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Appfolio shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $247k 1.0k 246.72
2024-09-30 $282k 1.2k 235.40
2024-06-30 $253k 1.0k 244.57

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Appfolio

Vanguard Group
BlackRock
Ashe Capital Management
Principal Financial Group
State Street Corporation
Kayne Anderson Rudnick Investment Management
William Blair Investment Management
Gilder, Gagnon, Howe & Co
FMR
Nellore Capital Management
Geode Capital Management
Df Dent & Co
Invesco
Brown Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Appfolio