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Sax Wealth Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Sax Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Sax Wealth Advisors LLC. In the Sax Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sax Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Sax Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 1,912,654 +134,020 $42,537
     DFAC1,912,654+134,020$42,537
DIMENSIONAL ETF TRUST (DFAT) 720,353 +11,922 $28,072
     DFAT720,353+11,922$28,072
DIMENSIONAL ETF TRUST (DFUV) 847,504 +16,912 $25,095
     DFUV847,504+16,912$25,095
DIMENSIONAL ETF TRUST (DFUS) 570,188 -74 $22,135
     DFUS570,188-74$22,135
ISHARES TR (IJH) 95,672 +5,825 $20,977
     IJH95,672+5,825$20,977
ISHARES TR (QUAL) 146,329 +7,090 $15,209
     QUAL146,329+7,090$15,209
DIMENSIONAL ETF TRUST (DFAS) 280,366 +12,299 $13,043
     DFAS280,366+12,299$13,043
ISHARES TR (MTUM) 90,087 -9,430 $11,817
     MTUM90,087-9,430$11,817
ISHARES TR (IJR) 121,240 +10,221 $10,571
     IJR121,240+10,221$10,571
ISHARES TR (ITOT) 108,170 +8,158 $8,604
     ITOT108,170+8,158$8,604
ISHARES TR (USMV) 128,708 +14,519 $8,508
     USMV128,708+14,519$8,508
AMERICAN CENTY ETF TR (AVUS) 134,199 +60,725 $8,367
     AVUS134,199+60,725$8,367
ISHARES TR (IJS) 100,524 -2,961 $8,288
     IJS100,524-2,961$8,288
APPLE INC 56,257 -3,194 $7,775
     AAPL56,257-3,194$7,775
VANGUARD INDEX FDS (VTV) 55,319 +4,062 $6,831
     VTV55,319+4,062$6,831
SPDR S&P 500 ETF TR (SPY) 17,634 -1,357 $6,298
     SPY17,634-1,357$6,298
DIMENSIONAL ETF TRUST (DUHP) 273,485 +146,585 $5,836
     DUHP273,485+146,585$5,836
ISHARES TR (IVV) 13,611 -223 $4,882
     IVV13,611-223$4,882
DIMENSIONAL ETF TRUST (DFIV) 170,868 +1,959 $4,402
     DFIV170,868+1,959$4,402
VANGUARD SCOTTSDALE FDS (VCSH) 56,280 -10,040 $4,181
     VCSH56,280-10,040$4,181
ISHARES TR (PFF) 128,532 -18,073 $4,071
     PFF128,532-18,073$4,071
AMERICAN CENTY ETF TR (AVDE) 86,787 +50,188 $3,959
     AVDE86,787+50,188$3,959
MICROSOFT CORP 16,275 -1,666 $3,790
     MSFT16,275-1,666$3,790
ISHARES TR (AGG) 38,578 +226 $3,717
     AGG38,578+226$3,717
AMERICAN CENTY ETF TR (AVUV) 50,675 +14,653 $3,352
     AVUV50,675+14,653$3,352
ISHARES TR (IQLT) 110,609 -1,812 $3,073
     IQLT110,609-1,812$3,073
JOHNSON & JOHNSON 17,563 +7,735 $2,869
     JNJ17,563+7,735$2,869
INVESCO QQQ TR 9,697 +443 $2,592
     QQQ9,697+443$2,592
VANGUARD BD INDEX FDS (BSV) 33,810 -5,351 $2,530
     BSV33,810-5,351$2,530
VANGUARD INDEX FDS (VTI) 13,941 +489 $2,502
     VTI13,941+489$2,502
ISHARES TR (IVE) 19,004 -23 $2,442
     IVE19,004-23$2,442
VANGUARD INDEX FDS (VNQ) 29,910 -1,818 $2,398
     VNQ29,910-1,818$2,398
DIMENSIONAL ETF TRUST (DIHP) 122,649 +45,414 $2,339
     DIHP122,649+45,414$2,339
DIMENSIONAL ETF TRUST (DFAX) 110,963 -2,209 $2,096
     DFAX110,963-2,209$2,096
VANGUARD INDEX FDS (VOO) 6,265 +66 $2,057
     VOO6,265+66$2,057
ISHARES TR (IWV) 9,897 -966 $2,049
     IWV9,897-966$2,049
DIMENSIONAL ETF TRUST (DFAU) 79,289 +32,863 $1,994
     DFAU79,289+32,863$1,994
ISHARES TR (EFV) 50,631 -2,217 $1,951
     EFV50,631-2,217$1,951
DIMENSIONAL ETF TRUST (DFCF) 47,011 +11,701 $1,925
     DFCF47,011+11,701$1,925
VANGUARD SPECIALIZED FUNDS (VIG) 13,689 +1 $1,850
     VIG13,689+1$1,850
ISHARES TR (IEFA) 34,791 -6,561 $1,832
     IEFA34,791-6,561$1,832
INVESCO EXCH TRADED FD TR II (PGX) 142,855 +4,445 $1,697
     PGX142,855+4,445$1,697
DIMENSIONAL ETF TRUST (DFAE) 83,977 +43,641 $1,687
     DFAE83,977+43,641$1,687
DIMENSIONAL ETF TRUST (DFSD) 36,564 +12,480 $1,682
     DFSD36,564+12,480$1,682
DIMENSIONAL ETF TRUST (DFAI) 77,823 +16,222 $1,679
     DFAI77,823+16,222$1,679
AMAZON COM INC 14,803 -200 $1,673
     AMZN14,803-200$1,673
ISHARES TR (IWF) 7,772 +470 $1,635
     IWF7,772+470$1,635
VANGUARD INDEX FDS (VO) 8,140 +5 $1,530
     VO8,140+5$1,530
EXXON MOBIL CORP 17,422 +98 $1,521
     XOM17,422+98$1,521
SELECT SECTOR SPDR TR (XLK) 11,543 -1,361 $1,371
     XLK11,543-1,361$1,371

See Full List: All Stocks Held By Sax Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sax Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $388,558
At 06/30/2022: $393,241

Sax Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sax Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Sax Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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