Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAX WEALTH ADVISORS LLC | 07-12-2024 | 06-30-2024 | 274 | 1,049,713,160 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 101 | $908,106 | 8,063 | 0.00 | 0.00 | 884 | 12.31 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 102 | $896,905 | 20,496 | 0.00 | 0.00 | -1,924 | -8.58 | 06-30-2024 |
| VANGUARD WORLD FD | UTILITIES ETF | 103 | $887,557 | 6,000 | 0.00 | 0.00 | 702 | 13.25 | 06-30-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 104 | $860,221 | 20,925 | 0.00 | 0.00 | 611 | 3.01 | 06-30-2024 |
