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 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 307,332 | 22,340.0 | +0.08% | 16.520 | +0.01% | 0.070 | +15.99% | +8.65% | 73,090.9 | ||
SCHB | Schwab U.S. Broad Market ETF | 359,664 | 13,826.0 | -5.99% | 10.230 | -0.62% | 0.040 | +15.88% | +8.59% | 35,342.3 | ||
VTI | Vanguard Total Stock Market ETF | 72,580 | 11,876.0 | -2.75% | 8.780 | -0.24% | 0.010 | +15.94% | +8.65% | 479,089.9 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 194,881 | 10,434.0 | -3.14% | 7.720 | -0.26% | 0.070 | +0.16% | -1.61% | 35,668.9 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 164,616 | 10,190.0 | +1.19% | 7.540 | +0.09% | 0.040 | +12.12% | +20.74% | 46,987.6 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 57,013 | 6,407.0 | +6.47% | 4.740 | +0.29% | 0.010 | +0.64% | +3.40% | 128,047.3 | ||
FLOT | iShares Floating Rate Bond ETF | 103,803 | 5,286.0 | +0.17% | 3.910 | +0.01% | 0.060 | +1.59% | +2.80% | 9,031.9 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 92,997 | 5,262.0 | -0.05% | 3.890 | 0% | 0.010 | +0.16% | +1.55% | 66,125.7 | ||
MUB | iShares National Muni Bond ETF | 38,875 | 4,428.0 | -1.05% | 3.280 | -0.04% | 0.020 | +0.33% | -1.29% | 37,838.1 | ||
SCHF | Schwab International Equity ETF | 128,205 | 4,312.0 | -4.23% | 3.190 | -0.14% | 0.020 | +10.56% | +21.86% | 49,605.1 |
OptiFour Integrated Wealth Management, LLC's Historical Top Holdings Breakdowns
OptiFour Integrated Wealth Management, LLC Total Holding History ($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
OptiFour Integrated Wealth Management, LLC News
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