0001725547-22-000067.txt : 20220420 0001725547-22-000067.hdr.sgml : 20220420 20220420143046 ACCESSION NUMBER: 0001725547-22-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SAX WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001846150 IRS NUMBER: 223645620 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20897 FILM NUMBER: 22837589 BUSINESS ADDRESS: STREET 1: 389 INTERPACE PARKWAY STREET 2: SUITE 3 CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 973-859-2166 MAIL ADDRESS: STREET 1: 389 INTERPACE PARKWAY STREET 2: SUITE 3 CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001846150 XXXXXXXX 03-31-2022 03-31-2022 false SAX WEALTH ADVISORS, LLC

389 INTERPACE PARKWAY SUITE 3 PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-20897 N Kyle Stawicki 973-859-2199 Kyle Stawicki Parsippany NJ 04-20-2022 0 170 296917 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 1129 47796 SH SOLE 0 0 47796 ABBOTT LABS COM 002824100 527 4448 SH SOLE 0 0 4448 ABBVIE INC COM 00287Y109 1235 7618 SH SOLE 0 0 7618 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 167 17420 SH SOLE 0 0 17420 ADOBE SYSTEMS INCORPORATED COM 00724F101 565 1239 SH SOLE 0 0 1239 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 642 13653 SH SOLE 0 0 13653 ALPHABET INC CAP STK CL C 02079K107 1148 411 SH SOLE 0 0 411 ALPHABET INC CAP STK CL A 02079K305 592 213 SH SOLE 0 0 213 ALTRIA GROUP INC COM 02209S103 603 11532 SH SOLE 0 0 11532 AMAZON COM INC COM 023135106 1690 518 SH SOLE 0 0 518 AMERICAN AIRLS GROUP INC COM 02376R102 206 11300 SH SOLE 0 0 11300 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 441 7307 SH SOLE 0 0 7307 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1223 15320 SH SOLE 0 0 15320 AMERICAN CENTY ETF TR US EQT ETF 025072885 3132 40618 SH SOLE 0 0 40618 AMERICAN EXPRESS CO COM 025816109 348 1862 SH SOLE 0 0 1862 AMGEN INC COM 031162100 394 1628 SH SOLE 0 0 1628 ANALOG DEVICES INC COM 032654105 518 3138 SH SOLE 0 0 3138 APPLE INC COM 037833100 10285 58903 SH SOLE 0 0 58903 APPLIED MATLS INC COM 038222105 523 3968 SH SOLE 0 0 3968 BCE INC COM NEW 05534B760 514 9270 SH SOLE 0 0 9270 BANK NEW YORK MELLON CORP COM 064058100 222 4481 SH SOLE 0 0 4481 BECTON DICKINSON & CO COM 075887109 413 1553 SH SOLE 0 0 1553 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2569 7280 SH SOLE 0 0 7280 BLACKROCK CORE BD TR SHS BEN INT 09249E101 171 13158 SH SOLE 0 0 13158 BLACKSTONE INC COM 09260D107 729 5739 SH SOLE 0 0 5739 BOEING CO COM 097023105 519 2711 SH SOLE 0 0 2711 BOOKING HOLDINGS INC COM 09857L108 416 177 SH SOLE 0 0 177 BRISTOL-MYERS SQUIBB CO COM 110122108 1210 16562 SH SOLE 0 0 16562 CVS HEALTH CORP COM 126650100 328 3240 SH SOLE 0 0 3240 CHEVRON CORP NEW COM 166764100 460 2825 SH SOLE 0 0 2825 CISCO SYS INC COM 17275R102 390 6999 SH SOLE 0 0 6999 CONSOLIDATED EDISON INC COM 209115104 237 2500 SH SOLE 0 0 2500 CORNING INC COM 219350105 217 5887 SH SOLE 0 0 5887 COSTCO WHSL CORP NEW COM 22160K105 216 375 SH SOLE 0 0 375 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 956 30327 SH SOLE 