---
ticker: "OTAX"
name: "Optimal Tax Managed Equity ETF"
url: "https://etf.net/etf/OTAX"
grade: null
no_grade_reason: "Not yet graded"
methodology: "https://etf.net/methodology"
---

# OTAX: Optimal Tax Managed Equity ETF

Not graded: Not yet graded. The fund does not yet have enough measurable history for a letter. Young funds age in naturally as their record builds; nothing is wrong.

## Top holdings

The fund holds 237 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | RECS | Columbia Research Enhanced Core ETF | 8.54% |
| 2 | NVDA | NVIDIA Corp | 5.22% |
| 3 | AAPL | Apple Inc | 4.63% |
| 4 | MSFT | Microsoft Corp | 3.95% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 3.28% |
| 6 | VOO | Vanguard S&P 500 ETF | 3.27% |
| 7 | SNOW | Snowflake Inc | 2.62% |
| 8 | AMZN | Amazon.com Inc | 2.58% |
| 9 | PANW | Palo Alto Networks Inc | 2.54% |
| 10 | AVGO | Broadcom Inc | 2.08% |
| 11 | GOOGL | Alphabet Inc | 2.01% |
| 12 | DELL | Dell Technologies Inc | 1.85% |
| 13 | GOOG | Alphabet Inc | 1.72% |
| 14 | MRK | Merck & Co Inc | 1.71% |
| 15 | META | Meta Platforms Inc | 1.51% |
| 16 | TSLA | Tesla Inc | 1.24% |
| 17 | VIG | Vanguard Dividend Appreciation ETF | 1.20% |
| 18 | MU | Micron Technology Inc | 1.07% |
| 19 | LLY | Eli Lilly & Co | 0.93% |
| 20 | AMD | Advanced Micro Devices Inc | 0.93% |
| 21 | VGT | Vanguard Information Technology ETF | 0.92% |
| 22 | JPM | JPMorgan Chase & Co. | 0.84% |
| 23 | ETN | Eaton Corp PLC | 0.81% |
| 24 | CRWD | Crowdstrike Holdings Inc | 0.77% |
| 25 | QQQ | Invesco QQQ Trust Series 1 | 0.70% |
| 26 | BRK.B | Berkshire Hathaway Inc | 0.68% |
| 27 | XOM | ExxonMobil Holdings Corp | 0.67% |
| 28 | V | Visa Inc | 0.62% |
| 29 | ABBV | AbbVie Inc | 0.61% |
| 30 | ATI | ATI Inc | 0.60% |

Source: etf.net, https://etf.net/etf/OTAX. Please cite the page URL.