Opus Capital Group, LLC
Q1 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
125
- Value ($000)
$777
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001330325
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS | 922908363 | $137.21K | 18 % | 266,990 | ||
SCHF Schwab International Equity ETF | INTL EQTY ETF | 808524805 | $51.05K | 7 % | 2,580,972 | ||
Vanguard Intermediate-Term Treasury Index | INTER TERM TREAS | 92206C706 | $45.51K | 6 % | 766,107 | ||
IJR iShares Core S&P Small-Cap ETF | CORE S&P SCP ETF | 464287804 | $38.13K | 5 % | 364,596 | ||
VGSH Vanguard Short-Term Treasury Index | SHORT TERM TREAS | 92206C102 | $33.12K | 4 % | 564,243 | ||
AVLV Avantis US Large Cap Value ETF | US LARGE CAP VLU | 025072349 | $31.96K | 4 % | 490,071 | ||
SGOV iShares 0-3 Month Treasury Bond ETF | 0-3 MNTH TREASRY | 46436E718 | $28.91K | 4 % | 287,195 | ||
DFCF Dimensional Core Fixed | CORE FIXED INCOM | 25434V872 | $28.82K | 4 % | 685,138 | ||
VYM Vanguard High Dividend Yield Index Fund | HIGH DIV YLD | 921946406 | $27.84K | 4 % | 215,841 | ||
IEFA iShares Core MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | $26.78K | 3 % | 353,993 |
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