OptiFour Integrated Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2019
  • Location
    mc lean, VA
  • CIK
    0001775361
  • All SEC filings
Q4 2019
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

74

$145.46M
ITOT, SCHB, VTI, VANGUARD MUN BD FDS
13F-HR
Jan 16, 2020
000177536120000001

71

$140.88M
ITOT, SCHB, VTI, VANGUARD MUN BD FDS
13F-HR
Oct 4, 2019
000177536119000009

78

$143.21M
ITOT, SCHB, VTI, VANGUARD MUN BD FDS
13F-HR
Aug 6, 2019
000177536119000008

50

$122.46M
ITOT, SCHB, VTI, VANGUARD MUN BD FDS
13F-HR
May 7, 2019
000177536119000003

46

$109.49M
ITOT, SCHB, VTI, VANGUARD MUN BD FDS
13F-HR
May 7, 2019
000177536119000002

55

$121.42M
ITOT, SCHB, VTI, MUB
13F-HR
May 7, 2019
000177536119000004

53

$115.73M
ITOT, SCHB, VTI, MUB
13F-HR
May 7, 2019
000177536119000005

58

$119.76M
ITOT, SCHB, VTI, MUB
13F-HR
May 7, 2019
000177536119000006

61

$119.55M
ITOT, SCHB, VTI, MUB
13F-HR
May 7, 2019
000177536119000007