Opes Wealth Management LLC
Q4 2024 13F Holdings
- Locationmenlo park, CA
- Num holdings
137
- Value ($000)
$487,743
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001766918
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $111.14M | 23 % | 443,814 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $22.45M | 5 % | 676,116 | ||
CMF ISHARES TR | CALIF MUN BD ETF | 464288356 | $19.75M | 4 % | 344,721 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $15.31M | 3 % | 338,615 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $14.52M | 3 % | 157,209 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $12.07M | 3 % | 518,825 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.91M | 2 % | 524,870 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.53M | 2 % | 486,860 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $11.35M | 2 % | 44,717 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $11.04M | 2 % | 164,633 |
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