13F Filings History of OptiFour Integrated Wealth Management, LLC

Latest 13F report
Q4 2019 - 16 Jan 2020
Value $
$145,456,000
Signature - Title
weston Burnett - CEO
Location
Mc Lean, VA
Summary
This page shows a list of all the recent 13F filings made by OptiFour Integrated Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OptiFour Integrated Wealth Management, LLC reported 74 stock holdings with total value $145,456,000 as of Q4 2019. Top holdings included ITOT, SCHB, VTI, VTEB, and IXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2019 74 $145,456,000 +$1,286,386 -$3,129,132 -$1,842,746 ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 16 Jan 2020, 11:13
Q3 2019 71 $140,884,000 +$4,322,573 -$5,658,209 -$1,335,636 ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 04 Oct 2019, 11:15
Q2 2019 78 $143,208,000 +$19,845,472 -$2,243,795 +$17,601,677 ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 06 Aug 2019, 09:46
Q1 2019 50 $122,456,000 +$4,691,070 -$1,695,700 +$2,995,370 ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 07 May 2019, 14:26
Q4 2018 46 $109,490,000 +$15,110,678 -$15,923,845 -$813,167 ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 07 May 2019, 13:42
Q3 2018 55 $121,424,000 +$3,482,493 -$1,718,926 +$1,763,567 ITOT, SCHB, VTI, MUB, IXUS 13F-HR 07 May 2019, 14:49
Q2 2018 53 $115,733,000 +$4,756,364 -$9,663,459 -$4,907,095 ITOT, SCHB, VTI, MUB, IXUS 13F-HR 07 May 2019, 14:55
Q1 2018 58 $119,759,000 +$6,237,644 -$3,685,465 +$2,552,179 ITOT, SCHB, VTI, MUB, IXUS 13F-HR 07 May 2019, 15:07
Q4 2017 61 $119,554,000 $0 $0 $0 ITOT, SCHB, VTI, MUB, IXUS 13F-HR 07 May 2019, 15:12