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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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2
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0
OPES ADVISORS INC

Time Period2018-12-31

Total Holdings43

Total Value ($x1000)139,976
Activities
New11

Increased13

Unchanged2

Decreased17

Sold Out8

Top 10 Stock Holdingstotal 65.63%
SCHZ10.18

FNDF9.98

BWX8.49

SCHG6.7

FNDB6.51

 
SCHV6.04

SCIU5.2

SCHB4.51

FNDC4.46

IWF3.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHZ
10.18%
US AGGREGATE B
FNDF
9.98%
SCHWB FDT INT LG
BWX
8.49%
BRCLYS INTL ETF
SCHG
6.7%
US LCAP GR ETF
FNDB
6.51%
SCHWAB FDT US BM
SCHV
6.04%
US LCAP VA ETF
SCIU
5.2%
SCIEN BETA US
SCHB
4.51%
US BRD MKT ETF
FNDC
4.46%
SCHWB FDT INT SC
IWF
3.56%
RUS 1000 GRW ETF
FNDA
3.36%
SCHWAB FDT US SC
SCHE
3.1%
EMRG MKTEQ ETF
SCHF
2.92%
INTL EQTY ETF
FNDX
2.65%
SCHWAB FDT US LG
IWD
2.35%
RUS 1000 VAL ETF
JPEM
2.07%
DIV RTN EM EQT
FNDE
1.99%
SCHWB FDT EMK LG
IJJ
1.85%
S&P MC 400VL ETF
JPGE
1.53%
DIV RTN GLB EQ
SCHC
1.45%
INTL SCEQT ETF
MDYV
1.23%
S&P 400 MDCP VAL
BOND
1.21%
TOTL RETN ETF
DON
1.08%
MIDCAP DIVI FD
SCHM
0.99%
US MID-CAP ETF
EMGF
0.92%
FACTORSELECT MSC
VYM
0.88%
HIGH DIV YLD
AGGY
0.84%
BRCLYS US AGGR
SCHD
0.62%
US DIVIDEND EQ
VOE
0.43%
MCAP VL IDXVIP
AAPL
0.32%
COM
PUTW
0.31%
CBOE S&P 500
MTUM
0.28%
MSCI USAMOMFCT
SPY
0.28%
TR UNIT
USMV
0.27%
USA MIN VOL ETF
GOOG
0.25%
CAP STK CL C
QAI
0.23%
HEDGE MLTI ETF
ITOT
0.19%
CORE S&P TTL STK
ATVI
0.16%
COM
MSFT
0.15%
COM
IEMG
0.15%
CORE MSCI EMKT
SBUX
0.15%
COM
CMF
0.14%
CALI AMT-FRE ETF
LYG
0.03%
SPONSORED ADR
SGOL
0.49%
SHS
CSCO
0.27%
COM
AMZN
0.18%
COM
IUSB
0.17%
CORE TL USD BD
LMT
0.17%
COM
NKE
0.16%
CL B
CRM
0.16%
COM
VXUS
0.15%
VG TL INTL STK F