SAX WEALTH ADVISORS, LLC Diversified Active

CIK: 0001846150 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 6, 2023

Total Value ($000): $433,092 (100.0% shares, 0.0% debt)

Holdings (170)

DFAC DIMENSIONAL ETF TRUST 11.1%
Value ($000) $48,010 Shares 1,977,339 Est. Cost $26.03 Unrealized
DFAT DIMENSIONAL ETF TRUST 7.2%
Value ($000) $31,287 Shares 711,879 Est. Cost $44.24 Unrealized
DFUV DIMENSIONAL ETF TRUST 6.3%
Value ($000) $27,300 Shares 815,408 Est. Cost $31.56 Unrealized
IJH ISHARES TR 5.6%
Value ($000) $24,440 Shares 101,038 Est. Cost $238.09 Unrealized
DFUS DIMENSIONAL ETF TRUST 5.2%
Value ($000) $22,408 Shares 538,517 Est. Cost $46.98 Unrealized
QUAL ISHARES TR 3.8%
Value ($000) $16,522 Shares 144,985 Est. Cost $117.88 Unrealized
DFAS DIMENSIONAL ETF TRUST 3.2%
Value ($000) $13,791 Shares 269,621 Est. Cost $56.69 Unrealized
AVUS AMERICAN CENTY ETF TR 2.9%
Value ($000) $12,570 Shares 184,827 Est. Cost $67.36 Unrealized
MTUM ISHARES TR 2.8%
Value ($000) $12,100 Shares 82,918 Est. Cost $163.21 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $11,738 Shares 124,026 Est. Cost $95.31 Unrealized
USMV ISHARES TR 2.3%
Value ($000) $10,079 Shares 139,797 Est. Cost $69.46 Unrealized
IJS ISHARES TR 2.1%
Value ($000) $9,161 Shares 100,324 Est. Cost $82.77 Unrealized
ITOT ISHARES TR 2.0%
Value ($000) $8,856 Shares 104,436 Est. Cost $89.06 Unrealized
VTV VANGUARD INDEX FDS 1.8%
Value ($000) $7,618 Shares 54,271 Est. Cost $121.55 Unrealized
DUHP DIMENSIONAL ETF TRUST 1.6%
Value ($000) $7,132 Shares 297,023 Est. Cost $22.05 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $6,911 Shares 18,071 Est. Cost $375.68 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $6,119 Shares 47,092 Est. Cost $137.06 Unrealized +2.7%
DFCF DIMENSIONAL ETF TRUST 1.4%
Value ($000) $5,979 Shares 143,998 Est. Cost $41.99 Unrealized
AVDE AMERICAN CENTY ETF TR 1.4%
Value ($000) $5,975 Shares 112,342 Est. Cost $49.69 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.2%
Value ($000) $5,259 Shares 172,995 Est. Cost $32.61 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $5,118 Shares 13,321 Est. Cost $383.92 Unrealized
DIHP DIMENSIONAL ETF TRUST 1.1%
Value ($000) $4,866 Shares 220,661 Est. Cost $21.20 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $4,339 Shares 18,093 Est. Cost $220.82 Unrealized +6.0%
AVUV AMERICAN CENTY ETF TR 1.0%
Value ($000) $4,149 Shares 55,684 Est. Cost $71.47 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $3,849 Shares 51,189 Est. Cost $82.89 Unrealized
PFF ISHARES TR 0.8%
Value ($000) $3,649 Shares 119,525 Est. Cost $38.80 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.8%
Value ($000) $3,609 Shares 133,555 Est. Cost $27.12 Unrealized
IQLT ISHARES TR 0.7%
Value ($000) $3,070 Shares 94,784 Est. Cost $36.65 Unrealized
AGG ISHARES TR 0.7%
Value ($000) $3,054 Shares 31,486 Est. Cost $108.07 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $2,996 Shares 15,672 Est. Cost $197.44 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $2,867 Shares 10,768 Est. Cost $309.02 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $2,751 Shares 18,965 Est. Cost $128.40 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,568 Shares 14,535 Est. Cost $154.00 Unrealized +2.0%
DFAI DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,481 Shares 99,097 Est. Cost $24.59 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,392 Shares 108,983 Est. Cost $22.49 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,351 Shares 108,820 Est. Cost $26.11 Unrealized
EFV ISHARES TR 0.5%
Value ($000) $2,295 Shares 50,031 Est. Cost $47.18 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $2,250 Shares 27,274 Est. Cost $85.82 Unrealized
IWV ISHARES TR 0.5%
Value ($000) $2,210 Shares 10,013 Est. Cost $223.96 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $2,023 Shares 5,759 Est. Cost $346.05 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,922 Shares 17,545 Est. Cost $109.81 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,834 Shares 12,079 Est. Cost $145.87 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,781 Shares 16,146 Est. Cost $31.24 Unrealized +208.2%
DFSD DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,771 Shares 38,414 Est. Cost $46.56 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,638 Shares 7,644 Est. Cost $241.60 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $1,636 Shares 26,536 Est. Cost $69.24 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,579 Shares 141,194 Est. Cost $15.10 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,570 Shares 20,859 Est. Cost $82.36 Unrealized
SPYD SPDR SER TR 0.3%
Value ($000) $1,371 Shares 34,641 Est. Cost $35.13 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,317 Shares 10,584 Est. Cost $129.67 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,302 Shares 6,389 Est. Cost $213.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,247 Shares 4,037 Est. Cost $279.00 Unrealized +6.4%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,245 Shares 31,946 Est. Cost $50.96 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1,239 Shares 14,822 Est. Cost $102.22 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,233 Shares 7,633 Est. Cost $88.34 Unrealized +55.3%
