Instuitional Investor - Align Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Align Wealth Management, Llc
Portfolio Value $118,256,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
1,581,833 $35,179,972 29.74%
2.
Vanguard Scottsdale Funds
468,986 $29,517,979 24.96%
3.
Dimensional Etf Trust
231,456 $9,019,840 7.62%
4.
Ishares Tr
87,416 $8,967,133 7.58%
5.
Dimensional Etf Trust
300,295 $5,672,573 4.79%