| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 12.4% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 13.8% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 7.0% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 7.7% |
| ISHARES TR | 9 | Q4 2018 | 5.4% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 6.7% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 4.3% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 4.9% |
| APPLE INC | 9 | Q4 2018 | 9.1% |
| SCHWAB STRATEGIC TR | 9 | Q4 2018 | 10.2% |
View Opes Advisors Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-11 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-11 |
| 13F-HR | 2018-02-09 |
| 13F-HR | 2017-11-09 |
| 13F-HR | 2017-08-10 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-13 |
View Opes Advisors Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.