OptiFour Integrated Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2019
Location
Mc Lean, VA
CIK
0001775361
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2019 74 145,456 ITOT, SCHB, VTI, VTEB 13F-HR 1/16/2020 000177536120000001
Q3 2019 71 140,884 ITOT, SCHB, VTI, VTEB 13F-HR 10/4/2019 000177536119000009
Q2 2019 78 143,208 ITOT, SCHB, VTI, VTEB 13F-HR 8/6/2019 000177536119000008
Q1 2019 50 122,456 ITOT, SCHB, VTI, VTEB 13F-HR 5/7/2019 000177536119000003
Q4 2018 46 109,490 ITOT, SCHB, VTI, VTEB 13F-HR 5/7/2019 000177536119000002
Q3 2018 55 121,424 ITOT, SCHB, VTI, MUB 13F-HR 5/7/2019 000177536119000004
Q2 2018 53 115,733 ITOT, SCHB, VTI, MUB 13F-HR 5/7/2019 000177536119000005
Q1 2018 58 119,759 ITOT, SCHB, VTI, MUB 13F-HR 5/7/2019 000177536119000006
Q4 2017 61 119,554 ITOT, SCHB, VTI, MUB 13F-HR 5/7/2019 000177536119000007