0 0 30327 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 403 14330 SH SOLE 0 0 14330 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 596 22720 SH SOLE 0 0 22720 DISNEY WALT CO COM 254687106 1992 14522 SH SOLE 0 0 14522 ETF SER SOLUTIONS US GLB JETS 26922A842 3995 183615 SH SOLE 0 0 183615 EATON VANCE TAX-MANAGED GLOB COM 27829F108 749 77100 SH SOLE 0 0 77100 EXXON MOBIL CORP COM 30231G102 1430 17320 SH SOLE 0 0 17320 META PLATFORMS INC CL A 30303M102 726 3264 SH SOLE 0 0 3264 HOME DEPOT INC COM 437076102 276 920 SH SOLE 0 0 920 INTEL CORP COM 458140100 543 10963 SH SOLE 0 0 10963 INTERNATIONAL BUSINESS MACHS COM 459200101 680 5229 SH SOLE 0 0 5229 INVESCO QQQ TR UNIT SER 1 46090E103 3409 9403 SH SOLE 0 0 9403 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2460 181312 SH SOLE 0 0 181312 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 330 11123 SH SOLE 0 0 11123 ISHARES INC MSCI CDA ETF 464286509 300 7467 SH SOLE 0 0 7467 ISHARES TR CORE S&P TTL STK 464287150 8586 85059 SH SOLE 0 0 85059 ISHARES TR SELECT DIVID ETF 464287168 1990 15533 SH SOLE 0 0 15533 ISHARES TR CORE S&P500 ETF 464287200 5905 13016 SH SOLE 0 0 13016 ISHARES TR CORE US AGGBD ET 464287226 4965 46362 SH SOLE 0 0 46362 ISHARES TR MSCI EMG MKT ETF 464287234 665 14732 SH SOLE 0 0 14732 ISHARES TR IBOXX INV CP ETF 464287242 2816 23287 SH SOLE 0 0 23287 ISHARES TR S&P 500 GRWT ETF 464287309 390 5109 SH SOLE 0 0 5109 ISHARES TR S&P 500 VAL ETF 464287408 2962 19025 SH SOLE 0 0 19025 ISHARES TR 1 3 YR TREAS BD 464287457 539 6472 SH SOLE 0 0 6472 ISHARES TR MSCI EAFE ETF 464287465 944 12820 SH SOLE 0 0 12820 ISHARES TR RUS MD CP GR ETF 464287481 1675 16669 SH SOLE 0 0 16669 ISHARES TR CORE S&P MCP ETF 464287507 23450 87388 SH SOLE 0 0 87388 ISHARES TR RUS 1000 VAL ETF 464287598 1143 6889 SH SOLE 0 0 6889 ISHARES TR RUS 1000 GRW ETF 464287614 2433 8764 SH SOLE 0 0 8764 ISHARES TR RUS 2000 VAL ETF 464287630 888 5503 SH SOLE 0 0 5503 ISHARES TR RUSSELL 3000 ETF 464287689 3074 11716 SH SOLE 0 0 11716 ISHARES TR CORE S&P SCP ETF 464287804 12067 111854 SH SOLE 0 0 111854 ISHARES TR SP SMCP600VL ETF 464287879 11077 108188 SH SOLE 0 0 108188 ISHARES TR EAFE SML CP ETF 464288273 1216 18331 SH SOLE 0 0 18331 ISHARES TR IBOXX HI YD ETF 464288513 1330 16167 SH SOLE 0 0 16167 ISHARES TR PFD AND INCM SEC 464288687 6079 166909 SH SOLE 0 0 166909 ISHARES TR MSCI USA ESG SLC 464288802 651 6721 SH SOLE 0 0 6721 ISHARES TR EAFE VALUE ETF 464288877 2620 52123 SH SOLE 0 0 52123 ISHARES TR AGGRES ALLOC ETF 464289859 277 4019 SH SOLE 0 0 4019 ISHARES TR FLTG RATE NT ETF 46429B655 680 13461 SH SOLE 0 0 13461 ISHARES TR CORE HIGH DV ETF 46429B663 752 7038 SH SOLE 0 0 7038 ISHARES TR MSCI EAFE MIN VL 46429B689 300 4160 SH SOLE 0 0 4160 ISHARES TR MSCI USA MIN VOL 46429B697 7605 98044 SH SOLE 0 0 98044 ISHARES TR MSCI USA QLT FCT 46432F339 18850 140012 SH SOLE 0 0 140012 ISHARES TR MSCI USA MMENTM 46432F396 16842 100090 SH SOLE 0 0 100090 ISHARES TR CORE MSCI TOTAL 46432F834 627 9416 SH SOLE 0 0 9416 ISHARES TR CORE MSCI EAFE 46432F842 3022 43477 