Sax Wealth Advisors, LLC ETFs

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$475,000 0.04% of portfolio	24,294	Q3 2024 Added 62.98%
JQUA J P Morgan ETF Tr U S Quality	$0	$471,000 0.04% of portfolio	8,326	Q3 2024 Added 28.37%
AGG Ishares Core U.S. Aggregate Bo	$0	$464,000 0.04% of portfolio	4,587	Q3 2024 Added 19.67%
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$444,000 0.04% of portfolio	21,631	Q3 2024 Added 55.89%
VSGX Vanguard World Fd Esg Intl Stk	$0	$437,000 0.04% of portfolio	7,111	Q3 2024 Added 27.78%
DEHP Dimensional ETF Tr Emerging Mk	$0	$409,000 0.04% of portfolio	15,225	Q2 2024 Reduced 10.89%
VCIT Vanguard Intermediate Term Cor	$0	$398,000 0.04% of portfolio	4,761	Q3 2024 Reduced 6.39%
BSCU Invesco Exc Self Ind Tr	$0	$398,000 0.04% of portfolio	23,504	Q3 2024 Added 38.14%
DGRO Ishares Core Dividend Growth E	$0	$397,000 0.04% of portfolio	6,346	Q3 2024 Added 58.81%
BSCT Invesco Index Fd Tr Bulletshar	$0	$395,000 0.04% of portfolio	21,047	Q3 2024 Added 38.25%
USFR Wisdomtree Floating Rate Treas	$0	$389,000 0.04% of portfolio	7,747	Q3 2024 Added 77.28%
SUB Ishares Short Term National Mu	$0	$388,000 0.04% of portfolio	3,660	Q2 2024 Added 72.64%
DSI Ishares Msci Kld 400 Social Et	$0	$383,000 0.03% of portfolio	3,522	Q3 2024 Added 31.32%
BND Vanguard Bd Index Fd Inc Total	$0	$376,000 0.03% of portfolio	5,008	Q3 2024 Added 6.64%
GSLC Goldman Sachs ETF Tr Activebet	$0	$370,000 0.03% of portfolio	3,278	Q3 2024 Added 0.03%
MORT Vaneck ETF Tr Mtg Reit Income	$0	$362,000 0.03% of portfolio	30,000	Q2 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$361,000 0.03% of portfolio	635	Q3 2024 Added 21.88%
VONG Vanguard Russell 1000 Growth E	$0	$358,000 0.03% of portfolio	3,713	Q3 2024 Added 43.97%
IYH Ishares Tr	$0	$349,000 0.03% of portfolio	5,370	Q2 2024 New
EMNT Pimco ETF Tr Enhanced Short Ma	$0	$346,000 0.03% of portfolio	3,500	Q3 2024 Added 21.74%
SPAB Spdr Portfolio Aggregate Bond	$0	$335,000 0.03% of portfolio	12,840	Q3 2024 Added 45.25%
IWR Ishares Russell Mid Cap ETF	$0	$330,000 0.03% of portfolio	3,749	Q2 2024 Added 3.02%
VBR Vanguard Small Cap Value ETF	$0	$328,000 0.03% of portfolio	1,637	Q3 2024 Reduced 17.11%
PEY Invesco Exchange Traded Fd Tr	$0	$317,000 0.03% of portfolio	14,500	Q2 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$313,000 0.03% of portfolio	973	Q3 2024 New
GLD Spdr Gold Trust	$83.9B	$288,000 0.03% of portfolio	1,186	Q3 2024 Added 5.24%
VBK Vanguard Small Cap Growth ETF	$0	$285,000 0.03% of portfolio	1,069	Q3 2024 Reduced 7.12%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$275,000 0.02% of portfolio	5,134	Q3 2024 New
SPMD Spdr Portfolio	$0	$274,000 0.02% of portfolio	5,025	Q3 2024 Reduced 0.08%
IGV Ishares Expanded Tech Software	$0	$263,000 0.02% of portfolio	2,947	Q3 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$262,000 0.02% of portfolio	6,800	Q3 2024 New
AOA Ishares Tr Core Aggressive All	$0	$260,000 0.02% of portfolio	3,301	Q3 2024 Reduced 7.17%
INDA Ishares Msci India Index Fund	$0	$256,000 0.02% of portfolio	4,381	Q3 2024 New
SMIN Ishares Msci India Small Cap I	$0	$256,000 0.02% of portfolio	2,986	Q3 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$253,000 0.02% of portfolio	20,511	Q3 2024 Added 16.77%
PCEF Invesco Cef Income Composite E	$0	$246,000 0.02% of portfolio	12,500	Q2 2024 New
NOBL Proshares S&P 500 Dividend Ari	$0	$245,000 0.02% of portfolio	2,299	Q3 2024 New
OEF Ishares S&P 100 ETF	$0	$234,000 0.02% of portfolio	881	Q3 2024 New
HYG Ishares Tr	$0	$229,000 0.02% of portfolio	2,864	Q3 2024 New
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$228,000 0.02% of portfolio	2,057	Q1 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$227,000 0.02% of portfolio	2,864	Q2 2024 Reduced 86.88%
JETS ETF Ser Solutions U S Global J	$0	$224,000 0.02% of portfolio	10,833	Q3 2024 Reduced 8.23%
MLPX Global X Mlp & Energy Infrastr	$0	$222,000 0.02% of portfolio	4,081	Q3 2024 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$220,000 0.02% of portfolio	5,220	Q3 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$209,000 0.02% of portfolio	2,474	Q3 2024 Reduced 10.81%
IWS Ishares Russell Midcap Value E	$0	$208,000 0.02% of portfolio	1,579	Q3 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$207,000 0.02% of portfolio	4,393	Q3 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$206,000 0.02% of portfolio	1,639	Q3 2024 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$203,000 0.02% of portfolio	4,635	Q3 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$203,000 0.02% of portfolio	2,992	Q3 2024 New

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