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Trevor Hodges

@Sax Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.278BTotal holdings328
Assets growth rate13.95%Assets growth rate (2-Q avg)10.4%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Sax Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Sax Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.278B in assets, with a quarterly growth rate of 13.95% and a 2-quarter average growth rate of 10.4%. The portfolio is managed by Trevor Hodges, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DUHPDimensional Etf Trust
Recent Activity
Decreased -23.06%
1.96%
$24.921M
737,534 shares@ $33.8 avg price
AAPLApple Inc
Recent Activity
New Position
1.72%
$21.925M
87,552 shares@ $250.43 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 1.31%
1.72%
$21.919M
750,634 shares@ $29.2 avg price
DFSDDimensional Etf Trust
Recent Activity
Decreased -21.68%
1.58%
$20.107M
428,894 shares@ $46.89 avg price
ITOTIshares Tr
Recent Activity
Decreased -1.78%
1.49%
$19.003M
147,744 shares@ $128.62 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.09%
1.23%
$15.624M
26,658 shares@ $586.09 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 21.14%
1.23%
$15.6M
439,688 shares@ $35.49 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -9.89%
1.15%
$14.684M
362,648 shares@ $40.5 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
New Position
1.11%
$14.115M
145,618 shares@ $96.93 avg price
DIHPDimensional Etf Trust
Recent Activity
Decreased -35.04%
0.97%
$12.304M
487,682 shares@ $25.24 avg price