DVY ISHARES TR 0.3%
Value ($000) $1,199 Shares 9,940 Est. Cost $99.14 Unrealized
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,153 Shares 22,858 Est. Cost $49.63 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,113 Shares 12,728 Est. Cost $38.19 Unrealized
USHY ISHARES TR 0.2%
Value ($000) $1,057 Shares 30,618 Est. Cost $41.08 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $942 Shares 22,445 Est. Cost $48.44 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $925 Shares 5,655 Est. Cost $155.57 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $922 Shares 10,977 Est. Cost $126.44 Unrealized -21.9%
SCZ ISHARES TR 0.2%
Value ($000) $889 Shares 15,734 Est. Cost $68.45 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $888 Shares 4,166 Est. Cost $263.35 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $868 Shares 2,747 Est. Cost $296.76 Unrealized -5.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $850 Shares 11,808 Est. Cost $50.73 Unrealized +28.6%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $847 Shares 17,124 Est. Cost $48.12 Unrealized
T AT&T INC 0.2%
Value ($000) $843 Shares 45,815 Est. Cost $16.17 Unrealized -6.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $832 Shares 3,156 Est. Cost $193.77 Unrealized +26.6%
LQD ISHARES TR 0.2%
Value ($000) $823 Shares 7,810 Est. Cost $135.47 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $806 Shares 12,211 Est. Cost $73.21 Unrealized
IWN ISHARES TR 0.2%
Value ($000) $803 Shares 5,793 Est. Cost $132.11 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $800 Shares 5,279 Est. Cost $140.46 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $791 Shares 5,161 Est. Cost $156.02 Unrealized
JETS ETF SER SOLUTIONS 0.2%
Value ($000) $747 Shares 43,711 Est. Cost $22.99 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $745 Shares 8,400 Est. Cost $108.99 Unrealized -13.1%
HDV ISHARES TR 0.2%
Value ($000) $724 Shares 6,944 Est. Cost $87.67 Unrealized
ISHARES TR 0.2%
Value ($000) $695 Shares 27,751 Est. Cost $25.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $694 Shares 4,924 Est. Cost $96.65 Unrealized +27.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $689 Shares 6,812 Est. Cost $69.29 Unrealized +17.3%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $686 Shares 2,069 Est. Cost $311.64 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $654 Shares 13,001 Est. Cost $50.74 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $626 Shares 13,094 Est. Cost $47.53 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $616 Shares 4,400 Est. Cost $130.22 Unrealized +6.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $614 Shares 15,592 Est. Cost $43.09 Unrealized -28.6%
IOT SAMSARA INC 0.1%
Value ($000) $612 Shares 49,202 Est. Cost $14.10 Unrealized -19.3%
PEP PEPSICO INC 0.1%
Value ($000) $604 Shares 3,346 Est. Cost $134.93 Unrealized +19.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $590 Shares 4,400 Est. Cost $100.64 Unrealized +16.9%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $587 Shares 77,720 Est. Cost $9.43 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $567 Shares 7,631 Est. Cost $91.29 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $565 Shares 6,557 Est. Cost $107.39 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $555 Shares 7,157 Est. Cost $95.65 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $553 Shares 6,721 Est. Cost $89.07 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $553 Shares 8,425 Est. Cost $73.15 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $547 Shares 11,963 Est. Cost $30.65 Unrealized +14.3%
IXUS ISHARES TR 0.1%
Value ($000) $546 Shares 9,426 Est. Cost $67.19 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $545 Shares 14,368 Est. Cost $50.25 Unrealized
ISHARES TR 0.1%
Value ($000) $544 Shares 22,275 Est. Cost $24.42 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $543 Shares 7,320 Est. Cost $91.91 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $529 Shares 4,766 Est. Cost $66.74 Unrealized +39.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $521 Shares 8,510 Est. Cost $49.92 Unrealized +4.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $508 Shares 3,353 Est. Cost $126.55 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $508 Shares 2,830 Est. Cost $101.95 Unrealized +50.3%
ABT ABBOTT LABS 0.1%
Value ($000) $498 Shares 4,533 Est. Cost $104.68 Unrealized -6.7%
HYG ISHARES TR 0.1%
Value ($000) $491 Shares 6,672 Est. Cost $87.33 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $489 Shares 14,304 Est. Cost $34.25 Unrealized
BA BOEING CO 0.1%
Value ($000) $479 Shares 2,516 Est. Cost $192.54 Unrealized -15.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $478 Shares 13,903 Est. Cost $45.93 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $469 Shares 2,557 Est. Cost $199.60 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $439 Shares 4,980 Est. Cost $107.51 Unrealized -12.3%
