0001725547-22-000189.txt : 20221108 0001725547-22-000189.hdr.sgml : 20221108 20221108103146 ACCESSION NUMBER: 0001725547-22-000189 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221108 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221108 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: 221367649 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 09-30-2022 09-30-2022 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 11-08-2022 0 158 388558 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 676 44049 SH SOLE 0 0 44049 ABBOTT LABS COM 002824100 431 4450 SH SOLE 0 0 4450 ABBVIE INC COM 00287Y109 1015 7563 SH SOLE 0 0 7563 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 124 17420 SH SOLE 0 0 17420 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 463 13203 SH SOLE 0 0 13203 ALPHABET INC CAP STK CL C 02079K107 760 7900 SH SOLE 0 0 7900 ALPHABET INC CAP STK CL A 02079K305 432 4520 SH SOLE 0 0 4520 ALTRIA GROUP INC COM 02209S103 496 12279 SH SOLE 0 0 12279 AMAZON COM INC COM 023135106 1673 14803 SH SOLE 0 0 14803 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 976 21255 SH SOLE 0 0 21255 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 3959 86787 SH SOLE 0 0 86787 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3352 50675 SH SOLE 0 0 50675 AMERICAN CENTY ETF TR US EQT ETF 025072885 8367 134199 SH SOLE 0 0 134199 AMERICAN EXPRESS CO COM 025816109 251 1864 SH SOLE 0 0 1864 AMGEN INC COM 031162100 335 1485 SH SOLE 0 0 1485 APPLE INC COM 037833100 7775 56257 SH SOLE 0 0 56257 APPLIED MATLS INC COM 038222105 306 3733 SH SOLE 0 0 3733 BCE INC COM NEW 05534B760 368 8770 SH SOLE 0 0 8770 BECTON DICKINSON & CO COM 075887109 346 1553 SH SOLE 0 0 1553 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 953 3569 SH SOLE 0 0 3569 BLACKROCK MUNIHLDGS NJ QLTY COM 09254X101 204 17342 SH SOLE 0 0 17342 BLACKSTONE INC COM 09260D107 481 5750 SH SOLE 0 0 5750 BOEING CO COM 097023105 303 2503 SH SOLE 0 0 2503 BOOKING HOLDINGS INC COM 09857L108 291 177 SH SOLE 0 0 177 BRISTOL-MYERS SQUIBB CO COM 110122108 939 13208 SH SOLE 0 0 13208 CVS HEALTH CORP COM 126650100 307 3224 SH SOLE 0 0 3224 CHEVRON CORP NEW COM 166764100 407 2830 SH SOLE 0 0 2830 CISCO SYS INC COM 17275R102 231 5783 SH SOLE 0 0 5783 COSTCO WHSL CORP NEW COM 22160K105 281 595 SH SOLE 0 0 595 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1994 79289 SH SOLE 0 0 79289 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1679 77823 SH SOLE 0 0 77823 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1687 83977 SH SOLE 0 0 83977 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 22135 570188 SH SOLE 0 0 570188 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 13043 280366 SH SOLE 0 0 280366 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 28072 720353 SH SOLE 0 0 720353 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 42537 1912654 SH SOLE 0 0 1912654 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 25095 847504 SH SOLE 0 0 847504 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 2339 122649 SH SOLE 0 0 122649 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 275 14356 SH SOLE 0 0 14356 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4402 170868 SH SOLE 0 0 170868 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 5836 273485 SH SOLE 0 0 273485 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 397 8519 SH SOLE 0 0 8519 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1682 36564 SH SOLE 0 0 36564 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1925 47011 SH SOLE 0 0 47011 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2096 110963 SH SOLE 0 0 110963 DISNEY WALT CO COM 254687106 457 4849 SH SOLE 0 0 4849 ETF SER SOLUTIONS US GLB JETS 26922A842 805 53604 SH