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Ishares U S Etf Tr shr mat mu etf shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 5.0k 50.32

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)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Ishares U S Etf Tr shr mat mu etf

Rockwood Wealth Management
Resonant Capital Advisors
Captrust Financial Advisors
LPL Financial
Integrated Wealth Concepts
Foster Group
Cetera Investment Advisers
Ullmann Financial
Kestra Investment Management
Envestnet Asset Management
Jpmorgan Chase & Co
Quantinno Capital Management
Advisor Group Holdings
Colony
HighTower Advisors

View all funds holding Ishares U S Etf Tr shr mat mu etf