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $432 Shares 8,810 Est. Cost $50.17 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $428 Shares 3,953 Est. Cost $93.49 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $428 Shares 9,152 Est. Cost $50.12 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $426 Shares 5,742 Est. Cost $50.40 Unrealized +56.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $426 Shares 4,899 Est. Cost $142.19 Unrealized -34.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $420 Shares 2,096 Est. Cost $259.73 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $393 Shares 6,073 Est. Cost $58.47 Unrealized +10.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $393 Shares 4,217 Est. Cost $64.33 Unrealized +33.6%
SHY ISHARES TR 0.1%
Value ($000) $393 Shares 4,841 Est. Cost $85.97 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $390 Shares 1,535 Est. Cost $214.58 Unrealized +4.0%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $389 Shares 6,533 Est. Cost $60.95 Unrealized
BCE BCE INC 0.1%
Value ($000) $363 Shares 8,270 Est. Cost $35.70 Unrealized -0.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $357 Shares 177 Est. Cost $1898.79 Unrealized -1.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $355 Shares 3,643 Est. Cost $72.25 Unrealized +29.1%
META META PLATFORMS INC 0.1%
Value ($000) $351 Shares 2,914 Est. Cost $298.92 Unrealized -61.0%
DEHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $339 Shares 15,246 Est. Cost $22.23 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $337 Shares 1,987 Est. Cost $171.04 Unrealized
ESML ISHARES TR 0.1%
Value ($000) $334 Shares 10,159 Est. Cost $38.11 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $321 Shares 14,356 Est. Cost $19.16 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $312 Shares 6,084 Est. Cost $33.45 Unrealized +20.1%
IVW ISHARES TR 0.1%
Value ($000) $308 Shares 5,267 Est. Cost $63.68 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $303 Shares 1,154 Est. Cost $185.15 Unrealized +31.1%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $299 Shares 1,718 Est. Cost $185.95 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $297 Shares 2,985 Est. Cost $84.05 Unrealized +3.2%
VLY VALLEY NATL BANCORP 0.1%
Value ($000) $295 Shares 26,104 Est. Cost $9.76 Unrealized +20.7%
NOW SERVICENOW INC 0.1%
Value ($000) $290 Shares 746 Est. Cost $105.57 Unrealized -26.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $281 Shares 2,417 Est. Cost $86.91 Unrealized +22.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $279 Shares 1,605 Est. Cost $148.03 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $277 Shares 32,175 Est. Cost $11.16 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $273 Shares 599 Est. Cost $486.92 Unrealized -3.7%
NFLX NETFLIX INC 0.1%
Value ($000) $271 Shares 919 Est. Cost $22.21 Unrealized +26.3%
INTC INTEL CORP 0.1%
Value ($000) $270 Shares 10,215 Est. Cost $44.40 Unrealized -40.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $249 Shares 1,782 Est. Cost $81.15 Unrealized -1.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $243 Shares 5,096 Est. Cost $46.08 Unrealized -10.0%
TEAM ATLASSIAN CORPORATION 0.1%
Value ($000) $236 Shares 1,837 Est. Cost $159.19 Unrealized 0.0%
EFAV ISHARES TR 0.1%
Value ($000) $230 Shares 3,610 Est. Cost $73.36 Unrealized
SLYV SPDR SER TR 0.1%
Value ($000) $225 Shares 3,028 Est. Cost $82.06 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $224 Shares 1,700 Est. Cost $129.61 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $223 Shares 3,919 Est. Cost $56.95 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $219 Shares 2,100 Est. Cost $104.27 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $217 Shares 8,433 Est. Cost $33.36 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $216 Shares 2,031 Est. Cost $106.42 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $214 Shares 6,803 Est. Cost $31.47 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $209 Shares 13,742 Est. Cost $14.64 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $207 Shares 3,458 Est. Cost $59.75 Unrealized
DE DEERE & CO 0.0%
Value ($000) $205 Shares 477 Est. Cost $388.70 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $204 Shares 3,679 Est. Cost $55.44 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $204 Shares 4,481 Est. Cost $39.25 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $203 Shares 1,181 Est. Cost $208.86 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $201 Shares 1,155 Est. Cost $174.33 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $200 Shares 935 Est. Cost $178.76 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $200 Shares 1,276 Est. Cost $146.94 Unrealized 0.0%
BLACKROCK MUNIHLDGS NJ QLTY 0.0%
Value ($000) $192 Shares 17,342 Est. Cost $11.76 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $146 Shares 12,572 Est. Cost $10.86 Unrealized -7.3%
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $136 Shares 17,420 Est. Cost $8.84 Unrealized
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $101 Shares 10,208 Est. Cost $9.87 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $96 Shares 16,760 Est. Cost $6.92 Unrealized
PREDICTIVE ONCOLOGY INC 0.0%
Value ($000) $45 Shares 147,437 Est. Cost $0.38 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $25 Shares 20,000 Est. Cost $1.58 Unrealized 0.0%
VBI VACCINES INC CDA 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $2.80 Unrealized