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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE VALUE ETF | 51 | $2,223,190 | 42,672 | 0.00 | 0.00 | -7,820 | -15.49 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 52 | $2,185,241 | 22,018 | 0.00 | 0.00 | -12,736 | -36.65 | 12-31-2023 |
| ISHARES TR | IBONDS 27 ETF | 53 | $2,074,185 | 86,677 | 0.00 | 86,677 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 54 | $2,063,824 | 23,357 | 0.00 | 0.00 | -2,409 | -9.35 | 12-31-2023 |
