0001725547-22-000148.txt : 20220811 0001725547-22-000148.hdr.sgml : 20220811 20220811144610 ACCESSION NUMBER: 0001725547-22-000148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221155207 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 06-30-2022 06-30-2022 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 08-11-2022 0 164 393241 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 941 44901 SH SOLE 0 0 44901 ABBOTT LABS COM 002824100 483 4449 SH SOLE 0 0 4449 ABBVIE INC COM 00287Y109 1159 7569 SH SOLE 0 0 7569 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 141 17420 SH SOLE 0 0 17420 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 578 13903 SH SOLE 0 0 13903 ALPHABET INC CAP STK CL C 02079K107 906 414 SH SOLE 0 0 414 ALPHABET INC CAP STK CL A 02079K305 493 226 SH SOLE 0 0 226 ALTRIA GROUP INC COM 02209S103 512 12267 SH SOLE 0 0 12267 AMAZON COM INC COM 023135106 1594 15003 SH SOLE 0 0 15003 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 656 12599 SH SOLE 0 0 12599 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1865 36599 SH SOLE 0 0 36599 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2462 36022 SH SOLE 0 0 36022 AMERICAN CENTY ETF TR US EQT ETF 025072885 4779 73474 SH SOLE 0 0 73474 AMERICAN EXPRESS CO COM 025816109 258 1863 SH SOLE 0 0 1863 AMGEN INC COM 031162100 396 1630 SH SOLE 0 0 1630 ANALOG DEVICES INC COM 032654105 458 3138 SH SOLE 0 0 3138 APPLE INC COM 037833100 8128 59451 SH SOLE 0 0 59451 APPLIED MATLS INC COM 038222105 361 3968 SH SOLE 0 0 3968 BCE INC COM NEW 05534B760 456 9270 SH SOLE 0 0 9270 BECTON DICKINSON & CO COM 075887109 383 1553 SH SOLE 0 0 1553 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 947 3468 SH SOLE 0 0 3468 BLACKROCK CORE BD TR SHS BEN INT 09249E101 135 11918 SH SOLE 0 0 11918 BLACKSTONE INC COM 09260D107 524 5747 SH SOLE 0 0 5747 BOEING CO COM 097023105 369 2699 SH SOLE 0 0 2699 BOOKING HOLDINGS INC COM 09857L108 310 177 SH SOLE 0 0 177 BRISTOL-MYERS SQUIBB CO COM 110122108 1046 13580 SH SOLE 0 0 13580 CVS HEALTH CORP COM 126650100 300 3243 SH SOLE 0 0 3243 CHEVRON CORP NEW COM 166764100 409 2828 SH SOLE 0 0 2828 CISCO SYS INC COM 17275R102 247 5783 SH SOLE 0 0 5783 COLGATE PALMOLIVE CO COM 194162103 205 2552 SH SOLE 0 0 2552 CONSOLIDATED EDISON INC COM 209115104 225 2370 SH SOLE 0 0 2370 COSTCO WHSL CORP NEW COM 22160K105 285 595 SH SOLE 0 0 595 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1227 46426 SH SOLE 0 0 46426 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1487 61601 SH SOLE 0 0 61601 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 934 40336 SH SOLE 0 0 40336 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 23238 570262 SH SOLE 0 0 570262 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 12867 268067 SH SOLE 0 0 268067 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 28493 708431 SH SOLE 0 0 708431 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 41442 1778634 SH SOLE 0 0 1778634 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 26247 830592 SH SOLE 0 0 830592 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 1650 77235 SH SOLE 0 0 77235 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4880 168909 SH SOLE 0 0 168909 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 2855 126900 SH SOLE 0 0 126900 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 228 4749 SH SOLE 0 0 4749 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1129 24084 SH SOLE 0 0 24084 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1540 35310 SH SOLE 0 0 35310 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2426 113172 SH SOLE 0 0 113172 DISNEY WALT CO COM 254687106 1094 11586 SH SOLE 0 0 11586 ETF SER SOLUTIONS US GLB JETS 26922A842 2584 156588 SH SOLE 0 0 156588 EATON VANCE TAX-MANAGED GLOB COM 27829F108 564 73100 SH SOLE 0 0 73100 EXXON MOBIL