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Opus Capital Group, LLC

Q3 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    137

  • Value ($000)

    $890

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001330325
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

Vanguard S&P 500 ETF

S&P 500 ETF SHS
922908363
$161.8K
18 %

264,209

I
IEFA

iShares Core MSCI EAFE ETF

CORE MSCI EAFE
46432F842
$69.45K
8 %

795,418

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Vanguard Intermediate-Term Treasury Index

INTER TERM TREAS
92206C706
$46.43K
5 %

773,371

I
IJR

iShares Core S&P Small-Cap ETF

CORE S&P SCP ETF
464287804
$41.88K
5 %

352,474

A
AVLV

Avantis US Large Cap Value ETF

US LARGE CAP VLU
025072349
$35.25K
4 %

487,749

V
VGSH

Vanguard Short-Term Treasury Index

SHORT TERM TREAS
92206C102
$32.16K
4 %

546,534

A
AVDV

Avantis International Small Cap Value ETF

INTL SMCP VLU
025072802
$30.27K
3 %

340,007

D
DFCF

Dimensional Core Fixed

CORE FIXED INCOM
25434V872
$29.85K
3 %

698,013

S
SGOV

iShares 0-3 Month Treasury Bond ETF

0-3 MNTH TREASRY
46436E718
$29.82K
3 %

296,147

V
VYM

Vanguard High Dividend Yield Index Fund

HIGH DIV YLD
921946406
$29.62K
3 %

210,142

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