Instuitional Investor - Sax Wealth Advisors, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 3,269,813 | $208,450,609 | 16.31% | |
2. | Ishares Tr - MSCI USA QLT FCT | 465,488 | $82,894,163 | 6.48% | |
3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 344,855 | $72,574,697 | 5.67% | |
4. | Dimensional Etf Trust | 1,956,335 | $67,669,629 | 5.29% | |
5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,394,635 | $62,577,256 | 4.89% |