Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $2,458,936,713 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 4,250,622 | $301,411,635 | 12.26% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 4,491,470 | $204,900,855 | 8.33% | |
| 3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 481,421 | $114,395,326 | 4.65% | |
| 4. | HYG | 465,970 | $89,377,614 | 3.63% | |
| 5. | DFAC | 2,149,185 | $83,517,311 | 3.4% |
Hedge Fund Resource Center 
