SW
| |
SAX WEALTH ADVISORS, LLC13F | |
| SAX WEALTH ADVISORS, LLC | |
| Last update 2025-05-14 | 360 Stocks (61 new) |
| Value $1.40 Bil | Turnover 14 % |
SAX WEALTH ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 3,399,048 | 205,574.4 | +3.95% | 14.710 | +0.56% | 1.510 | +15.83% | +6.85% | 15,711.7 | ||
FBND | Fidelity Total Bond ETF | 1,870,283 | 85,378.4 | +34.11% | 6.110 | +1.55% | 0.460 | +2.18% | +4.01% | 18,547.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 494,576 | 84,518.1 | +6.25% | 6.050 | +0.36% | 0.170 | +11.89% | +4.31% | 53,577.1 | ||
QQQM | Invesco NASDAQ 100 ETF | 362,242 | 69,919.9 | +5.04% | 5.000 | +0.24% | 0.170 | +19.73% | +9.13% | 53,077.5 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,940,397 | 64,013.7 | -0.81% | 4.580 | -0.04% | 0.200 | +14.94% | +5.96% | 35,352.5 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 863,039 | 44,437.9 | -1.71% | 3.180 | -0.07% | 0.440 | +16.18% | +1.80% | 11,121.1 | ||
BRK.A | Berkshire Hathaway Inc | 46 | 36,728.3 | New Holding | 2.630 | +2.63% | 0.000 | -7.56% | +5.68% | 1,033,828.1 | Insurance | |
IJH | iShares Core S&P Mid-Cap ETF | 626,309 | 36,545.1 | +0.85% | 2.620 | +0.02% | 0.040 | +14.22% | +2.75% | 97,315.4 | ||
DFUV | Dimensional US Marketwide Value ETF | 852,592 | 35,135.3 | -1.00% | 2.510 | -0.03% | 0.310 | +10.57% | +5.78% | 11,743.6 | ||
DFAS | Dimensional U.S. Small Cap ETF | 552,742 | 33,026.3 | +2.42% | 2.360 | +0.06% | 0.350 | +15.57% | +1.48% | 10,534.0 |
SAX WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
SAX WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +2.63% | 663000 ($729331) 801950 | $719,578.06 | -1.34% | New holding | 46 | 46 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +1.55% | 44.41 ($45.29) 45.98 | $45.62 | 0.73% | Add 34.11% | 1,870,283 | 475,648 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.56% | 59.61 ($63.9) 66.74 | $67.78 | 6.07% | Add 3.95% | 3,399,048 | 129,235 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -0.49% | 468.34 ($508.07) 539.52 | $556.25 | 9.48% | Sold Out | 0 | -12,355 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.36% | 168.16 ($179.03) 186.21 | $184.94 | 3.30% | Add 6.25% | 494,576 | 29,088 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.36% | 50.48 ($50.58) 50.68 | $50.52 | -0.12% | New holding | 98,363 | 98,363 | |
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 2025-03-31 | Add Add | +0.26% | 58.04 ($62.65) 65.84 | $71.27 | 13.76% | Add 57.11% | 154,891 | 56,304 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +0.24% | 192.82 ($209.18) 222.1 | $228.97 | 9.46% | Add 5.04% | 362,242 | 17,387 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.24% | 253.32 ($270.87) 282.66 | $287.90 | 6.29% | Add 400.19% | 16,196 | 12,958 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Reduce Reduce | -0.23% | 40.79 ($41.67) 42.32 | $42.13 | 1.10% | Reduce -9.47% | 695,210 | -72,737 |
SAX WEALTH ADVISORS, LLC Total Holding History ($B)
SAX WEALTH ADVISORS, LLC's Asset Allocation
SAX WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SAX WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31
SAX WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SAX WEALTH ADVISORS, LLC's Holdings Heat Map
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SAX WEALTH ADVISORS, LLC's Holdings Bubble Chart
SAX WEALTH ADVISORS, LLC News
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