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Home > Institutional Investor > Opus Capital Group, Llc > Profile

Instuitional Investor - Opus Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Opus Capital Group, Llc
Portfolio Value $835,157
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - S&P 500 ETF SHS
 266,482 $151,370 18.12%
2.
Schwab Strategic Trust
 FNDF 2,510,756 $55,488 6.64%
3.
Vanguard Scottsdale Funds
 740,542 $44,292 5.3%
4.
Ishares Trust
 IEF 347,703 $38,000 4.55%
5.
Avantis Us Large Cap Value Etf
 487,866 $33,277 3.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)