Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $1,397,124,719 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,399,048 | $205,574,408 | 14.71% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,870,283 | $85,378,397 | 6.11% | |
| 3. | Ishares Tr - MSCI USA QLT FCT | 494,576 | $84,518,103 | 6.05% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 362,242 | $69,919,861 | 5% | |
| 5. | Dimensional Etf Trust | 1,940,397 | $64,013,706 | 4.58% |
