SAX WEALTH ADVISORS, LLC Diversified Active

CIK: 0001846150 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Dec 10, 2021

Total Value ($000): $421,329 (100.0% shares, 0.0% debt)

Holdings (169)

DFAC DIMENSIONAL ETF TRUST 11.1%
Value ($000) $46,791 Shares 1,761,042 Est. Cost $26.57 Unrealized
DFAT DIMENSIONAL ETF TRUST 7.6%
Value ($000) $32,205 Shares 725,347 Est. Cost $44.40 Unrealized
DFUS DIMENSIONAL ETF TRUST 6.4%
Value ($000) $27,082 Shares 574,250 Est. Cost $47.16 Unrealized
IJH ISHARES TR 4.8%
Value ($000) $20,218 Shares 76,854 Est. Cost $234.80 Unrealized
QUAL ISHARES TR 4.2%
Value ($000) $17,676 Shares 134,180 Est. Cost $117.68 Unrealized
IJS ISHARES TR 3.8%
Value ($000) $15,876 Shares 157,706 Est. Cost $82.40 Unrealized
MTUM ISHARES TR 3.7%
Value ($000) $15,730 Shares 89,579 Est. Cost $161.78 Unrealized
DFAS DIMENSIONAL ETF TRUST 3.7%
Value ($000) $15,395 Shares 267,740 Est. Cost $57.50 Unrealized
IJR ISHARES TR 3.1%
Value ($000) $13,160 Shares 120,522 Est. Cost $95.77 Unrealized
ITOT ISHARES TR 2.3%
Value ($000) $9,490 Shares 96,459 Est. Cost $89.47 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $9,361 Shares 21,814 Est. Cost $375.51 Unrealized
VTV VANGUARD INDEX FDS 1.9%
Value ($000) $7,996 Shares 59,066 Est. Cost $121.28 Unrealized
BSV VANGUARD BD INDEX FDS 1.9%
Value ($000) $7,981 Shares 97,400 Est. Cost $82.36 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $7,162 Shares 86,911 Est. Cost $83.01 Unrealized
USMV ISHARES TR 1.5%
Value ($000) $6,339 Shares 86,241 Est. Cost $68.34 Unrealized
PFF ISHARES TR 1.3%
Value ($000) $5,270 Shares 135,801 Est. Cost $38.64 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $5,223 Shares 12,123 Est. Cost $381.32 Unrealized
VNQ VANGUARD INDEX FDS 1.2%
Value ($000) $5,052 Shares 49,635 Est. Cost $85.82 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $4,863 Shares 97,246 Est. Cost $50.98 Unrealized
IQLT ISHARES TR 1.1%
Value ($000) $4,744 Shares 125,226 Est. Cost $36.35 Unrealized
IXUS ISHARES TR 1.1%
Value ($000) $4,548 Shares 64,060 Est. Cost $67.19 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,503 Shares 31,827 Est. Cost $117.18 Unrealized +22.8%
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,486 Shares 15,911 Est. Cost $209.43 Unrealized +34.0%
LQD ISHARES TR 1.0%
Value ($000) $4,314 Shares 32,431 Est. Cost $135.47 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $4,127 Shares 11,528 Est. Cost $315.96 Unrealized
JETS ETF SER SOLUTIONS 1.0%
Value ($000) $4,094 Shares 173,235 Est. Cost $23.26 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $3,347 Shares 65,817 Est. Cost $47.28 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $3,144 Shares 42,345 Est. Cost $69.24 Unrealized
SCZ ISHARES TR 0.7%
Value ($000) $3,142 Shares 42,222 Est. Cost $68.45 Unrealized
IWV ISHARES TR 0.7%
Value ($000) $2,979 Shares 11,689 Est. Cost $224.00 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $2,759 Shares 12,427 Est. Cost $195.88 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $2,726 Shares 18,746 Est. Cost $128.01 Unrealized
IWN ISHARES TR 0.6%
Value ($000) $2,664 Shares 16,629 Est. Cost $131.76 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $2,475 Shares 49,123 Est. Cost $51.75 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $2,392 Shares 159,179 Est. Cost $15.23 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $2,373 Shares 14,030 Est. Cost $141.89 Unrealized +22.7%
IWF ISHARES TR 0.5%
Value ($000) $2,313 Shares 8,442 Est. Cost $241.71 Unrealized
IGSB ISHARES TR 0.5%
Value ($000) $2,301 Shares 42,104 Est. Cost $55.16 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $2,214 Shares 5,614 Est. Cost $346.15 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $2,122 Shares 13,813 Est. Cost $144.44 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $1,979 Shares 39,198 Est. Cost $48.38 Unrealized
T AT&T INC 0.5%
