OptiFour Integrated Wealth Management, LLC
Q4 2019 13F Holdings
- Locationmc lean, VA
- Num holdings
74
- Value ($000)
$145,456
- Date Filed 01/16/2020
- Form type13F-HR
- CIK 0001775361
- 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 2019 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P TTL STK | 464287150 | $22.34M | 15 % | 307,332 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $13.83M | 10 % | 179,832 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.88M | 8 % | 72,580 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | $10.43M | 7 % | 194,881 | ||
I ISHARES TR | CORE MSCI TOTAL | 46432F834 | $10.19M | 7 % | 164,616 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $6.41M | 4 % | 57,013 | ||
SPDR SERIES TRUST | PORTFLI TIPS ETF | 78464A656 | $5.36M | 4 % | 187,668 | ||
F ISHARES TR | FLTG RATE NT ETF | 46429B655 | $5.29M | 4 % | 103,803 | ||
B VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | $5.26M | 4 % | 92,997 | ||
R ISHARES TR | GLOBAL REIT ETF | 46434V647 | $4.91M | 3 % | 177,654 |
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