Instuitional Investor - Align Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Align Wealth Management, Llc |
| Portfolio Value | $118,256,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,581,833 | $35,179,972 | 29.74% | |
| 2. | Vanguard Scottsdale Funds | 468,986 | $29,517,979 | 24.96% | |
| 3. | Dimensional Etf Trust | 231,456 | $9,019,840 | 7.62% | |
| 4. | Ishares Tr | 87,416 | $8,967,133 | 7.58% | |
| 5. | Dimensional Etf Trust | 300,295 | $5,672,573 | 4.79% |