CORP COM 30231G102 1484 17324 SH SOLE 0 0 17324 META PLATFORMS INC CL A 30303M102 473 2935 SH SOLE 0 0 2935 HOME DEPOT INC COM 437076102 252 919 SH SOLE 0 0 919 INTEL CORP COM 458140100 428 11434 SH SOLE 0 0 11434 INTERNATIONAL BUSINESS MACHS COM 459200101 722 5113 SH SOLE 0 0 5113 INVESCO QQQ TR UNIT SER 1 46090E103 2594 9254 SH SOLE 0 0 9254 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1708 138410 SH SOLE 0 0 138410 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 304 10973 SH SOLE 0 0 10973 ISHARES TR CORE S&P TTL STK 464287150 8379 100012 SH SOLE 0 0 100012 ISHARES TR SELECT DIVID ETF 464287168 1129 9590 SH SOLE 0 0 9590 ISHARES TR CORE S&P500 ETF 464287200 5245 13834 SH SOLE 0 0 13834 ISHARES TR CORE US AGGBD ET 464287226 3900 38352 SH SOLE 0 0 38352 ISHARES TR MSCI EMG MKT ETF 464287234 577 14384 SH SOLE 0 0 14384 ISHARES TR IBOXX INV CP ETF 464287242 1428 12983 SH SOLE 0 0 12983 ISHARES TR S&P 500 GRWT ETF 464287309 309 5116 SH SOLE 0 0 5116 ISHARES TR S&P 500 VAL ETF 464287408 2615 19027 SH SOLE 0 0 19027 ISHARES TR 1 3 YR TREAS BD 464287457 601 7255 SH SOLE 0 0 7255 ISHARES TR MSCI EAFE ETF 464287465 548 8773 SH SOLE 0 0 8773 ISHARES TR RUS MD CP GR ETF 464287481 1310 16542 SH SOLE 0 0 16542 ISHARES TR CORE S&P MCP ETF 464287507 20326 89847 SH SOLE 0 0 89847 ISHARES TR RUS 1000 VAL ETF 464287598 1020 7039 SH SOLE 0 0 7039 ISHARES TR RUS 1000 GRW ETF 464287614 1597 7302 SH SOLE 0 0 7302 ISHARES TR RUS 2000 VAL ETF 464287630 748 5496 SH SOLE 0 0 5496 ISHARES TR RUSSELL 3000 ETF 464287689 2361 10863 SH SOLE 0 0 10863 ISHARES TR CORE S&P SCP ETF 464287804 10259 111019 SH SOLE 0 0 111019 ISHARES TR SP SMCP600VL ETF 464287879 9213 103485 SH SOLE 0 0 103485 ISHARES TR EAFE SML CP ETF 464288273 928 16994 SH SOLE 0 0 16994 ISHARES TR IBOXX HI YD ETF 464288513 605 8216 SH SOLE 0 0 8216 ISHARES TR PFD AND INCM SEC 464288687 4820 146605 SH SOLE 0 0 146605 ISHARES TR MSCI USA ESG SLC 464288802 542 6721 SH SOLE 0 0 6721 ISHARES TR EAFE VALUE ETF 464288877 2294 52848 SH SOLE 0 0 52848 ISHARES TR AGGRES ALLOC ETF 464289859 284 4739 SH SOLE 0 0 4739 ISHARES TR FLTG RATE NT ETF 46429B655 672 13466 SH SOLE 0 0 13466 ISHARES TR CORE HIGH DV ETF 46429B663 697 6944 SH SOLE 0 0 6944 ISHARES TR MSCI EAFE MIN VL 46429B689 263 4160 SH SOLE 0 0 4160 ISHARES TR MSCI USA MIN VOL 46429B697 8017 114189 SH SOLE 0 0 114189 ISHARES TR MSCI USA QLT FCT 46432F339 15557 139239 SH SOLE 0 0 139239 ISHARES TR MSCI USA MMENTM 46432F396 13571 99517 SH SOLE 0 0 99517 ISHARES TR CORE MSCI TOTAL 46432F834 537 9422 SH SOLE 0 0 9422 ISHARES TR CORE MSCI EAFE 46432F842 2434 41352 SH SOLE 0 0 41352 ISHARES TR MSCI INTL QUALTY 46434V456 3477 112421 SH SOLE 0 0 112421 ISHARES TR ESG AWARE MSCI 46435U663 289 9160 SH SOLE 0 0 9160 ISHARES TR BROAD USD HIGH 46435U853 1122 32414 SH SOLE 0 0 32414 JPMORGAN CHASE & CO COM 46625H100 500 4441 SH SOLE 0 0 4441 JOHNSON & JOHNSON COM 478160104 1745 9828 SH SOLE 0 0 9828 LAM RESEARCH CORP COM 512807108 253 593 SH SOLE 0 0 593 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 105 16760 SH SOLE 0 0 16760 MCDONALDS CORP COM 580135101 808 3274 SH SOLE 0 0 3274 MERCK & CO INC COM 58933Y105 427 4685 SH SOLE 0 0 4685 MICROSOFT CORP COM 594918104 4608 17941 SH SOLE 0 0 17941 NEW YORK CMNTY BANCORP INC COM 649445103 294 32175 SH SOLE 0 0 32175 NEXTERA ENERGY INC COM 65339F101 201 2596 SH SOLE 0 0 2596 NVIDIA CORPORATION COM 67066G104 231 1524 SH SOLE 0 0 1524 ORACLE CORP COM 68389X105 230 3288 SH SOLE 0 0 3288 PPL CORP COM 69351T106 560 20653 SH SOLE 0 0 20653 PACKAGING CORP AMER COM 695156109 210 1526 SH SOLE 0 0 1526 PALO ALTO NETWORKS INC COM 697435105 293 594 SH SOLE 0 0 594 PEPSICO INC COM 713448108 611 3668 SH SOLE 0 0 3668 PFIZER INC COM 717081103 348 6632 SH SOLE 0 0 6632 PHILIP MORRIS INTL INC COM 718172109 673 6812 SH SOLE 0 0 6812 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 