Value ($000) $1,972 Shares 73,008 Est. Cost $16.21 Unrealized -0.9%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,920 Shares 18,580 Est. Cost $91.87 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $1,844 Shares 7,790 Est. Cost $214.72 Unrealized
DVY ISHARES TR 0.4%
Value ($000) $1,831 Shares 15,957 Est. Cost $97.06 Unrealized
SPYD SPDR SER TR 0.4%
Value ($000) $1,761 Shares 45,016 Est. Cost $33.76 Unrealized
EFAV ISHARES TR 0.4%
Value ($000) $1,731 Shares 22,980 Est. Cost $73.36 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,725 Shares 11,556 Est. Cost $129.98 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,592 Shares 16,867 Est. Cost $96.84 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,519 Shares 17,357 Est. Cost $87.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,482 Shares 3,081 Est. Cost $434.72 Unrealized
AVUS AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,301 Shares 17,658 Est. Cost $73.92 Unrealized
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,183 Shares 13,229 Est. Cost $91.29 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,183 Shares 1,938 Est. Cost $51.12 Unrealized +7.6%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,178 Shares 4,061 Est. Cost $259.14 Unrealized
ATLASSIAN CORP PLC 0.3%
Value ($000) $1,159 Shares 2,962 Est. Cost $223.63 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,140 Shares 30,367 Est. Cost $34.25 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1,134 Shares 10,117 Est. Cost $103.60 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,128 Shares 12,368 Est. Cost $91.93 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,077 Shares 404 Est. Cost $91.44 Unrealized +49.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,043 Shares 17,737 Est. Cost $31.24 Unrealized +55.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,030 Shares 313 Est. Cost $160.44 Unrealized +7.5%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,026 Shares 17,335 Est. Cost $50.77 Unrealized +8.0%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,025 Shares 5,752 Est. Cost $155.57 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $1,019 Shares 6,510 Est. Cost $138.89 Unrealized
RWX SPDR INDEX SHS FDS 0.2%
Value ($000) $978 Shares 27,542 Est. Cost $35.03 Unrealized
TWLO TWILIO INC 0.2%
Value ($000) $938 Shares 2,940 Est. Cost $374.56 Unrealized -2.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $933 Shares 3,419 Est. Cost $233.49 Unrealized +20.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $886 Shares 3,676 Est. Cost $193.77 Unrealized +11.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $830 Shares 15,373 Est. Cost $43.49 Unrealized -2.7%
CRM SALESFORCE COM INC 0.2%
Value ($000) $810 Shares 2,987 Est. Cost $235.14 Unrealized +6.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $808 Shares 4,939 Est. Cost $99.27 Unrealized +41.3%
EFA ISHARES TR 0.2%
Value ($000) $805 Shares 10,321 Est. Cost $73.11 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $790 Shares 9,167 Est. Cost $86.35 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.2%
Value ($000) $759 Shares 25,191 Est. Cost $29.28 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $732 Shares 7,177 Est. Cost $102.03 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $730 Shares 73,100 Est. Cost $9.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $723 Shares 13,887 Est. Cost $37.90 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $721 Shares 9,755 Est. Cost $63.83 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $713 Shares 1,239 Est. Cost $480.07 Unrealized +31.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $699 Shares 5,030 Est. Cost $94.96 Unrealized +18.1%
USHY ISHARES TR 0.2%
