OPTZ ETF holdings
Weights reproduce the dated portfolio and may not sum to exactly 100% because of cash, derivatives, rounding, liabilities, or other positions. Provenance stays internal.
| Snapshot field | Reported value |
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| Fund | Optimize Strategy Index ETF |
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| Report date | 2026-03-31 |
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| Reported holdings | 338 |
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| SEC series ID | S000084701 |
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Positions 1–100 of 338
| Ticker | Issuer | Weight | Value (USD) | Balance |
|---|
| Mount Vernon Liquid Assets Portfolio, LLC | Mount Vernon Liquid Assets Portfolio, LLC | 4.557081% | 9,502,643.25 | 9,502,643.25 NS |
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| LITE | Lumentum Holdings Inc | 1.619695% | 3,377,464.56 | 4,806 NS |
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| SNDK | Sandisk Corp/DE | 1.619087% | 3,376,196.76 | 5,314 NS |
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| STX | Seagate Technology Holdings PL | 1.492269% | 3,111,749.68 | 7,943 NS |
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| TTMI | TTM Technologies Inc | 1.489251% | 3,105,457.34 | 31,877 NS |
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| WDC | Western Digital Corp | 1.482135% | 3,090,618.74 | 11,426 NS |
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| KLAC | KLA Corp | 1.471529% | 3,068,502.44 | 2,084 NS |
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| TER | Teradyne Inc | 1.459092% | 3,042,568.98 | 10,263 NS |
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| LRCX | Lam Research Corp | 1.44042% | 3,003,632.28 | 14,058 NS |
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| MTSI | MACOM Technology Solutions Hol | 1.438118% | 2,998,833.28 | 13,504 NS |
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| FN | Fabrinet | 1.431821% | 2,985,702 | 5,725 NS |
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| AMD | Advanced Micro Devices Inc | 1.420719% | 2,962,551.09 | 14,563 NS |
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| AMAT | Applied Materials Inc | 1.414367% | 2,949,305.91 | 8,629 NS |
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| FSLR | First Solar Inc | 1.400994% | 2,921,420.6 | 14,810 NS |
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| ARW | Arrow Electronics Inc | 1.39294% | 2,904,626.14 | 20,254 NS |
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| KEYS | Keysight Technologies Inc | 1.39286% | 2,904,457.82 | 10,286 NS |
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| TEL | TE Connectivity PLC | 1.364533% | 2,845,389.26 | 13,613 NS |
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| COHR | Coherent Corp | 1.358035% | 2,831,840.48 | 11,888 NS |
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| ADI | Analog Devices Inc | 1.353727% | 2,822,856.22 | 8,873 NS |
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| QRVO | Qorvo Inc | 1.339733% | 2,793,675.6 | 36,094 NS |
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| AAPL | Apple Inc | 1.324663% | 2,762,250.36 | 10,884 NS |
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| NVDA | NVIDIA Corp | 1.318006% | 2,748,369.6 | 15,759 NS |
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| PENG | Penguin Solutions Inc | 1.295324% | 2,701,072 | 153,470 NS |
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| APH | Amphenol Corp | 1.287587% | 2,684,937.5 | 21,250 NS |
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| MSI | Motorola Solutions Inc | 1.265751% | 2,639,405.54 | 6,082 NS |
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| IBM | IBM | 1.258418% | 2,624,114.14 | 10,826 NS |
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| CLVT | Clarivate PLC | 1.240903% | 2,587,590.39 | 1,022,763 NS |
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| MU | Micron Technology Inc | 1.226124% | 2,556,773.12 | 7,568 NS |
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| MSFT | Microsoft Corp | 1.216357% | 2,536,404.84 | 6,852 NS |
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| PTC | PTC Inc | 1.176821% | 2,453,962.78 | 17,222 NS |
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| CSIQ | Canadian Solar Inc | 1.163315% | 2,425,799.8 | 175,148 NS |
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| VYX | NCR Voyix Corp | 1.08368% | 2,259,740.37 | 356,989 NS |
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| CVSA | Covista Inc | 0.347035% | 723,654.75 | 6,279 NS |
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| ANDE | Andersons Inc/The | 0.338789% | 706,458.76 | 9,842 NS |
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| CASY | Casey's General Stores Inc | 0.333345% | 695,106.3 | 955 NS |
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| DCH | Dauch Corporation | 0.327178% | 682,246.5 | 115,050 NS |
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| BURL | Burlington Stores Inc | 0.327058% | 681,996.48 | 2,096 NS |
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| KOD | Kodiak Sciences Inc | 0.32591% | 679,603.36 | 17,828 NS |
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| GO | Grocery Outlet Holding Corp | 0.325871% | 679,521.3 | 96,386 NS |
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| EAT | Brinker International Inc | 0.325422% | 678,585.81 | 4,753 NS |
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| FIVE | Five Below Inc | 0.324874% | 677,443.2 | 2,965 NS |
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| AAP | Advance Auto Parts Inc | 0.322078% | 671,613 | 12,732 NS |
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| BWA | BorgWarner Inc | 0.321878% | 671,196.2 | 12,370 NS |
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| MGM | MGM Resorts International | 0.319739% | 666,735.15 | 18,015 NS |
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| ORKA | Oruka Therapeutics Inc | 0.316188% | 659,330.1 | 13,442 NS |
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| BYD | Boyd Gaming Corp | 0.315163% | 657,193.46 | 7,997 NS |
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| RL | Ralph Lauren Corp | 0.312276% | 651,173.07 | 1,893 NS |
