SAX WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Parsippany, NJ
CIK
0001846150
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 274 1,049,713 DFUS, QUAL, DFAC, QQQM 13F-HR 7/12/2024 000172554724003172
Q1 2024 190 855,993 DFUS, DFAC, QUAL, DFAT 13F-HR 5/13/2024 000172554724002127
Q4 2023 189 612,842 DFAC, DFUS, DFAT, DIMENSIONAL ETF TRUST 13F-HR 2/14/2024 000172554724000529
Q3 2023 178 507,529 DFAC, DFAT, DFUS, DFUV 13F-HR 11/7/2023 000172554723001741
Q2 2023 176 501,859 DFAC, DFAT, DFUS, IJH 13F-HR 8/10/2023 000172554723000228
Q1 2023 177 460,350 DFAC, DFAT, DFUV, IJH 13F-HR 5/5/2023 000172554723000103
Q4 2022 170 433,092 DFAC, DFAT, DFUV, IJH 13F-HR 2/6/2023 000172554723000023
Q3 2022 158 388,558 DFAC, DFAT, DFUV, DFUS 13F-HR 11/8/2022 000172554722000189
Q2 2022 164 393,241 DFAC, DFAT, DFUV, DFUS 13F-HR 8/11/2022 000172554722000148
Q1 2022 174 413,493 DFAC, DFAT, DFUS, IJH RESTATEMENT 8/11/2022 000172554722000147
Q4 2021 179 479,970 DFAC, DFAT, DFUS, IJH 13F-HR 2/7/2022 000172554722000032
Q3 2021 169 421,329 DFAC, DFAT, DFUS, IJH 13F-HR 12/10/2021 000172554721000112
Q2 2021 159 291,503 IJH, QUAL, IJS, MTUM 13F-HR 8/12/2021 000172554721000081
Q1 2021 149 273,372 IJH, IJS, QUAL, IJR 13F-HR 5/14/2021 000172554721000054
Q4 2020 133 217,523 IJH, QUAL, IJS, MTUM 13F-HR 2/16/2021 000172554721000025
Additional filings from Sax Wealth Advisors, LLC that have since been restated