Value ($000) $691 Shares 16,661 Est. Cost $41.64 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $683 Shares 11,210 Est. Cost $48.92 Unrealized +10.1%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $673 Shares 10,187 Est. Cost $60.95 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $663 Shares 7,038 Est. Cost $87.67 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $654 Shares 2,989 Est. Cost $195.21 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $652 Shares 5,600 Est. Cost $48.82 Unrealized +105.5%
MRK MERCK & CO INC 0.2%
Value ($000) $652 Shares 8,681 Est. Cost $65.15 Unrealized +1.5%
AB ALLIANCEBERNSTEIN HLDG L P 0.2%
Value ($000) $641 Shares 12,928 Est. Cost $46.57 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $635 Shares 2,267 Est. Cost $268.46 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $635 Shares 12,481 Est. Cost $50.74 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $630 Shares 1,862 Est. Cost $305.60 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $620 Shares 6,466 Est. Cost $88.63 Unrealized
BA BOEING CO 0.1%
Value ($000) $614 Shares 2,791 Est. Cost $192.54 Unrealized +15.8%
META FACEBOOK INC 0.1%
Value ($000) $602 Shares 1,775 Est. Cost $273.11 Unrealized +31.0%
PPL PPL CORP 0.1%
Value ($000) $602 Shares 21,603 Est. Cost $24.34 Unrealized +1.0%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $579 Shares 2,881 Est. Cost $185.95 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $573 Shares 10,752 Est. Cost $44.13 Unrealized +12.9%
ABBV ABBVIE INC 0.1%
Value ($000) $572 Shares 5,302 Est. Cost $82.67 Unrealized +17.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $569 Shares 213 Est. Cost $84.11 Unrealized +60.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $526 Shares 3,138 Est. Cost $128.25 Unrealized +21.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $525 Shares 11,533 Est. Cost $30.01 Unrealized +13.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $499 Shares 3,878 Est. Cost $70.69 Unrealized +84.7%
NOW SERVICENOW INC 0.1%
Value ($000) $467 Shares 750 Est. Cost $105.57 Unrealized +14.7%
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $460 Shares 22,422 Est. Cost $20.28 Unrealized -0.0%
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $457 Shares 9,105 Est. Cost $50.19 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $426 Shares 3,050 Est. Cost $123.16 Unrealized +3.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $420 Shares 177 Est. Cost $1898.79 Unrealized +16.2%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $412 Shares 6,223 Est. Cost $53.91 Unrealized +23.7%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $406 Shares 31,582 Est. Cost $11.20 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $404 Shares 3,163 Est. Cost $134.56 Unrealized 0.0%
OPK OPKO HEALTH INC 0.1%
Value ($000) $400 Shares 109,601 Est. Cost $3.72 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $392 Shares 22,425 Est. Cost $12.93 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $385 Shares 3,448 Est. Cost $110.79 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $382 Shares 1,553 Est. Cost $214.58 Unrealized +6.3%
ABT ABBOTT LABS 0.1%
Value ($000) $375 Shares 3,177 Est. Cost $99.26 Unrealized +14.3%
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $374 Shares 11,363 Est. Cost $33.36 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $374 Shares 972 Est. Cost $178.71 Unrealized +106.4%
WDAY WORKDAY INC 0.1%
Value ($000) $369 Shares 1,476 Est. Cost $226.16 Unrealized +9.5%
BCE BCE INC 0.1%
Value ($000) $364 Shares 7,270 Est. Cost $35.06 Unrealized +5.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $362 Shares 6,646 Est. Cost $47.29 Unrealized +4.1%
ESML ISHARES TR 0.1%
Value ($000) $357 Shares 9,160 Est. Cost $38.92 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $354 Shares 3,199 Est. Cost $120.72 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $349 Shares 4,447 Est. Cost $66.36 Unrealized +8.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $342 Shares 1,650 Est. Cost $19.06 Unrealized +8.7%
LAM RESEARCH CORP 0.1%
