StockDriftsStockDriftsTop 50 Align Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.75% | 1.58M | $35.2M | new | — | 2022-12-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 24.96% | 469.0K | $29.5M | new | — | 2022-12-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.63% | 231.5K | $9.0M | new | — | 2022-12-31 | |
| MUB | ISHARES TR | 7.58% | 87.4K | $9.0M | new | — | 2022-12-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.8% | 300.3K | $5.7M | new | — | 2022-12-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.57% | 282.0K | $5.4M | new | — | 2022-12-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.58% | 149.4K | $3.1M | new | — | 2022-12-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.39% | 72.8K | $2.8M | new | — | 2022-12-31 | |
| TLT | ISHARES TR | 1.52% | 17.5K | $1.8M | new | — | 2022-12-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 1.38% | 85.9K | $1.6M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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