OA

Opes Advisors Inc

13F
Opes Advisors Inc
Last update 2019-02-11 32 Stocks (8 new)
Value $91.00 Mil Turnover 33 %
Countries:
Top Holdings: SCHZ(15.67%)BWX(13.07%)SCHG(10.31%)SCHV(9.29%)SCHB(6.94%)
Summary Stock Picks Current Portfolio
Opes Advisors Inc Top Holdings of 2018-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHZ
Schwab US Aggregate Bond ETF
281,754
14,254.0
+313.74%
15.670
+11.88%
0.170
+0.03%
+3.65%
8,537.7
 
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
430,582
11,888.0
+490.70%
13.070
+10.86%
1.340
+4.86%
+10.43%
1,528.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
272,086
9,377.0
-2.84%
10.310
-0.44%
0.060
+22.50%
+5.77%
44,575.7
 
SCHV
Schwab U.S. Large-Cap Value ETF
171,386
8,448.0
+1.03%
9.290
+0.09%
0.120
+10.50%
+9.16%
12,845.2
 
SCHB
Schwab U.S. Broad Market ETF
210,504
6,308.0
+10.31%
6.940
+0.65%
0.020
+17.02%
+6.97%
34,739.9
 
IWF
iShares Russell 1000 Growth ETF
38,099
4,988.0
-1.65%
5.480
-0.13%
0.020
+23.74%
+6.86%
112,698.5
 
FNDA
Schwab Fundamental U.S. Small Company Index ETF
Schwab Fundamental U.S. Small Company Index ETF
143,090
4,699.0
+0.36%
5.170
+0.02%
0.150
+15.11%
+0.68%
8,627.3
 
SCHE
Schwab Emerging Markets Equity ETF
184,420
4,339.0
+400.22%
4.770
+3.82%
0.060
+12.03%
+14.55%
10,390.3
 
SCHF
Schwab International Equity ETF
144,114
4,086.0
+0.43%
4.490
+0.02%
0.020
+14.61%
+20.68%
49,128.7
 
FNDX
Schwab Fundamental U.S. Large Company Index ETF
Schwab Fundamental U.S. Large Company Index ETF
109,144
3,709.0
-5.43%
4.080
-0.33%
0.060
+10.96%
+6.60%
18,945.1
 

Opes Advisors Inc's Historical Top Holdings Breakdowns

Opes Advisors Inc Total Holding History ($B)

To

Opes Advisors Inc's Asset Allocation

To

Opes Advisors Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Opes Advisors Inc's Hypothetical Growth since 2018-12-31

Opes Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Opes Advisors Inc's Holdings Heat Map

Size field:

Opes Advisors Inc's Holdings Bubble Chart

Opes Advisors Inc News

  • 1

Discussions on Opes Advisors Inc

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.