Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAX WEALTH ADVISORS LLC | 02-14-2024 | 12-31-2023 | 189 | 612,842,235 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 151 | $349,324 | 4,116 | 0.00 | 4,116 | +Inf | 12-31-2023 | |
| PALO ALTO NETWORKS INC | COM | 152 | $341,760 | 1,159 | 0.00 | 0.00 | -625 | -35.03 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 153 | $338,474 | 5,860 | 0.00 | 0.00 | 158 | 2.77 | 12-31-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 154 | $330,783 | 6,965 | 0.00 | 0.00 | -1,537 | -18.08 | 12-31-2023 |
