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%)
Portfolio Report
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
35179.970
0%
29.750
0%
0.230
+5.94%
+16.81%
30957.741
 
VGLT 		Vanguard Long-Term Government Bond ETF
468,986
29517.980
0%
24.960
0%
0.650
+5.19%
-0.16%
13699.702
 
DFAT 		Dimensional U.S. Targeted Value ETF
231,456
9019.840
0%
7.630
0%
0.140
+7.33%
+5.34%
10447.152
 
MUB 		iShares National Muni Bond ETF
87,416
8967.130
0%
7.580
0%
0.030
+1.73%
-0.01%
39223.489
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
300,295
5672.570
0%
4.800
0%
0.130
+7.71%
+11.55%
7512.013
 
DFIC 		Dimensional International Core Equity 2 ETF
282,041
5403.910
0%
4.570
0%
0.250
+8.53%
+11.12%
7129.659
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
149,425
3054.250
0%
2.580
0%
0.250
+6.80%
+13.90%
4491.595
 
DFUS 		Dimensional U.S. Equity ETF
72,841
2827.690
0%
2.390
0%
0.050
+5.04%
+19.49%
10992.399
 
TLT 		iShares 20+ Year Treasury Bond ETF
17,516
1794.510
0%
1.520
0%
0.010
+5.19%
-0.91%
61578.091
 
DIHP 		Dimensional International High Profitability ETF
85,859
1637.330
0%
1.380
0%
0.230
+6.46%
+8.90%
2845.821
 

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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