Optimist Retirement Group LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Bellevue, WA
CIK
0002011850
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 122 221,585 PCAR, SPYG, SPYV, SLYG 13F-HR 11/25/2024 000201185024000005
Q2 2024 112 190,281 PCAR, SPYG, SPYV, SLYG 13F-HR 8/12/2024 000201185024000004
Q1 2024 109 194,734 PCAR, SPYG, SPYV, SLYG 13F-HR 5/13/2024 000201185024000003
Q4 2023 71 153,955 PCAR, SPYG, SPYV, SLYG 13F-HR 2/15/2024 000201185024000002