Align Wealth Management, LLC New Holdings in Q4 2022

Align Wealth Management, LLC

  • $118 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.58M
New
$22.49 - $25.81 $35.6M - $40.8M
1.58M $35.2B
VGLT
Vanguard Long Term Treasury Et

ETFs
469K
New
$57.38 - $66.98 $26.9M - $31.4M
469K $29.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
231K
New
$40.24 - $46.91 $9.31M - $10.9M
231K $9.02B
MUB
Ishares National Muni Bond ETF

ETFs
87.4K
New
$101.51 - $106.72 $8.87M - $9.33M
87.4K $8.97B
DFAX
Dimensional ETF Tr
300K
New
$18.81 - $22.36 $5.65M - $6.71M
300K $5.67B
DFIC
Dimensional ETF Tr Dimensional

ETFs
282K
New
$19.06 - $23.03 $5.38M - $6.5M
282K $5.4B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
149K
New
$20.21 - $23.44 $3.02M - $3.5M
149K $3.05B
DFUS
Dimensional ETF Tr U S Equity

ETFs
72.8K
New
$38.86 - $44.32 $2.83M - $3.23M
72.8K $2.83B
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.5K
New
$92.4 - $109.47 $1.62M - $1.92M
17.5K $1.79B
DIHP
Dimensional ETF Tr Dimensional

ETFs
85.9K
New
$19.06 - $23.03 $1.64M - $1.98M
85.9K $1.64B
DUHP
Dimensional ETF Tr Dimensional

ETFs
57.9K
New
$21.59 - $25.35 $1.25M - $1.47M
57.9K $1.24B
BANF
Bancfirst Corp

Financial Services
11.3K
New
$86.57 - $103.69 $975K - $1.17M
11.3K $1.01B
AVDE
American Centy ETF Tr Avantis

ETFs
20.3K
New
$45.5 - $54.96 $926K - $1.12M
20.3K $928M
QCOM
Qualcomm Inc

Technology
5.89K
New
$103.88 - $126.81 $611K - $746K
5.89K $665M
AVEM
American Centy ETF Tr Avantis

ETFs
13.2K
New
$44.87 - $52.64 $593K - $696K
13.2K $607M
CSCO
Cisco Systems, Inc.

Technology
12.5K
New
$39.58 - $49.97 $494K - $624K
12.5K $499M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
16.6K
New
$30.23 - $35.36 $502K - $587K
16.6K $492M
AVUS
American Centy ETF Tr Avantis

ETFs
7.87K
New
$63.25 - $72.69 $498K - $572K
7.87K $491M
OKE
Oneok Inc

Energy
7.89K
New
$52.76 - $67.19 $416K - $530K
7.89K $404M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.48K
New
$39.82 - $42.74 $378K - $405K
9.48K $388M
JPM
Jpmorgan Chase & CO

Financial Services
3.09K
New
$101.96 - $137.84 $315K - $426K
3.09K $323M
IVV
Ishares Core S&P 500 ETF

ETFs
853
New
$357.98 - $409.32 $305K - $349K
853 $306M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.5K
New
$27.67 - $33.75 $290K - $354K
10.5K $291M
DFAR
Dimensional ETF Tr Dimensional

ETFs
14K
New
$19.45 - $22.52 $273K - $316K
14K $289M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
857
New
$264.0 - $318.6 $226K - $273K
857 $229M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.71K
New
$55.71 - $67.79 $207K - $252K
3.71K $208M
IBM
International Business Machines Corp

Technology
1.55K
New
$117.75 - $150.62 $182K - $233K
1.55K $184M
VB
Vanguard Small Cap ETF

ETFs
992
New
$172.82 - $196.57 $171K - $195K
992 $170M
MSFT
Microsoft Corp

Technology
665
New
$214.25 - $257.22 $142K - $171K
665 $155M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.57K
New
$96.14 - $113.15 $151K - $178K
1.57K $149M
OGE
Oge Energy Corp.

Utilities
3.87K
New
$33.76 - $40.53 $131K - $157K
3.87K $141M
DVN
Devon Energy Corp

Energy
2K
New
$59.26 - $77.35 $119K - $155K
2K $120M
AVUV
American Centy ETF Tr Avantis

ETFs
1.81K
New
$68.43 - $80.54 $124K - $146K
1.81K $120M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
988
New
$112.65 - $131.57 $111K - $130K
988 $110M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.4K
New
$30.67 - $41.17 $104K - $140K
3.4K $110M
HAL
Halliburton CO

Energy
4.46K
New
$26.38 - $39.48 $118K - $176K
4.46K $110M
COP
Conocophillips

Energy
1.03K
New
$109.97 - $135.25 $114K - $140K
1.03K $106M
LARK
Landmark Bancorp Inc

Financial Services
3.71K
New
$21.02 - $26.6 $77.9K - $98.6K
3.71K $94.8M
EPD
Enterprise Products Partners L.P.

Energy
3.95K
New
$23.37 - $25.5 $92.3K - $101K
3.95K $93.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.48K
New
$35.32 - $40.67 $87.7K - $101K
2.48K $90.6M
T
At&T Inc.

Communication Services
5.76K
New
$14.76 - $19.3 $85K - $111K
5.76K $88.4M
ABT
Abbott Laboratories

Healthcare
901
New
$95.06 - $111.52 $85.6K - $100K
901 $87.2M
AVRE
American Centy ETF Tr Avantis
2.22K
New
$36.95 - $43.22 $82K - $95.9K
2.22K $86.5M
BA
Boeing CO

Industrials
681
New
$126.05 - $195.98 $85.8K - $133K
681 $82.4M
VO
Vanguard Mid Cap ETF

ETFs
390
New
$186.57 - $217.26 $72.8K - $84.7K
390 $73.3M
MMP
Magellan Midstream Partners, L.P.

Energy
1.4K
New
$46.99 - $53.95 $65.8K - $75.5K
1.4K $66.5M
MPLX
Mplx LP

Energy
2.14K
New
$30.36 - $34.52 $64.8K - $73.7K
2.14K $64.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
865
New
$69.38 - $73.88 $60K - $63.9K
865 $61.7M
UI
Ubiquiti Inc.

Technology
200
New
$265.13 - $350.16 $53K - $70K
200 $58.7M
Activity Summary
Buys All Purchases 219 New Holdings 219 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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