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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 51 | $58,195 | 640 | 0.00 | 640 | +Inf | 12-31-2022 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 52 | $58,176 | 1,600 | 0.00 | 1,600 | +Inf | 12-31-2022 | |
| PAYCHEX INC | COM | 53 | $56,105 | 500 | 0.00 | 500 | +Inf | 12-31-2022 | |
| ISHARES TR | CORE MSCI EAFE | 54 | $55,778 | 1,059 | 0.00 | 1,059 | +Inf | 12-31-2022 |
