Instuitional Investor - Align Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Align Financial, Llc |
| Portfolio Value | $201,510,384 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Avantis U.s. Equity Etf - ETF | 344,040 | $44,064,670 | 21.87% | |
| 2. | FENY | 278,264 | $17,282,992 | 8.58% | |
| 3. | Avantis International Equity Etf - ETF | 175,070 | $15,616,255 | 7.75% | |
| 4. | Avantis Core Fixed Income Etf - ETF | 363,191 | $15,039,744 | 7.46% | |
| 5. | Vanguard Value Etf - ETF | 55,967 | $12,196,888 | 6.05% |
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