512 5163 SH SOLE 0 0 5163 PREDICTIVE ONCOLOGY INC COM NEW 74039M200 44 107437 SH SOLE 0 0 107437 PROCTER AND GAMBLE CO COM 742718109 638 4440 SH SOLE 0 0 4440 PRUDENTIAL FINL INC COM 744320102 285 2984 SH SOLE 0 0 2984 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 836 13216 SH SOLE 0 0 13216 SHELL PLC SPON ADS 780259305 205 3924 SH SOLE 0 0 3924 SPDR S&P 500 ETF TR TR UNIT 78462F103 7164 18991 SH SOLE 0 0 18991 SPDR GOLD TR GOLD SHS 78463V107 370 2198 SH SOLE 0 0 2198 SPDR SER TR S&P 600 SMCP VAL 78464A300 219 3028 SH SOLE 0 0 3028 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 488 1584 SH SOLE 0 0 1584 SPDR SER TR PRTFLO S&P500 HI 78468R788 1152 28856 SH SOLE 0 0 28856 SALESFORCE INC COM 79466L302 497 3010 SH SOLE 0 0 3010 SAMSARA INC COM CL A 79589L106 445 39835 SH SOLE 0 0 39835 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 762 12211 SH SOLE 0 0 12211 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 212 6803 SH SOLE 0 0 6803 SELECT SECTOR SPDR TR ENERGY 81369Y506 997 13936 SH SOLE 0 0 13936 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 550 17497 SH SOLE 0 0 17497 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1640 12904 SH SOLE 0 0 12904 SERVICENOW INC COM 81762P102 355 746 SH SOLE 0 0 746 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 210 13742 SH SOLE 0 0 13742 T-MOBILE US INC COM 872590104 592 4400 SH SOLE 0 0 4400 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 282 3448 SH SOLE 0 0 3448 TESLA INC COM 88160R101 307 456 SH SOLE 0 0 456 TORONTO DOMINION BK ONT COM NEW 891160509 537 8190 SH SOLE 0 0 8190 UBER TECHNOLOGIES INC COM 90353T100 224 10944 SH SOLE 0 0 10944 VBI VACCINES INC CDA COM NEW 91822J103 8 10000 SH SOLE 0 0 10000 VALLEY NATL BANCORP COM 919794107 204 19549 SH SOLE 0 0 19549 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1964 13688 SH SOLE 0 0 13688 VANGUARD WORLD FD MEGA GRWTH IND 921910816 214 1180 SH SOLE 0 0 1180 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 884 5770 SH SOLE 0 0 5770 VANGUARD BD INDEX FDS INTERMED TERM 921937819 910 11722 SH SOLE 0 0 11722 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3007 39161 SH SOLE 0 0 39161 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1248 30581 SH SOLE 0 0 30581 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 342 3361 SH SOLE 0 0 3361 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 378 6422 SH SOLE 0 0 6422 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 634 12650 SH SOLE 0 0 12650 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 431 8750 SH SOLE 0 0 8750 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 553 6480 SH SOLE 0 0 6480 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1911 45871 SH SOLE 0 0 45871 VANGUARD WORLD FDS UTILITIES ETF 92204A876 706 4636 SH SOLE 0 0 4636 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5058 66320 SH SOLE 0 0 66320 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 710 9214 SH SOLE 0 0 9214 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 639 7991 SH SOLE 0 0 7991 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2150 6199 SH SOLE 0 0 6199 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2891 31728 SH SOLE 0 0 31728 VANGUARD INDEX FDS SML CP GRW ETF 922908595 362 1838 SH SOLE 0 0 1838 VANGUARD INDEX FDS MID CAP ETF 922908629 1602 8135 SH SOLE 0 0 8135 VANGUARD INDEX FDS LARGE CAP ETF 922908637 324 1881 SH SOLE 0 0 1881 VANGUARD INDEX FDS GROWTH ETF 922908736 960 4307 SH SOLE 0 0 4307 VANGUARD INDEX FDS VALUE ETF 922908744 6760 51257 SH SOLE 0 0 51257 VANGUARD INDEX FDS SMALL CP ETF 922908751 450 2556 SH SOLE 0 0 2556 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2537 13452 SH SOLE 0 0 13452 VERIZON COMMUNICATIONS INC COM 92343V104 775 15263 SH SOLE 0 0 15263 ATLASSIAN CORP PLC CL A G06242104 474 2532 SH SOLE 0 0 2532