Instuitional Investor - Align Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Align Financial, Llc |
| Portfolio Value | $175,929,910 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Avantis U.s. Equity Etf - ETF | 333,253 | $37,051,092 | 21.06% | |
| 2. | Avantis International Equity Etf - ETF | 170,197 | $14,439,524 | 8.21% | |
| 3. | Fidelity Covington Trust | 280,091 | $14,038,173 | 7.98% | |
| 4. | Avantis Core Fixed Income Etf - ETF | 331,091 | $13,753,519 | 7.82% | |
| 5. | Vanguard Value Etf - ETF | 56,354 | $11,056,655 | 6.28% |
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