OA
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Opes Advisors Inc13F | |
| Opes Advisors Inc | |
| Last update 2019-02-11 | 32 Stocks (8 new) |
| Value $91.00 Mil | Turnover 33 % |
| Portfolio Report | |
Opes Advisors Inc Top Holdings of 2018-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 281,754 | 14254.000 | +313.74% | 15.670 | +11.88% | 0.170 | -0.82% | -0.90% | 8385.853 | ||
BWX | SPDR Bloomberg International Treasury Bond ETF | 430,582 | 11888.000 | +490.70% | 13.070 | +10.86% | 1.340 | -2.27% | -5.09% | 971.628 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 272,086 | 9377.000 | -2.84% | 10.310 | -0.44% | 0.060 | +16.23% | +33.61% | 35597.827 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 171,386 | 8448.000 | +1.03% | 9.290 | +0.09% | 0.120 | +9.85% | +17.65% | 12139.008 | ||
SCHB | Schwab U.S. Broad Market ETF | 210,504 | 6308.000 | +10.31% | 6.940 | +0.65% | 0.020 | +13.42% | +25.15% | 32885.442 | ||
IWF | iShares Russell 1000 Growth ETF | 38,099 | 4988.000 | -1.65% | 5.480 | -0.13% | 0.020 | +16.29% | +31.41% | 103645.944 | ||
FNDA | Schwab Fundamental U.S. Small Company Index ETF | 143,090 | 4699.000 | +0.36% | 5.170 | +0.02% | 0.150 | +12.99% | +13.77% | 9690.825 | ||
SCHE | Schwab Emerging Markets Equity ETF | 184,420 | 4339.000 | +400.22% | 4.770 | +3.82% | 0.060 | +7.71% | +14.66% | 9483.291 | ||
SCHF | Schwab International Equity ETF | 144,114 | 4086.000 | +0.43% | 4.490 | +0.02% | 0.020 | +3.09% | +5.65% | 40416.543 | ||
FNDX | Schwab Fundamental U.S. Large Company Index ETF | 109,144 | 3709.000 | -5.43% | 4.080 | -0.33% | 0.060 | +10.59% | +19.59% | 17784.303 |
Opes Advisors Inc's Historical Top Holdings Breakdowns
Opes Advisors Inc Total Holding History ($B)
Opes Advisors Inc's Asset Allocation
Opes Advisors Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Opes Advisors Inc's Hypothetical Growth since 2018-12-31
Opes Advisors Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Opes Advisors Inc's Holdings Heat Map
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Opes Advisors Inc's Holdings Bubble Chart
Opes Advisors Inc News
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