SAX WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
360
- Value ($000)
$1,397,125
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001846150
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $205.57M | 15 % | 3,399,048 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $85.38M | 6 % | 1,870,283 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $84.52M | 6 % | 494,576 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $69.92M | 5 % | 362,242 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $64.01M | 5 % | 1,940,397 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $44.44M | 3 % | 863,039 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $36.73M | 3 % | 46 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $36.55M | 3 % | 626,309 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $35.14M | 3 % | 852,592 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $33.03M | 2 % | 552,742 |
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