Opus Capital Group, LLC
Q3 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
137
- Value ($000)
$890
- Date Filed 10/31/2025
- Form type13F-HR
- CIK 0001330325
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V Vanguard S&P 500 ETF | S&P 500 ETF SHS | 922908363 | $161.80K | 18 % | 264,209 | ||
I iShares Core MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | $69.45K | 8 % | 795,418 | ||
Vanguard Intermediate-Term Treasury Index | INTER TERM TREAS | 92206C706 | $46.42K | 5 % | 773,371 | ||
I iShares Core S&P Small-Cap ETF | CORE S&P SCP ETF | 464287804 | $41.88K | 5 % | 352,474 | ||
A Avantis US Large Cap Value ETF | US LARGE CAP VLU | 025072349 | $35.24K | 4 % | 487,749 | ||
V Vanguard Short-Term Treasury Index | SHORT TERM TREAS | 92206C102 | $32.16K | 4 % | 546,534 | ||
A Avantis International Small Cap Value ETF | INTL SMCP VLU | 025072802 | $30.27K | 3 % | 340,007 | ||
D Dimensional Core Fixed | CORE FIXED INCOM | 25434V872 | $29.85K | 3 % | 698,013 | ||
S iShares 0-3 Month Treasury Bond ETF | 0-3 MNTH TREASRY | 46436E718 | $29.82K | 3 % | 296,147 | ||
V Vanguard High Dividend Yield Index Fund | HIGH DIV YLD | 921946406 | $29.62K | 3 % | 210,142 |
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