SAX WEALTH ADVISORS, LLC holdings history

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244 is the total number of securities SAX WEALTH ADVISORS, LLC has owned. The longest SAX WEALTH ADVISORS, LLC has owned a single stock is 12 quarters.

SAX WEALTH ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IJH ISHARES TR12124.80%5.66%6.97%Q4 2020Q3 202312
QUAL ISHARES TR12123.82%4.57%6.08%Q4 2020Q3 202312
MTUM ISHARES TR12121.20%3.46%5.20%Q4 2020Q3 202312
IJR ISHARES TR12122.27%3.25%5.58%Q4 2020Q3 202312
IJS ISHARES TR12121.59%3.24%5.78%Q4 2020Q3 202312
ITOT ISHARES TR12122.04%2.30%3.03%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12121.57%2.26%3.91%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12121.27%1.91%2.75%Q4 2020Q3 202312
AAPL APPLE INC12121.07%1.80%2.48%Q4 2020Q3 202312
USMV ISHARES TR12121.03%1.79%2.33%Q4 2020Q3 202312
IVV ISHARES TR12121.18%1.51%2.55%Q4 2020Q3 202312
VCSH VANGUARD SCOTTSDALE FDS12120.54%1.41%2.45%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.98%1.18%1.47%Q4 2020Q3 202312
PFF ISHARES TR12120.62%1.14%1.56%Q4 2020Q3 202312
BSV VANGUARD BD INDEX FDS12120.27%1.04%2.48%Q4 2020Q3 202312
IQLT ISHARES TR12120.66%1.01%1.59%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12120.66%1.00%2.17%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.37%0.94%1.77%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.19%0.79%1.74%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.64%0.75%1.06%Q4 2020Q3 202312
EFV ISHARES TR12120.40%0.74%1.39%Q4 2020Q3 202312
IVE ISHARES TR12120.58%0.73%1.14%Q4 2020Q3 202312
IWV ISHARES TR12120.49%0.71%1.18%Q4 2020Q3 202312
JETS ETF SER SOLUTIONS12120.13%0.69%1.40%Q4 2020Q3 202312
IXUS ISHARES TR12120.11%0.68%1.98%Q4 2020Q3 202312
IEFA ISHARES TR12120.34%0.68%1.30%Q4 2020Q3 202312
LQD ISHARES TR12120.06%0.59%1.43%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.41%0.59%1.40%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.45%0.57%0.85%Q4 2020Q3 202312
AGG ISHARES TR12120.06%0.55%1.20%Q4 2020Q3 202312
IWF ISHARES TR12120.38%0.55%0.90%Q4 2020Q3 202312
SCZ ISHARES TR12120.17%0.53%1.32%Q4 2020Q3 202312
PGX INVESCO EXCH TRADED FD...12120.26%0.51%0.80%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12120.25%0.49%1.30%Q4 2020Q3 202312
IWN ISHARES TR12120.14%0.44%1.01%Q4 2020Q3 202312
XLK SELECT SECTOR SPDR TR12120.30%0.44%0.69%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.08%0.42%1.11%Q4 2020Q3 202312
EEM ISHARES TR12120.10%0.42%1.14%Q4 2020Q3 202312
DVY ISHARES TR12120.20%0.39%0.69%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.20%0.38%0.66%Q4 2020Q3 202312
SPYD SPDR SER TR12120.19%0.38%0.64%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.21%0.36%0.45%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.22%0.34%0.41%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.06%0.31%0.74%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.07%0.30%0.80%Q4 2020Q3 202312
