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Sax Wealth Advisors

Latest statistics and disclosures from Sax Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, DFAC, QUAL, DFAT, QQQM, and represent 43.19% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$112M), IJH (+$40M), QQQM (+$29M), QUAL (+$26M), DFCF (+$14M), DFAS (+$11M), DFAT (+$10M), DFSD (+$7.0M), DFAI (+$5.1M), DUHP.
Started 26 new stock positions in VGIT, TSM, VXUS, HYDB, RJF, AIVL, FBND, EFIV, EMNT, CL.
Reduced shares in these 10 stocks: AVUS (-$18M), AAPL (-$8.9M), AVDE (-$7.9M), AVUV (-$5.8M), DFAC (-$5.1M), QQQ, BRK.B, AMZN, DFAE, AVEM.
Sold out of its positions in ABT, ADBE, AMZN, AVGE, AVLV, AVEM, AVDE, AVUV, AVUS, AXP.
Sax Wealth Advisors was a net buyer of stock by $227M.
Sax Wealth Advisors has $856M in assets under management (AUM), dropping by 39.68%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 190 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Etf (DFUS)	18.3	$157M	+248%	2.7M	56.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.0	$60M	-7%	1.9M	31.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.6	$57M	+81%	346k	164.35	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.7	$49M	+26%	895k	54.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.5	$48M	+161%	260k	182.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.4	$46M	+678%	761k	60.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.1	$36M	+62%	845k	41.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.0	$35M	+9%	847k	40.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.5	$30M	+61%	475k	62.34	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.9	$25M	+23%	795k	31.61	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$18M	+63%	386k	47.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$17M	+43%	562k	30.22	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.0	$17M	+12%	625k	26.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$16M	+5%	135k	115.30	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$14M	+46%	377k	36.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$13M	-2%	120k	110.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$11M	+2%	21k	523.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$10M	+37%	284k	36.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$8.6M	-6%	83k	102.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$8.3M	+4%	16k	525.74	View chart
Microsoft Corporation (MSFT)	0.9	$8.0M		19k	420.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$6.2M		38k	162.86	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$5.5M	+39%	184k	29.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.9M	+15%	19k	259.90	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$4.8M	-2%	25k	187.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$4.3M	+43%	8.9k	480.71	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$3.9M	+5%	77k	51.06	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.5	$3.9M	+17%	157k	24.81	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$3.9M	+33%	162k	23.85	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$3.7M	-6%	164k	22.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$3.6M		19k	186.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$3.2M	-5%	39k	83.58	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$3.1M		10k	300.09	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$3.1M	-15%	78k	39.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$3.0M	-32%	120k	24.72	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$2.9M	+4%	163k	17.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.8M	+10%	16k	182.61	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$2.8M	+5%	111k	25.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.8M		8.2k	337.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.6M	+7%	13k	208.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$2.6M	NEW	56k	45.31	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$2.5M	+20%	105k	23.80	View chart
Johnson & Johnson (JNJ)	0.3	$2.5M		16k	158.19	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.5M	+143%	51k	48.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$2.3M		43k	54.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.2M	+57%	14k	152.27	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$2.0M		78k	25.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.0M		23k	86.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.9M		26k	74.22	View chart
NVIDIA Corporation (NVDA)	0.2	$1.8M	+48%	2.0k	903.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.7M		4.9k	344.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.7M	-28%	22k	77.31	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M	+43%	16k	107.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.6M	+2%	6.3k	249.85	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.6M	-3%	14k	116.24	View chart
