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SAX WEALTH ADVISORS, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IJHCommon103,1247,45225,797,530,00025,776,553,0005.60  Hist 03/31/2023
iSHARES TRUST QUALCommon148,2131,88418,388,046,00018,372,837,0003.99  Hist 03/31/2023
AMERICAN CENTY ETF TR AVUSCommon199,98265,78314,174,736,00014,166,369,0003.08  Hist 03/31/2023
iSHARES TRUST IJRS&P SMLCAP 600123,0761,83611,901,473,00011,890,902,0002.59  Hist 03/31/2023
iSHARES TRUST MTUMCommon77,483-12,60410,773,178,00010,761,361,0002.34  Hist 03/31/2023
iSHARES TRUST ISICommon105,882-2,2889,587,616,0009,579,012,0002.08  Hist 03/31/2023
iSHARES TRUST IJSS&P SMLCP VALU99,451-1,0739,307,582,0009,299,294,0002.02  Hist 03/31/2023
SPDR S&P 500 ETF TRUST SPYCommon19,0951,4617,817,288,0007,810,990,0001.70  Hist 03/31/2023
Apple Inc. AAPLCommon46,062-10,1957,595,689,0007,587,914,0001.650.00 Hist 03/31/2023
VANGUARD INDEX FUNDS VTVCommon53,631-1,6887,406,913,0007,400,082,0001.61  Hist 03/31/2023
iSHARES TRUST USMVCommon92,611-36,0976,736,537,0006,728,029,0001.46  Hist 03/31/2023
iSHARES TRUST IVVCommon14,7171,1066,049,783,0006,044,901,0001.31  Hist 03/31/2023
MICROSOFT CORP MSFTCommon16,299244,699,052,0004,695,262,0001.020.00 Hist 03/31/2023
iSHARES TRUST PFFOPTIONS115,887-12,6453,617,992,0003,613,921,0000.79  Hist 03/31/2023
VANGUARD SCOTTSDALE FUNDS VCSHCommon46,146-10,1343,517,701,0003,513,520,0000.76  Hist 03/31/2023
iSHARES TRUST AGGLEHMAN AGG BND34,754-3,8243,462,866,0003,459,149,0000.75  Hist 03/31/2023
iSHARES TRUST IQLTCommon95,051-15,5583,355,302,0003,352,229,0000.73  Hist 03/31/2023
VANGUARD INDEX FUNDS VTICommon15,0351,0943,068,636,0003,066,134,0000.67  Hist 03/31/2023
INVESCO QQQ TRUST, SERIES 1 QQQETF9,494-2033,047,014,0003,044,422,0000.66  Hist 03/31/2023
Dimensional ETF Trust DFAECommon128,60244,6252,960,409,0002,958,722,0000.64  Hist 03/31/2023
iSHARES TRUST IVECommon19,038342,889,254,0002,886,812,0000.63  Hist 03/31/2023
iSHARES TRUST EFVMSCI VAL IDX50,492-1392,450,390,0002,448,439,0000.53  Hist 03/31/2023
iSHARES TRUST IWVCommon10,3634662,439,487,0002,437,438,0000.53  Hist 03/31/2023
JOHNSON & JOHNSON JNJCommon14,901-2,6622,309,625,0002,306,756,0000.50  Hist 03/31/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK5,970-2952,245,031,0002,242,974,0000.49  Hist 03/31/2023
iSHARES TRUST IWFCommon8,8001,0282,150,029,0002,148,394,0000.47  Hist 03/31/2023
VANGUARD INDEX FUNDS VNQETF25,766-4,1442,139,610,0002,137,212,0000.46  Hist 03/31/2023
VANGUARD SPECIALIZED FUNDS VIGCommon12,320-1,3691,897,386,0001,895,536,0000.41  Hist 03/31/2023
SELECT SECTOR SPDR TRUST XLKCOM12,1856421,840,048,0001,838,677,0000.40  Hist 03/31/2023
iSHARES TRUST IEFACommon27,011-7,7801,805,685,0001,803,853,0000.39  Hist 03/31/2023
EXXON MOBIL CORP XOMCommon14,475-2,9471,587,331,0001,585,810,0000.340.00 Hist 03/31/2023
AMAZON COM INC AMZNCommon15,3175141,582,051,0001,580,378,0000.34  Hist 03/31/2023
INVESCO EXCH TRADED FD TR II PGXCommon135,654-7,2011,557,313,0001,555,616,0000.34  Hist 03/31/2023
Vanguard BD Index Fund Inc Sho BSVCOM19,542-14,2681,494,740,0001,492,210,0000.32  Hist 03/31/2023
VANGUARD INDEX FDS MID CAP VOSTOCK6,393-1,7471,348,364,0001,346,834,0000.29  Hist 03/31/2023
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