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 | IBONDS DEC24 ETF | 51 | $2,916,182 | 116,044 | 0.00 | 0.00 | 11,256 | 10.74 | 06-30-2024 |
| ISHARES TR | MSCI INTL QUALTY | 52 | $2,899,627 | 74,254 | 0.00 | 0.00 | -17,278 | -18.88 | 06-30-2024 |
| ISHARES TR | ESG MSCI LEADR | 53 | $2,825,178 | 28,997 | 0.00 | 28,997 | +Inf | 06-30-2024 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 54 | $2,552,306 | 13,981 | 0.00 | 0.00 | -46 | -0.33 | 06-30-2024 |
