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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 $776,900
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - S&P 500 ETF SHS
 266,990 $137,209 17.66%
2.
Schwab Strategic Trust
 FNDF 2,580,972 $51,052 6.57%
3.
Vanguard Scottsdale Funds
 766,107 $45,507 5.86%
4.
Ishares Trust
 IEF 364,596 $38,126 4.91%
5.
Vanguard Scottsdale Funds
 564,243 $33,115 4.26%
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)