VCIT VANGUARD SCOTTSDALE FDS12120.13%0.30%0.80%Q4 2020Q3 202312
T AT&T INC12120.10%0.29%0.69%Q4 2020Q3 202312
IWP ISHARES TR12120.10%0.28%0.39%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.20%0.28%0.40%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.21%0.27%0.45%Q4 2020Q3 202312
IVOO VANGUARD ADMIRAL FDS INC12120.19%0.26%0.42%Q4 2020Q3 202312
EFAV ISHARES TR12120.05%0.26%0.73%Q4 2020Q3 202312
BMY BRISTOL-MYERS SQUIBB CO12120.15%0.25%0.43%Q4 2020Q3 202312
IWD ISHARES TR12120.16%0.25%0.35%Q4 2020Q3 202312
XLE SELECT SECTOR SPDR TR12120.16%0.25%0.47%Q4 2020Q3 202312
GOOG ALPHABET INC12120.17%0.23%0.32%Q4 2020Q3 202312
VTC VANGUARD SCOTTSDALE FDS12120.10%0.23%0.47%Q4 2020Q3 202312
ABBV ABBVIE INC12120.14%0.22%0.30%Q4 2020Q3 202312
BIV VANGUARD BD INDEX FDS12120.10%0.21%0.30%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.17%0.21%0.28%Q4 2020Q3 202312
HDV ISHARES TR12120.15%0.19%0.29%Q4 2020Q3 202312
PEG PUBLIC SVC ENTERPRISE ...12120.10%0.19%0.38%Q4 2020Q3 202312
EFA ISHARES TR12120.11%0.18%0.32%Q4 2020Q3 202312
FLOT ISHARES TR12120.14%0.18%0.27%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.08%0.18%0.30%Q4 2020Q3 202312
IBM INTERNATIONAL BUSINESS...12120.12%0.17%0.25%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.12%0.17%0.28%Q4 2020Q3 202312
SHY ISHARES TR12120.08%0.17%0.47%Q4 2020Q3 202312
DIA SPDR DOW JONES INDL AV...12120.12%0.16%0.28%Q4 2020Q3 202312
FB META PLATFORMS INC12120.08%0.16%0.23%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.10%0.15%0.27%Q4 2020Q3 202312
VYMI VANGUARD WHITEHALL FDS12120.08%0.15%0.28%Q4 2020Q3 202312
BA BOEING CO12120.08%0.15%0.27%Q4 2020Q3 202312
BX BLACKSTONE INC12120.10%0.14%0.19%Q4 2020Q3 202312
VBK VANGUARD INDEX FDS12120.05%0.14%0.25%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.09%0.13%0.19%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.10%0.13%0.18%Q4 2020Q3 202312
PM PHILIP MORRIS INTL INC12120.07%0.13%0.17%Q4 2020Q3 202312
IVW ISHARES TR12120.07%0.13%0.29%Q4 2020Q3 202312
INTC INTEL CORP12120.06%0.13%0.25%Q4 2020Q3 202312
MO ALTRIA GROUP INC12120.10%0.13%0.17%Q4 2020Q3 202312
AMAT APPLIED MATLS INC12120.08%0.12%0.19%Q4 2020Q3 202312
ABT ABBOTT LABS12120.09%0.12%0.16%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.09%0.12%0.16%Q4 2020Q3 202312
BDX BECTON DICKINSON & CO12120.08%0.10%0.18%Q4 2020Q3 202312
VV VANGUARD INDEX FDS12120.07%0.10%0.14%Q4 2020Q3 202312
GLD SPDR GOLD TR12120.06%0.09%0.22%Q4 2020Q3 202312
CVS CVS HEALTH CORP12120.05%0.08%0.10%Q4 2020Q3 202312
NYCB NEW YORK CMNTY BANCORP...12120.04%0.07%0.10%Q4 2020Q3 202312
MGK VANGUARD WORLD FD12120.04%0.06%0.12%Q4 2020Q3 202312
VLY VALLEY NATL BANCORP12120.04%0.06%0.09%Q4 2020Q3 202312
AOD ABRDN TOTAL DYNAMIC DI...12120.03%0.04%0.07%Q4 2020Q3 202312
USA LIBERTY ALL STAR EQUIT...12120.02%0.03%0.05%Q4 2020Q3 202312
