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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | AGGRES ALLOC ETF | 251 | $265,918 | 3,556 | 0.00 | 0.00 | -301 | -7.80 | 06-30-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 252 | $260,042 | 451 | 0.00 | 0.00 | 11 | 2.50 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 253 | $257,988 | 5,029 | 0.00 | 0.00 | 4 | 0.08 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 254 | $256,547 | 6,998 | 0.00 | 6,998 | +Inf | 06-30-2024 |
