Instuitional Investor - Sax Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Sax Wealth Advisors, Llc |
| Portfolio Value | $612,842,235 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,037,924 | $59,568,531 | 9.72% | |
| 2. | Dimensional Etf Trust | 788,488 | $40,867,314 | 6.66% | |
| 3. | Dimensional Etf Trust | 706,644 | $36,978,656 | 6.03% | |
| 4. | Dimensional Etf Trust | 776,786 | $28,911,960 | 4.71% | |
| 5. | Ishares Tr | 191,246 | $28,139,892 | 4.59% |
