Chief Compliance Officer

0001085146-24-005217.txt : 20241029 0001085146-24-005217.hdr.sgml : 20241029 20241029132643 ACCESSION NUMBER: 0001085146-24-005217 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241029 DATE AS OF CHANGE: 20241029 EFFECTIVENESS DATE: 20241029 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Opes Wealth Management LLC CENTRAL INDEX KEY: 0001766918 ORGANIZATION NAME: IRS NUMBER: 832488906 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19481 FILM NUMBER: 241404607 BUSINESS ADDRESS: STREET 1: 535 MIDDLEFIELD ROAD STREET 2: SUITE 160 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 4088315804 MAIL ADDRESS: STREET 1: 535 MIDDLEFIELD ROAD STREET 2: SUITE 160 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001766918 XXXXXXXX 09-30-2024 09-30-2024 false Opes Wealth Management LLC

535 MIDDLEFIELD ROAD SUITE 160 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-19481 000299704 801-114436 N Unesa Miguel Chief Compliance Officer 408-831-5807 /s/ Unesa Miguel Menlo Park CA 10-29-2024 0 140 520093247 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 312387 2740 SH SOLE 2740 0 0 ADOBE INC COM 00724F101 BBG001S5NCQ5 554025 1070 SH SOLE 1070 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 443016 2700 SH SOLE 2700 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 202378 1363 SH SOLE 1363 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 549875 5447 SH SOLE 5447 0 0 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 634652 6701 SH SOLE 6701 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1235748 7451 SH SOLE 7451 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2658067 15898 SH SOLE 15898 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 916371 4918 SH SOLE 4918 0 0 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 BBG0161JYFR2 426797 7045 SH SOLE 7045 0 0 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315 BBG0161JWX22 1200389 21699 SH SOLE 21699 0 0 APPLE INC COM 037833100 BBG001S5N8V8 145783909 625682 SH SOLE 625682 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 526340 2605 SH SOLE 2605 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 1055082 20392 SH SOLE 20392 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1948169 4981 SH SOLE 4981 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 227679 1546 SH SOLE 1546 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 418735 7868 SH SOLE 7868 0 0 CLOROX CO DEL COM 189054109 BBG001S5PX50 435133 2671 SH SOLE 2671 0 0 DANA INC COM 235825205 BBG001SRW699 432390 40946 SH SOLE 40946 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 BBG017158GJ6 9267544 325634 SH SOLE 325634 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 639905 17211 SH SOLE 17211 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 274430 2853 SH SOLE 2853 0 0 EBAY INC. 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