Fund HoldingsNavalign, LLC

Total Portfolio Value
$301.85M
Total Bought
$33.80M
Total Sold
$34.81M
Net Transaction
-$1.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
196,351473,251+276,9004,85811,6423.86%+6,784
AMERICAN CENTY ETF TR9,62565,858+56,2338646,1722.04%+5,307
FIDELITY MERRIMACK STR TR458,339557,356+99,01721,10225,2548.37%+4,152
ISHARES TR136,388166,095+29,70714,76418,3576.08%+3,593
SCHWAB STRATEGIC TR368,750429,825+61,07519,24922,4207.43%+3,171
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0100,610+100,61002,8130.93%+2,813
NVIDIA CORPORATION(NVDA)05,527+5,52704,9941.65%+4,994
VANGUARD WHITEHALL FDS188,989197,938+8,94914,99416,1385.35%+1,143
SPDR SER TR
ST STR P500VAL
339,749338,301-1,44815,84216,9495.62%+1,106
SPDR SER TR
ST STR P500GRW
227,466214,882-12,58414,79915,7195.21%+920
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
30,10032,973+2,8734,7505,5851.85%+835
TRANSDIGM GROUP INC(TDG)0641+64107890.26%+789
META PLATFORMS INC(META)7,4476,771-6762,6363,2881.09%+652
VANGUARD STAR FDS96,26499,518+3,2545,5796,0011.99%+421
ELI LILLY & CO(LLY)2,0122,01201,1731,5650.52%+392
UBER TECHNOLOGIES INC(UBER)24,09523,769-3261,4841,8300.61%+346
AMAZON COM INC(AMZN)13,94613,605-3412,1192,4540.81%+335
ISHARES TR101,821107,904+6,0835,9006,2092.06%+309
THE CIGNA GROUP(CI)4,5744,561-131,3701,6570.55%+287
MERCK & CO INC(MRK)12,84612,574-2721,4001,6590.55%+259
JPMORGAN CHASE & CO(JPM)9,5589,396-1621,6261,8820.62%+256
PAYPAL HLDGS INC(PYPL)013,941+13,94109340.31%+934
DOLLAR GEN CORP NEW(DG)3,5404,590+1,0504817160.24%+235
WALMART INC(WMT)9,30228,246+18,9441,4661,7000.56%+233
SALESFORCE INC(CRM)7,8957,652-2432,0772,3050.76%+227
JOHNSON CTLS INTL PLC
SHS
16,13717,641+1,5049301,1520.38%+222
NETFLIX INC(NFLX)2,6232,456-1671,2771,4920.49%+215
VISA INC(V)10,93510,967+322,8473,0611.01%+214
STRYKER CORPORATION(SYK)0590+59002110.07%+211
PROCTER AND GAMBLE CO(PG)9,7799,997+2181,4331,6220.54%+189
MCKESSON CORP(MCK)3,8033,625-1781,7611,9460.64%+185
MICROSOFT CORP(MSFT)7,0316,723-3082,6442,8290.94%+185
DELTA AIR LINES INC DEL(DAL)17,40218,368+9667008790.29%+179
LAUDER ESTEE COS INC(EL)2,3753,398+1,0233475240.17%+176
THERMO FISHER SCIENTIFIC INC(TMO)01,888+1,88801,0970.36%+1,097
CAPITAL ONE FINL CORP(COF)8,3178,476+1591,0911,2620.42%+172
BANK AMERICA CORP27,47828,777+1,2999251,0910.36%+166
PHILLIPS 66(PSX)6,7676,524-2439011,0660.35%+165
BROADCOM INC(AVGO)1,4981,380-1181,6721,8300.61%+157
WYNN RESORTS LTD(WYNN)8,7989,366+5688029570.32%+156
LINDE PLC(LIN)2,6672,665-21,0961,2380.41%+142
ALPHABET INC(GOOG)016,690+16,69002,5190.83%+2,519
VANGUARD BD INDEX FDS24,41826,222+1,8041,8812,0100.67%+130
FEDEX CORP(FDX)2,6142,704+906617840.26%+122
GOLDMAN SACHS GROUP INC(GS)2,7242,786+621,0511,1640.39%+113
METLIFE INC(MET)10,94011,274+3347238360.28%+112
