872
VANGUARD WORLD FD · MEGA CAP INDEX CUSIP 921910873 src ↗	$677K	2,864
VANGUARD WORLD FD · MEGA CAP VAL ETF CUSIP 921910840 src ↗	$568K	3,916
VANGUARD WORLD FD · ESG INTL STK ETF CUSIP 921910725 src ↗	$461K	6,434

ticker not yet mapped

$6.2M

31,722

0.2%

—

PACER FDS TR

6 positions · 6 reported rows

Rows Savvy Advisors, Inc. reported for PACER FDS TR, as it reported them
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$2.4M	38,425
PACER FDS TR · US LRG CP CASH CUSIP 69374H360 src ↗	$1.9M	57,384
PACER FDS TR · GLOBL CASH ETF CUSIP 69374H709 src ↗	$731K	15,811
PACER FDS TR · US SMALL CAP CAS CUSIP 69374H857 src ↗	$518K	11,551
PACER FDS TR · US CHS CWS GWT CUSIP 69374H667 src ↗	$375K	6,942
PACER FDS TR · DEVELOPED MRKT CUSIP 69374H873 src ↗	$206K	4,843

ticker not yet mapped

$6.2M

134,956

0.2%

—

FIRST TR EXCHNG TRADED FD VI

12 positions · 12 reported rows

Rows Savvy Advisors, Inc. reported for FIRST TR EXCHNG TRADED FD VI, as it reported them
FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT CUSIP 33740F441 src ↗	$1.2M	30,125
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F862 src ↗	$812K	15,676
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F623 src ↗	$709K	14,064
FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP — src ↗	$706K	20,908
FIRST TR EXCHNG TRADED FD VI · SMITH OPPORT FXD CUSIP 33740F805 src ↗	$488K	11,196
FIRST TR EXCHNG TRADED FD VI · SMITH UNCONSTRAI CUSIP 33740F888 src ↗	$420K	16,943
FIRST TR EXCHNG TRADED FD VI · FT VEST NAS CUSIP 33740F649 src ↗	$400K	12,703
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F664 src ↗	$326K	6,831
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F847 src ↗	$288K	5,396
FIRST TR EXCHNG TRADED FD VI · FT VEST NASDAQ CUSIP 33740F128 src ↗	$262K	11,828
FIRST TR EXCHNG TRADED FD VI · FT VEST US EQT CUSIP 33740F722 src ↗	$238K	4,219
FIRST TR EXCHNG TRADED FD VI · VEST NASDAQ-100 CUSIP 33740F193 src ↗	$214K	9,227

ticker not yet mapped

$6.1M

159,116

0.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · LONG TERM MUNI CUSIP 46438G448 src ↗	$5.3M	106,898
ISHARES TR · TOP 20 U S STOCK CUSIP 46438G570 src ↗	$651K	22,746

ticker not yet mapped

$6.0M

129,644

0.2%

—

SPROTT FDS TR

3 positions · 3 reported rows

Rows Savvy Advisors, Inc. reported for SPROTT FDS TR, as it reported them
SPROTT FDS TR · URANIUM MINERS E CUSIP — src ↗	$3.1M	48,321
SPROTT FDS TR · SPROTT CRITICAL CUSIP 85208P402 src ↗	$2.7M	80,194
SPROTT FDS TR · ACTIVE GOLD & SI CUSIP 85208P865 src ↗	$209K	4,610

ticker not yet mapped

$5.9M

133,125

0.2%

—

VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF CUSIP 92203J407
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$5.9M

122,817

0.2%

—

VANGUARD ADMIRAL FDS INC

3 positions · 3 reported rows

Rows Savvy Advisors, Inc. reported for VANGUARD ADMIRAL FDS INC, as it reported them
VANGUARD ADMIRAL FDS INC · MIDCP 400 IDX CUSIP 921932885 src ↗	$4.8M	41,979
VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD CUSIP 921932703 src ↗	$571K	2,800
VANGUARD ADMIRAL FDS INC · 500 GRTH IDX F CUSIP 921932505 src ↗	$402K	986

ticker not yet mapped

$5.8M

45,765

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.7M

59,694

0.2%

—

WISDOMTREE TR

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · HEDGED HI YLD BD CUSIP — src ↗	$3.5M	160,497
WISDOMTREE TR · US LARGECAP DIVD CUSIP — src ↗	$1.4M	15,490
WISDOMTREE TR · US SMALLCAP FUND CUSIP — src ↗	$361K	6,213
WISDOMTREE TR · ITL HIGH DIV FD CUSIP — src ↗	$316K	5,843

ticker not yet mapped

$5.6M

188,043

0.1%

—

SSGA ACTIVE TR

2 positions · 2 reported rows

Rows Savvy Advisors, Inc. reported for SSGA ACTIVE TR, as it reported them
SSGA ACTIVE TR · SST BRIDGEWATER CUSIP 78470P630 src ↗	$4.3M	147,834
SSGA ACTIVE TR · STATE STREET BLA CUSIP 78470P846 src ↗	$1.3M	44,938

