SAX WEALTH ADVISORS, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$217.5B
Holdings
133
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
IJHISHARES TR | $15.2M |
QUALISHARES TR | $13.2M |
IJSISHARES TR | $12.2M |
MTUMISHARES TR | $10.9M |
IJRISHARES TR | $10.2M |
SPYSPDR S&P 500 ETF TR | $8.5M |
ITOTISHARES TR | $6.0M |
VTVVANGUARD INDEX FDS | $6.0M |
IVVISHARES TR | $4.8M |
VCSHVANGUARD SCOTTSDALE FDS | $4.6M |
USMVISHARES TR | $4.5M |
AAPLAPPLE INC | $4.5M |
IXUSISHARES TR | $4.3M |
VNQVANGUARD INDEX FDS | $3.8M |
NDQINVESCO QQQ TR | $3.5M |
VWOVANGUARD INTL EQUITY INDEX F | $3.4M |
PFFISHARES TR | $3.4M |
MSFTMICROSOFT CORP | $3.2M |
EFVISHARES TR | $3.0M |
SCZISHARES TR | $2.9M |
AQLTISHARES TR | $2.8M |
IQLTISHARES TR | $2.8M |
JETSETF SER SOLUTIONS | $2.7M |
IWVISHARES TR | $2.6M |
IVEISHARES TR | $2.5M |
EEMISHARES TR | $2.5M |
DISDISNEY WALT CO | $2.4M |
BSVVANGUARD BD INDEX FDS | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
IGSBISHARES TR | $2.3M |
LQDISHARES TR | $2.2M |
IWNISHARES TR | $2.2M |
IWFISHARES TR | $2.0M |
VOOVANGUARD INDEX FDS | $1.8M |
PGXINVESCO EXCH TRADED FD TR II | $1.7M |
VYMVANGUARD WHITEHALL FDS | $1.7M |
VCITVANGUARD SCOTTSDALE FDS | $1.7M |
VIGVANGUARD SPECIALIZED FUNDS | $1.6M |
EFAVISHARES TR | $1.6M |
VOVANGUARD INDEX FDS | $1.5M |
AQLTISHARES TR | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
NFLXNETFLIX INC | $1.4M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.3M |
SPYDSPDR SER TR | $1.3M |
VEAVANGUARD TAX-MANAGED INTL FD | $1.1M |
HYGISHARES TR | $1.1M |
XLESELECT SECTOR SPDR TR | $1.0M |
SHYISHARES TR | $1.0M |
MINTPIMCO ETF TR | $990K |
BMYBRISTOL-MYERS SQUIBB CO | $933K |
TAT&T INC | $905K |
IVOOVANGUARD ADMIRAL FDS INC | $902K |
AMZNAMAZON COM INC | $883K |
VUGVANGUARD INDEX FDS | $861K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $824K |
IWDISHARES TR | $762K |
VTCVANGUARD SCOTTSDALE FDS | $726K |
EFAISHARES TR | $704K |
XOMEXXON MOBIL CORP | $681K |
BIVVANGUARD BD INDEX FDS | $651K |
HDVISHARES TR | $640K |
IVWISHARES TR | $622K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $619K |
DONSPDR DOW JONES INDL AVERAGE | $617K |
JPMJPMORGAN CHASE & CO | $611K |
RWXSPDR INDEX SHS FDS | $603K |
VYMIVANGUARD WHITEHALL FDS | $602K |
NEENEXTERA ENERGY INC | $597K |
BABOEING CO | $592K |
FLOTISHARES TR | $587K |
VBVANGUARD INDEX FDS | $585K |
VBKVANGUARD INDEX FDS | $543K |
INTCINTEL CORP | $528K |
BACVERIZON COMMUNICATIONS INC | $511K |
ADBEADOBE SYSTEMS INCORPORATED | $500K |
CRMSALESFORCE COM INC | $496K |
IBMINTERNATIONAL BUSINESS MACHS | $481K |
GOOGALPHABET INC | $475K |
MCDMCDONALDS CORP | $454K |
METAFACEBOOK INC | $427K |
PGPROCTER AND GAMBLE CO | $423K |
BKNGBOOKING HOLDINGS INC | $394K |
GOOGLALPHABET INC | $394K |
VBRVANGUARD INDEX FDS | $392K |
TEAMATLASSIAN CORP PLC | $390K |
BDXBECTON DICKINSON & CO | $388K |
ABBVABBVIE INC | $367K |
TIPISHARES TR | $366K |
ADIANALOG DEVICES INC | $364K |
BXBLACKSTONE GROUP INC | $363K |
ABTABBOTT LABS | $348K |
PEPPEPSICO INC | $335K |
AMATAPPLIED MATLS INC | $332K |
WDAYWORKDAY INC | $331K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $311K |
MRKMERCK & CO. INC | $307K |
VVVANGUARD INDEX FDS | $302K |
VPLVANGUARD INTL EQUITY INDEX F | $300K |
VGKVANGUARD INTL EQUITY INDEX F | $296K |
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