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| USFD | US Foods Holding Corp | 0.311354% | 649,250.61 | 7,041 NS |
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| AN | AutoNation Inc | 0.311255% | 649,044.24 | 3,324 NS |
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| MAR | Marriott International Inc/MD | 0.310248% | 646,944.46 | 1,978 NS |
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| VSTS | Vestis Corp | 0.307314% | 640,825.8 | 81,530 NS |
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| HAS | Hasbro Inc | 0.304377% | 634,701.6 | 6,781 NS |
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| CVNA | Carvana Co | 0.304091% | 634,104.46 | 2,017 NS |
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| COST | Costco Wholesale Corp | 0.303911% | 633,729.48 | 636 NS |
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| RH | RH | 0.302203% | 630,168.74 | 4,507 NS |
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| TPR | Tapestry Inc | 0.300796% | 627,233.95 | 4,445 NS |
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| AMZN | Amazon.com Inc | 0.300133% | 625,851.35 | 3,005 NS |
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| INGR | Ingredion Inc | 0.298824% | 623,122.46 | 5,531 NS |
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| YUM | Yum! Brands Inc | 0.298546% | 622,541.92 | 4,004 NS |
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| PFGC | Performance Food Group Co | 0.298316% | 622,062.92 | 7,262 NS |
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| DUOL | Duolingo Inc | 0.297188% | 619,709.59 | 6,287 NS |
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| PEP | PepsiCo Inc | 0.296617% | 618,520.07 | 3,983 NS |
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| PM | Philip Morris International In | 0.296229% | 617,710.24 | 3,736 NS |
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| DECK | Deckers Outdoor Corp | 0.29505% | 615,253.23 | 6,147 NS |
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| GRMN | Garmin Ltd | 0.292843% | 610,650.32 | 2,632 NS |
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| ADNT | Adient PLC | 0.291862% | 608,603.94 | 30,114 NS |
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| MCD | McDonald's Corp | 0.291079% | 606,972.87 | 1,953 NS |
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| PLNT | Planet Fitness Inc | 0.2906% | 605,973.86 | 8,147 NS |
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| SN | SharkNinja Inc | 0.290289% | 605,324.4 | 5,716 NS |
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| NOMD | Nomad Foods Ltd | 0.285307% | 594,935.88 | 61,908 NS |
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| DOLE | Dole PLC | 0.285245% | 594,806.96 | 41,624 NS |
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| TOL | Toll Brothers Inc | 0.283968% | 592,143.33 | 4,339 NS |
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| ELVN | Enliven Therapeutics Inc | 0.283015% | 590,156 | 15,055 NS |
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| UPBD | Upbound Group Inc | 0.282144% | 588,339.75 | 32,595 NS |
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| WHR | Whirlpool Corp | 0.28198% | 587,997.6 | 10,905 NS |
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| SGI | Somnigroup International Inc | 0.28143% | 586,850.88 | 7,939 NS |
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| CVS | CVS Health Corp | 0.280736% | 585,404.82 | 8,151 NS |
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| TDAY | USA TODAY Co Inc | 0.277554% | 578,769.75 | 82,095 NS |
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| LILAK | Liberty Latin America Ltd | 0.274678% | 572,770.8 | 64,940 NS |
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| DPZ | Domino's Pizza Inc | 0.269964% | 562,941.51 | 1,569 NS |
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| IBP | Installed Building Products In | 0.266263% | 555,224.1 | 2,094 NS |
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| SJM | J M Smucker Co/The | 0.264126% | 550,768.84 | 5,711 NS |
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| UTHR | United Therapeutics Corp | 0.26361% | 549,692.46 | 927 NS |
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| WGO | Winnebago Industries Inc | 0.262425% | 547,221.42 | 17,658 NS |
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| KSS | Kohl's Corp | 0.262195% | 546,740.7 | 42,383 NS |
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| SIRI | Sirius XM Holdings Inc | 0.259727% | 541,595.28 | 23,466 NS |
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| ZM | Zoom Communications Inc | 0.259723% | 541,587.43 | 6,737 NS |
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| DASH | DoorDash Inc | 0.257493% | 536,936.4 | 3,576 NS |
|---|
| FWONK | Liberty Media Corp-Liberty For | 0.254092% | 529,844.64 | 6,232 NS |
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| BOOT | Boot Barn Holdings Inc | 0.252467% | 526,456.92 | 3,597 NS |
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| CAR | Avis Budget Group Inc | 0.251937% | 525,351.7 | 3,602 NS |
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| NWL | Newell Brands Inc | 0.248605% | 518,403.34 | 151,138 NS |
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| RDDT | Reddit Inc | 0.241889% | 504,398.9 | 3,746 NS |
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| BX | Blackstone Inc | 0.237893% | 496,066.86 | 4,314 NS |
|---|
| BFH | Bread Financial Holdings Inc | 0.23689% | 493,974.44 | 6,596 NS |
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| TCBI | Texas Capital Bancshares Inc | 0.235875% | 491,857.92 | 5,184 NS |
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| ROKU | Roku Inc | 0.235592% | 491,267.04 | 5,192 NS |
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| ALLY | Ally Financial Inc | 0.235408% | 490,884.99 | 12,513 NS |
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| GS | Goldman Sachs Group Inc/The | 0.235307% | 490,674.2 | 580 NS |
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| BK | Bank of New York Mellon Corp/T | 0.235184% | 490,416.42 | 4,134 NS |
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