Opus Capital Group, LLC
Q4 2024 13F Holdings
- Locationcincinnati, OH
- Num holdings
120
- Value ($000)
$787
- Date Filed01/31/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS | 922908363 | $145.41K | 19 % | 269,877 | ||
SCHF Schwab International Equity ETF | INTL EQTY ETF | 808524805 | $47.47K | 6 % | 2,565,851 | ||
Vanguard Intermediate-Term Treasury Index | INTER TERM TREAS | 92206C706 | $43.80K | 6 % | 755,258 | ||
IJR iShares Core S&P Small-Cap ETF | CORE S&P SCP ETF | 464287804 | $41.80K | 5 % | 362,751 | ||
VGSH Vanguard Short-Term Treasury Index | SHORT TERM TREAS | 92206C102 | $33.88K | 4 % | 582,280 | ||
AVLV Avantis US Large Cap Value ETF | US LARGE CAP VLU | 025072349 | $33.01K | 4 % | 494,434 | ||
SGOV iShares 0-3 Month Treasury Bond ETF | 0-3 MNTH TREASRY | 46436E718 | $31.85K | 4 % | 317,452 | ||
VYM Vanguard High Dividend Yield Index Fund | HIGH DIV YLD | 921946406 | $30.71K | 4 % | 240,686 | ||
DFCF Dimensional Core Fixed | CORE FIXED INCOM | 25434V872 | $28.12K | 4 % | 681,444 | ||
IWB iShares Russell 1000 Index | RUSSELL 1000 | 464287622 | $26.35K | 3 % | 81,780 |
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