| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2024 | 13.6% |
| VANGUARD STAR FDS | 19 | Q2 2024 | 12.9% |
| ALPHABET INC | 19 | Q2 2024 | 6.0% |
| BEYOND MEAT INC | 19 | Q2 2024 | 17.0% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 4.2% |
| ALPHABET INC | 19 | Q2 2024 | 4.5% |
| APPLE INC | 19 | Q2 2024 | 4.1% |
| SQUARE INC | 19 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.2% |
| AMAZON COM INC | 19 | Q2 2024 | 1.7% |
View Optas, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
View Optas, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.