Opes Advisors Inc 13F Holdings
CIK 0001694948 · CUPERTINO, CA
As of Dec 31, 2018, Opes Advisors Inc reported 43 positions worth
CIK 0001694948 · CUPERTINO, CA
As of Dec 31, 2018, Opes Advisors Inc reported 43 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 281,754 | 4.3K | 10.18% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 553,640 | 4.0K | 9.98% |
| SPDR SERIES TRUST | — | — | 430,582 | 1.9K | 8.49% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 136,043 | $9.4K | 6.70% |
| SCHWAB FUNDAMENTAL US BROAD MARKET ETF | FNDB | — | 272,195 | $9.1K | 6.51% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 171,386 | $8.4K | 6.04% |
| GLOBAL X FDS | SCIU | — | 260,896 | $7.3K | 5.20% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 105,252 | $6.3K | 4.51% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 219,944 | $6.2K | 4.46% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 38,099 | $5.0K | 3.56% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 143,090 | $4.7K | 3.36% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 184,420 | $4.3K | 3.10% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 144,114 | $4.1K | 2.92% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 109,144 | $3.7K | 2.65% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 29,671 | $3.3K | 2.35% |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | JPEM | — | 57,079 | $2.9K | 2.07% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 108,101 | $2.8K | 1.99% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 18,691 | $2.6K | 1.85% |
| J P MORGAN EXCHANGE-TRADED F | JPGE | — | 39,294 | $2.1K | 1.53% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 69,848 | $2.0K | 1.45% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 38,674 | .7K | 1.23% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 16,488 | .7K | 1.21% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 47,909 | .5K | 1.08% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 28,800 | .4K | 0.99% |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | EMGF | — | 33,093 | .3K | 0.92% |