SAX WEALTH ADVISORS, LLC Q3 2024 Filing
Filed October 17, 2024
Portfolio Value
$1.1B
Holdings
287
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (287 positions)
| Stock | Value |
|---|---|
DFUSDIMENSIONAL ETF TRUST | $200.0M |
QUALISHARES TR | $70.9M |
DFACDIMENSIONAL ETF TRUST | $67.9M |
QQQMINVESCO EXCH TRADED FD TR II | $60.4M |
DFATDIMENSIONAL ETF TRUST | $49.8M |
IJHISHARES TR | $39.6M |
DFUVDIMENSIONAL ETF TRUST | $34.9M |
DFASDIMENSIONAL ETF TRUST | $34.7M |
DFCFDIMENSIONAL ETF TRUST | $34.3M |
FBNDFIDELITY MERRIMACK STR TR | $33.6M |
DUHPDIMENSIONAL ETF TRUST | $32.7M |
DFSDDIMENSIONAL ETF TRUST | $26.1M |
DFAIDIMENSIONAL ETF TRUST | $23.5M |
DIHPDIMENSIONAL ETF TRUST | $20.8M |
ITOTISHARES TR | $18.9M |
DFAUDIMENSIONAL ETF TRUST | $16.0M |
SPYSPDR S&P 500 ETF TR | $15.1M |
DFIVDIMENSIONAL ETF TRUST | $13.8M |
IJRISHARES TR | $12.8M |
MSFTMICROSOFT CORP | $11.5M |
XMHQINVESCO EXCHANGE TRADED FD T | $10.2M |
IVVISHARES TR | $10.0M |
IJSISHARES TR | $8.7M |
DFAXDIMENSIONAL ETF TRUST | $7.7M |
MCDMCDONALDS CORP | $6.8M |
DFLVDIMENSIONAL ETF TRUST | $6.7M |
VTVVANGUARD INDEX FDS | $6.4M |
VTIVANGUARD INDEX FDS | $6.2M |
NVDANVIDIA CORPORATION | $5.5M |
DFNMDIMENSIONAL ETF TRUST | $5.4M |
HYDBISHARES TR | $5.2M |
IBDRISHARES TR | $5.2M |
LQDISHARES TR | $5.0M |
VOOVANGUARD INDEX FDS | $4.9M |
MTUMISHARES TR | $4.8M |
IVEISHARES TR | $4.5M |
FLOTISHARES TR | $4.5M |
IBDQISHARES TR | $4.3M |
IWFISHARES TR | $4.1M |
IBDSISHARES TR | $3.8M |
PFXFVANECK ETF TRUST | $3.5M |
DFAEDIMENSIONAL ETF TRUST | $3.2M |
IWVISHARES TR | $3.2M |
XLKSELECT SECTOR SPDR TR | $3.2M |
GOOGALPHABET INC | $3.1M |
IQLTISHARES TR | $3.1M |
USMVISHARES TR | $3.0M |
SUSLISHARES TR | $2.9M |
DFARDIMENSIONAL ETF TRUST | $2.9M |
IBDPISHARES TR | $2.8M |
JPMJPMORGAN CHASE & CO. | $2.8M |
VIGVANGUARD SPECIALIZED FUNDS | $2.8M |
JNJJOHNSON & JOHNSON | $2.6M |
EFVISHARES TR | $2.5M |
METAMETA PLATFORMS INC | $2.4M |
XOMEXXON MOBIL CORP | $2.3M |
NDAQNASDAQ INC | $2.3M |
AQLTISHARES TR | $2.1M |
VNQVANGUARD INDEX FDS | $2.1M |
EEMSISHARES INC | $2.1M |
VUGVANGUARD INDEX FDS | $2.0M |
AQLTISHARES TR | $2.0M |
VBVANGUARD INDEX FDS | $1.9M |
MUBISHARES TR | $1.9M |
GOOGLALPHABET INC | $1.7M |
ESGDISHARES TR | $1.6M |
CPNGCOUPANG INC | $1.6M |
IBDTISHARES TR | $1.6M |
VOVANGUARD INDEX FDS | $1.6M |
SPYDSPDR SER TR | $1.5M |
XLESELECT SECTOR SPDR TR | $1.5M |
IWDISHARES TR | $1.5M |
PFFISHARES TR | $1.5M |
NFLXNETFLIX INC | $1.3M |
VEAVANGUARD TAX-MANAGED FDS | $1.3M |
IWPISHARES TR | $1.3M |
DISVDIMENSIONAL ETF TRUST | $1.2M |
BACVERIZON COMMUNICATIONS INC | $1.2M |
IVOOVANGUARD ADMIRAL FDS INC | $1.2M |
VTVANGUARD INTL EQUITY INDEX F | $1.2M |
VWOVANGUARD INTL EQUITY INDEX F | $1.2M |
COSTCOSTCO WHSL CORP NEW | $1.2M |
ABBVABBVIE INC | $1.1M |
XTISHARES TR | $1.1M |
EFIVSPDR SER TR | $1.1M |
VPUVANGUARD WORLD FD | $1.1M |
SCZISHARES TR | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $1.0M |
BIZDVANECK ETF TRUST | $1.0M |
GEGE AEROSPACE | $986K |
XLFSELECT SECTOR SPDR TR | $985K |
EFAISHARES TR | $979K |
CFLTCONFLUENT INC | $974K |
CATCATERPILLAR INC | $969K |
SUSAISHARES TR | $969K |
VTEBVANGUARD MUN BD FDS | $957K |
BXBLACKSTONE INC | $951K |
DDOGDATADOG INC | $941K |
VVVANGUARD INDEX FDS | $934K |
PEPPEPSICO INC | $910K |
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