Align Wealth Management, LLC
CIK 1961312
13F portfolio (2022-Q4)
$118M
Positions
219
As reported on this filer's Form 13F for 2022-Q4, filed 2023-01-09. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | DFAC | DIMENSIONAL ETF TRUST |
| 2 | VGLT | VANGUARD SCOTTSDALE FDS |
| 3 | DFAT | DIMENSIONAL ETF TRUST |
| 4 | MUB | ISHARES TR |
| 5 | DFAX | DIMENSIONAL ETF TRUST |
Top holdings — weights and history with Pro
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