Optimist Retirement Group LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
119
- Value ($000)
$211,374
- Date Filed01/27/2025
- Form type13F-HR
- CIK0002011850
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PCAR PACCAR INC | COM | 693718108 | $38.85M | 18 % | 373,501 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $13.08M | 6 % | 148,811 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $11.84M | 6 % | 231,537 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $11.75M | 6 % | 130,041 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $11.72M | 6 % | 134,278 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.53M | 5 % | 47,990 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.84M | 3 % | 16,233 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $5.99M | 3 % | 155,987 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.87M | 3 % | 171,940 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.30M | 2 % | 17,911 |
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