Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OPTAS LLC 10-31-2023 09-30-2023 524 300,218,819
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $33,064,300 84,169 0.01 0.01 5,880 7.51 09-30-2023
SPDR SER TR PRTFLO S&P500 GW 2 $19,033,970 321,057 0.01 0.00 224,570 232.75 09-30-2023
ALPHABET INC CAP STK CL A 3 $16,491,502 126,024 0.01 0.01 -1,516 -1.19 09-30-2023
VANGUARD INDEX FDS TOTAL STK MKT 4 $15,914,563 74,920 0.01 0.01 -731 -0.97 09-30-2023
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