$118 Million is the total value of Align Wealth Management, LLC's 219 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 29.7% |
| VANGUARD SCOTTSDALE FDS | 1 | Q4 2022 | 25.0% |
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 7.6% |
| ISHARES TR | 1 | Q4 2022 | 7.6% |
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 4.8% |
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 4.6% |
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 2.6% |
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 2.4% |
| ISHARES TR | 1 | Q4 2022 | 1.5% |
| DIMENSIONAL ETF TRUST | 1 | Q4 2022 | 1.4% |
View Align Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-09 |
View Align Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.