Opes Wealth Management LLC

Q2 2019 13F Holdings Report, Stock Holdings

Signature - Title
Unesa Miguel - Chief Compliance Officer
Location
Menlo Park, CA
Holdings as of
June 30, 2019
Value $
$146M
Num holdings
46
Date filed
7/30/2019, 04:59 PM
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.
Previous filing
Q1 2019 - Apr 30, 2019
Options Holdings
Showing stock holdings, see here for options holdings
Filing 2019 Q2 compared to 2019 Q1 by default.
* 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
Unesa Miguel Chief Compliance Officer Cupertino, California 7/29/2019

Opes Wealth Management LLC previously filed under Opes Advisors, Inc. As of January 1, 2019, Opes Advisors, Inc. is now Opes Wealth Management LLC.