SAX WEALTH ADVISORS, LLC [Rocket]

Holdings

SAX WEALTH ADVISORS, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IJH	Common	103,124	7,452	25,797,530,000	25,776,553,000	5.60		Hist	03/31/2023
iSHARES TRUST	QUAL	Common	148,213	1,884	18,388,046,000	18,372,837,000	3.99		Hist	03/31/2023
AMERICAN CENTY ETF TR	AVUS	Common	199,982	65,783	14,174,736,000	14,166,369,000	3.08		Hist	03/31/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	123,076	1,836	11,901,473,000	11,890,902,000	2.59		Hist	03/31/2023
SPDR S&P 500 ETF TRUST	SPY	Common	19,095	1,461	7,817,288,000	7,810,990,000	1.70		Hist	03/31/2023
iSHARES TRUST	IVV	Common	14,717	1,106	6,049,783,000	6,044,901,000	1.31		Hist	03/31/2023
MICROSOFT CORP	MSFT	Common	16,299	24	4,699,052,000	4,695,262,000	1.02	0.00	Hist	03/31/2023
VANGUARD INDEX FUNDS	VTI	Common	15,035	1,094	3,068,636,000	3,066,134,000	0.67		Hist	03/31/2023
Dimensional ETF Trust	DFAE	Common	128,602	44,625	2,960,409,000	2,958,722,000	0.64		Hist	03/31/2023
iSHARES TRUST	IVE	Common	19,038	34	2,889,254,000	2,886,812,000	0.63		Hist	03/31/2023
iSHARES TRUST	IWV	Common	10,363	466	2,439,487,000	2,437,438,000	0.53		Hist	03/31/2023
iSHARES TRUST	IWF	Common	8,800	1,028	2,150,029,000	2,148,394,000	0.47		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLK	COM	12,185	642	1,840,048,000	1,838,677,000	0.40		Hist	03/31/2023
AMAZON COM INC	AMZN	Common	15,317	514	1,582,051,000	1,580,378,000	0.34		Hist	03/31/2023
SPDR SERIES TRUST	SPYD	Common	35,051	2,250	1,331,940,000	1,330,777,000	0.29		Hist	03/31/2023
AMERICAN CENTY ETF TR	AVEM	Common	24,114	2,859	1,275,376,000	1,274,400,000	0.28		Hist	03/31/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	4,029	460	1,244,034,000	1,243,081,000	0.27		Hist	03/31/2023
iSHARES TRUST	DVY	DJ SEL DIV INX	10,448	1,087	1,224,333,000	1,223,329,000	0.27		Hist	03/31/2023
iSHARES TRUST	USHY	Common	31,932	2,625	1,135,197,000	1,134,212,000	0.25		Hist	03/31/2023
iSHARES TRUST	IWD	ETF	6,977	1,698	1,062,252,000	1,061,534,000	0.23		Hist	03/31/2023
VANGUARD ADMIRAL FUNDS	IVOO	Common	11,315	5,545	958,147,000	957,290,000	0.21		Hist	03/31/2023
Tesla, Inc.	TSLA	COM	4,547	3,476	943,270,000	942,986,000	0.20		Hist	03/31/2023
VANGUARD MUN BD FD INC	VTEB	Common	17,490	491	886,024,000	885,206,000	0.19		Hist	03/31/2023
Alphabet Inc.	GOOG	COM	8,400	500	873,600,000	872,840,000	0.19		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	12,457	246	816,955,000	816,241,000	0.18		Hist	03/31/2023
HOME DEPOT, INC.	HD	Common	2,610	340	770,380,000	769,754,000	0.17	0.00	Hist	03/31/2023
VANGUARD WORLD FUND	VPU	Common	5,191	592	765,812,000	765,158,000	0.17		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VCIT	Common	8,729	2,012	700,263,000	699,755,000	0.15		Hist	03/31/2023
Floto Paul Johnstone	FLOT	ETF	13,734	253	692,054,000	691,376,000	0.15		Hist	03/31/2023
SSGA FUNDS MANAGEMENT INC	XLF	Common	21,134	3,637	679,457,000	678,926,000	0.15		Hist	03/31/2023
Meta Platforms, Inc.	FB	Common	2,914	12	617,593,000	617,199,000	0.13		Hist	03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VT	Common	6,633	122	610,815,000	610,301,000	0.13		Hist	03/31/2023
EATON VANCE TAX MNGD GBL DV	EXG	COM	77,720	4,620	606,993,000	606,463,000	0.13		Hist	03/31/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA		1,789	205	595,005,000	594,550,000	0.13		Hist	03/31/2023
iSHARES TRUST	IXUS	Common	9,439	17	584,733,000	584,253,000	0.13		Hist	03/31/2023
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