SAX WEALTH ADVISORS, LLC Q1 2023 Filing

Filed May 5, 2023

Portfolio Value

$460.4B

Holdings

177

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (177 positions)

StockValue
DFACDIMENSIONAL ETF TRUST
$48K
DFATDIMENSIONAL ETF TRUST
$30K
DFUVDIMENSIONAL ETF TRUST
$25K
IJHISHARES TR
$25K
DFUSDIMENSIONAL ETF TRUST
$23K
QUALISHARES TR
$18K
AVUSAMERICAN CENTY ETF TR
$14K
DFASDIMENSIONAL ETF TRUST
$14K
IJRISHARES TR
$11K
MTUMISHARES TR
$10K
IJSISHARES TR
$9K
ITOTISHARES TR
$9K
DFCFDIMENSIONAL ETF TRUST
$9K
DUHPDIMENSIONAL ETF TRUST
$8K
VTVVANGUARD INDEX FDS
$7K
AAPLAPPLE INC
$7K
AVDEAMERICAN CENTY ETF TR
$7K
SPYSPDR S&P 500 ETF TR
$7K
DIHPDIMENSIONAL ETF TRUST
$6K
IVVISHARES TR
$6K
USMVISHARES TR
$6K
DFIVDIMENSIONAL ETF TRUST
$5K
AVUVAMERICAN CENTY ETF TR
$4K
DFAUDIMENSIONAL ETF TRUST
$4K
QQQMINVESCO EXCH TRADED FD TR II
$4K
MSFTMICROSOFT CORP
$4K
VCSHVANGUARD SCOTTSDALE FDS
$3K
AGGISHARES TR
$3K
PFFISHARES TR
$3K
NDQINVESCO QQQ TR
$3K
IQLTISHARES TR
$3K
DFAIDIMENSIONAL ETF TRUST
$3K
VTIVANGUARD INDEX FDS
$3K
IVEISHARES TR
$2K
EFVISHARES TR
$2K
IWFISHARES TR
$2K
DFAXDIMENSIONAL ETF TRUST
$2K
IWVISHARES TR
$2K
VNQVANGUARD INDEX FDS
$2K
VOOVANGUARD INDEX FDS
$2K
DFAEDIMENSIONAL ETF TRUST
$2K
JNJJOHNSON & JOHNSON
$2K
DFSDDIMENSIONAL ETF TRUST
$2K
PGXINVESCO EXCH TRADED FD TR II
$1K
IAUISHARES TR
$1K
AMZNAMAZON COM INC
$1K
VIGVANGUARD SPECIALIZED FUNDS
$1K
IBDPISHARES TR
$1K
USHYISHARES TR
$1K
AQLTISHARES TR
$1K
VOVANGUARD INDEX FDS
$1K
SPYDSPDR SER TR
$1K
VWOVANGUARD INTL EQUITY INDEX F
$1K
AQLTISHARES TR
$1K
BSVVANGUARD BD INDEX FDS
$1K
VEAVANGUARD TAX-MANAGED FDS
$1K
XLKSELECT SECTOR SPDR TR
$1K
XOMEXXON MOBIL CORP
$1K
XLESELECT SECTOR SPDR TR
$1K
AVEMAMERICAN CENTY ETF TR
$1K
ABBVABBVIE INC
$1K
IWDISHARES TR
$1K
IWPISHARES TR
$1K
BRK/BBERKSHIRE HATHAWAY INC DEL
$1K
VUGVANGUARD INDEX FDS
$1K
AOAISHARES TR
$0
IBDQISHARES TR
$0
CTEFEA SERIES TRUST
$0
IBMINTERNATIONAL BUSINESS MACHS
$0
JPMJPMORGAN CHASE & CO
$0
TAT&T INC
$0
4I1PHILIP MORRIS INTL INC
$0
EFAISHARES TR
$0
VUSBVANGUARD BD INDEX FDS
$0
BMYBRISTOL-MYERS SQUIBB CO
$0
AVLVAMERICAN CENTY ETF TR
$0
CRMSALESFORCE INC
$0
BABOEING CO
$0
VBVANGUARD INDEX FDS
$0
UPSUNITED PARCEL SERVICE INC
$0
GOOGALPHABET INC
$0
PGPROCTER AND GAMBLE CO
$0
AMGNAMGEN INC
$0
XEXGXEATON VANCE TAX-MANAGED GLOB
$0
HDVISHARES TR
$0
DONSPDR DOW JONES INDL AVERAGE
$0
VYMVANGUARD WHITEHALL FDS
$0
HDHOME DEPOT INC
$0
BACVERIZON COMMUNICATIONS INC
$0
IVWISHARES TR
$0
VBKVANGUARD INDEX FDS
$0
AVGEAMERICAN CENTY ETF TR
$0
LQDISHARES TR
$0
GOOGLALPHABET INC
$0
ETNEATON CORP PLC
$0
MCDMCDONALDS CORP
$0
VTVANGUARD INTL EQUITY INDEX F
$0
CVSCVS HEALTH CORP
$0
SCHCSCHWAB STRATEGIC TR
$0
AGPUPREDICTIVE ONCOLOGY INC
$0
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