$145 Million is the total value of OptiFour Integrated Wealth Management, LLC's 75 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | FACEBOOK INCcl a | $228,000 | – | 1,112 | +100.0% | 0.16% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $211,000 | – | 2,666 | +100.0% | 0.14% | – |
| AMAT | New | APPLIED MATLS INC | $204,000 | – | 3,350 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 9 | Q4 2019 | 15.7% |
| SCHWAB STRATEGIC TR | 9 | Q4 2019 | 12.1% |
| VANGUARD INDEX FDS | 9 | Q4 2019 | 11.1% |
| ISHARES TR | 9 | Q4 2019 | 7.2% |
| ISHARES TR | 9 | Q4 2019 | 9.0% |
| VANGUARD MUN BD FD INC | 9 | Q4 2019 | 9.3% |
| ISHARES TR | 9 | Q4 2019 | 4.9% |
| VANGUARD CHARLOTTE FDS | 9 | Q4 2019 | 4.5% |
| ISHARES TR | 9 | Q4 2019 | 4.5% |
| SCHWAB STRATEGIC TR | 9 | Q4 2019 | 3.9% |
View OptiFour Integrated Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-01-16 |
| 13F-HR | 2019-10-04 |
| 13F-HR | 2019-08-06 |
| 13F-HR | 2019-05-07 |
| 13F-HR | 2019-05-07 |
| 13F-HR | 2019-05-07 |
| 13F-HR | 2019-05-07 |
| 13F-HR | 2019-05-07 |
| 13F-HR | 2019-05-07 |
View OptiFour Integrated Wealth Management, LLC'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.