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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 151 | $6,967 | 202 | 0.00 | 202 | +Inf | 12-31-2022 | |
| ISHARES TR | S&P 500 VAL ETF | 152 | $6,555 | 51 | 0.00 | 51 | +Inf | 12-31-2022 | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 153 | $6,540 | 54 | 0.00 | 54 | +Inf | 12-31-2022 | |
| RADWARE LTD | ORD | 154 | $6,537 | 300 | 0.00 | 300 | +Inf | 12-31-2022 |
