Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $1,656,143,999 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,425,092 | $229,549,636 | 13.86% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 2,644,754 | $120,997,474 | 7.31% | |
| 3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 369,827 | $83,987,627 | 5.07% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 454,704 | $83,129,001 | 5.02% | |
| 5. | Dimensional Etf Trust | 2,121,805 | $76,045,478 | 4.59% |
