Portfolio (Quarterly)
Guide ↗
Align Financial, LLC
· CIK 0002089183| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | MILLROSE PPTYS INC COM CL A | — | 4,630 | $5K | 0.00% | SOLD |
| 22 | IUSV | ISHARES CORE S&P US VALUE ETF | — | 2,256 | $2K | 0.00% | SOLD |
| 23 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | 2,212 | $2K | 0.00% | SOLD |
| 24 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | — | 2,172 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
24.6%
Consumer Cyclical
11.8%
Communication Services
10.5%
Healthcare
6.6%
Consumer Defensive
4.7%
Energy
4.4%
Industrials
3.6%
Utilities
1.2%
Basic Materials
0.2%