AW

Align Wealth Management, LLC

13F
Align Wealth Management, LLC
Last update 2023-02-16 220 Stocks (0 new)
Value $118.00 Mil Turnover 0 %
Countries:
Top Holdings: DFAC(29.75%)VGLT(24.96%)DFAT(7.63%)MUB(7.58%)DFAX(4.80%)
Summary Stock Picks Current Portfolio
Align Wealth Management, LLC Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,581,833
35,180.0
0%
29.750
0%
0.230
+18.73%
+6.19%
35,543.3
 
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
468,986
29,518.0
0%
24.960
0%
0.650
-1.09%
+0.45%
9,639.0
 
DFAT
Dimensional U.S. Targeted Value ETF
231,456
9,019.8
0%
7.630
0%
0.140
+17.36%
+0.20%
10,960.9
 
MUB
iShares National Muni Bond ETF
87,416
8,967.1
0%
7.580
0%
0.030
+0.46%
-1.56%
38,301.5
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
300,295
5,672.6
0%
4.800
0%
0.130
+15.18%
+20.40%
8,874.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
282,041
5,403.9
0%
4.570
0%
0.250
+12.58%
+21.57%
9,637.7
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
149,425
3,054.3
0%
2.580
0%
0.250
+19.37%
+16.72%
5,736.5
 
DFUS
Dimensional U.S. Equity ETF
72,841
2,827.7
0%
2.390
0%
0.050
+20.05%
+7.40%
15,782.0
 
TLT
iShares 20+ Year Treasury Bond ETF
17,516
1,794.5
0%
1.520
0%
0.010
-1.53%
-0.28%
47,103.6
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
85,859
1,637.3
0%
1.380
0%
0.230
+9.10%
+16.84%
4,156.3
 

Align Wealth Management, LLC's Historical Top Holdings Breakdowns

Align Wealth Management, LLC Total Holding History ($B)

To

Align Wealth Management, LLC's Asset Allocation

To

Align Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Align Wealth Management, LLC's Hypothetical Growth since 2022-12-31

Align Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Align Wealth Management, LLC's Holdings Heat Map

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Align Wealth Management, LLC's Holdings Bubble Chart

Align Wealth Management, LLC News

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