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

Instuitional Investor - Optifour Integrated Wealth Management, Llc

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
 164,616 $10,190,000 7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)