Optas, LLC

Q1 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    312

  • Value ($000)

    $574,748

  • Date Filed
    04/17/2025
  • Form type
    13F-HR
  • CIK
    0001802961
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$105.63M
18 %

205,539

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$42.10M
7 %

153,182

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$39.43M
7 %

650,066

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$19.53M
3 %

126,279

VONV
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
$19.29M
3 %

233,704

AAPL
AAPL

APPLE INC

COM
$16.73M
3 %

75,303

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$15.78M
3 %

196,363

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$15.74M
3 %

100,721

---

VANGUARD STAR FDS

VG TL INTL STK F
$15.73M
3 %

253,370

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$15.29M
3 %

59,128

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