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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,890,448 | $48K | 0.00% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 684,819 | $30K | 0.00% | |
| 3 | DFUVDIMENSIONAL ETF TRUST | 774,411 | $25K | 0.00% | |
| 4 | IJHISHARES TR | 103,124 | $25K | 0.00% | |
| 5 | DFUSDIMENSIONAL ETF TRUST | 537,710 | $23K | 0.00% | |
| 6 | QUALISHARES TR | 148,213 | $18K | 0.00% | |
| 7 | AVUSAMERICAN CENTY ETF TR | 199,982 | $14K | 0.00% | |
| 8 | DFASDIMENSIONAL ETF TRUST | 271,372 | $14K | 0.00% | |
| 9 | IJRISHARES TR | 123,076 | $11K | 0.00% | |
| 10 | MTUMISHARES TR | 77,483 | $10K | 0.00% | |
| 11 | IJSISHARES TR | 99,451 | $9K | 0.00% | |
| 12 | ITOTISHARES TR | 105,882 | $9K | 0.00% | |
| 13 | DFCFDIMENSIONAL ETF TRUST | 212,886 | $9K | 0.00% | |
| 14 | DUHPDIMENSIONAL ETF TRUST | 348,635 | $8K | 0.00% | |
| 15 | VTVVANGUARD INDEX FDS | 53,631 | $7K | 0.00% | |
| 16 | AAPLAPPLE INC | 46,062 | $7K | 0.00% | |
| 17 | AVDEAMERICAN CENTY ETF TR | 127,091 | $7K | 0.00% | |
| 18 | SPYSPDR S&P 500 ETF TR | 19,095 | $7K | 0.00% | |
| 19 | DIHPDIMENSIONAL ETF TRUST | 269,706 | $6K | 0.00% | |
| 20 | IVVISHARES TR | 14,717 | $6K | 0.00% | |
| 21 | USMVISHARES TR | 92,611 | $6K | 0.00% | |
| 22 | DFIVDIMENSIONAL ETF TRUST | 180,733 | $5K | 0.00% | |
| 23 | AVUVAMERICAN CENTY ETF TR | 58,831 | $4K | 0.00% | |
| 24 | DFAUDIMENSIONAL ETF TRUST | 168,607 | $4K | 0.00% | |
| 25 | QQQMINVESCO EXCH TRADED FD TR II | 36,571 | $4K | 0.00% | |
| 26 | MSFTMICROSOFT CORP | 16,299 | $4K | 0.00% | |
| 27 | VCSHVANGUARD SCOTTSDALE FDS | 46,146 | $3K | 0.00% | |
| 28 | AGGISHARES TR | 34,754 | $3K | 0.00% | |
| 29 | PFFISHARES TR | 115,887 | $3K | 0.00% | |
| 30 | NDQINVESCO QQQ TR | 9,494 | $3K | 0.00% | |
| 31 | IQLTISHARES TR | 95,051 | $3K | 0.00% | |
| 32 | DFAIDIMENSIONAL ETF TRUST | 117,561 | $3K | 0.00% | |
| 33 | VTIVANGUARD INDEX FDS | 15,035 | $3K | 0.00% | |
| 34 | IVEISHARES TR | 19,038 | $2K | 0.00% | |
| 35 | EFVISHARES TR | 50,492 | $2K | 0.00% | |
| 36 | IWFISHARES TR | 8,800 | $2K | 0.00% | |
| 37 | DFAXDIMENSIONAL ETF TRUST | 87,060 | $2K | 0.00% | |
| 38 | IWVISHARES TR | 10,363 | $2K | 0.00% | |
| 39 | VNQVANGUARD INDEX FDS | 25,766 | $2K | 0.00% | |
| 40 | VOOVANGUARD INDEX FDS | 5,970 | $2K | 0.00% | |
| 41 | DFAEDIMENSIONAL ETF TRUST | 128,602 | $2K | 0.00% | |
| 42 | JNJJOHNSON & JOHNSON | 14,901 | $2K | 0.00% | |
| 43 | DFSDDIMENSIONAL ETF TRUST | 48,292 | $2K | 0.00% | |
| 44 | PGXINVESCO EXCH TRADED FD TR II | 135,654 | $1K | 0.00% | |
| 45 | IAUISHARES TR | 52,371 | $1K | 0.00% | |
| 46 | AMZNAMAZON COM INC | 15,317 | $1K | 0.00% | |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 12,320 | $1K | 0.00% | |
| 48 | IBDPISHARES TR | 46,450 | $1K | 0.00% | |
| 49 | USHYISHARES TR | 31,932 | $1K | 0.00% | |
