Opes Wealth Management LLC

Q1 2019 13F Holdings Report, Stock Holdings

Signature - Title
David Firth - VP Client Services / CCO
Location
Menlo Park, CA
Holdings as of
31 Mar 2019
Value $
$134M
Num holdings
36
Filing time
30 Apr 2019, 17:23:37
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included FNDF, SCHZ, FNDB, SCHG, and FNDC.
Next filing
Q2 2019 - 30 Jul 2019
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
David Firth VP Client Services / CCO Cupertino, California 25 Apr 2019

Opes Wealth Management LLC previously filed under Opes Advisors, Inc. As of December 31, 2018, Opes Advisors, Inc. is now Opes Wealth Management LLC.