Opes Advisors Inc
Q4 2018 13F Holdings
- Locationcupertino, CA
- Num holdings
43
- Value ($000)
$139,976
- Date Filed 02/11/2019
- Form type13F-HR
- CIK 0001694948
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $14.25M | 10 % | 281,754 | ||
F SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | $13.96M | 10 % | 553,640 | ||
B SPDR SERIES TRUST | BLOMBERG INTL TR | 78464A516 | $11.89M | 9 % | 430,582 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.38M | 7 % | 136,043 | ||
F SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 808524789 | $9.12M | 7 % | 272,195 | ||
S SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.45M | 6 % | 171,386 | ||
S GLOBAL X FDS | SCIEN BETA US | 37954Y103 | $7.28M | 5 % | 260,896 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $6.31M | 5 % | 105,252 | ||
F SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | $6.24M | 5 % | 219,944 | ||
I ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.99M | 4 % | 38,099 |
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