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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
IVVIshares Tr
Recent Activity
Decreased -1.44%
0.8%
$10.1M
17,157 shares@ $588.67 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.74%
0.76%
$9.711M
98,615 shares@ $98.48 avg price
IJSIshares Tr
Recent Activity
Decreased -1.11%
0.68%
$8.659M
79,725 shares@ $108.61 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -3.88%
0.54%
$6.817M
274,235 shares@ $24.86 avg price
DFLVDimensional Etf Trust
Recent Activity
Decreased -5.3%
0.49%
$6.222M
207,196 shares@ $30.04 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -15.52%
0.42%
$5.267M
31,108 shares@ $169.31 avg price
DFNMDimensional Etf Trust
Recent Activity
Decreased -8.36%
0.39%
$4.866M
101,865 shares@ $47.77 avg price
MTUMIshares Tr
Recent Activity
Decreased -6.37%
0.36%
$4.588M
22,174 shares@ $206.92 avg price
FLOTIshares Tr
Recent Activity
Decreased -12.85%
0.31%
$3.89M
76,460 shares@ $50.89 avg price
IWVIshares Tr
Recent Activity
Decreased -2.53%
0.25%
$3.194M
9,556 shares@ $334.27 avg price