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| Name: |
Opes Wealth Management LLC |
| City: |
CUPERTINO |
| State: |
CA |
| Zip: |
95014-2551 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FLJP |
Franklin Ftse Japan Etf |
31 |
New |
$0.00 |
$3,962,000 |
127,690 |
0.91% |
3,962,000 |
127,690 |
0.071 |
N/A |
|
|
AVSE |
Avantis Responsible Emergin... |
60 |
New |
$0.00 |
$1,006,000 |
20,499 |
0.23% |
1,006,000 |
20,499 |
0.228 |
N/A |
|
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DFSU |
Dimensional Us Sustainabili... |
76 |
New |
$0.00 |
$564,000 |
16,396 |
0.13% |
564,000 |
16,396 |
0.018 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
108 |
New |
$243.09 |
$291,000 |
1,214 |
0.07% |
291,000 |
1,214 |
0.077 |
Closed - End Fund - E... |
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JPIE |
Jpmorgan Income Etf |
112 |
New |
$0.00 |
$278,000 |
6,109 |
0.06% |
278,000 |
6,109 |
0.023 |
N/A |
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VTV |
Vanguard Value VIPERS |
121 |
New |
$163.65 |
$227,000 |
1,395 |
0.05% |
227,000 |
1,395 |
0 |
Closed - End Fund - E... |
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NVO |
Novo Nordisk A/S (ADR) |
126 |
New |
$131.89 |
$214,000 |
1,663 |
0.05% |
214,000 |
1,663 |
0 |
Drug Manufacturers - ... |
|
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COST |
Costco Wholesale Corp |
128 |
New |
$795.81 |
$210,000 |
287 |
0.05% |
210,000 |
287 |
0 |
Discount, Variety Stores |
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IWM |
iShares Tr Russell 2000 Indx |
127 |
New |
$208.08 |
$210,000 |
998 |
0.05% |
210,000 |
998 |
0 |
Closed - End Fund - E... |
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TMW |
SPDR Dow Jones Wilshire TOT... |
129 |
New |
$64.82 |
$208,000 |
3,245 |
0.05% |
208,000 |
3,245 |
0.003 |
Closed - End Fund - E... |
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SMCI |
Super Micro Computer Inc |
131 |
New |
$887.89 |
$204,000 |
202 |
0.05% |
204,000 |
202 |
0 |
Networking & Communic... |
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