DFAU DIMENSIONAL ETF TRUST11110.12%0.52%1.05%Q1 2021Q3 202311
NFLX NETFLIX INC650.06%0.24%0.66%Q4 2020Q3 202311
XLF SELECT SECTOR SPDR TR11110.11%0.20%0.37%Q1 2021Q3 202311
SUSA ISHARES TR11110.12%0.15%0.21%Q1 2021Q3 202311
PEP PEPSICO INC1010.06%0.13%0.16%Q4 2020Q3 202311
TD TORONTO DOMINION BK ONT11110.04%0.11%0.16%Q4 2020Q2 202311
BKNG BOOKING HOLDINGS INC11110.08%0.11%0.18%Q4 2020Q2 202311
ESML ISHARES TR11110.07%0.08%0.13%Q1 2021Q3 202311
BAB INVESCO EXCH TRADED FD...11110.04%0.08%0.13%Q4 2020Q2 202311
SLYV SPDR SER TR11110.04%0.06%0.09%Q1 2021Q3 202311
AVUS AMERICAN CENTY ETF TR10100.19%1.74%3.28%Q2 2021Q3 202310
HYG ISHARES TR10100.09%0.29%0.51%Q4 2020Q1 202310
USHY ISHARES TR10100.14%0.23%0.30%Q2 2021Q3 202310
CRM SALESFORCE INC820.04%0.15%0.25%Q4 2020Q2 202310
EXG EATON VANCE TAX-MANAGE...910.02%0.15%0.24%Q1 2021Q3 202310
AB ALLIANCEBERNSTEIN HLDG...10100.05%0.12%0.21%Q2 2021Q3 202310
NOW SERVICENOW INC820.05%0.09%0.14%Q1 2021Q3 202310
PFE PFIZER INC10100.04%0.07%0.11%Q2 2021Q3 202310
CSCO CISCO SYS INC10100.06%0.07%0.09%Q2 2021Q3 202310
PKG PACKAGING CORP AMER730.04%0.06%0.11%Q4 2020Q3 202310
VBIV VBI VACCINES INC CDA10100.00%0.01%0.01%Q4 2020Q1 202310
DFAC DIMENSIONAL ETF TRUST9910.09%10.72%11.11%Q3 2021Q3 20239
DFAT DIMENSIONAL ETF TRUST996.19%7.06%7.73%Q3 2021Q3 20239
DFUS DIMENSIONAL ETF TRUST995.17%5.82%6.57%Q3 2021Q3 20239
DFAS DIMENSIONAL ETF TRUST992.87%3.25%3.65%Q3 2021Q3 20239
DFAI DIMENSIONAL ETF TRUST990.07%0.48%1.12%Q3 2021Q3 20239
TMUS T-MOBILE US INC990.08%0.13%0.15%Q3 2021Q3 20239
ADI ANALOG DEVICES INC720.04%0.11%0.17%Q4 2020Q2 20239
CVX CHEVRON CORP NEW810.05%0.10%0.12%Q2 2021Q3 20239
VGK VANGUARD INTL EQUITY I...630.04%0.08%0.14%Q4 2020Q2 20239
PANW PALO ALTO NETWORKS INC990.05%0.07%0.09%Q3 2021Q3 20239
DIMENSIONAL ETF TRUST881.13%1.21%1.33%Q4 2021Q3 20238
AVUV AMERICAN CENTY ETF TR880.06%0.71%0.98%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST880.34%0.54%0.75%Q4 2021Q3 20238
DFAE DIMENSIONAL ETF TRUST880.11%0.46%0.81%Q4 2021Q3 20238
MINT PIMCO ETF TR880.06%0.24%0.46%Q4 2020Q3 20228
TEAM ATLASSIAN CORP PLC880.10%0.19%0.28%Q4 2020Q3 20228
SCHV SCHWAB STRATEGIC TR880.16%0.18%0.21%Q4 2021Q3 20238
VPU VANGUARD WORLD FDS880.13%0.16%0.18%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...880.13%0.14%0.16%Q4 2021Q3 20238
HD HOME DEPOT INC880.06%0.13%0.20%Q4 2021Q3 20238
BCE BCE INC880.08%0.10%0.12%Q2 2021Q1 20238
VUSB VANGUARD BD INDEX FDS880.08%0.10%0.11%Q3 2021Q2 20238
LRCX LAM RESEARCH CORP710.04%0.09%0.13%Q4 2020Q3 20238
NVDA NVIDIA CORPORATION620.06%0.09%0.12%Q1 2021Q3 20238
ORCL ORACLE CORP880.05%0.09%0.14%Q4 2020Q3 20228
VPL VANGUARD INTL EQUITY I...620.04%0.08%0.14%Q4 2020Q2 20238
BK BANK NEW YORK MELLON CORP620.04%0.07%0.12%Q4 2020Q1 20238
COST COSTCO WHSL CORP NEW880.04%0.06%0.07%Q4 2021Q3 20238
SPH SUBURBAN PROPANE PARTN...880.04%0.05%0.05%Q4 2021Q3 20238
