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Home > Institutional Investor > Align Wealth Management, Llc > 13F Holdings

Instuitional Investor - Align Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)