Align Wealth Management, LLC 13F 持仓 · 最近申报 2022年Q4
Align Wealth Management 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 219 只证券，申报市值合计 1.18 亿美元。前几大持仓：DFAC（29.75%）、VGLT（24.96%）、DFAT（7.63%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $35.2M | 29.75% | 1.6M | 新建仓 |
| 2 | VGLT | VANGUARD SCOTTSDALE FDS | $29.5M | 24.96% | 468,986 | 新建仓 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $9.0M | 7.63% | 231,456 | 新建仓 |
| 4 | MUB | ISHARES TR | $9.0M | 7.58% | 87,416 | 新建仓 |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $5.7M | 4.80% | 300,295 | 新建仓 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $5.4M | 4.57% | 282,041 | 新建仓 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $3.1M | 2.58% | 149,425 | 新建仓 |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $2.8M | 2.39% | 72,841 | 新建仓 |
| 9 | TLT | ISHARES TR | $1.8M | 1.52% | 17,516 | 新建仓 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $1.6M | 1.38% | 85,859 | 新建仓 |
| 11 | DISV | DIMENSIONAL ETF TRUST | $1.6M | 1.31% | 83,701 | 新建仓 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $1.2M | 1.05% | 57,927 | 新建仓 |
| 13 | BANF | BANCFIRST CORP | $1.0M | 0.85% | 11,267 | 新建仓 |
| 14 | AVDE | AMERICAN CENTY ETF TR | $927,956 | 0.78% | 20,341 | 新建仓 |
| 15 | QCOM | QUALCOMM INC | $664,887 | 0.56% | 5,885 | 新建仓 |
| 16 | AVEM | AMERICAN CENTY ETF TR | $607,470 | 0.51% | 13,226 | 新建仓 |
| 17 | CSCO | CISCO SYS INC | $499,320 | 0.42% | 12,483 | 新建仓 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $491,585 | 0.42% | 16,602 | 新建仓 |
| 19 | AVUS | AMERICAN CENTY ETF TR | $490,632 | 0.41% | 7,869 | 新建仓 |
| 20 | OKE | ONEOK INC NEW | $404,489 | 0.34% | 7,894 | 新建仓 |
| 21 | DFCF | DIMENSIONAL ETF TRUST | $388,234 | 0.33% | 9,483 | 新建仓 |
| 22 | JPM | JPMORGAN CHASE & CO | $322,905 | 0.27% | 3,090 | 新建仓 |
| 23 | IVV | ISHARES TR | $305,916 | 0.26% | 853 | 新建仓 |
| 24 | IQLT | ISHARES TR | $291,384 | 0.25% | 10,489 | 新建仓 |
| 25 | DFAR | DIMENSIONAL ETF TRUST | $288,846 | 0.24% | 14,049 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR