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Home > Institutional Investor > Optima Capital Llc > 13F Holdings

Instuitional Investor - Optima Capital Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 208,879 $6,890,924 4.39%
2.
Doubleline Etf Trust
 137,895 $6,366,612 4.06%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 91,295 $6,056,510 3.86%
4.
Vanguard Index Fds
 19,476 $5,352,631 3.41%
5.
Dbx Etf Tr - XTRACK MSCI EAFE
 122,096 $5,286,765 3.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)