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
+7.05%
+3.78%
34,546.5
 
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
468,986
29,518.0
0%
24.960
0%
0.650
-0.31%
+2.30%
9,957.9
 
DFAT
Dimensional U.S. Targeted Value ETF
231,456
9,019.8
0%
7.630
0%
0.140
+3.08%
-2.29%
10,663.3
 
MUB
iShares National Muni Bond ETF
87,416
8,967.1
0%
7.580
0%
0.030
+0.43%
-0.79%
38,473.9
 
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
+10.73%
+19.46%
8,676.1
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
282,041
5,403.9
0%
4.570
0%
0.250
+11.26%
+21.92%
9,554.2
 
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
+10.25%
+14.17%
5,558.1
 
DFUS
Dimensional U.S. Equity ETF
72,841
2,827.7
0%
2.390
0%
0.050
+8.93%
+5.19%
15,180.1
 
TLT
iShares 20+ Year Treasury Bond ETF
17,516
1,794.5
0%
1.520
0%
0.010
-0.63%
+1.85%
49,025.5
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
85,859
1,637.3
0%
1.380
0%
0.230
+8.83%
+18.15%
4,114.5
 

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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