AVDE AMERICAN CENTY ETF TR770.11%1.08%1.57%Q1 2022Q3 20237
NEE NEXTERA ENERGY INC770.05%0.16%0.28%Q4 2020Q2 20227
TSLA TESLA INC430.07%0.15%0.24%Q4 2021Q3 20237
TSM TAIWAN SEMICONDUCTOR M...770.07%0.11%0.15%Q4 2020Q2 20227
VBR VANGUARD INDEX FDS610.05%0.09%0.18%Q4 2020Q3 20237
SAMSARA INC770.04%0.09%0.15%Q1 2022Q3 20237
BHK BLACKROCK CORE BD TR770.03%0.07%0.12%Q4 2020Q2 20227
PRU PRUDENTIAL FINL INC770.05%0.07%0.08%Q3 2021Q1 20237
MPC MARATHON PETE CORP510.05%0.06%0.07%Q3 2021Q3 20237
ED CONSOLIDATED EDISON INC310.04%0.06%0.11%Q4 2020Q3 20237
SCHC SCHWAB STRATEGIC TR430.04%0.05%0.06%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST665.18%5.93%6.68%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.73%1.71%2.37%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.39%1.66%3.11%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.42%1.23%2.00%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.29%0.61%1.25%Q2 2022Q3 20236
AVEM AMERICAN CENTY ETF TR660.17%0.25%0.28%Q2 2022Q3 20236
RWX SPDR INDEX SHS FDS660.07%0.20%0.33%Q4 2020Q1 20226
ADBE ADOBE SYSTEMS INCORPOR...660.14%0.19%0.25%Q4 2020Q1 20226
PPL PPL CORP660.09%0.14%0.16%Q2 2021Q3 20226
DIMENSIONAL ETF TRUST660.06%0.13%0.19%Q2 2022Q3 20236
VTIP VANGUARD MALVERN FDS660.07%0.11%0.16%Q2 2022Q3 20236
WDAY WORKDAY INC660.08%0.11%0.15%Q4 2020Q1 20226
AMGN AMGEN INC660.06%0.08%0.10%Q4 2021Q1 20236
BND VANGUARD BD INDEX FDS660.06%0.07%0.11%Q4 2020Q1 20226
MCHP MICROCHIP TECHNOLOGY INC.660.06%0.07%0.10%Q4 2020Q1 20226
AOA ISHARES TR420.05%0.06%0.07%Q1 2022Q3 20236
SHELL PLC420.05%0.05%0.05%Q1 2022Q3 20236
OPK OPKO HEALTH INC420.01%0.03%0.10%Q3 2021Q3 20236
QQQM INVESCO EXCH TRADED FD...550.34%1.16%2.24%Q3 2022Q3 20235
MDY SPDR S&P MIDCAP 400 ET...550.33%0.51%0.73%Q4 2020Q4 20215
TWLO TWILIO INC550.07%0.24%0.40%Q1 2021Q1 20225
VTEB VANGUARD MUN BD FDS550.17%0.19%0.21%Q3 2022Q3 20235
AAL AMERICAN AIRLS GROUP INC550.04%0.10%0.16%Q1 2021Q1 20225
TIP ISHARES TR320.04%0.09%0.17%Q4 2020Q2 20235
SNPS SYNOPSYS INC550.07%0.08%0.10%Q1 2021Q1 20225
IBB ISHARES TR550.05%0.08%0.10%Q4 2020Q4 20215
DIMENSIONAL ETF TRUST550.07%0.07%0.08%Q3 2022Q3 20235
VXUS VANGUARD STAR FDS550.04%0.07%0.09%Q4 2020Q4 20215
CL COLGATE PALMOLIVE CO310.04%0.07%0.10%Q4 2020Q2 20225
HON HONEYWELL INTL INC410.05%0.07%0.09%Q4 2020Q4 20225
VXF VANGUARD INDEX FDS550.05%0.06%0.08%Q1 2021Q1 20225
VIOO VANGUARD ADMIRAL FDS INC550.05%0.06%0.08%Q1 2021Q1 20225
NUE NUCOR CORP410.05%0.06%0.06%Q1 2022Q3 20235
ETN EATON CORP PLC410.05%0.05%0.05%Q4 2021Q3 20235
MUJ BLACKROCK MUNIHLDGS NJ...550.04%0.04%0.05%Q3 2022Q3 20235
IGSB ISHARES TR440.55%0.79%1.04%Q4 2020Q3 20214
IBDP ISHARES TR440.13%0.32%0.46%Q4 2022Q3 20234
IBDO ISHARES TR440.16%0.24%0.29%Q4 2022Q3 20234
ARKK ARK ETF TR440.05%0.15%0.24%Q1 2021Q4 20214
PBCT PEOPLES UNITED FINANCI...440.09%0.13%0.15%Q4 2020Q3 20214
PYPL PAYPAL HLDGS INC440.06%0.08%0.10%Q4 2020Q3 20214
