Instuitional Investor - Align Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Align Financial, Llc |
| Portfolio Value | $209,862,296 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Avantis U.s. Equity Etf - ETF | 344,215 | $44,090,535 | 21.01% | |
| 2. | FENY | 287,093 | $18,147,164 | 8.65% | |
| 3. | Avantis International Equity Etf - ETF | 175,768 | $15,838,410 | 7.55% | |
| 4. | Avantis Core Fixed Income Etf - ETF | 366,727 | $14,445,381 | 6.88% | |
| 5. | Vanguard Morningstar Value Etf - ETF | 57,813 | $12,492,233 | 5.95% |
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