Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALIGN WEALTH MANAGEMENT LLC | 01-06-2023 | 12-31-2022 | 219 | 118,256,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $35,179,972 | 1,581,833 | 0.03 | 1,581,833 | +Inf | 12-31-2022 | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 2 | $29,517,979 | 468,986 | 0.02 | 468,986 | +Inf | 12-31-2022 | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 3 | $9,019,840 | 231,456 | 0.01 | 231,456 | +Inf | 12-31-2022 | |
| ISHARES TR | NATIONAL MUN ETF | 4 | $8,967,133 | 87,416 | 0.01 | 87,416 | +Inf | 12-31-2022 |