| 50 | AQLTISHARES TR | 10,448 | $1K | 0.00% | |
| 51 | VOVANGUARD INDEX FDS | 6,393 | $1K | 0.00% | |
| 52 | SPYDSPDR SER TR | 35,051 | $1K | 0.00% | |
| 53 | VWOVANGUARD INTL EQUITY INDEX F | 30,894 | $1K | 0.00% | |
| 54 | AQLTISHARES TR | 27,011 | $1K | 0.00% | |
| 55 | BSVVANGUARD BD INDEX FDS | 19,542 | $1K | 0.00% | |
| 56 | VEAVANGUARD TAX-MANAGED FDS | 22,193 | $1K | 0.00% | |
| 57 | XLKSELECT SECTOR SPDR TR | 12,185 | $1K | 0.00% | |
| 58 | XOMEXXON MOBIL CORP | 14,475 | $1K | 0.00% | |
| 59 | XLESELECT SECTOR SPDR TR | 12,448 | $1K | 0.00% | |
| 60 | AVEMAMERICAN CENTY ETF TR | 24,114 | $1K | 0.00% | |
| 61 | ABBVABBVIE INC | 6,893 | $1K | 0.00% | |
| 62 | IWDISHARES TR | 6,977 | $1K | 0.00% | |
| 63 | IWPISHARES TR | 14,328 | $1K | 0.00% | |
| 64 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,029 | $1K | 0.00% | |
| 65 | VUGVANGUARD INDEX FDS | 4,126 | $1K | 0.00% | |
| 66 | AOAISHARES TR | 3,633 | $0 | 0.00% | |
| 67 | IBDQISHARES TR | 31,880 | $0 | 0.00% | |
| 68 | CTEFEA SERIES TRUST | 30,254 | $0 | 0.00% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 4,929 | $0 | 0.00% | |
| 70 | JPMJPMORGAN CHASE & CO | 4,270 | $0 | 0.00% | |
| 71 | TAT&T INC | 42,069 | $0 | 0.00% | |
| 72 | 4I1PHILIP MORRIS INTL INC | 6,812 | $0 | 0.00% | |
| 73 | EFAISHARES TR | 8,575 | $0 | 0.00% | |
| 74 | VUSBVANGUARD BD INDEX FDS | 8,839 | $0 | 0.00% | |
| 75 | BMYBRISTOL-MYERS SQUIBB CO | 12,092 | $0 | 0.00% | |
| 76 | AVLVAMERICAN CENTY ETF TR | 5,702 | $0 | 0.00% | |
| 77 | CRMSALESFORCE INC | 1,022 | $0 | 0.00% | |
| 78 | BABOEING CO | 2,514 | $0 | 0.00% | |
| 79 | VBVANGUARD INDEX FDS | 2,608 | $0 | 0.00% | |
| 80 | UPSUNITED PARCEL SERVICE INC | 1,604 | $0 | 0.00% | |
| 81 | GOOGALPHABET INC | 8,400 | $0 | 0.00% | |
| 82 | PGPROCTER AND GAMBLE CO | 3,353 | $0 | 0.00% | |
| 83 | AMGNAMGEN INC | 1,156 | $0 | 0.00% | |
| 84 | XEXGXEATON VANCE TAX-MANAGED GLOB | 77,720 | $0 | 0.00% | |
| 85 | HDVISHARES TR | 6,923 | $0 | 0.00% | |
| 86 | DONSPDR DOW JONES INDL AVERAGE | 1,789 | $0 | 0.00% | |
| 87 | VYMVANGUARD WHITEHALL FDS | 4,003 | $0 | 0.00% | |
| 88 | HDHOME DEPOT INC | 2,610 | $0 | 0.00% | |
| 89 | BACVERIZON COMMUNICATIONS INC | 13,849 | $0 | 0.00% | |
| 90 | IVWISHARES TR | 5,280 | $0 | 0.00% | |
| 91 | VBKVANGUARD INDEX FDS | 2,096 | $0 | 0.00% | |
| 92 | AVGEAMERICAN CENTY ETF TR | 6,493 | $0 | 0.00% | |
| 93 | LQDISHARES TR | 5,237 | $0 | 0.00% | |
| 94 | GOOGLALPHABET INC | 4,940 | $0 | 0.00% | |
| 95 | ETNEATON CORP PLC | 1,276 | $0 | 0.00% | |
| 96 | MCDMCDONALDS CORP | 3,118 | $0 | 0.00% | |
| 97 | VTVANGUARD INTL EQUITY INDEX F | 6,633 | $0 | 0.00% | |
| 98 | CVSCVS HEALTH CORP | 3,947 | $0 | 0.00% | |
| 99 | SCHCSCHWAB STRATEGIC TR | 6,803 | $0 | 0.00% | |
| 100 | AGPUPREDICTIVE ONCOLOGY INC | 147,437 | $0 | 0.00% |
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