Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $1,860,229,902 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,566,773 | $258,377,025 | 13.89% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 3,407,495 | $157,562,560 | 8.47% | |
| 3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 401,956 | $99,331,286 | 5.34% | |
| 4. | VLUE | 440,423 | $85,662,290 | 4.6% | |
| 5. | Dimensional Etf Trust | 2,074,151 | $80,000,018 | 4.3% |
Hedge Fund Resource Center 