Meta Platforms Cl A (META)	0.2	$1.5M	-3%	3.1k	485.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.5M	-12%	45k	32.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.3M	+12%	14k	94.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.3M		12k	114.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		7.0k	179.10	View chart
Chevron Corporation (CVX)	0.1	$1.3M	+133%	8.0k	157.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M	+8%	25k	50.17	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	+39%	6.1k	200.29	View chart
Ishares Tr Exponential Tech (XT)	0.1	$1.2M	+21%	20k	59.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.2M	-43%	12k	97.94	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.2M		11k	103.01	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.2M		28k	40.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.2M	-3%	9.3k	123.18	View chart
Coupang Cl A (CPNG)	0.1	$1.1M	+6%	64k	17.79	View chart
McDonald's Corporation (MCD)	0.1	$1.1M		3.9k	281.96	View chart
Walt Disney Company (DIS)	0.1	$1.0M	+4%	8.3k	122.36	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.0M		9.1k	110.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$936k		12k	75.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$927k	+2%	18k	50.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$915k	-2%	14k	63.33	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$886k	NEW	15k	58.85	View chart
Abbvie (ABBV)	0.1	$885k	+4%	4.9k	182.09	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$874k	-4%	35k	25.06	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$859k		20k	42.12	View chart
Metropcs Communications (TMUS)	0.1	$837k		5.1k	163.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$837k	+5%	7.6k	110.50	View chart
Vanguard World Utilities Etf (VPU)	0.1	$832k	+10%	5.8k	142.59	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$818k		5.1k	158.81	View chart
Netflix (NFLX)	0.1	$802k		1.3k	607.33	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$798k	NEW	16k	50.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$781k		5.9k	131.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$748k	+7%	5.0k	150.93	View chart
Bristol Myers Squibb (BMY)	0.1	$743k		14k	54.23	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$734k	+9%	11k	67.86	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$732k	-22%	20k	36.59	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$729k	+173%	27k	27.19	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$724k		25k	28.55	View chart
Procter & Gamble Company (PG)	0.1	$721k	+17%	4.4k	162.24	View chart
International Business Machines (IBM)	0.1	$717k		3.8k	190.94	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$717k		6.6k	109.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$714k		1.8k	397.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$699k		8.8k	79.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$688k	-26%	17k	41.77	View chart
Pepsi (PEP)	0.1	$674k	+5%	3.9k	175.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$641k	+73%	7.1k	89.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$623k		2.7k	228.59	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$609k	-10%	10k	60.36	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$606k		29k	21.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$599k	+5%	7.4k	80.63	View chart
Merck & Co (MRK)	0.1	$591k	-3%	4.5k	131.94	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$567k	+130%	1.9k	304.74	View chart
Public Service Enterprise (PEG)	0.1	$546k	-8%	8.2k	66.78	View chart
Home Depot (HD)	0.1	$540k	-8%	1.4k	383.70	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$527k		5.9k	89.20	View chart
Philip Morris International (PM)	0.1	$525k		5.7k	91.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$515k	NEW	8.8k	58.55	View chart
At&t (T)	0.1	$515k	-11%	29k	17.60	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$512k	+3%	19k	26.75	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$509k	+112%	8.7k	58.65	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$506k	NEW	20k	24.90	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$500k	-2%	6.5k	76.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$488k		5.8k	84.44	View chart
Marathon Petroleum Corp (MPC)	0.1	$487k	-15%	2.4k	201.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$484k	-2%	5.9k	81.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$473k	-24%	5.9k	80.51	View chart
Intel Corporation (INTC)	0.1	$473k		11k	44.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$469k	+59%	2.4k	191.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$469k		6.8k	68.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$462k		1.9k	239.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$433k		3.6k	120.98	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$424k	-6%	17k	24.82	View chart
Aramark Hldgs (ARMK)	0.0	$421k		13k	32.52	View chart
Verizon Communications (VZ)	0.0	$419k	-8%	10k	41.96	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$414k	+2%	10k	40.27	View chart