SH SOLE 0 0 43477 ISHARES TR MSCI INTL QUALTY 46434V456 4799 130171 SH SOLE 0 0 130171 ISHARES TR ESG AWARE MSCI 46435U663 348 9160 SH SOLE 0 0 9160 ISHARES TR BROAD USD HIGH 46435U853 1258 32385 SH SOLE 0 0 32385 JPMORGAN CHASE & CO COM 46625H100 693 5085 SH SOLE 0 0 5085 JOHNSON & JOHNSON COM 478160104 416 2349 SH SOLE 0 0 2349 LAM RESEARCH CORP COM 512807108 319 593 SH SOLE 0 0 593 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 135 16760 SH SOLE 0 0 16760 MARATHON PETE CORP COM 56585A102 207 2417 SH SOLE 0 0 2417 MCDONALDS CORP COM 580135101 860 3480 SH SOLE 0 0 3480 MERCK & CO INC COM 58933Y105 687 8373 SH SOLE 0 0 8373 MICROSOFT CORP COM 594918104 5371 17420 SH SOLE 0 0 17420 MICROCHIP TECHNOLOGY INC. COM 595017104 231 3080 SH SOLE 0 0 3080 NETFLIX INC COM 64110L106 555 1482 SH SOLE 0 0 1482 NEW YORK CMNTY BANCORP INC COM 649445103 339 31582 SH SOLE 0 0 31582 NEXTERA ENERGY INC COM 65339F101 389 4596 SH SOLE 0 0 4596 NUCOR CORP COM 670346105 253 1700 SH SOLE 0 0 1700 NVIDIA CORPORATION COM 67066G104 435 1595 SH SOLE 0 0 1595 OPKO HEALTH INC COM 68375N103 277 80610 SH SOLE 0 0 80610 ORACLE CORP COM 68389X105 277 3347 SH SOLE 0 0 3347 PPL CORP COM 69351T106 633 22153 SH SOLE 0 0 22153 PACKAGING CORP AMER COM 695156109 242 1551 SH SOLE 0 0 1551 PALANTIR TECHNOLOGIES INC CL A 69608A108 152 11100 SH SOLE 0 0 11100 PALO ALTO NETWORKS INC COM 697435105 370 594 SH SOLE 0 0 594 PEPSICO INC COM 713448108 614 3668 SH SOLE 0 0 3668 PFIZER INC COM 717081103 438 8455 SH SOLE 0 0 8455 PHILIP MORRIS INTL INC COM 718172109 640 6812 SH SOLE 0 0 6812 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 715 7142 SH SOLE 0 0 7142 PROCTER AND GAMBLE CO COM 742718109 674 4412 SH SOLE 0 0 4412 PRUDENTIAL FINL INC COM 744320102 309 2615 SH SOLE 0 0 2615 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 925 13216 SH SOLE 0 0 13216 SPDR S&P 500 ETF TR TR UNIT 78462F103 8935 19784 SH SOLE 0 0 19784 SPDR GOLD TR GOLD SHS 78463V107 335 1852 SH SOLE 0 0 1852 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 302 8842 SH SOLE 0 0 8842 SPDR SER TR S&P 600 SMCP VAL 78464A300 252 3028 SH SOLE 0 0 3028 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 596 1719 SH SOLE 0 0 1719 SPDR SER TR PRTFLO S&P500 HI 78468R788 1989 45258 SH SOLE 0 0 45258 SALESFORCE COM INC COM 79466L302 638 3007 SH SOLE 0 0 3007 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 872 12211 SH SOLE 0 0 12211 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 258 6803 SH SOLE 0 0 6803 SELECT SECTOR SPDR TR ENERGY 81369Y506 1080 14134 SH SOLE 0 0 14134 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1151 30047 SH SOLE 0 0 30047 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1834 11541 SH SOLE 0 0 11541 SERVICENOW INC COM 81762P102 415 746 SH SOLE 0 0 746 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 224 13933 SH SOLE 0 0 13933 SYNOPSYS INC COM 871607107 336 1009 SH SOLE 0 0 1009 T-MOBILE US INC COM 872590104 506 3945 SH SOLE 0 0 3945 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 359 3448 SH SOLE 0 0 3448 TESLA