Universe · entity
Opus Capital Group, LLC
Institutional manager (13F) · CIK 1330325
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $891k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | $154k | 257,282 |
| 2 | iShares Core MSCI EAFE ETF | $71k | 780,448 |
| 3 | Vanguard Intermediate-Term Treasury Index | $50k | 846,952 |
| 4 | iShares Core S&P Small-Cap ETF | $44k | 357,393 |
| 5 | Avantis US Large Cap Value ETF | $40k | 497,560 |
| 6 | Vanguard Short-Term Treasury Index | $34k | 586,072 |
| 7 | Alpha Architect 1-3 Month Box ETF | $33k | 284,266 |
| 8 | Dimensional Core Fixed | $32k | 764,694 |
| 9 | Vanguard High Dividend Yield Index Fund | $31k | 212,349 |
| 10 | Avantis International Small Cap Value ETF | $31k | 313,238 |
| 11 | iShares Russell 1000 Index | $28k | 78,036 |
| 12 | iShares Trust - iShares 0-5 Year TIPS | $28k | 268,570 |
| 13 | Schwab Fundamental International Large Cap | $25k | 509,963 |
| 14 | Dimensional US High Profitability ETF | $20k | 539,414 |
| 15 | Vanguard Russell 1000 ETF | $19k | 63,822 |
| 16 | Vanguard Core Tax-Exempt Bond ETF | $19k | 249,876 |
| 17 | Schwab International Equity ETF | $19k | 748,277 |
| 18 | Cambria Shareholder Yield ETF | $18k | 236,777 |
| 19 | Avantis U.S. Small Cap Value ETF | $17k | 156,831 |
| 20 | Vanguard US Multifactor | $16k | 106,039 |
| 21 | Procter & Gamble | $16k | 109,770 |
| 22 | iShares Core MSCI Emerging Markets | $16k | 227,297 |
| 23 | Avantis Emerging Markets Equity ETF | $15k | 190,591 |
| 24 | Vanguard FTSE Developed Markets ETF | $11k | 177,628 |
| 25 | Cambria Foreign Shareholder Yield ETF | $11k | 289,253 |
| 26 | Vanguard Short Duration Tax-Exempt Bond ETF | $10k | 134,358 |
| 27 | iShares Short-Term National Muni Bond ETF | $7k | 62,230 |
| 28 | Cambria Emerging Shareholder Yield ETF | $6k | 147,079 |
| 29 | iShares Russell 1000 Growth | $6k | 14,226 |
| 30 | Vanguard Large Cap Value ETF | $5k | 27,229 |
| 31 | Vanguard Emerging Market | $5k | 98,029 |
| 32 | Schwab U.S. Small Cap ETF | $5k | 181,822 |
| 33 | iShares National AMT-Free Muni Bond | $4k | 42,135 |
| 34 | Apple Inc | $4k | 16,666 |
| 35 | Schwab U.S. Broad Market ETF | $4k | 164,514 |
| 36 | iShares 3-7 Year Treasury Bond | $4k | 33,755 |
| 37 | Service Corp Int'l, Inc. | $4k | 45,570 |
| 38 | Vanguard Dividend Appreciation | $3k | 12,348 |
| 39 | SPDR Developed World ex-US ETF | $3k | 56,401 |
| 40 | iShares S&P 500 Index | $3k | 3,915 |
| 41 | iShares S&P 100 ETF | $2k | 7,307 |
| 42 | iShares Russell 2000 Idx | $2k | 9,051 |
| 43 | iShares 0-3 Month Treasury Bond ETF | $2k | 21,398 |
| 44 | iShares Future AI & Tech ETF | $2k | 43,028 |
| 45 | Invesco AI and Next Gen Software ETF | $2k | 31,653 |
| 46 | SPDR S&P 600 Small Cap Value | $2k | 18,476 |
| 47 | Nvidia Corp | $2k | 9,590 |
| 48 | US Treasury 3 Month Bill ETF | $2k | 33,506 |
| 49 | iShares Russell 1000 Value | $2k | 7,092 |
| 50 | Sellas Life Sciences Gro | $1k | 346,452 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.