SAX WEALTH ADVISORS, LLC
Q4 2024 13F Holdings
- Locationparsippany, NJ
- Num holdings
328
- Value ($000)
$1,277,850
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001846150
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $208.45M | 16 % | 3,269,813 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $82.89M | 7 % | 465,488 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $72.57M | 6 % | 344,855 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $67.67M | 5 % | 1,956,335 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $62.58M | 5 % | 1,394,635 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $48.87M | 4 % | 878,023 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $38.70M | 3 % | 621,042 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $35.24M | 3 % | 861,247 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $35.12M | 3 % | 539,671 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $31.69M | 3 % | 767,947 |
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