| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 7.0% |
| ISHARES TR | 15 | Q2 2024 | 6.6% |
| ISHARES TR | 15 | Q2 2024 | 5.6% |
| ISHARES TR | 15 | Q2 2024 | 5.2% |
| ISHARES TR | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 3.0% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.8% |
| ISHARES TR | 15 | Q2 2024 | 2.3% |
| ISHARES TR | 15 | Q2 2024 | 2.6% |
View SAX WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-17 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-08 |
View SAX WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.