OptiFour Integrated Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2019 - Jan 16, 2020
Value $
$145M
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 $145M as of Q4 2019. Top holdings included ITOT, SCHB, VTI, VTEB, and IXUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 74 $145M +$1.29M -$3.13M -$1.84M ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 1/16/2020, 11:13 AM
Q3 2019 71 $141M +$4.32M -$5.66M -$1.34M ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 10/4/2019, 11:15 AM
Q2 2019 78 $143M +$19.8M -$2.24M +$17.6M ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 8/6/2019, 09:46 AM
Q1 2019 50 $122M +$4.69M -$1.7M +$3M ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 5/7/2019, 02:26 PM
Q4 2018 46 $109M +$15.1M -$15.9M -$813K ITOT, SCHB, VTI, VTEB, IXUS 13F-HR 5/7/2019, 01:42 PM
Q3 2018 55 $121M +$3.48M -$1.72M +$1.76M ITOT, SCHB, VTI, MUB, IXUS 13F-HR 5/7/2019, 02:49 PM
Q2 2018 53 $116M +$4.76M -$9.66M -$4.91M ITOT, SCHB, VTI, MUB, IXUS 13F-HR 5/7/2019, 02:55 PM
Q1 2018 58 $120M +$6.24M -$3.69M +$2.55M ITOT, SCHB, VTI, MUB, IXUS 13F-HR 5/7/2019, 03:07 PM
Q4 2017 61 $120M $0 $0 ITOT, SCHB, VTI, MUB, IXUS 13F-HR 5/7/2019, 03:12 PM