Wal-Mart Stores (WMT)	0.0	$412k	NEW	6.9k	60.17	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$396k	NEW	8.5k	46.72	View chart
Fiserv (FI)	0.0	$388k	+5%	2.4k	159.85	View chart
Eaton Corp SHS (ETN)	0.0	$384k		1.2k	312.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$379k	-5%	9.2k	41.08	View chart
Costco Wholesale Corporation (COST)	0.0	$375k	+9%	512.00	732.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$374k	-19%	5.0k	75.40	View chart
Broadcom (AVGO)	0.0	$357k		269.00	1326.90	View chart
Tesla Motors (TSLA)	0.0	$350k	+5%	2.0k	175.76	View chart
Nucor Corporation (NUE)	0.0	$336k		1.7k	197.90	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$332k	NEW	5.6k	59.24	View chart
Lam Research Corporation (LRCX)	0.0	$329k		339.00	971.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$327k	+6%	3.1k	103.78	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$320k	NEW	5.6k	57.47	View chart
Servicenow (NOW)	0.0	$319k		419.00	762.40	View chart
Cisco Systems (CSCO)	0.0	$311k	+6%	6.2k	49.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$306k	-3%	3.6k	84.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$302k		1.4k	210.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$300k	-14%	1.2k	260.64	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$295k	+4%	4.0k	73.46	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$295k		8.5k	34.74	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$284k	NEW	2.9k	98.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$279k		972.00	286.76	View chart
Packaging Corporation of America (PKG)	0.0	$274k		1.4k	189.78	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$273k	NEW	3.3k	81.67	View chart
Altria (MO)	0.0	$273k	-9%	6.2k	43.62	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$268k		5.0k	53.34	View chart
Ishares Tr Esg Aware Aggrsv (EAOA)	0.0	$266k	+2%	7.8k	34.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$264k	-61%	3.4k	76.66	View chart
Shell Spon Ads (SHEL)	0.0	$263k		3.9k	67.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$251k	NEW	1.8k	136.05	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$248k	-64%	12k	21.01	View chart
Enterprise Products Partners (EPD)	0.0	$247k	NEW	8.5k	29.18	View chart
Valley National Ban (VLY)	0.0	$244k	+17%	31k	7.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$243k		6.8k	35.80	View chart
Caterpillar (CAT)	0.0	$238k	NEW	650.00	366.43	View chart
Frontier Communications Pare (FYBR)	0.0	$237k		9.7k	24.50	View chart
Palo Alto Networks (PANW)	0.0	$237k	-28%	833.00	284.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$237k	+2%	451.00	524.34	View chart
Oracle Corporation (ORCL)	0.0	$236k	NEW	1.9k	125.58	View chart
salesforce (CRM)	0.0	$233k	NEW	775.00	301.18	View chart
ConocoPhillips (COP)	0.0	$233k	-8%	1.8k	127.26	View chart
Te Connectivity SHS (TEL)	0.0	$232k		1.6k	145.24	View chart
Ishares Bitcoin Tr SHS	0.0	$227k	NEW	5.6k	40.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$222k	NEW	2.1k	104.73	View chart
Visa Com Cl A (V)	0.0	$220k	NEW	788.00	279.02	View chart
Raymond James Financial (RJF)	0.0	$220k	NEW	1.7k	128.42	View chart
Colgate-Palmolive Company (CL)	0.0	$220k	NEW	2.4k	90.06	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$212k	NEW	381.00	556.40	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$211k	NEW	2.4k	89.67	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$209k	NEW	2.1k	101.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$204k	NEW	3.4k	60.30	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$202k		17k	11.63	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$191k		16k	11.88	View chart
New York Mortgage Tr (NYMT)	0.0	$168k	NEW	23k	7.20	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$144k		17k	8.29	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$120k		17k	7.15	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$105k		10k	10.25	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$91k		11k	8.16	View chart
New York Community Ban (NYCB)	0.0	$55k	+3%	17k	3.22	View chart
Opko Health (OPK)	0.0	$24k		20k	1.20	View chart

Past Filings by Sax Wealth Advisors

SEC 13F filings are viewable for Sax Wealth Advisors going back to 2020

Sax Wealth Advisors 2024 Q1 filed May 14, 2024
Sax Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Sax Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Sax Wealth Advisors 2023 Q2 filed Aug. 11, 2023
Sax Wealth Advisors 2023 Q1 filed May 5, 2023
Sax Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Sax Wealth Advisors 2022 Q3 filed Nov. 8, 2022
Sax Wealth Advisors 2022 Q1 restated filed Aug. 11, 2022
Sax Wealth Advisors 2022 Q2 filed Aug. 11, 2022
Sax Wealth Advisors 2022 Q1 filed April 20, 2022
Sax Wealth Advisors 2021 Q4 filed Feb. 7, 2022
Sax Wealth Advisors 2021 Q3 filed Dec. 10, 2021
Sax Wealth Advisors 2021 Q2 filed Aug. 12, 2021
Sax Wealth Advisors 2021 Q1 filed May 14, 2021
Sax Wealth Advisors 2020 Q4 filed Feb. 16, 2021

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