Sax Wealth Advisors, LLC ETFs

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$501,000 0.03% of portfolio	1,478	Q2 2025 New
MBB Ishares Tr	$0	$496,000 0.03% of portfolio	5,286	Q2 2025 New
SPTS Spdr Portfolio Short Term Trea	$0	$494,000 0.03% of portfolio	16,881	Q2 2025 Reduced 18.96%
JQUA J P Morgan ETF Tr U S Quality	$0	$491,000 0.03% of portfolio	8,182	Q2 2025 Reduced 7.82%
IWM Ishares Russell 2000 ETF	$0	$473,000 0.03% of portfolio	2,196	Q2 2025 Reduced 19.12%
VSGX Vanguard World Fd Esg Intl Stk	$0	$465,000 0.03% of portfolio	7,111	Q3 2024 Added 27.78%
TLH Ishares Barclays 10 20 Yr Trea	$0	$462,000 0.03% of portfolio	4,554	Q2 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$422,000 0.03% of portfolio	8,626	Q2 2025 Reduced 55.76%
SCHZ Schwab Us Aggregate Bond ETF	$0	$419,000 0.03% of portfolio	18,043	Q2 2025 Added 15.07%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$419,000 0.03% of portfolio	10,704	Q2 2025 Reduced 4.68%
SHY Ishares Barclays 1 3 Year Trea	$0	$412,000 0.03% of portfolio	4,982	Q2 2025 Reduced 30.48%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$409,000 0.03% of portfolio	8,086	Q2 2025 Added 0.51%
SCHD Schwab Strategic Tr Us Dividen	$0	$405,000 0.02% of portfolio	15,301	Q2 2025 Reduced 5.01%
SCHG Schwab Strategic Tr Us Large C	$0	$399,000 0.02% of portfolio	13,664	Q2 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$385,000 0.02% of portfolio	3,531	Q2 2025 Reduced 10.47%
IBMO Ishares Tr Ibonds December 202	$0	$384,000 0.02% of portfolio	15,021	Q2 2025 New
IBMP Ishares Tr Ibonds December 202	$0	$382,000 0.02% of portfolio	15,089	Q2 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$379,000 0.02% of portfolio	1,326	Q2 2025 Added 3.67%
IYH Ishares Tr	$0	$378,000 0.02% of portfolio	6,700	Q2 2025 Added 24.77%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$375,000 0.02% of portfolio	14,027	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$372,000 0.02% of portfolio	657	Q2 2025 Added 3.46%
SCHE Schwab Strategic Tr Us Emergin	$0	$368,000 0.02% of portfolio	12,234	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$361,000 0.02% of portfolio	3,934	Q2 2025 Added 4.93%
QYLD Global X Fdsnasdaq 100 Covered	$0	$360,000 0.02% of portfolio	21,539	Q2 2025 New
IEMG Ishares Inc	$0	$358,000 0.02% of portfolio	6,676	Q2 2025 New
XYLD Global X Fds S&P 500 Covered C	$0	$357,000 0.02% of portfolio	9,170	Q2 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$356,000 0.02% of portfolio	974	Q4 2024 Added 0.1%
EMNT Pimco ETF Tr Enhanced Short Ma	$0	$345,000 0.02% of portfolio	3,500	Q3 2024 Added 21.74%
DFIP Dimensional ETF Tr Inflation P	$0	$344,000 0.02% of portfolio	8,243	Q2 2025 Added 52.85%
AOA Ishares Tr Core Aggressive All	$0	$339,000 0.02% of portfolio	4,069	Q2 2025 Added 11.21%
IBMQ Ishares Tr Ibonds Dec 2028 Ter	$0	$336,000 0.02% of portfolio	13,241	Q2 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$334,000 0.02% of portfolio	3,318	Q2 2025 Reduced 42.59%
DLN Wisdomtree Tr U.S Largecap Div	$0	$319,000 0.02% of portfolio	3,890	Q2 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$318,000 0.02% of portfolio	723	Q2 2025 Reduced 54.15%
MORT Vaneck ETF Tr Mtg Reit Income	$0	$316,000 0.02% of portfolio	30,000	Q2 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$308,000 0.02% of portfolio	5,885	Q2 2025 Reduced 0.83%
SPMD Spdr Portfolio	$0	$304,000 0.02% of portfolio	5,597	Q2 2025 Reduced 13.08%
DEHP Dimensional ETF Tr Emerging Mk	$0	$304,000 0.02% of portfolio	10,873	Q2 2025 Reduced 1.63%
SCHH Schwab Strategic U.S. Reit ETF	$0	$301,000 0.02% of portfolio	14,258	Q2 2025 Reduced 1.7%
PEY Invesco Exchange Traded Fd Tr	$0	$295,000 0.02% of portfolio	14,500	Q2 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$289,000 0.02% of portfolio	13,078	Q2 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$289,000 0.02% of portfolio	6,800	Q3 2024 New
FVD First Tr Value Line Divid Inde	$0	$283,000 0.02% of portfolio	6,347	Q2 2025 Added 4.17%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$283,000 0.02% of portfolio	6,358	Q2 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$280,000 0.02% of portfolio	6,556	Q2 2025 Reduced 11.41%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$263,000 0.02% of portfolio	4,317	Q2 2025 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$262,000 0.02% of portfolio	6,334	Q1 2025 Added 21.34%
ESGU Ishares Trust Ishares Esg Awar	$0	$261,000 0.02% of portfolio	1,933	Q2 2025 New
VCIT Vanguard Intermediate Term Cor	$0	$259,000 0.02% of portfolio	3,131	Q2 2025 Reduced 2.16%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$259,000 0.02% of portfolio	5,170	Q2 2025 New

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