SOLE 0 0 53604 EATON VANCE TAX-MANAGED GLOB COM 27829F108 530 73100 SH SOLE 0 0 73100 EXXON MOBIL CORP COM 30231G102 1521 17422 SH SOLE 0 0 17422 META PLATFORMS INC CL A 30303M102 394 2902 SH SOLE 0 0 2902 FORD MTR CO DEL COM 345370860 147 13163 SH SOLE 0 0 13163 HOME DEPOT INC COM 437076102 626 2270 SH SOLE 0 0 2270 INTEL CORP COM 458140100 295 11439 SH SOLE 0 0 11439 INTERNATIONAL BUSINESS MACHS COM 459200101 607 5112 SH SOLE 0 0 5112 INVESCO QQQ TR UNIT SER 1 46090E103 2592 9697 SH SOLE 0 0 9697 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1697 142855 SH SOLE 0 0 142855 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1303 11852 SH SOLE 0 0 11852 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 261 10163 SH SOLE 0 0 10163 ISHARES TR CORE S&P TTL STK 464287150 8604 108170 SH SOLE 0 0 108170 ISHARES TR SELECT DIVID ETF 464287168 1004 9361 SH SOLE 0 0 9361 ISHARES TR CORE S&P500 ETF 464287200 4882 13611 SH SOLE 0 0 13611 ISHARES TR CORE US AGGBD ET 464287226 3717 38578 SH SOLE 0 0 38578 ISHARES TR MSCI EMG MKT ETF 464287234 517 14832 SH SOLE 0 0 14832 ISHARES TR IBOXX INV CP ETF 464287242 1013 9892 SH SOLE 0 0 9892 ISHARES TR S&P 500 GRWT ETF 464287309 296 5117 SH SOLE 0 0 5117 ISHARES TR S&P 500 VAL ETF 464287408 2442 19004 SH SOLE 0 0 19004 ISHARES TR 1 3 YR TREAS BD 464287457 450 5538 SH SOLE 0 0 5538 ISHARES TR MSCI EAFE ETF 464287465 486 8680 SH SOLE 0 0 8680 ISHARES TR RUS MD CP GR ETF 464287481 1262 16089 SH SOLE 0 0 16089 ISHARES TR CORE S&P MCP ETF 464287507 20977 95672 SH SOLE 0 0 95672 ISHARES TR RUS 1000 VAL ETF 464287598 718 5279 SH SOLE 0 0 5279 ISHARES TR RUS 1000 GRW ETF 464287614 1635 7772 SH SOLE 0 0 7772 ISHARES TR RUS 2000 VAL ETF 464287630 709 5496 SH SOLE 0 0 5496 ISHARES TR RUSSELL 3000 ETF 464287689 2049 9897 SH SOLE 0 0 9897 ISHARES TR CORE S&P SCP ETF 464287804 10571 121240 SH SOLE 0 0 121240 ISHARES TR SP SMCP600VL ETF 464287879 8288 100524 SH SOLE 0 0 100524 ISHARES TR EAFE SML CP ETF 464288273 797 16344 SH SOLE 0 0 16344 ISHARES TR IBOXX HI YD ETF 464288513 496 6949 SH SOLE 0 0 6949 ISHARES TR PFD AND INCM SEC 464288687 4071 128532 SH SOLE 0 0 128532 ISHARES TR MSCI USA ESG SLC 464288802 510 6721 SH SOLE 0 0 6721 ISHARES TR EAFE VALUE ETF 464288877 1951 50631 SH SOLE 0 0 50631 ISHARES TR FLTG RATE NT ETF 46429B655 678 13481 SH SOLE 0 0 13481 ISHARES TR CORE HIGH DV ETF 46429B663 634 6944 SH SOLE 0 0 6944 ISHARES TR MSCI EAFE MIN VL 46429B689 237 4160 SH SOLE 0 0 4160 ISHARES TR MSCI USA MIN VOL 46429B697 8508 128708 SH SOLE 0 0 128708 ISHARES TR MSCI USA QLT FCT 46432F339 15209 146329 SH SOLE 0 0 146329 ISHARES TR MSCI USA MMENTM 46432F396 11817 90087 SH SOLE 0 0 90087 ISHARES TR CORE MSCI TOTAL 46432F834 480 9422 SH SOLE 0 0 9422 ISHARES TR CORE MSCI EAFE 46432F842 1832 34791 SH SOLE 0 0 34791 ISHARES TR MSCI INTL QUALTY 46434V456 3073 110609 SH SOLE 0 0 110609 ISHARES TR ESG AWARE MSCI 46435U663 312 10159 SH SOLE 0 0 10159 ISHARES TR BROAD USD HIGH 46435U853 985 29307 SH SOLE 0 0 29307 JPMORGAN CHASE & CO COM 46625H100 462 4419 SH SOLE 0 0 4419 JOHNSON & JOHNSON COM 478160104 2869 17563 SH SOLE 0 0 17563 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 93 16760 SH SOLE 0 0 16760 MARATHON PETE CORP COM 56585A102 240 2417 SH SOLE 0 0 2417 MCDONALDS CORP COM 580135101 758 3284 SH SOLE 0 0 3284 MERCK & CO INC COM 58933Y105 389 4515 SH SOLE 0 0 4515 MICROSOFT CORP COM 594918104 3790 16275 SH SOLE 0 0 16275 NETFLIX INC COM 64110L106 222 945 SH SOLE 0 0 945 NEW YORK CMNTY BANCORP INC COM 649445103 274 32175 SH SOLE 0 0 32175 ORACLE CORP COM 68389X105 201 3288 SH SOLE 0 0 3288 PPL CORP COM 69351T106 349 13769 SH SOLE 0 0 13769 PALO ALTO NETWORKS INC COM 697435105 292 1782 SH SOLE 0 0 1782 PEPSICO INC COM 713448108 601 3682 SH SOLE 0 0 3682 PFIZER INC COM 717081103 