DIMENSIONAL ETF TRUST440.08%0.08%0.09%Q4 2022Q3 20234
IDV ISHARES TR440.05%0.08%0.10%Q4 2020Q3 20214
MRNA MODERNA INC310.05%0.08%0.09%Q4 2020Q4 20214
AXP AMERICAN EXPRESS CO440.06%0.07%0.08%Q4 2021Q3 20224
GLW CORNING INC440.05%0.06%0.08%Q1 2021Q4 20214
UBER UBER TECHNOLOGIES INC440.06%0.06%0.06%Q3 2021Q2 20224
VOOG VANGUARD ADMIRAL FDS INC310.04%0.05%0.05%Q3 2021Q2 20234
EVN EATON VANCE MUNI INCOM...440.02%0.02%0.02%Q4 2022Q3 20234
PREDICTIVE ONCOLOGY INC440.01%0.01%0.01%Q2 2022Q1 20234
IBDQ ISHARES TR330.17%0.37%0.52%Q1 2023Q3 20233
DIMENSIONAL ETF TRUST330.06%0.19%0.32%Q1 2023Q3 20233
IWM ISHARES TR110.05%0.17%0.41%Q1 2021Q3 20233
AMERICAN CENTY ETF TR330.08%0.12%0.13%Q1 2023Q3 20233
EA SERIES TRUST330.11%0.11%0.12%Q1 2023Q3 20233
VWOB VANGUARD WHITEHALL FDS210.05%0.07%0.10%Q4 2020Q3 20213
AMERICAN CENTY ETF TR330.06%0.07%0.08%Q1 2023Q3 20233
DAL DELTA AIR LINES INC DEL330.05%0.07%0.08%Q1 2021Q3 20213
RDSA ROYAL DUTCH SHELL PLC330.05%0.07%0.07%Q1 2021Q3 20213
MDT MEDTRONIC PLC330.05%0.07%0.07%Q1 2021Q3 20213
UPS UNITED PARCEL SERVICE INC330.06%0.06%0.07%Q4 2022Q2 20233
EAOA ISHARES TR330.04%0.05%0.05%Q1 2023Q3 20233
IBDR ISHARES TR220.13%0.22%0.31%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST220.08%0.20%0.33%Q2 2023Q3 20232
XT ISHARES TR220.11%0.14%0.17%Q2 2023Q3 20232
FDMO FIDELITY COVINGTON TRUST220.10%0.11%0.11%Q2 2023Q3 20232
SO SOUTHERN CO220.07%0.09%0.11%Q4 2020Q1 20212
UAL UNITED AIRLS HLDGS INC220.08%0.08%0.08%Q1 2021Q2 20212
EWC ISHARES INC220.05%0.06%0.06%Q3 2021Q4 20212
VTWV VANGUARD SCOTTSDALE FDS110.04%0.06%0.07%Q2 2021Q4 20212
JD JD.COM INC220.05%0.05%0.06%Q3 2021Q4 20212
DIMENSIONAL ETF TRUST220.04%0.05%0.06%Q2 2023Q3 20232
SUB ISHARES TR220.05%0.05%0.05%Q4 2022Q1 20232
DTN WISDOMTREE TR220.04%0.05%0.05%Q4 2021Q1 20222
SPHD INVESCO EXCH TRADED FD...220.04%0.04%0.05%Q1 2023Q2 20232
F FORD MTR CO DEL220.03%0.04%0.04%Q3 2022Q4 20222
MUB ISHARES TR110.12%0.12%0.12%Q3 2023Q3 20231
ARMK ARAMARK110.09%0.09%0.09%Q3 2023Q3 20231
CCL CARNIVAL CORP110.08%0.08%0.08%Q2 2021Q2 20211
SCHD SCHWAB STRATEGIC TR110.08%0.08%0.08%Q3 2023Q3 20231
ATLASSIAN CORPORATION110.06%0.06%0.06%Q4 2022Q4 20221
COP CONOCOPHILLIPS110.05%0.05%0.05%Q3 2023Q3 20231
CPNG COUPANG INC110.05%0.05%0.05%Q3 2023Q3 20231
MOAT VANECK ETF TRUST110.05%0.05%0.05%Q3 2023Q3 20231
IWR ISHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
FISV FISERV INC110.05%0.05%0.05%Q3 2023Q3 20231
DE DEERE & CO110.05%0.05%0.05%Q4 2022Q4 20221
IBDS ISHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
TPVG TRIPLEPOINT VENTURE GR...110.04%0.04%0.04%Q1 2022Q1 20221
AVGO BROADCOM INC110.04%0.04%0.04%Q3 2023Q3 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of SAX WEALTH ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by SAX WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SAX WEALTH ADVISORS, LLC owns currently or has owned in the past.