CONOCOPHILLIPS(COP)8,2698,417+1489601,0710.35%+112
BOSTON SCIENTIFIC CORP(BSX)12,82312,449-3747418530.28%+111
TJX COS INC NEW(TJX)12,18312,347+1641,1431,2520.41%+109
BERKSHIRE HATHAWAY INC DEL01,959+1,95908240.27%+824
ALLOGENE THERAPEUTICS INC75,36575,36502423370.11%+95
CVS HEALTH CORP(CVS)11,35312,384+1,0318969880.33%+91
COCA COLA CO(KO)21,40322,105+7021,2611,3520.45%+91
CSX CORP(CSX)27,58828,145+5579561,0430.35%+87
AMERICAN ELEC PWR CO INC8,5499,062+5136947800.26%+86
ALPHABET INC(GOOG)8,1558,080-751,1491,2300.41%+81
CONSTELLATION BRANDS INC(STZ)2,0272,100+734905710.19%+81
ORACLE CORP(ORCL)3,9723,974+24194990.17%+80
SCHWAB CHARLES CORP(SCHW)10,65711,140+4837338060.27%+73
FIRSTENERGY CORP(FE)17,31518,313+9986357070.23%+72
AUTODESK INC2,5572,660+1036236930.23%+70
ABBVIE INC(ABBV)2,8402,793-474405090.17%+69
MASTERCARD INCORPORATED(MA)1,1841,178-65055670.19%+62
AMERICAN TOWER CORP NEW(AMT)3,5964,235+6397768370.28%+60
VANGUARD INDEX FDS2,5172,445-727838420.28%+59
TE CONNECTIVITY LTD(TEL)7,9988,113+1151,1241,1780.39%+55
COSTCO WHSL CORP NEW(COST)757742-154995430.18%+44
ISHARES TR4,0374,052+158108520.28%+42
UNION PAC CORP(UNP)5,3425,499+1571,3121,3520.45%+40
BLACKROCK INC(BLK)1,8061,80601,4661,5050.50%+39
ISHARES TR9,3469,328-183403760.12%+36
ISHARES TR3,4413,426-152582890.10%+31
VANGUARD INDEX FDS01,333+1,33303460.11%+346
BOOKING HOLDINGS INC(BKNG)33733701,1951,2230.41%+27
HONEYWELL INTL INC(HON)5,8836,134+2511,2341,2590.42%+25
SPDR S&P 500 ETF TR(SPY)2,1051,943-1621,0001,0160.34%+16
NEXTERA ENERGY INC(NEE)5,1545,065-893133240.11%+11
LOWES COS INC(LOW)01,014+1,01402580.09%+258
ABBOTT LABS2,7122,71202993080.10%+10
ISHARES TR3,2273,030-1975615660.19%+5
VERIZON COMMUNICATIONS INC(VZ)08,919+8,91903740.12%+374
ISHARES TR
TRS FLT RT BD
5,5505,55002802810.09%+1
PLANET LABS PBC(PL)11,16811,168028280.01%+1
CISCO SYS INC(CSCO)15,70015,861+1617937920.26%-2
VANGUARD MUN BD FDS06,684+6,68403380.11%+338
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
03,550+3,55002050.07%+205
CUE BIOPHARMA INC25,00025,000066470.02%-19
PAYCHEX INC(PAYX)02,289+2,28902810.09%+281
VANGUARD INTL EQUITY INDEX F34,69833,608-1,0901,4261,4040.47%-22
ISHARES TR6,5346,314-2207086790.23%-29
ROCKWELL AUTOMATION INC(ROK)1,6761,683+75204900.16%-30
UNITEDHEALTH GROUP INC(UNH)1,1111,090-215855390.18%-46
NIKE INC(NKE)8,3459,150+8059068600.28%-46
STARBUCKS CORP(SBUX)12,30212,409+1071,1811,1340.38%-47
SOUTHERN CALIF BANCORP22,80022,80003963400.11%-56
INTUITIVE SURGICAL INC1,8001,350-4506075390.18%-68
PFIZER INC(PFE)011,528+11,52803200.11%+320
ISHARES TR
CORE MSCI EAFE
013,339+13,33909900.33%+990
GOLDMAN SACHS ETF TR04,754+4,75402390.08%+239
AMGEN INC(AMGN)24,49624,448-487,0556,9512.30%-104
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