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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ENERGY | 101 | $24,847 | 345 | 0.00 | 345 | +Inf | 12-31-2022 | |
| ISHARES TR | RUS MID CAP ETF | 102 | $24,798 | 399 | 0.00 | 399 | +Inf | 12-31-2022 | |
| WALMART INC | COM | 103 | $23,994 | 185 | 0.00 | 185 | +Inf | 12-31-2022 | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 104 | $23,577 | 580 | 0.00 | 580 | +Inf | 12-31-2022 |
