Sax Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $287.36M | 13.5% |
| FIDELITY MERRIMACK STR TR | $185.79M | 8.7% |
| INVESCO EXCH TRADED FD TR II | $112.14M | 5.3% |
| iShares MSCI UAE ETF | $92.01M | 4.3% |
| DIMENSIONAL ETF TRUST | $81.35M | 3.8% |
| DIMENSIONAL ETF TRUST | $45.10M | 2.1% |
| DIMENSIONAL ETF TRUST | $44.80M | 2.1% |
| ISHARES TR | $40.09M | 1.9% |
| DIMENSIONAL ETF TRUST | $38.21M | 1.8% |
| DIMENSIONAL ETF TRUST | $37.90M | 1.8% |
| DIMENSIONAL ETF TRUST | $36.58M | 1.7% |
| BERKSHIRE HATHAWAY INC DEL | $35.48M | 1.7% |
| INVESCO EXCHANGE TRADED FD T | $33.73M | 1.6% |
| PUTNAM ETF TRUST | $31.26M | 1.5% |
| Apple Inc. | $31.26M | 1.5% |
| DIMENSIONAL ETF TRUST | $26.97M | 1.3% |
| J P MORGAN EXCHANGE TRADED F | $24.42M | 1.1% |
| iShares MSCI UAE ETF | $20.33M | 1.0% |
| ISHARES TR | $20.28M | 1.0% |
| SPDR S&P 500 ETF TR | $19.98M | 0.9% |
| DIMENSIONAL ETF TRUST | $19.73M | 0.9% |
| INVESCO EXCHANGE TRADED FD T | $19.60M | 0.9% |
| VANECK ETF TRUST | $19.14M | 0.9% |
| NVIDIA Corp | $18.66M | 0.9% |
| MICROSOFT CORP | $18.40M | 0.9% |
| AMERICAN CENTY ETF TR | $13.60M | 0.6% |
| DIMENSIONAL ETF TRUST | $13.15M | 0.6% |
| ISHARES TR | $12.92M | 0.6% |
| ISHARES TR | $12.45M | 0.6% |
| VANGUARD INDEX FDS | $11.87M | 0.6% |
| SPDR SERIES TRUST | $11.13M | 0.5% |
| DIMENSIONAL ETF TRUST | $10.98M | 0.5% |
| Alphabet Inc. | $10.61M | 0.5% |
| FIDELITY COVINGTON TRUST | $10.29M | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $9.96M | 0.5% |
| DIMENSIONAL ETF TRUST | $9.86M | 0.5% |
| INVESCO QQQ TR | $9.85M | 0.5% |
| SCHWAB STRATEGIC TR | $9.81M | 0.5% |
| VANGUARD INDEX FDS | $9.22M | 0.4% |
| ISHARES TR | $9.20M | 0.4% |
| Amazon.com Inc | $9.04M | 0.4% |
| Alphabet Inc. | $8.79M | 0.4% |
| ISHARES TR | $8.75M | 0.4% |
| ISHARES TR | $8.67M | 0.4% |
| BARCLAYS BANK PLC | $8.65M | 0.4% |
| DIMENSIONAL ETF TRUST | $8.35M | 0.4% |
| DIMENSIONAL ETF TRUST | $8.28M | 0.4% |
| FIDELITY COVINGTON TRUST | $8.22M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $8.11M | 0.4% |
| VANGUARD INDEX FDS | $7.95M | 0.4% |