292 6682 SH SOLE 0 0 6682 PHILIP MORRIS INTL INC COM 718172109 565 6812 SH SOLE 0 0 6812 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 231 2341 SH SOLE 0 0 2341 PREDICTIVE ONCOLOGY INC COM NEW 74039M200 39 107437 SH SOLE 0 0 107437 PROCTER AND GAMBLE CO COM 742718109 545 4320 SH SOLE 0 0 4320 PRUDENTIAL FINL INC COM 744320102 256 2982 SH SOLE 0 0 2982 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 726 12917 SH SOLE 0 0 12917 SPDR S&P 500 ETF TR TR UNIT 78462F103 6298 17634 SH SOLE 0 0 17634 SPDR GOLD TR GOLD SHS 78463V107 292 1887 SH SOLE 0 0 1887 SPDR SER TR S&P 600 SMCP VAL 78464A300 203 3028 SH SOLE 0 0 3028 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 455 1584 SH SOLE 0 0 1584 SPDR SER TR PRTFLO S&P500 HI 78468R788 1163 32801 SH SOLE 0 0 32801 SALESFORCE INC COM 79466L302 433 3010 SH SOLE 0 0 3010 SAMSARA INC COM CL A 79589L106 594 49202 SH SOLE 0 0 49202 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 714 12211 SH SOLE 0 0 12211 SELECT SECTOR SPDR TR ENERGY 81369Y506 1005 13958 SH SOLE 0 0 13958 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 531 17497 SH SOLE 0 0 17497 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1371 11543 SH SOLE 0 0 11543 SERVICENOW INC COM 81762P102 282 746 SH SOLE 0 0 746 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 207 13742 SH SOLE 0 0 13742 T-MOBILE US INC COM 872590104 590 4400 SH SOLE 0 0 4400 TESLA INC COM 88160R101 284 1071 SH SOLE 0 0 1071 TORONTO DOMINION BK ONT COM NEW 891160509 502 8190 SH SOLE 0 0 8190 VBI VACCINES INC CDA COM NEW 91822J103 7 10000 SH SOLE 0 0 10000 VALLEY NATL BANCORP COM 919794107 236 21889 SH SOLE 0 0 21889 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1850 13689 SH SOLE 0 0 13689 VANGUARD WORLD FD MEGA GRWTH IND 921910816 206 1180 SH SOLE 0 0 1180 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 857 5770 SH SOLE 0 0 5770 VANGUARD BD INDEX FDS INTERMED TERM 921937819 769 10466 SH SOLE 0 0 10466 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2530 33810 SH SOLE 0 0 33810 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1068 29380 SH SOLE 0 0 29380 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 345 3641 SH SOLE 0 0 3641 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 337 6481 SH SOLE 0 0 6481 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 599 12449 SH SOLE 0 0 12449 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 429 8769 SH SOLE 0 0 8769 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 514 6511 SH SOLE 0 0 6511 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1326 36334 SH SOLE 0 0 36334 VANGUARD WORLD FDS UTILITIES ETF 92204A876 654 4599 SH SOLE 0 0 4599 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4181 56280 SH SOLE 0 0 56280 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 669 9223 SH SOLE 0 0 9223 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 508 6717 SH SOLE 0 0 6717 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 818 16999 SH SOLE 0 0 16999 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2057 6265 SH SOLE 0 0 6265 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2398 29910 SH SOLE 0 0 29910 VANGUARD INDEX FDS SML CP GRW ETF 922908595 409 2095 SH SOLE 0 0 2095 VANGUARD INDEX FDS MID CAP ETF 922908629 1530 8140 SH SOLE 0 0 8140 VANGUARD INDEX FDS LARGE CAP ETF 922908637 308 1881 SH SOLE 0 0 1881 VANGUARD INDEX FDS GROWTH ETF 922908736 933 4362 SH SOLE 0 0 4362 VANGUARD INDEX FDS VALUE ETF 922908744 6831 55319 SH SOLE 0 0 55319 VANGUARD INDEX FDS SMALL CP ETF 922908751 437 2556 SH SOLE 0 0 2556 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2502 13941 SH SOLE 0 0 13941 VERIZON COMMUNICATIONS INC COM 92343V104 604 15909 SH SOLE 0 0 15909 ATLASSIAN CORP PLC CL A G06242104 387 1837 SH SOLE 0 0 1837