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Home > Institutional Investor > Optifour Integrated Wealth Management, Llc > Profile

Instuitional Investor - Optifour Integrated Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Optifour Integrated Wealth Management, Llc
Portfolio Value	$145,456,000

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	307,332	$22,340,000	15.35%
2.	Schwab Strategic Trust	FNDF	179,832	$13,826,000	9.5%
3.	Vanguard Index Fds		72,580	$11,876,000	8.16%
4.	Vanguard Mun Bd Fd Inc		194,881	$10,434,000	7.17%
5.	Ishares Tr - CORE MSCI TOTAL		164,616	$10,190,000	7%