ticker not yet mapped

$5.5M

192,772

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.5M

33,226

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.4M

19,157

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.4M

69,753

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$5.3M

32,930

0.1%

—

BLACKROCK ETF TRUST

7 positions · 7 reported rows

Rows Savvy Advisors, Inc. reported for BLACKROCK ETF TRUST, as it reported them
BLACKROCK ETF TRUST · ISHARES US EQUIT CUSIP — src ↗	$1.7M	29,082
BLACKROCK ETF TRUST · ISHARES US CARBO CUSIP — src ↗	$1.2M	17,307
BLACKROCK ETF TRUST · ISHARES A I INNO CUSIP — src ↗	$715K	21,709
BLACKROCK ETF TRUST · ISHARES US THEMA CUSIP — src ↗	$583K	16,095
BLACKROCK ETF TRUST · ISHARES INTL CTR CUSIP — src ↗	$438K	13,627
BLACKROCK ETF TRUST · ISHARES DEFENSE CUSIP — src ↗	$314K	9,595
BLACKROCK ETF TRUST · ISHARES LARGE CA CUSIP — src ↗	$294K	7,149

ticker not yet mapped

$5.2M

114,564

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC

3 positions · 3 reported rows

Rows Savvy Advisors, Inc. reported for ADVANCED MICRO DEVICES INC, as it reported them
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$5.0M	24,415
ADVANCED MICRO DEVICES INC · COM · CALL CUSIP — src ↗	$142K	700
ADVANCED MICRO DEVICES INC · COM · PUT CUSIP — src ↗	$81.4K	400

$5.2M

25,515

0.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$2.6M	27,995
ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747 src ↗	$986K	9,530
ISHARES TR · MSCI EAFE MIN VL CUSIP 46429B689 src ↗	$776K	8,494
ISHARES TR · US TREAS BD ETF CUSIP 46429B267 src ↗	$709K	30,946

ticker not yet mapped

$5.1M

76,965

0.1%

—

INVESCO EXCH TRADED FD TR II

5 positions · 5 reported rows

Rows Savvy Advisors, Inc. reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP — src ↗	$2.7M	11,156
INVESCO EXCH TRADED FD TR II · TAXABLE MUN BD CUSIP 46138G805 src ↗	$862K	31,965
INVESCO EXCH TRADED FD TR II · S&P ULTRA DIVIDE CUSIP 46138G656 src ↗	$813K	14,606
INVESCO EXCH TRADED FD TR II · SR LN ETF CUSIP 46138G508 src ↗	$489K	23,972
INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE CUSIP 46138G698 src ↗	$218K	1,898

ticker not yet mapped

$5.0M

83,597

0.1%

—

PIMCO ETF TR

4 positions · 4 reported rows

Rows Savvy Advisors, Inc. reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$2.4M	90,514
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$1.3M	12,519
PIMCO ETF TR · INV GRD CRP BD CUSIP 72201R817 src ↗	$1.1M	11,760
PIMCO ETF TR · 0-5 HIGH YIELD CUSIP 72201R783 src ↗	$216K	2,319

ticker not yet mapped

$5.0M

117,112

0.1%

—

GLOBAL X FDS

10 positions · 10 reported rows

Rows Savvy Advisors, Inc. reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · ARTIFICIAL ETF CUSIP 37954Y632 src ↗	$978K	20,959
GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871 src ↗	$641K	13,244
GLOBAL X FDS · GLB X MLP ENRG I CUSIP 37954Y293 src ↗	$539K	7,292
GLOBAL X FDS · DATA CTR & DIGIT CUSIP 37954Y236 src ↗	$534K	22,276
GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673 src ↗	$474K	9,330
GLOBAL X FDS · RBTCS ARTFL INTE CUSIP 37954Y715 src ↗	$469K	14,104
GLOBAL X FDS · US PFD ETF CUSIP 37954Y657 src ↗	$387K	21,037
GLOBAL X FDS · ADAPTIVE US CUSIP 37954Y574 src ↗	$344K	7,121
GLOBAL X FDS · LITHIUM BTRY ETF CUSIP 37954Y855 src ↗	$255K	3,427
GLOBAL X FDS · NASDAQ 100 COVER CUSIP 37954Y483 src ↗	$190K	11,067

ticker not yet mapped

$4.8M

129,857

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.7M

7,778

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.6M

94,842

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROSPERITY BANCSHARES INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.6M

68,687

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.6M

29,420

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.6M

12,746

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$4.5M

59,168

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 43.4%below median 80.0%
Concentration index: 128 bpsbelow median 446 bps
Positions with value: 1142 / 1142median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 43.4% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 128 · QoQ moves: 1,224

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Savvy Advisors, Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).