Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $2,064,138,736 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,866,695 | $286,792,802 | 13.89% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 3,998,696 | $184,099,943 | 8.92% | |
| 3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 441,361 | $111,629,076 | 5.41% | |
| 4. | VLUE | 460,653 | $91,494,902 | 4.43% | |
| 5. | Dimensional Etf Trust | 2,042,632 | $80,867,796 | 3.92% |
Hedge Fund Resource Center 
