- New Purchases: FB, ACWI, AMAT,
- Added Positions: AGG, IXUS, ALG, VWO,
- Reduced Positions: SCHB, MINT, VTEB, VTI, SCHF, MRK, AAPL, SCHZ, PG, MUB, SCHE, BRK.B, VNQ, VIG,
For the details of OptiFour Integrated Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/optifour+integrated+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of OptiFour Integrated Wealth Management, LLC- iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 307,332 shares, 16.52% of the total portfolio. Shares added by 0.08%
- Schwab U.S. Broad MarketETF (SCHB) - 179,832 shares, 10.23% of the total portfolio. Shares reduced by 5.99%
- Vanguard Total Stock Market ETF (VTI) - 72,580 shares, 8.78% of the total portfolio. Shares reduced by 2.75%
- Vanguard Tax-Exempt Bond ETF (VTEB) - 194,881 shares, 7.72% of the total portfolio. Shares reduced by 3.14%
- iShares Core MSCI Total International Stock ETF (IXUS) - 164,616 shares, 7.54% of the total portfolio. Shares added by 1.19%
OptiFour Integrated Wealth Management, LLC initiated holding in Facebook Inc. The purchase prices were between $174.6 and $208.1, with an estimated average price of $194.27. The stock is now traded at around $221.14. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,112 shares as of .
New Purchase: iShares MSCI ACWI Index Fund (ACWI)OptiFour Integrated Wealth Management, LLC initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $71.68 and $79.55, with an estimated average price of $76.58. The stock is now traded at around $80.90. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,666 shares as of .
New Purchase: Applied Materials Inc (AMAT)OptiFour Integrated Wealth Management, LLC initiated holding in Applied Materials Inc. The purchase prices were between $49.31 and $62.35, with an estimated average price of $56.41. The stock is now traded at around $62.97. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,350 shares as of .
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