Notify me when Optas, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 395 | $589,157,082 | +$62,441,955 | -$47,754,828 | +$14,687,127 | VOO, VTI, GOOGL, GOOG, NVDA | 13F-HR | 15 Oct 2025, 08:52 |
| Q2 2025 | 360 | $526,268,992 | +$48,744,646 | -$160,644,576 | -$111,899,930 | VOO, VTI, GOOGL, VEU, NVDA | 13F-HR | 23 Jul 2025, 16:12 |
| Q1 2025 | 312 | $574,748,222 | +$151,828,606 | -$16,272,004 | +$135,556,602 | VOO, VTI, VEU, GOOGL, VONV | 13F-HR | 17 Apr 2025, 10:10 |
| Q4 2024 | 282 | $464,157,049 | +$29,924,258 | -$9,769,907 | +$20,154,351 | VOO, GOOGL, VTI, AAPL, GOOG | 13F-HR | 24 Jan 2025, 17:26 |
| Q3 2024 | 252 | $434,784,800 | +$39,008,185 | -$3,732,659 | +$35,275,526 | VOO, VTI, GOOGL, VEU, AAPL | 13F-HR | 29 Oct 2024, 13:20 |
| Q2 2024 | 221 | $388,299,014 | +$24,502,846 | -$6,177,931 | +$18,324,915 | VOO, GOOGL, VTI, VEU, GOOG | 13F-HR | 25 Jul 2024, 17:09 |
| Q1 2024 | 209 | $366,457,197 | +$11,742,737 | -$8,455,904 | +$3,286,833 | VOO, VTI, GOOGL, VEU, GOOG | 13F-HR | 17 Apr 2024, 18:39 |
| Q4 2023 | 196 | $332,386,250 | +$29,952,680 | -$33,029,424 | -$3,076,744 | VOO, VEU, VTI, GOOGL, GOOG | 13F-HR | 25 Jan 2024, 21:10 |
| Q3 2023 | 190 | $300,218,819 | +$47,265,275 | -$33,473,896 | +$13,791,379 | VOO, SPYG, GOOGL, VTI, VEU | 13F-HR | 31 Oct 2023, 11:07 |
| Q2 2023 | 164 | $298,992,346 | +$22,101,374 | -$17,553,454 | +$4,547,920 | VOO, VEU, VTI, GOOGL, VONV | 13F-HR | 20 Jul 2023, 10:25 |
| Q1 2023 | 163 | $280,157,926 | +$59,600,893 | -$40,558,261 | +$19,042,632 | VOO, VEU, VTI, VONV, GOOGL | 13F-HR | 17 Apr 2023, 21:40 |
| Q4 2022 | 145 | $242,395,337 | +$10,209,640 | -$5,374,528 | +$4,835,112 | VOO, VTI, VEU, VXUS, GOOGL | 13F-HR | 27 Jan 2023, 17:05 |
| Q3 2022 | 130 | $224,285,000 | +$30,965,048 | -$6,167,608 | +$24,797,440 | VTI, VOO, VEU, VXUS, GOOGL | 13F-HR | 31 Oct 2022, 18:19 |
| Q2 2022 | 133 | $242,322,000 | +$14,364,484 | -$7,446,358 | +$6,918,126 | VOO, VTI, VEU, VXUS, GOOGL | 13F-HR | 29 Jul 2022, 20:51 |
| Q1 2022 | 141 | $291,815,000 | +$11,030,698 | -$28,899,406 | -$17,868,708 | VTI, VOO, VEU, VXUS, GOOGL | 13F-HR | 25 Apr 2022, 17:55 |
| Q4 2021 | 151 | $352,227,000 | +$9,150,090 | -$4,606,702 | +$4,543,388 | VTI, VOO, VEU, VXUS, BNDX | 13F-HR | 25 Jan 2022, 17:30 |
| Q3 2021 | 147 | $343,121,000 | +$13,024,044 | -$6,630,416 | +$6,393,628 | VTI, VOO, VEU, BNDX, VXUS | 13F-HR | 14 Oct 2021, 17:19 |
| Q2 2021 | 147 | $349,655,000 | +$15,487,745 | -$9,352,191 | +$6,135,554 | VTI, VOO, VEU, BYND, BNDX | 13F-HR | 26 Jul 2021, 19:00 |
| Q1 2021 | 138 | $315,970,000 | +$19,699,248 | -$29,328,750 | -$9,629,502 | VTI, VOO, BYND, VEU, BNDX | 13F-HR | 19 Apr 2021, 09:35 |
| Q4 2020 | 124 | $302,950,000 | +$12,670,902 | -$45,109,726 | -$32,438,824 | VTI, VOO, BYND, VEU, BNDX | 13F-HR | 27 Jan 2021, 16:22 |
| Q3 2020 | 141 | $310,764,034 | +$51,793,638 | -$5,407,328 | +$46,386,310 | BYND, VTI, VOO, BNDX, VEU | 13F-HR | 23 Oct 2020, 16:58 |
| Q2 2020 | 122 | $243,343,033 | +$47,560,220 | -$44,999,928 | +$2,560,292 | VTI, BYND, VOO, BNDX, VEU | 13F-HR | 30 Jul 2020, 21:38 |
| Q1 2020 | 128 | $200,699,000 | +$33,879,045 | -$34,146,228 | -$267,183 | VXUS, VTI, BYND, BNDX, VOO | 13F-HR | 14 Apr 2020, 13:13 |
| Q4 2019 | 148 | $258,810,243 | $0 | BYND, VTI, VXUS, BNDX, SPY | 13F-HR | 14 Feb 2020, 15:02 |