Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $2,125,354,521 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,874,407 | $287,364,801 | 13.52% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 4,035,401 | $185,789,842 | 8.74% | |
| 3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 443,394 | $112,143,175 | 5.28% | |
| 4. | VLUE | 463,270 | $92,014,695 | 4.33% | |
| 5. | Dimensional Etf Trust | 2,054,917 | $81,354,174 | 3.83% |
Hedge Fund Resource Center 
