SAX WEALTH ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationparsippany, NJ
- CIK0001846150
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
328 | $1.28B | DFUS, QUAL, QQQM, DFAC | 13F-HR | Jan 15, 2025 | 000172554725000117 | ||
287 | $1.12B | DFUS, QUAL, DFAC, QQQM | 13F-HR | Oct 17, 2024 | 000172554724005923 | ||
274 | $1.05B | DFUS, QUAL, DFAC, QQQM | 13F-HR | Jul 12, 2024 | 000172554724003172 | ||
190 | $855.99M | DFUS, DFAC, QUAL, DFAT | 13F-HR | May 14, 2024 | 000172554724002127 | ||
189 | $612.84M | DFAC, DFUS, DFAT, DFUV | 13F-HR | Feb 14, 2024 | 000172554724000529 | ||
178 | $507.53M | DFAC, DFAT, DFUS, DFUV | 13F-HR | Nov 7, 2023 | 000172554723001741 | ||
176 | $501.86M | DFAC, DFAT, DFUS, IJH | 13F-HR | Aug 11, 2023 | 000172554723000228 | ||
177 | $460.35M | DFAC, DFAT, DFUV, IJH | 13F-HR | May 5, 2023 | 000172554723000103 | ||
170 | $433.09M | DFAC, DFAT, DFUV, IJH | 13F-HR | Feb 6, 2023 | 000172554723000023 | ||
158 | $388.56M | DFAC, DFAT, DFUV, DFUS | 13F-HR | Nov 8, 2022 | 000172554722000189 | ||
164 | $393.24M | DFAC, DFAT, DFUV, DFUS | 13F-HR | Aug 11, 2022 | 000172554722000148 | ||
174 | $413.49M | DFAC, DFAT, DFUS, IJH | RESTATEMENT | Aug 11, 2022 | 000172554722000147 | ||
179 | $479.97M | DFAC, DFAT, DFUS, IJH | 13F-HR | Feb 7, 2022 | 000172554722000032 | ||
169 | $421.33M | DFAC, DFAT, DFUS, IJH | 13F-HR | Dec 10, 2021 | 000172554721000112 | ||
159 | $291.50M | IJH, QUAL, IJS, MTUM | 13F-HR | Aug 12, 2021 | 000172554721000081 | ||
149 | $273.37M | IJH, IJS, QUAL, IJR | 13F-HR | May 14, 2021 | 000172554721000054 | ||
133 | $217.52M | IJH, QUAL, IJS, MTUM | 13F-HR | Feb 16, 2021 | 000172554721000025 |