News + Filings Holdings
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SAX WEALTH ADVISORS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| IJH | Common | 103,124 | 7,452 | 25,797,530,000 | 25,776,553,000 | 5.60 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| QUAL | Common | 148,213 | 1,884 | 18,388,046,000 | 18,372,837,000 | 3.99 | |
Hist
| 03/31/2023 |
AMERICAN CENTY ETF TR
| AVUS | Common | 199,982 | 65,783 | 14,174,736,000 | 14,166,369,000 | 3.08 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 123,076 | 1,836 | 11,901,473,000 | 11,890,902,000 | 2.59 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| MTUM | Common | 77,483 | -12,604 | 10,773,178,000 | 10,761,361,000 | 2.34 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| ISI | Common | 105,882 | -2,288 | 9,587,616,000 | 9,579,012,000 | 2.08 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IJS | S&P SMLCP VALU | 99,451 | -1,073 | 9,307,582,000 | 9,299,294,000 | 2.02 | |
Hist
| 03/31/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 19,095 | 1,461 | 7,817,288,000 | 7,810,990,000 | 1.70 | |
Hist
| 03/31/2023 |
Apple Inc.
| AAPL | Common | 46,062 | -10,195 | 7,595,689,000 | 7,587,914,000 | 1.65 | 0.00 |
Hist
| 03/31/2023 |
VANGUARD INDEX FUNDS
| VTV | Common | 53,631 | -1,688 | 7,406,913,000 | 7,400,082,000 | 1.61 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| USMV | Common | 92,611 | -36,097 | 6,736,537,000 | 6,728,029,000 | 1.46 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IVV | Common | 14,717 | 1,106 | 6,049,783,000 | 6,044,901,000 | 1.31 | |
Hist
| 03/31/2023 |
MICROSOFT CORP
| MSFT | Common | 16,299 | 24 | 4,699,052,000 | 4,695,262,000 | 1.02 | 0.00 |
Hist
| 03/31/2023 |
iSHARES TRUST
| PFF | OPTIONS | 115,887 | -12,645 | 3,617,992,000 | 3,613,921,000 | 0.79 | |
Hist
| 03/31/2023 |
VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 46,146 | -10,134 | 3,517,701,000 | 3,513,520,000 | 0.76 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 34,754 | -3,824 | 3,462,866,000 | 3,459,149,000 | 0.75 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IQLT | Common | 95,051 | -15,558 | 3,355,302,000 | 3,352,229,000 | 0.73 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FUNDS
| VTI | Common | 15,035 | 1,094 | 3,068,636,000 | 3,066,134,000 | 0.67 | |
Hist
| 03/31/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 9,494 | -203 | 3,047,014,000 | 3,044,422,000 | 0.66 | |
Hist
| 03/31/2023 |
Dimensional ETF Trust
| DFAE | Common | 128,602 | 44,625 | 2,960,409,000 | 2,958,722,000 | 0.64 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IVE | Common | 19,038 | 34 | 2,889,254,000 | 2,886,812,000 | 0.63 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 50,492 | -139 | 2,450,390,000 | 2,448,439,000 | 0.53 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IWV | Common | 10,363 | 466 | 2,439,487,000 | 2,437,438,000 | 0.53 | |
Hist
| 03/31/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 14,901 | -2,662 | 2,309,625,000 | 2,306,756,000 | 0.50 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 5,970 | -295 | 2,245,031,000 | 2,242,974,000 | 0.49 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IWF | Common | 8,800 | 1,028 | 2,150,029,000 | 2,148,394,000 | 0.47 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 25,766 | -4,144 | 2,139,610,000 | 2,137,212,000 | 0.46 | |
Hist
| 03/31/2023 |
VANGUARD SPECIALIZED FUNDS
| VIG | Common | 12,320 | -1,369 | 1,897,386,000 | 1,895,536,000 | 0.41 | |
Hist
| 03/31/2023 |
SELECT SECTOR SPDR TRUST
| XLK | COM | 12,185 | 642 | 1,840,048,000 | 1,838,677,000 | 0.40 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IEFA | Common | 27,011 | -7,780 | 1,805,685,000 | 1,803,853,000 | 0.39 | |
Hist
| 03/31/2023 |
EXXON MOBIL CORP
| XOM | Common | 14,475 | -2,947 | 1,587,331,000 | 1,585,810,000 | 0.34 | 0.00 |
Hist
| 03/31/2023 |
AMAZON COM INC
| AMZN | Common | 15,317 | 514 | 1,582,051,000 | 1,580,378,000 | 0.34 | |
Hist
| 03/31/2023 |
INVESCO EXCH TRADED FD TR II
| PGX | Common | 135,654 | -7,201 | 1,557,313,000 | 1,555,616,000 | 0.34 | |
Hist
| 03/31/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 19,542 | -14,268 | 1,494,740,000 | 1,492,210,000 | 0.32 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FDS MID CAP
| VO | STOCK | 6,393 | -1,747 | 1,348,364,000 | 1,346,834,000 | 0.29 | |
Hist
| 03/31/2023 |
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