0001725547-23-000103.txt : 20230505
0001725547-23-000103.hdr.sgml : 20230505
20230505161834
ACCESSION NUMBER: 0001725547-23-000103
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230505
DATE AS OF CHANGE: 20230505
EFFECTIVENESS DATE: 20230505
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: 23894116
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
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false
0001846150
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03-31-2023
03-31-2023
false
SAX WEALTH ADVISORS, LLC
389 INTERPACE PARKWAY
SUITE 3
PARSIPPANY
NJ
07054
13F HOLDINGS REPORT
028-20897
000119193
801-68788
N
Kyle Stawicki
Member / Principal / Chief Compliance Officer
973-859-2199
Kyle Stawicki
Parsippany
NJ
05-05-2023
0
177
460350244
false
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0
5191
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3517701
46146
SH
SOLE
0
0
46146
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
92206C573
628660
8204
SH
SOLE
0
0
8204
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
700263
8729
SH
SOLE
0
0
8729
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
886024
17490
SH
SOLE
0
0
17490
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2245031
5970
SH
SOLE
0
0
5970
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2139610
25766
SH
SOLE
0
0
25766
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
453607
2096
SH
SOLE
0
0
2096
VANGUARD INDEX FDS
MID CAP ETF
922908629
1348364
6393
SH
SOLE
0
0
6393
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
353690
1893
SH
SOLE
0
0
1893
VANGUARD INDEX FDS
GROWTH ETF
922908736
1029186
4126
SH
SOLE
0
0
4126
VANGUARD INDEX FDS
VALUE ETF
922908744
7406913
53631
SH
SOLE
0
0
53631
VANGUARD INDEX FDS
SMALL CP ETF
922908751
494330
2608
SH
SOLE
0
0
2608
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3068636
15035
SH
SOLE
0
0
15035
VERIZON COMMUNICATIONS INC
COM
92343V104
538602
13849
SH
SOLE
0
0
13849
EATON CORP PLC
SHS
G29183103
218630
1276
SH
SOLE
0
0
1276