OI
| |
OptiFour Integrated Wealth Management, LLC13F | |
| OptiFour Integrated Wealth Management, LLC | |
| Last update 2020-01-16 | 72 Stocks (3 new) |
| Value $135.00 Mil | Turnover 1 % |
| Portfolio Report | |
OptiFour Integrated Wealth Man... Top Holdings of 2019-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 307,332 | 22340.000 | +0.08% | 16.520 | +0.01% | 0.070 | +1.51% | -0.89% | 63689.256 | ||
SCHB | Schwab U.S. Broad Market ETF | 359,664 | 13826.000 | -5.99% | 10.230 | -0.62% | 0.040 | +1.57% | -0.88% | 32294.250 | ||
VTI | Vanguard Total Stock Market ETF | 72,580 | 11876.000 | -2.75% | 8.780 | -0.24% | 0.010 | +1.52% | -0.87% | 428154.700 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 194,881 | 10434.000 | -3.14% | 7.720 | -0.26% | 0.070 | -1.49% | -0.84% | 34867.418 | ||
IXUS | iShares Core MSCI Total International Stock ETF | 164,616 | 10190.000 | +1.19% | 7.540 | +0.09% | 0.040 | -7.13% | -1.24% | 36973.393 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 57,013 | 6407.000 | +6.47% | 4.740 | +0.29% | 0.010 | -2.93% | -0.99% | 118817.651 | ||
FLOT | iShares Floating Rate Bond ETF | 103,803 | 5286.000 | +0.17% | 3.910 | +0.01% | 0.060 | +1.05% | +0.14% | 7596.312 | ||
BNDX | Vanguard Total International Bond ETF | 92,997 | 5262.000 | -0.05% | 3.890 | 0% | 0.010 | -0.58% | -1.06% | 60738.923 | ||
MUB | iShares National Muni Bond ETF | 38,875 | 4428.000 | -1.05% | 3.280 | -0.04% | 0.020 | -1.51% | -0.84% | 40103.892 | ||
SCHF | Schwab International Equity ETF | 128,205 | 4312.000 | -4.23% | 3.190 | -0.14% | 0.020 | -6.76% | -0.54% | 39589.440 |
OptiFour Integrated Wealth Management, LLC's Historical Top Holdings Breakdowns
OptiFour Integrated Wealth Management, LLC Total Holding History ($B)
OptiFour Integrated Wealth Management, LLC's Asset Allocation
OptiFour Integrated Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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OptiFour Integrated Wealth Management, LLC's Hypothetical Growth since 2019-12-31
OptiFour Integrated Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
OptiFour Integrated Wealth Management, LLC's Holdings Heat Map
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OptiFour Integrated Wealth Management, LLC's Holdings Bubble Chart
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