Value ($000) $338 Shares 593 Est. Cost $472.18 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $331 Shares 1,955 Est. Cost $142.39 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $320 Shares 4,872 Est. Cost $60.25 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $311 Shares 3,276 Est. Cost $60.51 Unrealized +34.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $310 Shares 5,981 Est. Cost $33.17 Unrealized +38.3%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $305 Shares 3,764 Est. Cost $79.70 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $302 Shares 1,009 Est. Cost $253.95 Unrealized +19.5%
PFE PFIZER INC 0.1%
Value ($000) $301 Shares 7,007 Est. Cost $30.99 Unrealized +15.1%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $291 Shares 10,079 Est. Cost $28.87 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $286 Shares 3,285 Est. Cost $55.51 Unrealized +50.1%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $285 Shares 594 Est. Cost $70.26 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $275 Shares 2,617 Est. Cost $83.42 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $273 Shares 1,662 Est. Cost $170.58 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $272 Shares 1,809 Est. Cost $126.17 Unrealized +7.0%
AGG ISHARES TR 0.1%
Value ($000) $265 Shares 2,308 Est. Cost $117.53 Unrealized
JD JD.COM INC 0.1%
Value ($000) $256 Shares 3,550 Est. Cost $72.11 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $254 Shares 2,994 Est. Cost $55.80 Unrealized +30.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $251 Shares 1,069 Est. Cost $203.98 Unrealized
SLYV SPDR SER TR 0.1%
Value ($000) $248 Shares 3,028 Est. Cost $82.06 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $247 Shares 1,525 Est. Cost $151.38 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $244 Shares 5,449 Est. Cost $43.69 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $240 Shares 924 Est. Cost $208.16 Unrealized +36.0%
VLY VALLEY NATL BANCORP 0.1%
Value ($000) $240 Shares 18,069 Est. Cost $8.70 Unrealized +48.5%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $237 Shares 1,725 Est. Cost $107.80 Unrealized +15.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $236 Shares 1,540 Est. Cost $56.21 Unrealized +21.4%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 1,294 Est. Cost $176.63 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $236 Shares 1,464 Est. Cost $130.03 Unrealized +15.6%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $231 Shares 2,708 Est. Cost $88.01 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $228 Shares 5,105 Est. Cost $39.18 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $226 Shares 7,415 Est. Cost $29.59 Unrealized
EWC ISHARES INC 0.1%
Value ($000) $224 Shares 6,167 Est. Cost $36.32 Unrealized
BLACKROCK CORE BD TR 0.1%
Value ($000) $223 Shares 13,460 Est. Cost $16.30 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $220 Shares 1,090 Est. Cost $199.08 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $214 Shares 803 Est. Cost $266.50 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $214 Shares 3,381 Est. Cost $60.24 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $213 Shares 1,700 Est. Cost $101.70 Unrealized +11.6%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $202 Shares 4,730 Est. Cost $43.04 Unrealized -7.7%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $202 Shares 2,575 Est. Cost $80.00 Unrealized
GLW CORNING INC 0.0%
Value ($000) $201 Shares 5,500 Est. Cost $34.05 Unrealized +3.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $201 Shares 3,250 Est. Cost $51.79 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $200 Shares 943 Est. Cost $163.73 Unrealized +18.9%
ABERDEEN TOTAL DYNAMIC DIVD 0.0%
Value ($000) $170 Shares 17,420 Est. Cost $8.84 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $144 Shares 16,760 Est. Cost $6.92 Unrealized
VBI VACCINES INC CDA 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $2.80 Unrealized