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| Name: |
SAX WEALTH ADVISORS LLC |
| City: |
PARSIPPANY |
| State: |
NJ |
| Zip: |
07054 |
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data |
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| Holdings
Found :
26 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FBND |
Fidelity Total Bond Etf |
41 |
New |
$0.00 |
$2,554,000 |
56,372 |
0.3% |
2,554,000 |
56,372 |
0.02 |
N/A |
|
|
EEMS |
Ishares Msci Emerging Marke... |
76 |
New |
$60.01 |
$886,000 |
15,061 |
0.1% |
886,000 |
15,061 |
0.033 |
N/A |
|
|
EFIV |
Spdr S And P 500 Esg Etf |
85 |
New |
$0.00 |
$798,000 |
15,750 |
0.09% |
798,000 |
15,750 |
0.175 |
N/A |
|
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VGIT |
Vanguard Intermediate -Ter |
112 |
New |
$57.82 |
$515,000 |
8,798 |
0.06% |
515,000 |
8,798 |
0 |
Closed - End Fund - Debt |
|
|
IBDT |
Ishares Ibonds Dec 2028 Ter... |
115 |
New |
$24.44 |
$506,000 |
20,333 |
0.06% |
506,000 |
20,333 |
0.028 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
130 |
New |
$60.24 |
$412,000 |
6,851 |
0.05% |
412,000 |
6,851 |
0 |
Discount, Variety Stores |
|
|
HYDB |
Ishares Edge High Yield Def... |
131 |
New |
$0.00 |
$396,000 |
8,476 |
0.05% |
396,000 |
8,476 |
0.094 |
N/A |
|
|
VGLT |
Vanguard Long-Term Governm |
140 |
New |
$57.44 |
$332,000 |
5,597 |
0.04% |
332,000 |
5,597 |
0.002 |
N/A |
|
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VSGX |
Vanguard Esg International ... |
143 |
New |
$0.00 |
$320,000 |
5,565 |
0.04% |
320,000 |
5,565 |
0.021 |
N/A |
|
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EMNT |
Pimco Enhanced Short Maturi... |
151 |
New |
$0.00 |
$284,000 |
2,875 |
0.03% |
284,000 |
2,875 |
0.032 |
N/A |
|
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VRT |
Vertiv Holdings Co |
154 |
New |
$87.68 |
$273,000 |
3,340 |
0.03% |
273,000 |
3,340 |
0.001 |
N/A |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
160 |
New |
$164.39 |
$251,000 |
1,848 |
0.03% |
251,000 |
1,848 |
0 |
Semiconductor - Integ... |
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EPD |
Enterprise Products Partner... |
162 |
New |
$28.35 |
$247,000 |
8,458 |
0.03% |
247,000 |
8,458 |
0 |
Independent Oil & Gas |
|
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CAT |
Caterpillar Inc |
165 |
New |
$328.94 |
$238,000 |
650 |
0.03% |
238,000 |
650 |
0 |
Farm & Construction M... |
|
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ORCL |
Oracle Corp |
168 |
New |
$125.92 |
$236,000 |
1,878 |
0.03% |
236,000 |
1,878 |
0 |
Application Software |
|
|
CRM |
Salesforce.com Inc |
171 |
New |
$241.85 |
$233,000 |
775 |
0.03% |
233,000 |
775 |
0 |
Internet Software & S... |
|
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IBIT |
iShares Bitcoin Trust |
173 |
New |
$39.42 |
$227,000 |
5,611 |
0.03% |
227,000 |
5,611 |
0.062 |
N/A |
|
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SUB |
iShares S&P S/T Natnl AMT-F... |
174 |
New |
$104.25 |
$222,000 |
2,120 |
0.03% |
222,000 |
2,120 |
0.002 |
Closed - End Fund - Debt |
|
|
RJF |
Raymond James Financial Inc |
175 |
New |
$120.03 |
$220,000 |
1,710 |
0.03% |
220,000 |
1,710 |
0.001 |
Investment Brokerage ... |
|
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V |
Visa Inc |
176 |
New |
$278.67 |
$220,000 |
788 |
0.03% |
220,000 |
788 |
0 |
Business Services |
|
|
CL |
Colgate Palmolive Co |
177 |
New |
$93.89 |
$219,000 |
2,437 |
0.03% |
219,000 |
2,437 |
0 |
Personal Products |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
178 |
New |
$534.67 |
$212,000 |
381 |
0.02% |
212,000 |
381 |
0.001 |
Closed - End Fund - E... |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
179 |
New |
$88.48 |
$211,000 |
2,350 |
0.02% |
211,000 |
2,350 |
0 |
Closed - End Fund - E... |
|
|
DTN |
Dividend Top 100 Fund |
180 |
New |
$97.69 |
$209,000 |
2,057 |
0.02% |
209,000 |
2,057 |
0.032 |
Closed - End Fund - E... |
|
|
VXUS |
Vanguard Total Internationa... |
181 |
New |
$61.18 |
$204,000 |
3,376 |
0.02% |
204,000 |
3,376 |
0.001 |
Closed - End Fund - E... |
|
|
NYMT |
New York Mortgage Trust Inc |
184 |
New |
$5.82 |
$168,000 |
23,377 |
0.02% |
168,000 |
23,377 |
0.026 |
Mortgage Investment |
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