Opes Advisors Inc

13F Portfolio Filings

Most recent 13F
Q4 2018
Location
Cupertino, CA
CIK
0001694948
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2018 43 139,976 SCHZ, FNDF, BWX, SCHG 13F-HR 2/11/2019 000108514619000452
Q3 2018 40 136,822 FNDF, FNDC, SCHG, FNDB 13F-HR 11/14/2018 000108514618002737
Q2 2018 46 136,496 FNDF, FNDC, SCHG, FNDB 13F-HR 8/13/2018 000108514618001989
Q1 2018 40 123,775 FNDF, FNDC, SCHG, SCIU 13F-HR 5/11/2018 000108514618001333
Q4 2017 43 140,422 FNDF, FNDC, SCHG, SCIU 13F-HR 2/9/2018 000108514618000477
Q3 2017 35 156,216 FNDF, FNDC, SCHG, AAPL 13F-HR 11/9/2017 000108514617002254
Q2 2017 64 161,306 FNDF, AAPL, FNDC, SCHG 13F-HR 8/10/2017 000108514617001738
Q1 2017 56 141,702 FNDF, AAPL, SCHG, FNDC 13F-HR 5/15/2017 000108514617001262
Q4 2016 38 97,305 SCHG, FNDF, SCHV, FNDX 13F-HR 2/13/2017 000108514617000525