INC COM 88160R101 567 526 SH SOLE 0 0 526 TORONTO DOMINION BK ONT COM NEW 891160509 650 8190 SH SOLE 0 0 8190 TRIPLEPOINT VENTURE GROWTH B COM 89677Y100 187 10683 SH SOLE 0 0 10683 TWILIO INC CL A 90138F102 291 1764 SH SOLE 0 0 1764 UBER TECHNOLOGIES INC COM 90353T100 230 6442 SH SOLE 0 0 6442 VBI VACCINES INC CDA COM NEW 91822J103 17 10000 SH SOLE 0 0 10000 VALLEY NATL BANCORP COM 919794107 254 19529 SH SOLE 0 0 19529 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2268 13986 SH SOLE 0 0 13986 VANGUARD STAR FDS VG TL INTL STK F 921909768 204 3408 SH SOLE 0 0 3408 VANGUARD WORLD FD MEGA GRWTH IND 921910816 278 1180 SH SOLE 0 0 1180 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 222 804 SH SOLE 0 0 804 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 216 1090 SH SOLE 0 0 1090 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 1048 5767 SH SOLE 0 0 5767 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1029 12559 SH SOLE 0 0 12559 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5114 65653 SH SOLE 0 0 65653 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 264 3320 SH SOLE 0 0 3320 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1931 40208 SH SOLE 0 0 40208 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 372 3311 SH SOLE 0 0 3311 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 695 10274 SH SOLE 0 0 10274 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 651 6429 SH SOLE 0 0 6429 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2726 59090 SH SOLE 0 0 59090 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 220 2976 SH SOLE 0 0 2976 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 229 3679 SH SOLE 0 0 3679 VANGUARD WORLD FDS UTILITIES ETF 92204A876 746 4610 SH SOLE 0 0 4610 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6671 85422 SH SOLE 0 0 85422 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 958 11470 SH SOLE 0 0 11470 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1305 15171 SH SOLE 0 0 15171 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2361 5686 SH SOLE 0 0 5686 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3520 32481 SH SOLE 0 0 32481 VANGUARD INDEX FDS SML CP GRW ETF 922908595 575 2318 SH SOLE 0 0 2318 VANGUARD INDEX FDS SM CP VAL ETF 922908611 287 1629 SH SOLE 0 0 1629 VANGUARD INDEX FDS MID CAP ETF 922908629 2035 8556 SH SOLE 0 0 8556 VANGUARD INDEX FDS LARGE CAP ETF 922908637 601 2881 SH SOLE 0 0 2881 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 214 1294 SH SOLE 0 0 1294 VANGUARD INDEX FDS GROWTH ETF 922908736 1233 4287 SH SOLE 0 0 4287 VANGUARD INDEX FDS VALUE ETF 922908744 8020 54271 SH SOLE 0 0 54271 VANGUARD INDEX FDS SMALL CP ETF 922908751 738 3475 SH SOLE 0 0 3475 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3039 13350 SH SOLE 0 0 13350 VERIZON COMMUNICATIONS INC COM 92343V104 763 14979 SH SOLE 0 0 14979 WISDOMTREE TR US AI ENHANCED 97717W406 204 2057 SH SOLE 0 0 2057 WORKDAY INC CL A 98138H101 353 1476 SH SOLE 0 0 1476 ATLASSIAN CORP PLC CL A G06242104 744 2532 SH SOLE 0 0 2532